Purchases and Sales Made in Q4 2023 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 2023. 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 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
444KNew |
$16.7M - $17.6M
|
444K
$19.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
367K+ 58185.1% |
$13.8M - $14.6M
|
368K
$16M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
365KNew |
$13.7M - $14.5M
|
365K
$15.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
350K+ 23.55% |
$13.2M - $13.9M
|
1.84M
$79.6M
|
|
|
Jul 01, 2024
Q4 2023
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
244KNew |
$9.19M - $9.71M
|
244K
$10.6M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
192K+ 5.43% |
$7.2M - $7.61M
|
3.72M
$161M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
138K+ 213.45% |
$5.18M - $5.48M
|
202K
$8.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
123K+ 65.11% |
$4.62M - $4.89M
|
312K
$13.5M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
96.2K+ 15.43% |
$3.62M - $3.82M
|
719K
$31.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
96K+ 13.74% |
$3.61M - $3.82M
|
795K
$34.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
84.1K+ 428.84% |
$3.16M - $3.34M
|
104K
$4.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
83KNew |
$3.12M - $3.3M
|
83K
$3.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
76.6KNew |
$2.88M - $3.04M
|
76.6K
$3.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
75KNew |
$2.82M - $2.98M
|
75K
$3.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
71.1K+ 5.87% |
$2.67M - $2.82M
|
1.28M
$55.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
67.1KNew |
$2.52M - $2.67M
|
67.1K
$2.91M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
65.8K+ 218.51% |
$2.47M - $2.62M
|
96K
$4.16M
|
|
|
Feb 05, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
59.8K+ 141.99% |
$2.25M - $2.38M
|
102K
$4.42M
|
|
|
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
59.8K+ 141.99% |
$2.25M - $2.38M
|
102K
$4.42M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
56.3KNew |
$2.11M - $2.24M
|
56.3K
$2.44M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
50.7K+ 20.01% |
$1.91M - $2.02M
|
304K
$13.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
39.9K+ 49.71% |
$1.5M - $1.58M
|
120K
$5.21M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
39.3KNew |
$1.48M - $1.56M
|
39.3K
$1.71M
|
|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
35.8KNew |
$1.35M - $1.42M
|
35.8K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
24.3K+ 239.61% |
$914K - $966K
|
34.5K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.1K+ 77.17% |
$754K - $797K
|
46K
$2M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
19.4K+ 301.01% |
$731K - $773K
|
25.9K
$1.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
18.6KNew |
$700K - $740K
|
18.6K
$808K
|
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
18.3KNew |
$686K - $725K
|
18.3K
$792K
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
17.9KNew |
$673K - $711K
|
17.9K
$776K
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
17.7K+ 79.32% |
$664K - $702K
|
40K
$1.73M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17K+ 14.29% |
$640K - $676K
|
136K
$5.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
14.9KNew |
$561K - $593K
|
14.9K
$648K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14KNew |
$526K - $556K
|
14K
$607K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
13.7KNew |
$515K - $544K
|
13.7K
$594K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
13.4KNew |
$502K - $531K
|
13.4K
$579K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
12.5K+ 51.93% |
$469K - $495K
|
36.5K
$1.58M
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
12.4K+ 13.12% |
$465K - $491K
|
107K
$4.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
12.1K+ 120.93% |
$454K - $480K
|
22.1K
$957K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.9K+ 80.47% |
$411K - $435K
|
24.5K
$1.06M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.7K+ 7.49% |
$402K - $425K
|
154K
$6.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.5K+ 8.6% |
$394K - $416K
|
132K
$5.73M
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
9.31K+ 102.75% |
$350K - $370K
|
18.4K
$796K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.18KNew |
$345K - $365K
|
9.18K
$398K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.1K+ 58.26% |
$342K - $362K
|
24.7K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
8.89KNew |
$334K - $353K
|
8.89K
$385K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
8.4KNew |
$316K - $334K
|
8.4K
$364K
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
8.3KNew |
$312K - $330K
|
8.3K
$360K
|
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
8.27K+ 4.07% |
$311K - $328K
|
212K
$9.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
7.5K+ 13.43% |
$282K - $298K
|
63.3K
$2.75M
|