Latest Institutional Purchases of Global X Fdsnasdaq 100 Covered (QYLD)
This list provides information on the latest institutional transactions involving Global X Fdsnasdaq 100 Covered (QYLD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
673New |
$11.2K - $12.1K
|
673
$12.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
397New |
$6.58K - $7.17K
|
397
$7.36K
|
|
|
Oct 13, 2023
Q3 2023
|
David J Yvars Group
|
BUY
|
- |
311+ 2.9% |
$5.16K - $5.61K
|
11K
$204K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
9New |
$149 - $162
|
9
$167
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
7+ 0.01% |
$116 - $126
|
51.9K
$961K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.04% |
$116 - $126
|
18.9K
$351K
|
|
| Q2 2023 | |||||||
|
Jul 11, 2023
Q2 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
CALL |
50KNew |
$847K - $890K
|
50K
$927K
|
|
|
Aug 14, 2023
Q2 2023
|
Emc Capital Management
Houston, TX |
BUY
|
- |
26.1K+ 8968.04% |
$442K - $465K
|
26.4K
$489K
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
20.3KNew |
$344K - $362K
|
20.3K
$377K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
13.6KNew |
$230K - $242K
|
13.6K
$252K
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
10.7KNew |
$181K - $190K
|
10.7K
$198K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
CALL |
10K+ 33.33% |
$169K - $178K
|
40K
$741K
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
9.94K+ 90.35% |
$168K - $177K
|
20.9K
$388K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
9.16K+ 207.57% |
$155K - $163K
|
13.6K
$252K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
1.7K+ 7.16% |
$28.7K - $30.2K
|
25.4K
$471K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
1.14K+ 14.27% |
$19.3K - $20.3K
|
9.14K
$169K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.12KNew |
$18.9K - $19.9K
|
1.12K
$20.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
1.07KNew |
$18.1K - $19.1K
|
1.07K
$19.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
853New |
$14.4K - $15.2K
|
853
$15.8K
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
498+ 2.99% |
$8.43K - $8.86K
|
17.1K
$318K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
300New |
$5.08K - $5.34K
|
300
$5.56K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3+ 0.97% |
$50.8 - $53.4
|
312
$5.78K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
3+ 2.68% |
$50.8 - $53.4
|
115
$2.13K
|
|
| Q1 2023 | |||||||
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
34.3K+ 78.76% |
$541K - $588K
|
77.9K
$1.44M
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
24.8K+ 189.87% |
$391K - $426K
|
37.9K
$702K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
16.3KNew |
$257K - $280K
|
16.3K
$303K
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
12.5KNew |
$197K - $214K
|
12.5K
$232K
|
|
|
Apr 26, 2023
Q1 2023
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
11.1KNew |
$175K - $191K
|
11.1K
$206K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
10.8KNew |
$170K - $185K
|
10.8K
$199K
|
|
|
Apr 19, 2023
Q1 2023
|
Navalign, LLC
|
BUY
|
CALL |
2.5K+ 3.33% |
$39.4K - $42.9K
|
77.5K
$1.44M
|
|
|
May 12, 2023
Q1 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
1.5KNew |
$23.6K - $25.7K
|
1.5K
$27.8K
|
|
|
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 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
800New |
$12.6K - $13.7K
|
800
$14.8K
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
718+ 3.26% |
$11.3K - $12.3K
|
22.8K
$422K
|
|
|
Apr 07, 2023
Q1 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
385+ 3.53% |
$6.07K - $6.6K
|
11.3K
$210K
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
274+ 0.8% |
$4.32K - $4.7K
|
34.6K
$642K
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
200New |
$3.15K - $3.43K
|
200
$3.71K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
4+ 3.7% |
$63 - $68.6
|
112
$2.08K
|
|
| Q4 2022 | |||||||
|
Jan 30, 2023
Q4 2022
|
Prism Advisors, Inc.
|
BUY
|
CALL |
619KNew |
$9.52M - $10.3M
|
619K
$11.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Rba Wealth Management, LLC
|
BUY
|
CALL |
198KNew |
$3.05M - $3.31M
|
198K
$3.67M
|
|
|
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
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
27.9K+ 708.49% |
$429K - $466K
|
31.8K
$589K
|
|
|
Feb 03, 2023
Q4 2022
|
Signature Wealth Management Partners, LLC
|
BUY
|
CALL |
20KNew |
$308K - $334K
|
20K
$371K
|
|
|
Feb 14, 2023
Q4 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
19.4KNew |
$299K - $325K
|
19.4K
$360K
|
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
BUY
|
- |
13.8KNew |
$212K - $231K
|
13.8K
$256K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
7.49K+ 2.6% |
$115K - $125K
|
295K
$5.47M
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
5.17KNew |
$79.5K - $86.3K
|
5.17K
$95.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
4.34KNew |
$66.7K - $72.5K
|
4.34K
$80.4K
|
|