Purchases and Sales Made in Q4 2024 in Global X Fdsnasdaq 100 Covered (QYLD)
This table provides information about the institutional ownership of Global X Fdsnasdaq 100 Covered (QYLD) during Q4 2024. The information is specifically focused on institutions that hold shares of GLOBAL X FDSNASDAQ 100 COVERED.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.98MNew |
$71.4M - $74.9M
|
3.98M
$73.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
1.01M+ 22.79% |
$18M - $18.9M
|
5.41M
$101M
|
|
|
Feb 05, 2025
Q4 2024
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
755KNew |
$13.5M - $14.2M
|
755K
$14M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
573KNew |
$10.3M - $10.8M
|
573K
$10.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
448K+ 1740.27% |
$8.04M - $8.43M
|
474K
$8.8M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
430KNew |
$7.7M - $8.08M
|
430K
$7.98M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
385KNew |
$6.91M - $7.24M
|
385K
$7.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
172KNew |
$3.08M - $3.23M
|
172K
$3.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
171K+ 20.02% |
$3.07M - $3.22M
|
1.03M
$19.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
99.2K+ 53.43% |
$1.78M - $1.87M
|
285K
$5.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
97.7K+ 91.66% |
$1.75M - $1.84M
|
204K
$3.79M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
73.2K+ 28.89% |
$1.31M - $1.38M
|
327K
$6.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
72K+ 9.8% |
$1.29M - $1.35M
|
807K
$15M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
67.4KNew |
$1.21M - $1.27M
|
67.4K
$1.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
62.2K+ 16.35% |
$1.11M - $1.17M
|
443K
$8.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
52.9K+ 5.03% |
$948K - $994K
|
1.1M
$20.5M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
50.5K+ 12.66% |
$906K - $949K
|
449K
$8.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
47.6K+ 9.15% |
$854K - $895K
|
568K
$10.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
46.1KNew |
$826K - $866K
|
46.1K
$855K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
45.2K+ 61.37% |
$811K - $850K
|
119K
$2.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
45K+ 13.92% |
$807K - $846K
|
368K
$6.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
43.4K+ 7689.73% |
$779K - $817K
|
44K
$817K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
42.6K+ 12.82% |
$764K - $801K
|
375K
$6.96M
|
|
|
Jan 30, 2025
Q4 2024
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
42.5KNew |
$762K - $799K
|
42.5K
$789K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
41.2KNew |
$738K - $774K
|
41.2K
$765K
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
40.7KNew |
$730K - $766K
|
40.7K
$756K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
39.1K+ 5.76% |
$701K - $735K
|
718K
$13.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
39K+ 16.04% |
$700K - $734K
|
282K
$5.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
31.8K+ 16.46% |
$570K - $598K
|
225K
$4.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
30.6K+ 107.9% |
$548K - $575K
|
58.9K
$1.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
28.3KNew |
$507K - $532K
|
28.3K
$525K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
27.1KNew |
$486K - $510K
|
27.1K
$504K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
24.5K+ 111.17% |
$440K - $461K
|
46.6K
$865K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
23.7KNew |
$426K - $446K
|
23.7K
$441K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
23.4K+ 21.38% |
$420K - $441K
|
133K
$2.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
19.7K+ 60.35% |
$353K - $370K
|
52.3K
$972K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
19.5KNew |
$350K - $367K
|
19.5K
$362K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
18.4K+ 4.16% |
$330K - $346K
|
460K
$8.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
15.6K+ 98.13% |
$281K - $294K
|
31.6K
$587K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
15KNew |
$269K - $282K
|
15K
$279K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
14.8KNew |
$265K - $278K
|
14.8K
$274K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
14.5K+ 20.98% |
$259K - $272K
|
83.4K
$1.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
13.9K+ 97.75% |
$248K - $260K
|
28K
$520K
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
13.4KNew |
$239K - $251K
|
13.4K
$248K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
13.3KNew |
$239K - $250K
|
13.3K
$247K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
13KNew |
$234K - $245K
|
13K
$242K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
12.5K+ 7.04% |
$224K - $234K
|
190K
$3.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
12.2K+ 12.47% |
$219K - $229K
|
110K
$2.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
11.6KNew |
$208K - $219K
|
11.6K
$216K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
11.1KNew |
$199K - $209K
|
11.1K
$206K
|