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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
108+ 0.37% |
$4.28K - $4.41K
|
29.7K
$1.26M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
103+ 0.75% |
$4.09K - $4.21K
|
13.8K
$587K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
92+ 1.57% |
$3.65K - $3.76K
|
5.96K
$254K
|
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
85+ 1.57% |
$3.37K - $3.47K
|
5.49K
$234K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
76+ 1.15% |
$3.01K - $3.1K
|
6.68K
$285K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
61+ 3.38% |
$2.42K - $2.49K
|
1.87K
$79.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
59+ 0.22% |
$2.34K - $2.41K
|
26.9K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
55New |
$2.18K - $2.25K
|
55
$2.34K
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
53+ 0.31% |
$2.1K - $2.16K
|
17K
$723K
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
47New |
$1.86K - $1.92K
|
47
$2K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
36+ 2.22% |
$1.43K - $1.47K
|
1.66K
$70.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
31+ 0.77% |
$1.23K - $1.27K
|
4.04K
$172K
|
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
30+ 0.33% |
$1.19K - $1.22K
|
9.02K
$384K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
29+ 2.26% |
$1.15K - $1.18K
|
1.32K
$56K
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
26+ 0.46% |
$1.03K - $1.06K
|
5.74K
$244K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
18+ 12.33% |
$714 - $735
|
164
$6.98K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
15+ 18.07% |
$595 - $612
|
98
$4.17K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
9+ 1.6% |
$357 - $367
|
571
$24.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
7+ 3.7% |
$278 - $286
|
196
$8.35K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5New |
$198 - $204
|
5
$213
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
5New |
$198 - $204
|
5
$213
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3+ 0.02% |
$119 - $122
|
12.3K
$524K
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-11- 0.49% |
$436 - $449
|
2.22K
$94.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-17- 50.0% |
$674 - $694
|
17
$724
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-25- 0.07% |
$992 - $1.02K
|
37.1K
$1.58M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-27- 0.29% |
$1.07K - $1.1K
|
9.25K
$394K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-39- 0.55% |
$1.55K - $1.59K
|
7.05K
$300K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-62- 6.71% |
$2.46K - $2.53K
|
862
$36.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-104- 0.66% |
$4.13K - $4.25K
|
15.7K
$667K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-114- 1.52% |
$4.52K - $4.65K
|
7.41K
$316K
|
|
|
Jul 17, 2024
Q2 2024
|
Manchester Financial Inc
|
SELL
|
- |
-117- 1.06% |
$4.64K - $4.78K
|
10.9K
$466K
|
|
|
Jul 24, 2024
Q2 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-124- 0.59% |
$4.92K - $5.06K
|
20.9K
$888K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-220- 0.82% |
$8.73K - $8.98K
|
26.7K
$1.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-403- 26.53% |
$16K - $16.5K
|
1.12K
$47.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-423- 0.81% |
$16.8K - $17.3K
|
51.6K
$2.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-460Closed |
$18.2K - $18.8K
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-486- 6.28% |
$19.3K - $19.8K
|
7.26K
$309K
|
|
|
Aug 14, 2024
Q2 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-500- 0.8% |
$19.8K - $20.4K
|
62.1K
$2.64M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-685- 2.47% |
$27.2K - $28K
|
27.1K
$1.15M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-689- 48.15% |
$27.3K - $28.1K
|
742
$31.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-774- 5.42% |
$30.7K - $31.6K
|
13.5K
$575K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-775- 49.27% |
$30.7K - $31.6K
|
798
$34K
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-810- 33.2% |
$32.1K - $33.1K
|
1.63K
$69.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-820- 4.94% |
$32.5K - $33.5K
|
15.8K
$671K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-863- 1.65% |
$34.2K - $35.2K
|
51.6K
$2.2M
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-948- 2.1% |
$37.6K - $38.7K
|
44.2K
$1.88M
|
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-968- 5.6% |
$38.4K - $39.5K
|
16.3K
$695K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-1.02K- 14.65% |
$40.4K - $41.6K
|
5.94K
$253K
|
|
|
Aug 14, 2024
Q2 2024
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
SELL
|
- |
-1.1K- 1.58% |
$43.6K - $44.8K
|
68.4K
$2.91M
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-1.24K- 7.5% |
$49.1K - $50.5K
|
15.3K
$650K
|