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 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
12K+ 56.88% |
$214K - $225K
|
33K
$582K
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
11.7K+ 12.61% |
$210K - $220K
|
104K
$1.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
11.6KNew |
$208K - $219K
|
11.6K
$205K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
11.1K+ 11.87% |
$200K - $209K
|
105K
$1.85M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
11.1KNew |
$199K - $209K
|
11.1K
$196K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
10.9KNew |
$195K - $204K
|
10.9K
$192K
|
|
|
Feb 13, 2025
Q4 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
10.8KNew |
$194K - $204K
|
10.8K
$191K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
10.8K+ 14.47% |
$194K - $203K
|
85.4K
$1.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.8K+ 73.82% |
$193K - $203K
|
25.4K
$448K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
10.7KNew |
$192K - $201K
|
10.7K
$189K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
10.6KNew |
$191K - $200K
|
10.6K
$188K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
10.6K+ 25.25% |
$190K - $199K
|
52.6K
$929K
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
10.4KNew |
$187K - $196K
|
10.4K
$184K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
10.3KNew |
$185K - $194K
|
10.3K
$182K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10KNew |
$180K - $189K
|
10K
$177K
|
|
|
Feb 20, 2025
Q4 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
BUY
|
- |
9.74K+ 5.95% |
$175K - $183K
|
173K
$3.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.65KNew |
$173K - $181K
|
9.65K
$170K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
9.42K+ 50.54% |
$169K - $177K
|
28.1K
$496K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
8.98K+ 27.54% |
$161K - $169K
|
41.6K
$735K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.97K+ 21.02% |
$161K - $169K
|
51.6K
$912K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
8.5K+ 21.87% |
$152K - $160K
|
47.4K
$837K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
8.29K+ 55.4% |
$149K - $156K
|
23.2K
$410K
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
8.05K+ 7.1% |
$144K - $151K
|
121K
$2.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7.65K+ 11.46% |
$137K - $144K
|
74.4K
$1.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
6.99K+ 9.26% |
$125K - $131K
|
82.4K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.98K+ 37.99% |
$125K - $131K
|
25.3K
$447K
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
6.56K+ 15.09% |
$118K - $123K
|
50.1K
$884K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
6.48K+ 8.57% |
$116K - $122K
|
82K
$1.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
6KNew |
$108K - $113K
|
6K
$106K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.59K+ 24.37% |
$100K - $105K
|
28.5K
$504K
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
5.31K+ 22.95% |
$95.1K - $99.7K
|
28.4K
$502K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
5KNew |
$89.7K - $94K
|
5K
$88.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.81K+ 3.1% |
$86.3K - $90.5K
|
160K
$2.82M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.8K+ 38.02% |
$86K - $90.2K
|
17.4K
$308K
|
|
|
Feb 13, 2025
Q4 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
4.69K+ 14.91% |
$84.1K - $88.1K
|
36.1K
$638K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.68K+ 24.15% |
$83.8K - $87.9K
|
24K
$424K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
4.59KNew |
$82.3K - $86.3K
|
4.59K
$81K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
4.57K+ 20.82% |
$81.9K - $85.8K
|
26.5K
$468K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
4.49K+ 3.76% |
$80.4K - $84.3K
|
124K
$2.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
4.47K+ 26.81% |
$80.2K - $84.1K
|
21.2K
$374K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.46KNew |
$80K - $83.8K
|
4.46K
$78.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
4.3K+ 310.01% |
$77.2K - $80.9K
|
5.69K
$101K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.14K+ 14.12% |
$74.3K - $77.9K
|
33.5K
$592K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
3.66K+ 14.27% |
$65.6K - $68.8K
|
29.3K
$517K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.63K+ 1.21% |
$65K - $68.2K
|
305K
$5.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.62K+ 5.87% |
$65K - $68.1K
|
65.3K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
3.54K+ 6.14% |
$63.5K - $66.6K
|
61.3K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
3.53KNew |
$63.3K - $66.4K
|
3.53K
$62.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.22K+ 7.84% |
$57.7K - $60.5K
|
44.3K
$782K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.16K+ 20.03% |
$56.7K - $59.4K
|
18.9K
$334K
|