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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
538New |
$8.77K - $9.42K
|
538
$9.38K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
500New |
$8.15K - $8.76K
|
500
$8.72K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
476+ 2.14% |
$7.76K - $8.33K
|
22.7K
$396K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
400New |
$6.52K - $7K
|
400
$6.97K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
36+ 1.36% |
$587 - $630
|
2.68K
$46.6K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
10New |
$163 - $175
|
10
$174
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2+ 1.96% |
$32.6 - $35
|
104
$1.81K
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1+ 25.0% |
$16.3 - $17.5
|
5
$87.2
|
|
| Q3 2023 | |||||||
|
Oct 10, 2023
Q3 2023
|
Mjp Associates Inc
|
BUY
|
CALL |
1.05M+ 7.54% |
$17.3M - $18.9M
|
14.9M
$260M
|
|
|
Oct 10, 2023
Q3 2023
|
Tlwm
San Antonio, TX |
BUY
|
CALL |
75K+ 133.45% |
$1.24M - $1.35M
|
131K
$2.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
62KNew |
$1.03M - $1.12M
|
62K
$1.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
36.8K+ 88.54% |
$610K - $664K
|
78.4K
$1.37M
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
16.3KNew |
$270K - $294K
|
16.3K
$284K
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
4.09K+ 22.54% |
$67.8K - $73.8K
|
22.2K
$388K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.45K+ 9.1% |
$40.6K - $44.2K
|
29.3K
$511K
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
1.26K+ 5.01% |
$20.8K - $22.7K
|
26.3K
$459K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
673New |
$11.2K - $12.1K
|
673
$11.7K
|
|
|
Oct 13, 2023
Q3 2023
|
David J Yvars Group
|
BUY
|
- |
311+ 2.9% |
$5.16K - $5.61K
|
11K
$192K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
9New |
$149 - $162
|
9
$157
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
7+ 0.01% |
$116 - $126
|
51.9K
$904K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.04% |
$116 - $126
|
18.9K
$330K
|
|
| Q2 2023 | |||||||
|
Jul 11, 2023
Q2 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
CALL |
50KNew |
$847K - $890K
|
50K
$872K
|
|
|
Aug 14, 2023
Q2 2023
|
Emc Capital Management
Houston, TX |
BUY
|
- |
26.1K+ 8968.04% |
$442K - $465K
|
26.4K
$460K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
13.6KNew |
$230K - $242K
|
13.6K
$237K
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
10.7KNew |
$181K - $190K
|
10.7K
$186K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
CALL |
10K+ 33.33% |
$169K - $178K
|
40K
$697K
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
9.94K+ 90.35% |
$168K - $177K
|
20.9K
$365K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
9.16K+ 207.57% |
$155K - $163K
|
13.6K
$237K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
1.7K+ 7.16% |
$28.7K - $30.2K
|
25.4K
$443K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
1.14K+ 14.27% |
$19.3K - $20.3K
|
9.14K
$159K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.12KNew |
$18.9K - $19.9K
|
1.12K
$19.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
1.07KNew |
$18.1K - $19.1K
|
1.07K
$18.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
853New |
$14.4K - $15.2K
|
853
$14.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
498+ 2.99% |
$8.43K - $8.86K
|
17.1K
$299K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
300New |
$5.08K - $5.34K
|
300
$5.23K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3+ 0.97% |
$50.8 - $53.4
|
312
$5.44K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
3+ 2.68% |
$50.8 - $53.4
|
115
$2K
|
|
| Q1 2023 | |||||||
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
34.3K+ 78.76% |
$541K - $588K
|
77.9K
$1.36M
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
24.8K+ 189.87% |
$391K - $426K
|
37.9K
$660K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
16.3KNew |
$257K - $280K
|
16.3K
$285K
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
12.5KNew |
$197K - $214K
|
12.5K
$218K
|
|
|
Apr 26, 2023
Q1 2023
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
11.1KNew |
$175K - $191K
|
11.1K
$194K
|
|
|
Apr 19, 2023
Q1 2023
|
Navalign, LLC
|
BUY
|
CALL |
2.5K+ 3.33% |
$39.4K - $42.9K
|
77.5K
$1.35M
|
|
|
May 12, 2023
Q1 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
1.5KNew |
$23.6K - $25.7K
|
1.5K
$26.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.42KNew |
$22.3K - $24.3K
|
1.42K
$24.7K
|
|
|
Apr 20, 2023
Q1 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.01K+ 8.61% |
$16K - $17.4K
|
12.8K
$223K
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
718+ 3.26% |
$11.3K - $12.3K
|
22.8K
$397K
|
|
|
Apr 07, 2023
Q1 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
385+ 3.53% |
$6.07K - $6.6K
|
11.3K
$197K
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
274+ 0.8% |
$4.32K - $4.7K
|
34.6K
$604K
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
200New |
$3.15K - $3.43K
|
200
$3.49K
|
|