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 |
|---|---|---|---|---|---|---|---|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
85+ 0.71% |
$3.25K - $3.45K
|
12K
$521K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
56New |
$2.14K - $2.28K
|
56
$2.43K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
33+ 0.54% |
$1.26K - $1.34K
|
6.15K
$267K
|
|
|
Feb 08, 2023
Q4 2022
|
Manchester Financial Inc
|
BUY
|
- |
31+ 0.26% |
$1.18K - $1.26K
|
11.9K
$515K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
24+ 3.39% |
$916 - $975
|
733
$31.8K
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
9+ 0.02% |
$344 - $366
|
38.2K
$1.66M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
3+ 2.86% |
$115 - $122
|
108
$4.68K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.94% |
$38.2 - $40.6
|
107
$4.64K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-17- 1.03% |
$649 - $691
|
1.63K
$70.6K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
SELL
|
- |
-85- 15.45% |
$3.25K - $3.45K
|
465
$20.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-88- 12.63% |
$3.36K - $3.58K
|
609
$26.4K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-140- 0.97% |
$5.35K - $5.69K
|
14.3K
$620K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-150- 50.0% |
$5.73K - $6.09K
|
150
$6.51K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-156- 56.52% |
$5.96K - $6.34K
|
120
$5.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-400- 36.23% |
$15.3K - $16.3K
|
704
$30.5K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-478- 1.98% |
$18.3K - $19.4K
|
23.6K
$1.03M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.04K- 1.28% |
$39.7K - $42.3K
|
80.4K
$3.49M
|
|
|
Jan 31, 2023
Q4 2022
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-1.56K- 12.96% |
$59.4K - $63.2K
|
10.4K
$453K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.64K- 10.11% |
$101K - $107K
|
23.4K
$1.02M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.64K- 63.56% |
$101K - $107K
|
1.52K
$65.7K
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3.41K- 23.59% |
$130K - $139K
|
11K
$479K
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.44K- 37.19% |
$131K - $140K
|
5.81K
$252K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
SELL
|
- |
-3.8K- 87.36% |
$145K - $154K
|
550
$23.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.85K- 2.64% |
$147K - $156K
|
142K
$6.16M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4.09K- 22.66% |
$156K - $166K
|
14K
$606K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.54K- 35.05% |
$173K - $184K
|
8.41K
$365K
|
|
|
Feb 01, 2023
Q4 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-4.56K- 10.15% |
$174K - $185K
|
40.4K
$1.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-4.85K- 6.0% |
$185K - $197K
|
76K
$3.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.94K- 48.99% |
$227K - $241K
|
6.19K
$268K
|
|
|
Feb 02, 2023
Q4 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-6.35K- 22.63% |
$243K - $258K
|
21.7K
$942K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-6.46K- 78.3% |
$247K - $263K
|
1.79K
$77.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Cavalier Investments, LLC
|
SELL
|
- |
-7.27K- 2.84% |
$277K - $295K
|
249K
$10.8M
|
|
|
Feb 02, 2023
Q4 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-7.46K- 49.05% |
$285K - $303K
|
7.75K
$336K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-8.06K- 0.87% |
$308K - $327K
|
923K
$40M
|
|
|
Jan 12, 2023
Q4 2022
|
Community Capital Management, LLC
|
SELL
|
- |
-8.25K- 50.0% |
$315K - $335K
|
8.25K
$358K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-9.98K- 92.77% |
$381K - $405K
|
778
$33.7K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-10.1K- 50.8% |
$386K - $411K
|
9.79K
$424K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-10.2K- 54.99% |
$388K - $413K
|
8.32K
$361K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-11.4K- 90.22% |
$434K - $462K
|
1.23K
$53.4K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-15K- 19.1% |
$571K - $608K
|
63.4K
$2.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17.3K- 32.03% |
$659K - $701K
|
36.6K
$1.59M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-19.3K- 67.1% |
$737K - $784K
|
9.47K
$411K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-23.6K- 23.07% |
$899K - $957K
|
78.5K
$3.41M
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-28.7K- 9.52% |
$1.09M - $1.17M
|
273K
$11.8M
|
|
|
Feb 15, 2023
Q4 2022
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-36.2K- 65.45% |
$1.38M - $1.47M
|
19.1K
$828K
|
|
|
Feb 09, 2023
Q4 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-36.7K- 14.42% |
$1.4M - $1.49M
|
218K
$9.45M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-38.2K- 46.95% |
$1.46M - $1.55M
|
43.2K
$1.87M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-44K- 26.37% |
$1.68M - $1.79M
|
123K
$5.33M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-45.8K- 30.97% |
$1.75M - $1.86M
|
102K
$4.43M
|