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
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.12K- 2.16% |
$34.6K - $37.1K
|
96K
$1.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-2.21K- 9.8% |
$36.1K - $38.8K
|
20.4K
$371K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.46K- 19.05% |
$40.1K - $43.1K
|
10.5K
$190K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.49K- 4.35% |
$40.5K - $43.5K
|
54.7K
$995K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.51K- 3.0% |
$40.8K - $43.9K
|
81K
$1.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-2.57K- 1.89% |
$41.8K - $44.9K
|
133K
$2.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.72K- 12.71% |
$44.3K - $47.6K
|
18.7K
$340K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.08K- 0.49% |
$50.1K - $53.8K
|
623K
$11.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.23K- 3.61% |
$52.6K - $56.5K
|
86.1K
$1.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.24K- 23.97% |
$52.7K - $56.7K
|
10.3K
$187K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-3.67K- 24.73% |
$59.7K - $64.2K
|
11.2K
$203K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-3.82K- 4.91% |
$62.3K - $67K
|
74K
$1.35M
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-3.86K- 10.31% |
$62.8K - $67.5K
|
33.5K
$610K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.05K- 5.73% |
$65.9K - $70.8K
|
66.5K
$1.21M
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-4.14K- 2.9% |
$67.5K - $72.5K
|
139K
$2.53M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.33K- 5.62% |
$70.5K - $75.8K
|
72.7K
$1.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.82K- 6.53% |
$78.6K - $84.4K
|
69.1K
$1.26M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-4.97K- 11.33% |
$81K - $87K
|
38.9K
$708K
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
SELL
|
- |
-5.18K- 3.04% |
$84.4K - $90.7K
|
165K
$3.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-5.46K- 18.08% |
$89K - $95.6K
|
24.7K
$450K
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
SELL
|
- |
-5.66K- 27.39% |
$92.2K - $99.1K
|
15K
$273K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-5.69K- 3.13% |
$92.7K - $99.6K
|
176K
$3.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-5.86K- 19.99% |
$95.5K - $103K
|
23.5K
$427K
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-5.9K- 19.98% |
$96.2K - $103K
|
23.6K
$430K
|
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-6.69K- 4.57% |
$109K - $117K
|
140K
$2.55M
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-6.81K- 70.46% |
$111K - $119K
|
2.86K
$52K
|
|
|
Feb 06, 2024
Q4 2023
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-6.87K- 36.98% |
$112K - $120K
|
11.7K
$213K
|
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-6.91K- 11.12% |
$113K - $121K
|
55.2K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.33K- 25.36% |
$136K - $146K
|
24.5K
$446K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-8.73K- 2.68% |
$142K - $153K
|
317K
$5.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.75K- 26.12% |
$143K - $153K
|
24.7K
$451K
|
|
|
Feb 15, 2024
Q4 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-9K- 32.14% |
$147K - $158K
|
19K
$346K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-13.6K- 16.4% |
$222K - $238K
|
69.4K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-13.6K- 3.57% |
$222K - $239K
|
369K
$6.72M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-14.7K- 5.69% |
$239K - $257K
|
243K
$4.43M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-16.1K- 42.95% |
$263K - $282K
|
21.4K
$390K
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
SELL
|
- |
-17.1K- 24.06% |
$278K - $299K
|
53.9K
$981K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-18.5K- 35.83% |
$301K - $323K
|
33.1K
$602K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-21.6K- 7.52% |
$353K - $379K
|
266K
$4.85M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-21.7K- 18.83% |
$354K - $380K
|
93.6K
$1.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-21.8K- 11.21% |
$355K - $382K
|
173K
$3.15M
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-21.9K- 4.29% |
$358K - $384K
|
490K
$8.91M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-26.3K- 47.35% |
$429K - $461K
|
29.3K
$533K
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-26.9K- 72.09% |
$439K - $471K
|
10.4K
$190K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-27.3K- 98.41% |
$445K - $478K
|
440
$8.01K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-28.8K- 69.54% |
$469K - $504K
|
12.6K
$230K
|
|
|
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-35K- 74.83% |
$570K - $612K
|
11.8K
$214K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-41.6K- 27.25% |
$679K - $729K
|
111K
$2.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-47.6K- 46.79% |
$775K - $833K
|
54.1K
$985K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-47.8K- 75.34% |
$780K - $838K
|
15.7K
$285K
|