Latest Institutional Transactions on Global X Fds S&P 500 Covered C (XYLD)
This table provides information on the latest institutional transactions involving Global X Fds S&P 500 Covered C (XYLD) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
18New |
$693 - $749
|
18
$721
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
49.8K+ 4.97% |
$1.92M - $2.07M
|
1.05M
$42.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
36.6K+ 9.76% |
$1.41M - $1.52M
|
412K
$16.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-642- 86.52% |
$24.7K - $26.7K
|
100
$4.01K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
486New |
$18.7K - $20.2K
|
486
$19.5K
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
24New |
$924 - $999
|
24
$962
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
7.93KNew |
$305K - $330K
|
7.93K
$318K
|
|
| Q2 2024 | |||||||
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-11- 0.49% |
$436 - $449
|
2.22K
$89.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
2.63KNew |
$104K - $107K
|
2.63K
$105K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-1.02K- 14.65% |
$40.4K - $41.6K
|
5.94K
$238K
|
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-25.3K- 24.03% |
$1M - $1.03M
|
80K
$3.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
7+ 3.7% |
$278 - $286
|
196
$7.85K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-25- 0.07% |
$992 - $1.02K
|
37.1K
$1.49M
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-51K- 18.53% |
$2.02M - $2.08M
|
224K
$8.98M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.93KNew |
$275K - $283K
|
6.93K
$278K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-775- 49.27% |
$30.7K - $31.6K
|
798
$32K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5New |
$198 - $204
|
5
$200
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
2.28KNew |
$90.4K - $93K
|
2.28K
$91.3K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
15+ 18.07% |
$595 - $612
|
98
$3.93K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
412New |
$16.3K - $16.8K
|
412
$16.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
11KNew |
$436K - $449K
|
11K
$441K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
5New |
$198 - $204
|
5
$200
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
446New |
$17.7K - $18.2K
|
446
$17.9K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-17- 50.0% |
$674 - $694
|
17
$681
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
26+ 0.46% |
$1.03K - $1.06K
|
5.74K
$230K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
9+ 1.6% |
$357 - $367
|
571
$22.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.45KNew |
$57.4K - $59.1K
|
1.45K
$58K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
313New |
$12.4K - $12.8K
|
313
$12.5K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
800New |
$31.7K - $32.7K
|
800
$32.1K
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-34Closed |
$1.34K - $1.39K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
12.4KNew |
$487K - $506K
|
12.4K
$497K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.18K- 98.73% |
$125K - $130K
|
41
$1.64K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
100+ 1.9% |
$3.93K - $4.08K
|
5.36K
$215K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-6.74K- 7.28% |
$265K - $275K
|
85.8K
$3.44M
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
649+ 25.86% |
$25.5K - $26.5K
|
3.16K
$127K
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-9.5K- 53.07% |
$373K - $388K
|
8.4K
$337K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
32.3K+ 170.59% |
$1.27M - $1.32M
|
51.2K
$2.05M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-6.16K- 8.8% |
$242K - $251K
|
63.8K
$2.56M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
516+ 7.1% |
$20.3K - $21K
|
7.78K
$312K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.96K+ 7.36% |
$76.9K - $79.8K
|
28.5K
$1.14M
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
SELL
|
- |
-20.4K- 57.04% |
$802K - $833K
|
15.4K
$616K
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
619New |
$24.3K - $25.2K
|
619
$24.8K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-47.9K- 75.3% |
$1.88M - $1.95M
|
15.7K
$629K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.08K- 42.36% |
$160K - $166K
|
5.55K
$223K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
17New |
$668 - $693
|
17
$681
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.92KNew |
$193K - $201K
|
4.92K
$197K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
122+ 3.1% |
$4.79K - $4.98K
|
4.06K
$163K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
1KNew |
$39.3K - $40.8K
|
1K
$40.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-898- 7.3% |
$35.3K - $36.6K
|
11.4K
$457K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.03K- 12.43% |
$79.8K - $82.8K
|
14.3K
$573K
|
|