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 06, 2024
Q2 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
140+ 58.82% |
$2.4K - $2.95K
|
378
$6.28K
|
|
|
Jan 09, 2024
Q2 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-12.2KClosed |
$209K - $257K
|
0
$0
|
|
|
Jun 27, 2023
Q2 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
58.3KNew |
$999K - $1.23M
|
58.3K
$969K
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-3.52KClosed |
$60.4K - $74.3K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-900- 25.71% |
$15.4K - $19K
|
2.6K
$43.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
4New |
$68.5 - $84.3
|
4
$66.5
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1+ 0.01% |
$17.1 - $21.1
|
10.3K
$171K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.87KClosed |
$32K - $39.3K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-9.72KClosed |
$166K - $205K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-197K- 65.9% |
$3.37M - $4.14M
|
102K
$1.69M
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-2.2KClosed |
$37.7K - $46.4K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-35.8K- 37.56% |
$613K - $755K
|
59.5K
$989K
|
|
|
Aug 11, 2022
Q2 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-36.5KClosed |
$626K - $770K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-3.1K- 68.59% |
$53.1K - $65.4K
|
1.42K
$23.6K
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-20.5K- 34.33% |
$351K - $432K
|
39.2K
$652K
|
|
|
Aug 08, 2022
Q2 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-9.97KClosed |
$171K - $210K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
50.3KNew |
$861K - $1.06M
|
50.3K
$835K
|
|
|
Aug 04, 2022
Q2 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.2KClosed |
$20.6K - $25.3K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Novare Capital Management LLC
|
BUY
|
- |
5K+ 32.26% |
$85.7K - $105K
|
20.5K
$341K
|
|
|
Aug 03, 2022
Q2 2022
|
F3 Logic, LLC
|
SELL
|
- |
-9.59KClosed |
$164K - $202K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-81- 50.0% |
$1.39K - $1.71K
|
81
$1.35K
|
|
|
Aug 01, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
6.36KNew |
$109K - $134K
|
6.36K
$106K
|
|
|
Jul 29, 2022
Q2 2022
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-11.9KClosed |
$204K - $251K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
17.2KNew |
$295K - $363K
|
17.2K
$286K
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
35.6KNew |
$610K - $751K
|
35.6K
$592K
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
SELL
|
- |
-4.56K- 31.26% |
$78.2K - $96.2K
|
10K
$167K
|
|
|
Jul 26, 2022
Q2 2022
|
Capital Performance Advisors LLP
|
SELL
|
- |
-18KClosed |
$309K - $380K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
200New |
$3.43K - $4.22K
|
200
$3.32K
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
BUY
|
- |
953+ 38.9% |
$16.3K - $20.1K
|
3.4K
$56.6K
|
|
|
Jul 22, 2022
Q2 2022
|
C2 C Wealth Management, LLC
|
SELL
|
CALL |
-60KClosed |
$1.03M - $1.26M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-500Closed |
$8.57K - $10.5K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
18.6KNew |
$318K - $392K
|
18.6K
$309K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-5K- 28.89% |
$85.7K - $105K
|
12.3K
$205K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
51New |
$874 - $1.08K
|
51
$848
|
|
|
Jul 12, 2022
Q2 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
5.18K+ 9.38% |
$88.8K - $109K
|
60.5K
$1M
|
|
|
Jul 08, 2022
Q2 2022
|
Apella Capital, LLC
|
SELL
|
- |
-12.3KClosed |
$211K - $260K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
250New |
$4.78K - $5.57K
|
250
$4.16K
|
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-79Closed |
$1.51K - $1.76K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-327Closed |
$6.25K - $7.29K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-7.41KClosed |
$141K - $165K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-145Closed |
$2.77K - $3.23K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-1.05MClosed |
$20.1M - $23.4M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-500Closed |
$9.55K - $11.1K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-7.02KClosed |
$134K - $156K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
250New |
$4.78K - $5.57K
|
250
$4.16K
|
|
|
May 13, 2022
Q1 2022
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-338KClosed |
$6.46M - $7.54M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
PUT |
-366KClosed |
$6.99M - $8.16M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
4.19KNew |
$80K - $93.4K
|
4.19K
$69.6K
|
|
|
May 12, 2022
Q1 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-9.5KClosed |
$181K - $212K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
54KNew |
$1.03M - $1.2M
|
54K
$898K
|
|