Latest Institutional Transactions on Global X Fdsnasdaq 100 Covered (QYLD)
This table provides information on the latest institutional transactions involving Global X Fdsnasdaq 100 Covered (QYLD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-339- 9.11% |
$5.84K - $6.12K
|
3.38K
$56.2K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.2KNew |
$37.9K - $39.7K
|
2.2K
$36.6K
|
|
Q1 2024 | |||||||
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
2.24K+ 20.12% |
$38.2K - $40.3K
|
13.4K
$222K
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2.72K+ 197.39% |
$46.6K - $49K
|
4.1K
$68.2K
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-250- 9.43% |
$4.27K - $4.5K
|
2.4K
$39.9K
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-810- 19.54% |
$13.8K - $14.6K
|
3.34K
$55.4K
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
11.5KNew |
$197K - $207K
|
11.5K
$191K
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
628+ 1.51% |
$10.7K - $11.3K
|
42.2K
$702K
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
13.9KNew |
$238K - $250K
|
13.9K
$231K
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-11.1K- 1.51% |
$191K - $201K
|
725K
$12.1M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
99.9K+ 12.89% |
$1.71M - $1.8M
|
875K
$14.5M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
134K+ 243.91% |
$2.3M - $2.42M
|
189K
$3.15M
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.35K- 9.87% |
$23.1K - $24.4K
|
12.4K
$206K
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3.76K- 94.74% |
$64.3K - $67.7K
|
209
$3.47K
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
55+ 6.63% |
$940 - $990
|
885
$14.7K
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.45K+ 18.39% |
$41.9K - $44.1K
|
15.8K
$262K
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-485- 58.5% |
$8.29K - $8.73K
|
344
$5.72K
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-1K- 68.26% |
$17.1K - $18K
|
465
$7.73K
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
550New |
$9.4K - $9.9K
|
550
$9.14K
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
14.4KNew |
$247K - $260K
|
14.4K
$240K
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
54.6K+ 54.25% |
$932K - $982K
|
155K
$2.58M
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-6.22K- 39.46% |
$106K - $112K
|
9.54K
$158K
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-7.25K- 82.85% |
$124K - $130K
|
1.5K
$24.9K
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-255- 2.12% |
$4.36K - $4.59K
|
11.8K
$196K
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
655New |
$11.2K - $11.8K
|
655
$10.9K
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-711- 23.84% |
$12.2K - $12.8K
|
2.27K
$37.7K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.9K+ 2.34% |
$32.5K - $34.2K
|
82.9K
$1.38M
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6.93KNew |
$118K - $125K
|
6.93K
$115K
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1.09KClosed |
$18.6K - $19.6K
|
0
$0
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.03K- 51.69% |
$17.5K - $18.5K
|
959
$15.9K
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-12.2K- 51.64% |
$209K - $220K
|
11.4K
$190K
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-101- 0.43% |
$1.73K - $1.82K
|
23.5K
$391K
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-36Closed |
$615 - $648
|
0
$0
|
|
Apr 22, 2024
Q1 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
286KNew |
$4.89M - $5.15M
|
286K
$4.75M
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-43.4K- 85.77% |
$742K - $781K
|
7.2K
$120K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-18.7K- 50.54% |
$320K - $337K
|
18.3K
$304K
|
|
Apr 19, 2024
Q1 2024
|
Fluent Financial, LLC
|
BUY
|
CALL |
326KNew |
$5.57M - $5.87M
|
326K
$5.42M
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
275+ 1.83% |
$4.7K - $4.95K
|
15.3K
$255K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
522+ 3.03% |
$8.92K - $9.4K
|
17.8K
$295K
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
61.8K+ 53.86% |
$1.06M - $1.11M
|
177K
$2.93M
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1New |
$17.1 - $18
|
1
$16.6
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.75KNew |
$47K - $49.5K
|
2.75K
$45.7K
|
|
Apr 03, 2024
Q1 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-8.77K- 37.39% |
$150K - $158K
|
14.7K
$244K
|
|
Q4 2023 | |||||||
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1+ 25.0% |
$16.3 - $17.5
|
5
$83.1
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
400New |
$6.52K - $7K
|
400
$6.65K
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-210- 1.65% |
$3.42K - $3.68K
|
12.5K
$208K
|
|
Feb 16, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-557K- 94.36% |
$9.08M - $9.76M
|
33.3K
$554K
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.39KNew |
$38.9K - $41.8K
|
2.39K
$39.7K
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
10New |
$163 - $175
|
10
$166
|