Purchases and Sales Made in Q3 2023 in Global X Fdsnasdaq 100 Covered (QYLD)
This table provides information about the institutional ownership of Global X Fdsnasdaq 100 Covered (QYLD) during Q3 2023. The information is specifically focused on institutions that hold shares of GLOBAL X FDSNASDAQ 100 COVERED.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
6.21K+ 33.46% |
$103K - $112K
|
24.8K
$459K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
6.14K+ 44.97% |
$102K - $111K
|
19.8K
$367K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.07K+ 2.0% |
$101K - $109K
|
309K
$5.72M
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
BUY
|
- |
5.87K+ 4.58% |
$97.3K - $106K
|
134K
$2.49M
|
|
|
Oct 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
5.84K+ 49.51% |
$96.8K - $105K
|
17.6K
$327K
|
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
BUY
|
- |
5.66K+ 37.71% |
$93.8K - $102K
|
20.7K
$383K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5.55K+ 8.33% |
$92K - $100K
|
72.1K
$1.34M
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
5.24K+ 9.33% |
$86.8K - $94.5K
|
61.4K
$1.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
5.23K+ 3.93% |
$86.7K - $94.4K
|
138K
$2.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.14K+ 3.99% |
$85.2K - $92.8K
|
134K
$2.48M
|
|
|
Oct 31, 2023
Q3 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
4.75K+ 46.36% |
$78.8K - $85.8K
|
15K
$278K
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
BUY
|
- |
4.65K+ 25.51% |
$77.1K - $83.9K
|
22.9K
$424K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.42K+ 123.55% |
$73.3K - $79.7K
|
7.99K
$148K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
4.38K+ 391.07% |
$72.6K - $79.1K
|
5.5K
$102K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.28K+ 8.65% |
$71K - $77.3K
|
53.8K
$997K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.23K+ 1.12% |
$70.1K - $76.4K
|
381K
$7.06M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.17K+ 6.28% |
$69.2K - $75.3K
|
70.6K
$1.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.13K+ 18.36% |
$68.5K - $74.5K
|
26.6K
$494K
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
4.09K+ 22.54% |
$67.8K - $73.8K
|
22.2K
$412K
|
|
|
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
3.81K+ 15.1% |
$63.2K - $68.8K
|
29.1K
$539K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3.76K+ 1800.0% |
$62.4K - $67.9K
|
3.97K
$73.6K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.54K+ 4.81% |
$58.6K - $63.8K
|
77K
$1.43M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.5K+ 5.83% |
$58K - $63.2K
|
63.5K
$1.18M
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
3.1K+ 14.44% |
$51.4K - $56K
|
24.6K
$456K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.67K+ 1.78% |
$44.3K - $48.2K
|
153K
$2.83M
|
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
2.67K+ 26.61% |
$44.3K - $48.2K
|
12.7K
$235K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.6K+ 2.5% |
$43.1K - $46.9K
|
106K
$1.97M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.45K+ 9.1% |
$40.6K - $44.2K
|
29.3K
$544K
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.31K+ 6.32% |
$38.3K - $41.7K
|
38.8K
$720K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.21K+ 5.09% |
$36.7K - $39.9K
|
45.6K
$846K
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.91K+ 1.06% |
$31.7K - $34.5K
|
182K
$3.37M
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.86K+ 3.02% |
$30.8K - $33.6K
|
63.4K
$1.17M
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.85K+ 6.46% |
$30.7K - $33.4K
|
30.5K
$566K
|
|
|
Nov 08, 2023
Q3 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
1.85K+ 1.01% |
$30.6K - $33.3K
|
184K
$3.41M
|
|
|
Oct 17, 2023
Q3 2023
|
Advisors Management Group Inc
|
BUY
|
- |
1.84K+ 5.81% |
$30.6K - $33.3K
|
33.6K
$622K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.82K+ 11.76% |
$30.2K - $32.9K
|
17.3K
$321K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.8K+ 3.58% |
$29.9K - $32.6K
|
52.3K
$969K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.57K+ 4.08% |
$25.9K - $28.2K
|
39.9K
$740K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.51K+ 9.06% |
$25K - $27.2K
|
18.2K
$337K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.46K+ 6.12% |
$24.2K - $26.4K
|
25.3K
$469K
|
|
|
Oct 30, 2023
Q3 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.45K+ 1.08% |
$24.1K - $26.2K
|
136K
$2.52M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
1.42KNew |
$23.5K - $25.5K
|
1.42K
$26.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.4K+ 3.44% |
$23.2K - $25.3K
|
42.2K
$782K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.38K+ 0.38% |
$22.9K - $25K
|
364K
$6.75M
|
|
|
Oct 30, 2023
Q3 2023
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
1.37K+ 7.96% |
$22.7K - $24.7K
|
18.6K
$345K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.32K+ 4.47% |
$21.9K - $23.8K
|
30.8K
$571K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.28KNew |
$21.2K - $23.1K
|
1.28K
$23.7K
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
1.26K+ 5.01% |
$20.8K - $22.7K
|
26.3K
$488K
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.24K+ 1.96% |
$20.5K - $22.3K
|
64.4K
$1.19M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.2K+ 2.39% |
$19.9K - $21.7K
|
51.5K
$955K
|