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 07, 2024
Q2 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
4.24K+ 37.29% |
$73K - $76.5K
|
15.6K
$284K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
4+ 1.83% |
$68.9 - $72.2
|
222
$4.04K
|
|
|
Aug 06, 2024
Q2 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-8.52K- 36.16% |
$147K - $154K
|
15K
$274K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
3.06KNew |
$52.6K - $55.1K
|
3.06K
$55.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-7K- 36.14% |
$121K - $126K
|
12.4K
$225K
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1K- 8.89% |
$17.2K - $18K
|
10.3K
$187K
|
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-1.87K- 15.03% |
$32.2K - $33.7K
|
10.6K
$192K
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
103+ 0.99% |
$1.77K - $1.86K
|
10.5K
$192K
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
20New |
$344 - $361
|
20
$364
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
6KNew |
$103K - $108K
|
6K
$109K
|
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-102- 0.85% |
$1.76K - $1.84K
|
11.9K
$216K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-16.1K- 34.37% |
$278K - $291K
|
30.8K
$561K
|
|
|
Jul 30, 2024
Q2 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
55KNew |
$947K - $992K
|
55K
$1M
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
2.94KNew |
$50.6K - $53K
|
2.94K
$53.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1KNew |
$17.2K - $18K
|
1K
$18.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
393+ 3.91% |
$6.77K - $7.09K
|
10.5K
$190K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
7+ 2.1% |
$121 - $126
|
341
$6.21K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
11.3KNew |
$195K - $204K
|
11.3K
$206K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
2.34KNew |
$40.2K - $42.1K
|
2.34K
$42.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
19+ 1.38% |
$327 - $343
|
1.4K
$25.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
133+ 1.26% |
$2.29K - $2.4K
|
10.7K
$194K
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
12.4KNew |
$214K - $224K
|
12.4K
$226K
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1KNew |
$17.2K - $18K
|
1K
$18.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-339- 9.11% |
$5.84K - $6.12K
|
3.38K
$61.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
5.19KNew |
$89.4K - $93.6K
|
5.19K
$94.5K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-4.62K- 67.04% |
$79.5K - $83.3K
|
2.27K
$41.3K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.2KNew |
$37.9K - $39.7K
|
2.2K
$40.1K
|
|
| Q1 2024 | |||||||
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-250- 9.43% |
$4.27K - $4.5K
|
2.4K
$43.7K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-810- 19.54% |
$13.8K - $14.6K
|
3.34K
$60.7K
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
11.5KNew |
$197K - $207K
|
11.5K
$209K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
628+ 1.51% |
$10.7K - $11.3K
|
42.2K
$769K
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
13.9KNew |
$238K - $250K
|
13.9K
$253K
|
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
500New |
$8.55K - $9K
|
500
$9.11K
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-11.1K- 1.51% |
$191K - $201K
|
725K
$13.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
134K+ 243.91% |
$2.3M - $2.42M
|
189K
$3.45M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.35K- 9.87% |
$23.1K - $24.4K
|
12.4K
$225K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
99.9K+ 12.89% |
$1.71M - $1.8M
|
875K
$15.9M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
55+ 6.63% |
$940 - $990
|
885
$16.1K
|
|
|
May 13, 2024
Q1 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1.26K+ 5.24% |
$21.5K - $22.7K
|
25.3K
$461K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3.76K- 94.74% |
$64.3K - $67.7K
|
209
$3.81K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.45K+ 18.39% |
$41.9K - $44.1K
|
15.8K
$287K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-485- 58.5% |
$8.29K - $8.73K
|
344
$6.26K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
14.4KNew |
$247K - $260K
|
14.4K
$263K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
550New |
$9.4K - $9.9K
|
550
$10K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-1K- 68.26% |
$17.1K - $18K
|
465
$8.47K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
2.64K+ 8.82% |
$45.2K - $47.6K
|
32.6K
$594K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-6.22K- 39.46% |
$106K - $112K
|
9.54K
$174K
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
54.6K+ 54.25% |
$932K - $982K
|
155K
$2.83M
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-7.25K- 82.85% |
$124K - $130K
|
1.5K
$27.3K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-255- 2.12% |
$4.36K - $4.59K
|
11.8K
$215K
|
|