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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
7.5K+ 13.43% |
$282K - $298K
|
63.3K
$2.75M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.38K+ 5.72% |
$278K - $293K
|
136K
$5.91M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.31K+ 129.02% |
$275K - $291K
|
13K
$563K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.09KNew |
$266K - $282K
|
7.09K
$307K
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.02KNew |
$264K - $279K
|
7.02K
$304K
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
7KNew |
$263K - $278K
|
7K
$304K
|
|
|
Feb 06, 2024
Q4 2023
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
6.86KNew |
$258K - $272K
|
6.86K
$297K
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
6.61KNew |
$249K - $263K
|
6.61K
$287K
|
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
6.25K+ 64.1% |
$235K - $248K
|
16K
$694K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
5.8K+ 25.06% |
$218K - $230K
|
28.9K
$1.26M
|
|
|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
5.79K+ 7.61% |
$218K - $230K
|
82K
$3.56M
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
5.79KNew |
$218K - $230K
|
5.79K
$251K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
5.53KNew |
$208K - $220K
|
5.53K
$240K
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
5.44KNew |
$205K - $216K
|
5.44K
$236K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
5.4K+ 47.91% |
$203K - $215K
|
16.7K
$724K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
4.88KNew |
$183K - $194K
|
4.88K
$212K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.6K+ 23.11% |
$173K - $183K
|
24.5K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.27K+ 27.59% |
$161K - $170K
|
19.8K
$857K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
4.2KNew |
$158K - $167K
|
4.2K
$182K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.8K+ 10.28% |
$143K - $151K
|
40.8K
$1.77M
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
3.53KNew |
$133K - $140K
|
3.53K
$153K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.44K+ 37.5% |
$129K - $137K
|
12.6K
$547K
|
|
|
May 21, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
3.38K+ 7.46% |
$127K - $134K
|
48.6K
$2.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.17K+ 5973.58% |
$119K - $126K
|
3.22K
$140K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.97K+ 14.11% |
$112K - $118K
|
24K
$1.04M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.89K+ 13.69% |
$109K - $115K
|
24K
$1.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.68K+ 45.05% |
$101K - $106K
|
8.62K
$374K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
2.5KNew |
$94K - $99.3K
|
2.5K
$108K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.06K+ 14.36% |
$77.4K - $81.8K
|
16.4K
$712K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2K+ 11.82% |
$75.2K - $79.5K
|
18.9K
$821K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.98K+ 1.18% |
$74.5K - $78.7K
|
170K
$7.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.95K+ 3.65% |
$73.3K - $77.5K
|
55.5K
$2.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.8K+ 901.0% |
$67.7K - $71.6K
|
2K
$86.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.75K+ 21.6% |
$65.7K - $69.4K
|
9.84K
$427K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.56K+ 3.59% |
$58.8K - $62.1K
|
45.2K
$1.96M
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.27K+ 12.63% |
$47.9K - $50.6K
|
11.4K
$493K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.23K+ 5.81% |
$46.3K - $48.9K
|
22.5K
$974K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.2KNew |
$45.1K - $47.7K
|
1.2K
$52K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
925New |
$34.8K - $36.8K
|
925
$40.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
812+ 7.51% |
$30.5K - $32.3K
|
11.6K
$504K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
792+ 12.17% |
$29.8K - $31.5K
|
7.3K
$317K
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
755+ 0.56% |
$28.4K - $30K
|
136K
$5.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
747+ 7.43% |
$28.1K - $29.7K
|
10.8K
$468K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
729+ 13.92% |
$27.4K - $29K
|
5.97K
$259K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
705+ 39.06% |
$26.5K - $28K
|
2.51K
$109K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
696+ 12.33% |
$26.2K - $27.7K
|
6.34K
$275K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
655+ 5.14% |
$24.6K - $26K
|
13.4K
$581K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
600New |
$22.6K - $23.8K
|
600
$26K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
596+ 8.68% |
$22.4K - $23.7K
|
7.47K
$324K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
486+ 8.46% |
$18.3K - $19.3K
|
6.23K
$270K
|