Purchases and Sales Made in Q4 2022 in Global X Fds S&P 500 Covered C (XYLD)
This table provides information about the institutional ownership of Global X Fds S&P 500 Covered C (XYLD) during Q4 2022. The information is specifically focused on institutions that hold shares of GLOBAL X FDS S&P 500 COVERED C.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
6.75K+ 21.8% |
$258K - $274K
|
37.7K
$1.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
6.75KNew |
$258K - $274K
|
6.75K
$293K
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
6.62KNew |
$253K - $269K
|
6.62K
$287K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.14KNew |
$234K - $249K
|
6.14K
$266K
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
5.68KNew |
$217K - $231K
|
5.68K
$246K
|
|
|
Feb 08, 2023
Q4 2022
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
5.44KNew |
$208K - $221K
|
5.44K
$236K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.17KNew |
$198K - $210K
|
5.17K
$224K
|
|
|
Feb 10, 2023
Q4 2022
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
5.14KNew |
$196K - $209K
|
5.14K
$223K
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
4.96KNew |
$189K - $202K
|
4.96K
$215K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.52K+ 30.47% |
$172K - $184K
|
19.3K
$839K
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
4.47K+ 31.32% |
$171K - $182K
|
18.8K
$814K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.78K+ 16.69% |
$144K - $154K
|
26.4K
$1.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.51K+ 504.75% |
$134K - $143K
|
4.2K
$182K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.32K+ 25.63% |
$127K - $135K
|
16.3K
$706K
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
2.77K+ 8.61% |
$106K - $113K
|
34.9K
$1.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.39K+ 24.86% |
$91.3K - $97.1K
|
12K
$521K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.37K+ 40.03% |
$90.4K - $96.2K
|
8.28K
$359K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.29K+ 15.33% |
$87.4K - $93K
|
17.2K
$747K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.16K+ 139.12% |
$82.3K - $87.6K
|
3.7K
$161K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
2K+ 35.83% |
$76.4K - $81.3K
|
7.58K
$329K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.94KNew |
$74K - $78.7K
|
1.94K
$84K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1.78KNew |
$67.9K - $72.3K
|
1.78K
$77.2K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.65K+ 17.98% |
$63.1K - $67.2K
|
10.9K
$471K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.65K+ 1.86% |
$63.1K - $67.2K
|
90.7K
$3.93M
|
|
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1.27K+ 9.55% |
$48.5K - $51.6K
|
14.6K
$632K
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.2K+ 1.52% |
$45.7K - $48.6K
|
80K
$3.47M
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.19K+ 21.87% |
$45.6K - $48.5K
|
6.65K
$289K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.14K+ 11.86% |
$43.7K - $46.5K
|
10.8K
$468K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.14K+ 6.62% |
$43.4K - $46.2K
|
18.3K
$795K
|
|
|
Feb 13, 2023
Q4 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.01K+ 15.75% |
$38.4K - $40.9K
|
7.4K
$321K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
993+ 2112.77% |
$37.9K - $40.3K
|
1.04K
$45.1K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
977+ 2.79% |
$37.3K - $39.7K
|
36K
$1.56M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
967+ 6.6% |
$36.9K - $39.3K
|
15.6K
$678K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
933+ 8.13% |
$35.6K - $37.9K
|
12.4K
$538K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
919+ 2.41% |
$35.1K - $37.3K
|
39.1K
$1.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
889+ 8.23% |
$33.9K - $36.1K
|
11.7K
$507K
|
|
|
Jan 20, 2023
Q4 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
852+ 1.8% |
$32.5K - $34.6K
|
48.2K
$2.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
750New |
$28.6K - $30.5K
|
750
$32.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
666+ 10.63% |
$25.4K - $27.1K
|
6.93K
$301K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
600New |
$22.9K - $24.4K
|
600
$26K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
556+ 12.1% |
$21.2K - $22.6K
|
5.15K
$223K
|
|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
BUY
|
- |
500New |
$19.1K - $20.3K
|
500
$21.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
425New |
$16.2K - $17.3K
|
425
$18.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
413New |
$15.8K - $16.8K
|
413
$17.9K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
346+ 3.63% |
$13.2K - $14.1K
|
9.89K
$429K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
341+ 2.93% |
$13K - $13.9K
|
12K
$519K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
315New |
$12K - $12.8K
|
315
$13.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
280+ 1.99% |
$10.7K - $11.4K
|
14.3K
$622K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
180+ 2.63% |
$6.87K - $7.31K
|
7.03K
$305K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
98New |
$3.74K - $3.98K
|
98
$4.25K
|