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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.7KNew |
$69.3K - $73.6K
|
1.7K
$67.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
600+ 3.74% |
$24.5K - $26.1K
|
16.6K
$664K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
500New |
$20.4K - $21.7K
|
500
$20K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
229New |
$9.36K - $9.94K
|
229
$9.15K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
170New |
$6.95K - $7.38K
|
170
$6.79K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
125New |
$5.11K - $5.43K
|
125
$5K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
102New |
$4.17K - $4.43K
|
102
$4.08K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
67New |
$2.74K - $2.91K
|
67
$2.68K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
40+ 9.76% |
$1.63K - $1.74K
|
450
$18K
|
|
| Q3 2024 | |||||||
|
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
$42M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
36.6K+ 9.76% |
$1.41M - $1.52M
|
412K
$16.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
24.5K+ 44536.36% |
$943K - $1.02M
|
24.6K
$981K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.1KNew |
$429K - $463K
|
11.1K
$445K
|
|
|
Nov 13, 2024
Q3 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
9.1KNew |
$350K - $378K
|
9.1K
$363K
|
|
|
Nov 14, 2024
Q3 2024
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
5.43KNew |
$209K - $226K
|
5.43K
$217K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
5.06KNew |
$195K - $210K
|
5.06K
$202K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.03K+ 46.88% |
$117K - $126K
|
9.5K
$380K
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
2.48KNew |
$95.3K - $103K
|
2.48K
$98.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
486New |
$18.7K - $20.2K
|
486
$19.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
460New |
$17.7K - $19.1K
|
460
$18.4K
|
|
|
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
378New |
$14.5K - $15.7K
|
378
$15.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
180+ 3.28% |
$6.93K - $7.49K
|
5.67K
$226K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
18New |
$693 - $749
|
18
$719
|
|
| Q2 2024 | |||||||
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
11KNew |
$436K - $449K
|
11K
$440K
|
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
2.63KNew |
$104K - $107K
|
2.63K
$105K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
2.28KNew |
$90.4K - $93K
|
2.28K
$91K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
800New |
$31.7K - $32.7K
|
800
$32K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
446New |
$17.7K - $18.2K
|
446
$17.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
412New |
$16.3K - $16.8K
|
412
$16.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
26+ 0.46% |
$1.03K - $1.06K
|
5.74K
$229K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
15+ 18.07% |
$595 - $612
|
98
$3.92K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
9+ 1.6% |
$357 - $367
|
571
$22.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
7+ 3.7% |
$278 - $286
|
196
$7.83K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
32.3K+ 170.59% |
$1.27M - $1.32M
|
51.2K
$2.05M
|
|
|
May 15, 2024
Q1 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
12.4KNew |
$487K - $506K
|
12.4K
$496K
|
|
|
Apr 15, 2024
Q1 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
4.99KNew |
$196K - $204K
|
4.99K
$199K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.92KNew |
$193K - $201K
|
4.92K
$196K
|
|
|
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 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
649+ 25.86% |
$25.5K - $26.5K
|
3.16K
$126K
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
619New |
$24.3K - $25.2K
|
619
$24.7K
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
516+ 7.1% |
$20.3K - $21K
|
7.78K
$311K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
122+ 3.1% |
$4.79K - $4.98K
|
4.06K
$162K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
100+ 1.9% |
$3.93K - $4.08K
|
5.36K
$214K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$39.3 - $40.8
|
1
$40
|
|
| Q4 2023 | |||||||
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
39.3KNew |
$1.48M - $1.56M
|
39.3K
$1.57M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
14.9KNew |
$561K - $593K
|
14.9K
$597K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14KNew |
$526K - $556K
|
14K
$559K
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
8.3KNew |
$312K - $330K
|
8.3K
$332K
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
7KNew |
$263K - $278K
|
7K
$280K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
5.53KNew |
$208K - $220K
|
5.53K
$221K
|
|