Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-1.21K- 18.37% |
$46.5K - $50.3K
|
5.37K
$229K
|
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-1.4K- 2.25% |
$53.9K - $58.3K
|
60.7K
$2.59M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-1.43K- 5.23% |
$54.9K - $59.3K
|
25.8K
$1.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.43K- 13.61% |
$55.1K - $59.6K
|
9.09K
$387K
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-1.44K- 15.44% |
$55.2K - $59.7K
|
7.86K
$335K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.47K- 0.76% |
$56.5K - $61.1K
|
192K
$8.16M
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.58K- 29.89% |
$60.7K - $65.7K
|
3.7K
$158K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.69K- 2.18% |
$65.2K - $70.4K
|
75.9K
$3.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.92K- 3.72% |
$73.9K - $79.9K
|
49.6K
$2.11M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-1.96K- 27.78% |
$75.3K - $81.4K
|
5.09K
$217K
|
|
|
Nov 08, 2024
Q3 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-2.14K- 8.39% |
$82.3K - $88.9K
|
23.3K
$993K
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-3.04K- 9.0% |
$117K - $126K
|
30.7K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.28K- 1.48% |
$126K - $136K
|
219K
$9.31M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-3.55K- 10.3% |
$136K - $148K
|
30.9K
$1.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.67K- 96.84% |
$141K - $153K
|
120
$5.11K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.73K- 20.26% |
$144K - $155K
|
14.7K
$626K
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-3.98K- 17.84% |
$153K - $166K
|
18.3K
$781K
|
|
|
Nov 14, 2024
Q3 2024
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
SELL
|
- |
-4.25K- 6.22% |
$164K - $177K
|
64.1K
$2.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.28K- 20.76% |
$165K - $178K
|
16.3K
$695K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-4.5K- 3.67% |
$173K - $187K
|
118K
$5.03M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5.19K- 19.27% |
$200K - $216K
|
21.8K
$926K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.61K- 50.94% |
$216K - $233K
|
5.4K
$230K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-5.7K- 11.9% |
$219K - $237K
|
42.2K
$1.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.73K- 3.01% |
$259K - $280K
|
217K
$9.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.77K- 4.15% |
$261K - $282K
|
156K
$6.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-7.32K- 32.34% |
$282K - $305K
|
15.3K
$652K
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-8.44K- 8.31% |
$325K - $351K
|
93.1K
$3.97M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-9.39K- 21.23% |
$361K - $391K
|
34.8K
$1.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-9.46K- 13.3% |
$364K - $394K
|
61.7K
$2.63M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-9.78K- 14.89% |
$377K - $407K
|
55.9K
$2.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-10.3K- 86.23% |
$397K - $429K
|
1.65K
$70.2K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-10.6K- 39.17% |
$408K - $441K
|
16.5K
$701K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-12.5K- 63.97% |
$482K - $521K
|
7.06K
$300K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-15.6K- 54.1% |
$600K - $648K
|
13.2K
$563K
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-16K- 34.13% |
$614K - $664K
|
30.8K
$1.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-23.2K- 30.66% |
$894K - $966K
|
52.5K
$2.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-24.8K- 54.22% |
$955K - $1.03M
|
21K
$893K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-25.4K- 7.26% |
$979K - $1.06M
|
325K
$13.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-40.3K- 10.05% |
$1.55M - $1.68M
|
360K
$15.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-44.8K- 17.45% |
$1.73M - $1.87M
|
212K
$9.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-47.9K- 29.52% |
$1.84M - $1.99M
|
114K
$4.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-81.7K- 24.35% |
$3.15M - $3.4M
|
254K
$10.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-209K- 26.59% |
$8.05M - $8.7M
|
578K
$24.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-2.86M- 63.42% |
$110M - $119M
|
1.65M
$70.4M
|