Purchases and Sales Made in Q2 2024 in Global X Fds S&P 500 Covered C (XYLD)
This table provides information about the institutional ownership of Global X Fds S&P 500 Covered C (XYLD) during Q2 2024. The information is specifically focused on institutions that hold shares of GLOBAL X FDS S&P 500 COVERED C.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
5.04KNew |
$200K - $206K
|
5.04K
$216K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.38K+ 2.32% |
$174K - $179K
|
193K
$8.27M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.34K+ 9.79% |
$172K - $177K
|
48.7K
$2.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
4.31K+ 20.02% |
$171K - $176K
|
25.8K
$1.11M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.82K+ 39.04% |
$151K - $156K
|
13.6K
$582K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.79KNew |
$150K - $155K
|
3.79K
$162K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.58K+ 14.35% |
$142K - $146K
|
28.5K
$1.22M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.37K+ 14.1% |
$134K - $138K
|
27.3K
$1.17M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.95KNew |
$117K - $120K
|
2.95K
$126K
|
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2.82K+ 11.72% |
$112K - $115K
|
26.9K
$1.15M
|
|
|
Aug 02, 2024
Q2 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
2.66K+ 42.77% |
$105K - $108K
|
8.86K
$380K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
2.63KNew |
$104K - $108K
|
2.63K
$113K
|
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
2.63KNew |
$104K - $107K
|
2.63K
$113K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.39K+ 32.97% |
$94.6K - $97.4K
|
9.62K
$412K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.3K+ 4.76% |
$91.1K - $93.7K
|
50.5K
$2.16M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
2.28KNew |
$90.4K - $93K
|
2.28K
$97.5K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.19K+ 4.1% |
$87K - $89.6K
|
55.7K
$2.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.19K+ 7.8% |
$86.7K - $89.2K
|
30.2K
$1.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.1K+ 24.04% |
$83.4K - $85.8K
|
10.8K
$464K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.76K+ 2.89% |
$69.7K - $71.7K
|
62.6K
$2.68M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.7K+ 15.81% |
$67.5K - $69.5K
|
12.5K
$534K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.55K+ 11.41% |
$61.4K - $63.2K
|
15.1K
$647K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.49K+ 5.73% |
$59.2K - $61K
|
27.6K
$1.18M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.48KNew |
$58.5K - $60.2K
|
1.48K
$63.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.45KNew |
$57.4K - $59.1K
|
1.45K
$62K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.23K+ 27.37% |
$48.7K - $50.1K
|
5.72K
$245K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.19K+ 22.42% |
$47K - $48.4K
|
6.47K
$277K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.1K+ 1.7% |
$43.7K - $45K
|
65.7K
$2.81M
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.1K+ 8.55% |
$43.6K - $44.8K
|
13.9K
$597K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
898+ 2.64% |
$35.6K - $36.7K
|
34.9K
$1.49M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
800New |
$31.7K - $32.7K
|
800
$34.3K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
744+ 31.92% |
$29.5K - $30.4K
|
3.08K
$132K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
728+ 121.33% |
$28.9K - $29.7K
|
1.33K
$56.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
655+ 2.64% |
$26K - $26.7K
|
25.5K
$1.09M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
627New |
$24.9K - $25.6K
|
627
$26.8K
|
|
|
Jul 15, 2024
Q2 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
612+ 8.73% |
$24.3K - $25K
|
7.62K
$326K
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
611+ 2.81% |
$24.2K - $24.9K
|
22.3K
$956K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
550+ 3.47% |
$21.8K - $22.5K
|
16.4K
$703K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
528New |
$20.9K - $21.6K
|
528
$22.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
446New |
$17.7K - $18.2K
|
446
$19.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
439New |
$17.4K - $17.9K
|
439
$18.8K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
420+ 1.89% |
$16.7K - $17.1K
|
22.6K
$969K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
412New |
$16.3K - $16.8K
|
412
$17.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
337+ 5.06% |
$13.4K - $13.8K
|
7K
$300K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
313New |
$12.4K - $12.8K
|
313
$13.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
241+ 1.76% |
$9.56K - $9.84K
|
13.9K
$596K
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
214+ 0.79% |
$8.49K - $8.74K
|
27.2K
$1.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
127+ 0.32% |
$5.04K - $5.19K
|
39.6K
$1.69M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
110+ 1.56% |
$4.36K - $4.49K
|
7.15K
$306K
|
|
|
Aug 14, 2024
Q2 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
109+ 1.54% |
$4.32K - $4.45K
|
7.18K
$307K
|