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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.36KNew |
$24.4K - $25.6K
|
1.36K
$23.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.03KNew |
$54.3K - $56.9K
|
3.03K
$52.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
27.1KNew |
$486K - $510K
|
27.1K
$473K
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-610- 5.55% |
$10.9K - $11.5K
|
10.4K
$181K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-305- 2.32% |
$5.47K - $5.73K
|
12.9K
$224K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.97K- 20.62% |
$53.3K - $55.9K
|
11.4K
$199K
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
13.4KNew |
$239K - $251K
|
13.4K
$233K
|
|
|
Feb 04, 2025
Q4 2024
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-9.73KClosed |
$175K - $183K
|
0
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-1.65K- 10.97% |
$29.6K - $31K
|
13.4K
$233K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.46K+ 20.6% |
$44.1K - $46.3K
|
14.4K
$251K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.37KNew |
$24.5K - $25.7K
|
1.37K
$23.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-158- 1.03% |
$2.83K - $2.97K
|
15.2K
$266K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-904- 3.22% |
$16.2K - $17K
|
27.2K
$474K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10KNew |
$180K - $189K
|
10K
$175K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
500New |
$8.97K - $9.4K
|
500
$8.72K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
41.2KNew |
$738K - $774K
|
41.2K
$718K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-158- 63.2% |
$2.83K - $2.97K
|
92
$1.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.22K- 9.86% |
$21.9K - $23K
|
11.2K
$195K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
676New |
$12.1K - $12.7K
|
676
$11.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
4.59KNew |
$82.3K - $86.3K
|
4.59K
$80K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
90New |
$1.61K - $1.69K
|
90
$1.57K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-1.89K- 80.9% |
$33.9K - $35.5K
|
446
$7.77K
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
1.36K+ 4.08% |
$24.3K - $25.5K
|
34.6K
$603K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
24New |
$394 - $435
|
24
$418
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
24New |
$394 - $435
|
24
$418
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-6.2K- 37.35% |
$102K - $112K
|
10.4K
$181K
|
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-14.7M- 79.19% |
$241M - $265M
|
3.85M
$67.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-241K- 58.02% |
$3.95M - $4.36M
|
174K
$3.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
7.91K+ 7.97% |
$130K - $143K
|
107K
$1.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
PUT |
-800- 4.85% |
$13.1K - $14.5K
|
15.7K
$274K
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
112KNew |
$1.84M - $2.03M
|
112K
$1.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
263+ 2.28% |
$4.32K - $4.77K
|
11.8K
$206K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.31K+ 8.48% |
$37.9K - $41.9K
|
29.6K
$515K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
550New |
$9.03K - $9.97K
|
550
$9.59K
|
|
|
Nov 05, 2024
Q3 2024
|
Chase Investment Counsel Corp
|
SELL
|
- |
-12.9K- 13.79% |
$211K - $233K
|
80.5K
$1.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
126+ 4.91% |
$2.07K - $2.28K
|
2.69K
$46.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-2.79K- 21.24% |
$45.8K - $50.6K
|
10.3K
$180K
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-8.73K- 32.71% |
$143K - $158K
|
18K
$313K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
369K+ 28.91% |
$6.06M - $6.69M
|
1.65M
$28.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-892K- 27.66% |
$14.6M - $16.2M
|
2.33M
$40.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1KNew |
$16.4K - $18.1K
|
1K
$17.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1.11K+ 55.5% |
$18.2K - $20.1K
|
3.11K
$54.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-600- 57.14% |
$9.85K - $10.9K
|
450
$7.84K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
1.12KNew |
$18.4K - $20.3K
|
1.12K
$19.5K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
1.97K+ 4.67% |
$32.3K - $35.6K
|
44K
$767K
|
|
| Q2 2024 | |||||||
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
9.18K+ 22.43% |
$158K - $166K
|
50.1K
$874K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
930+ 46.5% |
$16K - $16.8K
|
2.93K
$51.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
13New |
$224 - $235
|
13
$227
|
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-140- 35.9% |
$2.41K - $2.53K
|
250
$4.36K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3KNew |
$51.7K - $54.1K
|
3K
$52.3K
|
|