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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
625+ 0.88% |
$11.2K - $11.8K
|
71.7K
$1.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
587+ 0.89% |
$10.5K - $11K
|
66.5K
$1.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
586+ 9.2% |
$10.5K - $11K
|
6.96K
$123K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
561+ 1.14% |
$10.1K - $10.5K
|
49.6K
$876K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
551+ 16.63% |
$9.88K - $10.4K
|
3.86K
$68.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
519+ 3.28% |
$9.31K - $9.76K
|
16.4K
$289K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
504+ 1.58% |
$9.04K - $9.48K
|
32.4K
$572K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
500New |
$8.97K - $9.4K
|
500
$8.83K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
423New |
$7.58K - $7.95K
|
423
$7.47K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
400New |
$7.17K - $7.52K
|
400
$7.06K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
387+ 12.11% |
$6.94K - $7.28K
|
3.58K
$63.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
279+ 0.92% |
$5K - $5.25K
|
30.5K
$538K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
277+ 0.49% |
$4.97K - $5.21K
|
57.1K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
241+ 1.12% |
$4.32K - $4.53K
|
21.8K
$386K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
231+ 1.98% |
$4.14K - $4.34K
|
11.9K
$210K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
220+ 0.98% |
$3.94K - $4.14K
|
22.6K
$400K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
219+ 3.39% |
$3.93K - $4.12K
|
6.67K
$118K
|
|
|
Jan 23, 2025
Q4 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
219+ 2.01% |
$3.93K - $4.12K
|
11.1K
$197K
|
|
|
Feb 14, 2025
Q4 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
211+ 1.14% |
$3.78K - $3.97K
|
18.6K
$329K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
200New |
$3.59K - $3.76K
|
200
$3.53K
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
169+ 1.21% |
$3.03K - $3.18K
|
14.2K
$250K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
136+ 1.86% |
$2.44K - $2.56K
|
7.46K
$132K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
95+ 0.05% |
$1.7K - $1.79K
|
177K
$3.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
90New |
$1.61K - $1.69K
|
90
$1.59K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
70New |
$1.26K - $1.32K
|
70
$1.24K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
52+ 0.26% |
$932 - $978
|
20.2K
$357K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
46+ 2.04% |
$825 - $865
|
2.3K
$40.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
37+ 0.09% |
$663 - $696
|
39.5K
$698K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
27+ 2.05% |
$484 - $508
|
1.34K
$23.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
21+ 0.16% |
$377 - $395
|
12.9K
$229K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
14+ 1.73% |
$251 - $263
|
821
$14.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
13+ 2.06% |
$233 - $244
|
643
$11.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
10+ 1.89% |
$179 - $188
|
539
$9.52K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
8+ 0.06% |
$143 - $150
|
14.2K
$250K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7+ 0.89% |
$126 - $132
|
795
$14K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
7+ 1.94% |
$126 - $132
|
368
$6.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
BUY
|
- |
7+ 2.08% |
$126 - $132
|
344
$6.08K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
3+ 2.31% |
$53.8 - $56.4
|
133
$2.35K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-7- 0.04% |
$126 - $132
|
18.1K
$320K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-11- 5.82% |
$197 - $207
|
178
$3.14K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-28- 8.0% |
$502 - $526
|
322
$5.69K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-37- 0.23% |
$663 - $696
|
16.2K
$287K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-51- 0.2% |
$914 - $959
|
25.9K
$457K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-151- 1.22% |
$2.71K - $2.84K
|
12.2K
$215K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-158- 63.2% |
$2.83K - $2.97K
|
92
$1.62K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-158- 1.03% |
$2.83K - $2.97K
|
15.2K
$269K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-198- 12.7% |
$3.55K - $3.72K
|
1.36K
$24K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-279- 0.22% |
$5K - $5.25K
|
127K
$2.25M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-286- 0.77% |
$5.13K - $5.38K
|
37.1K
$655K
|