Latest Institutional Purchases of Global X Fds S&P 500 Covered C (XYLD)
This list provides information on the latest institutional transactions involving Global X Fds S&P 500 Covered C (XYLD) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
1.61K+ 12.92% |
$62K - $63.4K
|
14.1K
$562K
|
|
|
Nov 04, 2025
Q3 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
1.49K+ 16.99% |
$57.4K - $58.7K
|
10.3K
$410K
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
1.34KNew |
$51.5K - $52.6K
|
1.34K
$53.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.2K+ 9.06% |
$46.3K - $47.3K
|
14.5K
$578K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
992New |
$38.2K - $39.1K
|
992
$39.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
981+ 10.34% |
$37.8K - $38.6K
|
10.5K
$418K
|
|
|
Oct 27, 2025
Q3 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
927+ 1.73% |
$35.7K - $36.5K
|
54.4K
$2.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
925+ 2.67% |
$35.6K - $36.4K
|
35.6K
$1.42M
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
891+ 9.63% |
$34.3K - $35.1K
|
10.1K
$405K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
768+ 6.26% |
$29.6K - $30.3K
|
13K
$521K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
600New |
$23.1K - $23.6K
|
600
$24K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
493+ 0.85% |
$19K - $19.4K
|
58.3K
$2.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
369+ 3.28% |
$14.2K - $14.5K
|
11.6K
$465K
|
|
|
Oct 28, 2025
Q3 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
270+ 7.57% |
$10.4K - $10.6K
|
3.84K
$153K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
244+ 1.26% |
$9.4K - $9.61K
|
19.7K
$786K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
234New |
$9.01K - $9.22K
|
234
$9.35K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
230+ 13.41% |
$8.86K - $9.06K
|
1.95K
$77.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
200New |
$7.7K - $7.88K
|
200
$7.99K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
156+ 2.4% |
$6.01K - $6.14K
|
6.65K
$266K
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
122+ 1.12% |
$4.7K - $4.81K
|
11K
$441K
|
|
|
Nov 14, 2025
Q3 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
117+ 0.32% |
$4.51K - $4.61K
|
37.2K
$1.49M
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
100New |
$3.85K - $3.94K
|
100
$4K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
94+ 0.43% |
$3.62K - $3.7K
|
21.8K
$870K
|
|
|
Nov 04, 2025
Q3 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
77+ 0.17% |
$2.97K - $3.03K
|
44.4K
$1.77M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
57+ 0.34% |
$2.2K - $2.25K
|
17K
$679K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
50New |
$1.93K - $1.97K
|
50
$2K
|
|
|
Nov 06, 2025
Q3 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
49+ 3.32% |
$1.89K - $1.93K
|
1.53K
$61K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
41New |
$1.58K - $1.61K
|
41
$1.64K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
33+ 0.32% |
$1.27K - $1.3K
|
10.3K
$410K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
28+ 0.36% |
$1.08K - $1.1K
|
7.71K
$308K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
27+ 0.38% |
$1.04K - $1.06K
|
7.07K
$282K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
20New |
$770 - $788
|
20
$799
|
|
|
Nov 19, 2025
Q3 2025
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
12+ 0.0% |
$462 - $473
|
319K
$12.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2+ 0.03% |
$77 - $78.8
|
7.25K
$290K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
1New |
$38.5 - $39.4
|
1
$40
|
|
| Q2 2025 | |||||||
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
CALL |
314KNew |
$11.2M - $12.5M
|
314K
$12.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
131K+ 135.98% |
$4.66M - $5.18M
|
227K
$9.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
90.9K+ 348.42% |
$3.24M - $3.6M
|
117K
$4.67M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
44.6K+ 31.33% |
$1.59M - $1.77M
|
187K
$7.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
27.5KNew |
$980K - $1.09M
|
27.5K
$1.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
18.4KNew |
$654K - $728K
|
18.4K
$733K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
15.5KNew |
$553K - $616K
|
15.5K
$621K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
8.81KNew |
$314K - $349K
|
8.81K
$352K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
8.67KNew |
$309K - $344K
|
8.67K
$347K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
7.8KNew |
$278K - $309K
|
7.8K
$312K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.71KNew |
$239K - $266K
|
6.71K
$268K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
6.43KNew |
$229K - $255K
|
6.43K
$257K
|
|
|
Aug 11, 2025
Q2 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
6.26KNew |
$223K - $248K
|
6.26K
$250K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
5.3KNew |
$189K - $210K
|
5.3K
$212K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
4.15K+ 3.43% |
$148K - $164K
|
125K
$5M
|
|