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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
10.4KNew |
$176K - $185K
|
10.4K
$192K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
300New |
$5.08K - $5.34K
|
300
$5.56K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
1.07KNew |
$18.1K - $19.1K
|
1.07K
$19.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
498+ 2.99% |
$8.43K - $8.86K
|
17.1K
$318K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-114- 8.42% |
$1.93K - $2.03K
|
1.24K
$23K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-250- 10.0% |
$4.23K - $4.45K
|
2.25K
$41.7K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3+ 0.97% |
$50.8 - $53.4
|
312
$5.78K
|
|
|
Jul 26, 2023
Q2 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-4.86K- 10.72% |
$82.2K - $86.4K
|
40.4K
$749K
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.5K- 8.57% |
$25.4K - $26.7K
|
16K
$297K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-97- 74.62% |
$1.64K - $1.73K
|
33
$612
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
3+ 2.68% |
$50.8 - $53.4
|
115
$2.13K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
1.14K+ 14.27% |
$19.3K - $20.3K
|
9.14K
$169K
|
|
|
Jul 11, 2023
Q2 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
CALL |
50KNew |
$847K - $890K
|
50K
$927K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
CALL |
10K+ 33.33% |
$169K - $178K
|
40K
$742K
|
|
| Q1 2023 | |||||||
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.73KClosed |
$27.2K - $29.6K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
12.5KNew |
$197K - $214K
|
12.5K
$232K
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
718+ 3.26% |
$11.3K - $12.3K
|
22.8K
$422K
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
274+ 0.8% |
$4.32K - $4.7K
|
34.6K
$642K
|
|
|
May 12, 2023
Q1 2023
|
Hap Trading, LLC
New York, NY |
SELL
|
CALL |
-3.6K- 24.16% |
$56.7K - $61.7K
|
11.3K
$210K
|
|
|
May 12, 2023
Q1 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
1.5KNew |
$23.6K - $25.7K
|
1.5K
$27.8K
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.11K- 8.89% |
$17.5K - $19K
|
11.4K
$211K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
16.3KNew |
$257K - $280K
|
16.3K
$303K
|
|
|
Apr 27, 2023
Q1 2023
|
Mackay Shields LLC
|
SELL
|
- |
-200- 1.04% |
$3.15K - $3.43K
|
19K
$353K
|
|
|
Apr 26, 2023
Q1 2023
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
11.1KNew |
$175K - $191K
|
11.1K
$206K
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
34.3K+ 78.76% |
$541K - $588K
|
77.9K
$1.44M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.42KNew |
$22.3K - $24.3K
|
1.42K
$26.3K
|
|
|
Apr 20, 2023
Q1 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.01K+ 8.61% |
$16K - $17.4K
|
12.8K
$237K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
4+ 3.7% |
$63 - $68.6
|
112
$2.08K
|
|
|
Apr 19, 2023
Q1 2023
|
Navalign, LLC
|
BUY
|
CALL |
2.5K+ 3.33% |
$39.4K - $42.9K
|
77.5K
$1.44M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
800New |
$12.6K - $13.7K
|
800
$14.8K
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
200New |
$3.15K - $3.43K
|
200
$3.71K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
10.8KNew |
$170K - $185K
|
10.8K
$200K
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
24.8K+ 189.87% |
$391K - $426K
|
37.9K
$702K
|
|
|
Apr 07, 2023
Q1 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
385+ 3.53% |
$6.07K - $6.6K
|
11.3K
$210K
|
|
| Q4 2022 | |||||||
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
BUY
|
- |
13.8KNew |
$212K - $231K
|
13.8K
$256K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.52KNew |
$23.3K - $25.3K
|
1.52K
$28.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
800New |
$12.3K - $13.4K
|
800
$14.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.21M- 93.71% |
$18.6M - $20.2M
|
81.1K
$1.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
260+ 0.9% |
$4K - $4.34K
|
29K
$538K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1KNew |
$15.4K - $16.7K
|
1K
$18.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-12.1K- 20.14% |
$185K - $201K
|
47.8K
$886K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
822+ 5.96% |
$12.7K - $13.7K
|
14.6K
$271K
|
|
|
Feb 14, 2023
Q4 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
19.4KNew |
$299K - $325K
|
19.4K
$361K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
27.9K+ 708.49% |
$429K - $466K
|
31.8K
$589K
|
|
|
Feb 14, 2023
Q4 2022
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
750New |
$11.5K - $12.5K
|
750
$13.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-1.15K- 1.63% |
$17.7K - $19.2K
|
69.3K
$1.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-9.79K- 41.17% |
$151K - $164K
|
14K
$259K
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.08K+ 0.93% |
$16.7K - $18.1K
|
118K
$2.18M
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
138KNew |
$2.13M - $2.31M
|
138K
$2.56M
|
|
|
Feb 09, 2023
Q4 2022
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
CALL |
33.3KNew |
$512K - $556K
|
33.3K
$617K
|
|