Purchases and Sales Made in Q4 2023 in Global X Fdsnasdaq 100 Covered (QYLD)
This table provides information about the institutional ownership of Global X Fdsnasdaq 100 Covered (QYLD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
27.4K+ 33.84% |
$447K - $480K
|
108K
$1.98M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
27.4K+ 44.58% |
$446K - $479K
|
88.7K
$1.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
24.1KNew |
$393K - $422K
|
24.1K
$439K
|
|
|
Jan 16, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
23.6KNew |
$384K - $412K
|
23.6K
$429K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
22.8K+ 5.99% |
$371K - $399K
|
403K
$7.34M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
22.5K+ 19.62% |
$366K - $393K
|
137K
$2.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
22.2K+ 15.11% |
$363K - $390K
|
169K
$3.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
22.1K+ 92.13% |
$360K - $387K
|
46.1K
$840K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
21.8KNew |
$356K - $382K
|
21.8K
$398K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
20.8KNew |
$339K - $364K
|
20.8K
$379K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
19.2K+ 40.45% |
$313K - $336K
|
66.7K
$1.22M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
19K+ 10.71% |
$309K - $332K
|
196K
$3.57M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
17.8K+ 5.5% |
$290K - $312K
|
342K
$6.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
17.6KNew |
$288K - $309K
|
17.6K
$321K
|
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
17.2K+ 114.62% |
$280K - $301K
|
32.2K
$586K
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
17.1K+ 55.06% |
$279K - $300K
|
48.3K
$879K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.1K+ 2.93% |
$278K - $299K
|
601K
$10.9M
|
|
|
Jan 08, 2024
Q4 2023
|
Fluent Financial, LLC
|
BUY
|
- |
16.8KNew |
$274K - $294K
|
16.8K
$306K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
16.6K+ 5.38% |
$271K - $291K
|
325K
$5.93M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.1K+ 1.88% |
$246K - $264K
|
818K
$14.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
14.9K+ 30.09% |
$243K - $261K
|
64.5K
$1.17M
|
|
|
Feb 20, 2024
Q4 2023
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
14.2KNew |
$231K - $248K
|
14.2K
$258K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
13.7K+ 171.94% |
$224K - $241K
|
21.7K
$396K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
13.7K+ 48.54% |
$224K - $241K
|
42.1K
$766K
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
13.7K+ 17.89% |
$223K - $240K
|
90.2K
$1.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
13.5K+ 26.91% |
$220K - $237K
|
63.8K
$1.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
12.7KNew |
$207K - $223K
|
12.7K
$231K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.4K+ 0.47% |
$202K - $216K
|
2.66M
$48.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
11.8K+ 43.44% |
$192K - $206K
|
38.9K
$709K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
11.8KNew |
$192K - $206K
|
11.8K
$214K
|
|
|
Feb 05, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
11.8KNew |
$192K - $206K
|
11.8K
$214K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.7K+ 23.63% |
$191K - $205K
|
61.3K
$1.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
10.8K+ 13.65% |
$175K - $188K
|
89.6K
$1.63M
|
|
|
Feb 26, 2024
Q4 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
10.7K+ 19.0% |
$174K - $187K
|
67K
$1.22M
|
|
|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
10.5K+ 7.62% |
$172K - $184K
|
149K
$2.71M
|
|
|
Jan 11, 2024
Q4 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
10.4K+ 2.5% |
$170K - $182K
|
428K
$7.79M
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
10.4K+ 24.07% |
$169K - $182K
|
53.4K
$973K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.1K+ 2.96% |
$164K - $176K
|
350K
$6.37M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
9.7K+ 24.99% |
$158K - $170K
|
48.5K
$883K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
9.62K+ 8.14% |
$157K - $168K
|
128K
$2.33M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
8.99K+ 18.08% |
$146K - $157K
|
58.7K
$1.07M
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
8.75KNew |
$143K - $153K
|
8.75K
$159K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.83K+ 3.68% |
$128K - $137K
|
221K
$4.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
7.4K+ 10.05% |
$121K - $130K
|
81K
$1.48M
|
|
|
Jan 29, 2024
Q4 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
7K+ 56.58% |
$114K - $123K
|
19.4K
$353K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
6.89KNew |
$112K - $121K
|
6.89K
$125K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
6.5K+ 7.2% |
$106K - $114K
|
96.7K
$1.76M
|
|
|
Jan 18, 2024
Q4 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
6.43K+ 36.53% |
$105K - $113K
|
24K
$438K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
6.25K+ 14.07% |
$102K - $109K
|
50.7K
$923K
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
6.09K+ 52.38% |
$99.2K - $107K
|
17.7K
$323K
|