Purchases and Sales Made in Q4 2024 in Global X Fdsnasdaq 100 Covered (QYLD)
This table provides information about the institutional ownership of Global X Fdsnasdaq 100 Covered (QYLD) during Q4 2024. 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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.98MNew |
$71.4M - $74.9M
|
3.98M
$70.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.01M+ 21.73% |
$36.1M - $37.9M
|
11.3M
$199M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.47M+ 13.69% |
$26.4M - $27.7M
|
12.2M
$216M
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
1.01M+ 22.79% |
$18M - $18.9M
|
5.41M
$95.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
755KNew |
$13.5M - $14.2M
|
755K
$13.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
573KNew |
$10.3M - $10.8M
|
573K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
539K+ 30.67% |
$9.66M - $10.1M
|
2.29M
$40.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
448K+ 1740.27% |
$8.04M - $8.43M
|
474K
$8.37M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
430KNew |
$7.7M - $8.08M
|
430K
$7.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
385KNew |
$6.91M - $7.24M
|
385K
$6.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
344K+ 6.74% |
$6.17M - $6.47M
|
5.45M
$96.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
229K+ 26.23% |
$4.11M - $4.31M
|
1.1M
$19.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
228K+ 12.0% |
$4.09M - $4.29M
|
2.13M
$37.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
172KNew |
$3.08M - $3.23M
|
172K
$3.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
171K+ 20.02% |
$3.07M - $3.22M
|
1.03M
$18.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Anchor Capital Management Group Inc
Aliso Viejo, CA |
BUY
|
- |
170KNew |
$3.04M - $3.19M
|
170K
$2.99M
|
|
|
Feb 19, 2025
Q4 2024
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
128KNew |
$2.29M - $2.4M
|
128K
$2.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
118K+ 5.77% |
$2.12M - $2.22M
|
2.17M
$38.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
113K+ 309.56% |
$2.02M - $2.12M
|
149K
$2.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
99.2K+ 53.43% |
$1.78M - $1.87M
|
285K
$5.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
97.9K+ 8.2% |
$1.76M - $1.84M
|
1.29M
$22.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
97.7K+ 91.66% |
$1.75M - $1.84M
|
204K
$3.61M
|
|
|
Feb 11, 2025
Q4 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
94.2K+ 77.92% |
$1.69M - $1.77M
|
215K
$3.8M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
93.6K+ 57.83% |
$1.68M - $1.76M
|
255K
$4.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
90.8K+ 9.65% |
$1.63M - $1.71M
|
1.03M
$18.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
89.4KNew |
$1.6M - $1.68M
|
89.4K
$1.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
83.1K+ 12.39% |
$1.49M - $1.56M
|
754K
$13.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
73.2K+ 28.89% |
$1.31M - $1.38M
|
327K
$5.77M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
72K+ 9.8% |
$1.29M - $1.35M
|
807K
$14.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
68.1K+ 42.07% |
$1.22M - $1.28M
|
230K
$4.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
67.7K+ 69.74% |
$1.21M - $1.27M
|
165K
$2.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
67.4KNew |
$1.21M - $1.27M
|
67.4K
$1.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
63.2K+ 41.29% |
$1.13M - $1.19M
|
216K
$3.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
62.2K+ 16.35% |
$1.11M - $1.17M
|
443K
$7.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Sharpepoint LLC
Phoenix, AZ |
BUY
|
- |
59.4KNew |
$1.06M - $1.12M
|
59.4K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
59.2K+ 5.2% |
$1.06M - $1.11M
|
1.2M
$21.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
52.9K+ 5.03% |
$948K - $994K
|
1.1M
$19.5M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
50.5K+ 12.66% |
$906K - $949K
|
449K
$7.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
47.6K+ 9.15% |
$854K - $895K
|
568K
$10M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
46.1KNew |
$826K - $866K
|
46.1K
$813K
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
45.6KNew |
$818K - $858K
|
45.6K
$806K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
45.2K+ 61.37% |
$811K - $850K
|
119K
$2.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
45K+ 13.92% |
$807K - $846K
|
368K
$6.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
43.4K+ 7689.73% |
$779K - $817K
|
44K
$777K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
42.6K+ 12.82% |
$764K - $801K
|
375K
$6.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
42.5KNew |
$762K - $799K
|
42.5K
$751K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
42K+ 17.23% |
$752K - $789K
|
285K
$5.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
41.2KNew |
$738K - $774K
|
41.2K
$727K
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
40.9KNew |
$734K - $770K
|
40.9K
$723K
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
40.7KNew |
$730K - $766K
|
40.7K
$719K
|