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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
1.3K+ 379.88% |
$21.2K - $22.8K
|
1.65K
$30K
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.3K+ 10.71% |
$21.2K - $22.8K
|
13.4K
$245K
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
1.28K+ 10.07% |
$20.8K - $22.4K
|
14K
$255K
|
|
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.22K+ 4.21% |
$19.9K - $21.4K
|
30.3K
$551K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
1.19K+ 1.57% |
$19.4K - $20.9K
|
77.3K
$1.41M
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.13KNew |
$18.4K - $19.8K
|
1.13K
$20.5K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.09KNew |
$17.8K - $19.2K
|
1.09K
$19.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1K+ 4.06% |
$16.4K - $17.6K
|
25.8K
$469K
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
848+ 3.04% |
$13.8K - $14.8K
|
28.8K
$524K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
788+ 0.17% |
$12.8K - $13.8K
|
470K
$8.56M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
740+ 5.7% |
$12.1K - $13K
|
13.7K
$250K
|
|
|
Feb 05, 2024
Q4 2023
|
Chase Investment Counsel Corp
|
BUY
|
- |
701+ 1.68% |
$11.4K - $12.3K
|
42.5K
$774K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
665New |
$10.8K - $11.6K
|
665
$12.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
592+ 4.2% |
$9.65K - $10.4K
|
14.7K
$267K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
538New |
$8.77K - $9.42K
|
538
$9.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
500New |
$8.15K - $8.76K
|
500
$9.11K
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
493+ 2.9% |
$8.04K - $8.63K
|
17.5K
$319K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
491+ 2.93% |
$8K - $8.6K
|
17.3K
$314K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
476+ 2.14% |
$7.76K - $8.33K
|
22.7K
$414K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
455New |
$7.42K - $7.97K
|
455
$8.29K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
448+ 1.01% |
$7.3K - $7.84K
|
44.7K
$813K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
400New |
$6.52K - $7K
|
400
$7.28K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
359+ 2.61% |
$5.85K - $6.29K
|
14.1K
$257K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
321New |
$5.23K - $5.62K
|
321
$5.85K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
307+ 1.77% |
$5K - $5.38K
|
17.6K
$321K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
300+ 3.38% |
$4.89K - $5.25K
|
9.18K
$167K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
291+ 0.45% |
$4.74K - $5.1K
|
64.7K
$1.18M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
230+ 1.95% |
$3.75K - $4.03K
|
12K
$219K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
200New |
$3.26K - $3.5K
|
200
$3.64K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
200New |
$3.26K - $3.5K
|
200
$3.64K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
200New |
$3.26K - $3.5K
|
200
$3.64K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
195+ 1.07% |
$3.18K - $3.41K
|
18.4K
$334K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
168+ 1.96% |
$2.74K - $2.94K
|
8.74K
$159K
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
142+ 0.64% |
$2.31K - $2.49K
|
22.5K
$409K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
135+ 0.21% |
$2.2K - $2.36K
|
63.5K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
130+ 0.62% |
$2.12K - $2.28K
|
21K
$382K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
130+ 18.57% |
$2.12K - $2.28K
|
830
$15.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
125+ 0.06% |
$2.04K - $2.19K
|
209K
$3.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
118New |
$1.92K - $2.07K
|
118
$2.15K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
117+ 0.29% |
$1.91K - $2.05K
|
40.1K
$729K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
99+ 5.74% |
$1.61K - $1.73K
|
1.82K
$33.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
56+ 1.94% |
$913 - $981
|
2.95K
$53.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
52+ 0.46% |
$848 - $911
|
11.3K
$206K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
40+ 0.05% |
$652 - $700
|
77.5K
$1.41M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
40+ 1.11% |
$652 - $700
|
3.64K
$66.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
36New |
$587 - $630
|
36
$656
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
36+ 1.36% |
$587 - $630
|
2.68K
$48.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
23+ 1.94% |
$375 - $403
|
1.21K
$22K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
23+ 1.97% |
$375 - $403
|
1.19K
$21.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
21+ 1.07% |
$342 - $368
|
1.99K
$36.1K
|