Purchases and Sales Made in Q2 2023 in Global X Fds S&P 500 Covered C (XYLD)

XYLD Quotes by TradingView

This table provides information about the institutional ownership of Global X Fds S&P 500 Covered C (XYLD) during Q2 2023. The information is specifically focused on institutions that hold shares of GLOBAL X FDS S&P 500 COVERED C.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Aug 10, 2023 Q2 2023
D.A. Davidson & Co.

BUY
 -
8.87K
New
$354K - $366K
8.87K $375K
Aug 11, 2023 Q2 2023
Atlantic Private Wealth, LLC

BUY
 -
8.35K
New
$333K - $345K
8.35K $354K
Jul 25, 2023 Q2 2023
Institute For Wealth Management, Llc.

BUY
 -
8.15K
+ 13.41%
$325K - $337K
68.9K $2.92M
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
7.82K
+ 8.98%
$312K - $323K
94.9K $4.02M
Aug 14, 2023 Q2 2023
Wedbush Securities Inc

BUY
 -
7.54K
+ 19.77%
$301K - $311K
45.7K $1.93M
Jan 12, 2024 Q2 2023
Private Advisory Group LLC

Redmond, WA
BUY
 -
7.24K
New
$289K - $299K
7.24K $306K
Aug 14, 2023 Q2 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
6.96K
+ 33.86%
$278K - $288K
27.5K $1.16M
Aug 23, 2023 Q2 2023
Wolverine Trading, LLC

Chicago, IL
BUY
 -
6.9K
New
$276K - $285K
6.9K $292K
Aug 08, 2023 Q2 2023
Kestra Private Wealth Services, LLC

BUY
 -
6.12K
New
$244K - $253K
6.12K $259K
Jul 31, 2023 Q2 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
5.4K
New
$216K - $223K
5.4K $229K
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
5.14K
New
$205K - $212K
5.14K $217K
Aug 02, 2023 Q2 2023
Stockman Wealth Management, Inc.

BUY
 -
5.03K
New
$201K - $208K
5.03K $213K
Aug 08, 2023 Q2 2023
Tria Gen Wealth Management LLC

BUY
 -
4.9K
New
$196K - $202K
4.9K $207K
Jul 21, 2023 Q2 2023
Newbridge Financial Services Group, Inc.

BUY
 -
4.69K
+ 86.67%
$187K - $194K
10.1K $427K
Aug 09, 2023 Q2 2023
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
4.56K
+ 10.57%
$182K - $189K
47.8K $2.02M
Aug 03, 2023 Q2 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
4.13K
+ 29.11%
$165K - $171K
18.3K $775K
Jul 28, 2023 Q2 2023
Private Trust CO Na

BUY
 -
3.97K
+ 59.92%
$159K - $164K
10.6K $449K
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

BUY
 -
3.97K
+ 10.77%
$158K - $164K
40.8K $1.73M
Aug 16, 2023 Q2 2023
Montchanin Asset Management, LLC

Montchanin, DE
BUY
 -
3.8K
+ 15.59%
$152K - $157K
28.2K $1.19M
Aug 14, 2023 Q2 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
3.77K
+ 54.37%
$151K - $156K
10.7K $453K
Jul 19, 2023 Q2 2023
Armor Investment Advisors, LLC

BUY
 -
3.72K
+ 25.03%
$149K - $154K
18.6K $786K
Aug 07, 2023 Q2 2023
Kaizen Financial Strategies

BUY
 -
3.69K
+ 53.62%
$147K - $153K
10.6K $448K
Jul 31, 2023 Q2 2023
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
2.96K
+ 14.51%
$118K - $122K
23.3K $987K
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

BUY
 -
2.58K
+ 17.29%
$103K - $106K
17.5K $740K
Aug 11, 2023 Q2 2023
Kestra Advisory Services, LLC

BUY
 -
2.51K
+ 21.61%
$100K - $103K
14.1K $597K
Jul 13, 2023 Q2 2023
Crescent Grove Advisors, LLC

BUY
 -
2.43K
+ 30.97%
$97.1K - $101K
10.3K $435K
Aug 14, 2023 Q2 2023
Redwood Financial Network Corp

BUY
 -
2.38K
+ 25.46%
$94.9K - $98.2K
11.7K $496K
Aug 14, 2023 Q2 2023
Core Wealth Advisors, Inc.

Lakeland, FL
BUY
 -
2.26K
New
$90K - $93.2K
2.26K $95.4K
Aug 11, 2023 Q2 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
2.19K
+ 27.78%
$87.5K - $90.5K
10.1K $427K
Aug 10, 2023 Q2 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
1.89K
+ 14.94%
$75.2K - $77.9K
14.5K $614K
Aug 11, 2023 Q2 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
1.65K
+ 5.85%
$65.7K - $68K
29.8K $1.26M
Jul 05, 2023 Q2 2023
Hbw Advisory Services LLC

BUY
 -
1.57K
+ 3.76%
$62.5K - $64.7K
43.2K $1.83M
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
1.38K
+ 192.85%
$54.9K - $56.8K
2.09K $88.4K
Aug 10, 2023 Q2 2023
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
1.08K
+ 2.86%
$43K - $44.4K
38.7K $1.64M
Aug 01, 2023 Q2 2023
Truist Financial Corp

BUY
 -
1.04K
+ 7.86%
$41.5K - $43K
14.3K $604K
Jul 25, 2023 Q2 2023
Org Partners LLC

Roanoke, IN
BUY
 -
1.03K
New
$40.9K - $42.3K
1.03K $43.4K
Aug 09, 2023 Q2 2023
Advisory Services Network, LLC

BUY
 -
1K
+ 6.2%
$40K - $41.4K
17.2K $726K
Aug 07, 2023 Q2 2023
Roffman Miller Associates Inc

Philadelphia, PA
BUY
 -
1K
New
$39.9K - $41.3K
1K $42.3K
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
948
New
$37.8K - $39.2K
948 $40.1K
Jul 21, 2023 Q2 2023
Joseph P. Lucia & Associates, LLC

BUY
 -
932
+ 4.45%
$37.2K - $38.5K
21.9K $927K
Aug 11, 2023 Q2 2023
Private Advisory Group LLC

Redmond, WA
BUY
 -
909
+ 14.36%
$36.3K - $37.6K
7.24K $306K
Aug 02, 2023 Q2 2023
Blue Chip Partners, Inc.

BUY
 -
891
+ 0.38%
$35.6K - $36.8K
236K $10M
Aug 09, 2023 Q2 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
745
+ 2.76%
$29.7K - $30.8K
27.7K $1.17M
Aug 02, 2023 Q2 2023
Bank Of Montreal

Toronto, A6
BUY
 -
629
+ 41.49%
$25.1K - $26K
2.15K $90.8K
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

BUY
 -
616
+ 123.2%
$24.6K - $25.4K
1.12K $47.2K
Aug 14, 2023 Q2 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
603
+ 5.7%
$24.1K - $24.9K
11.2K $473K
Aug 07, 2023 Q2 2023
Safeguard Financial, LLC

BUY
 -
512
New
$20.4K - $21.2K
512 $21.7K
Jul 11, 2023 Q2 2023
Worth Asset Management, LLC

BUY
 -
492
+ 14.75%
$19.6K - $20.3K
3.83K $162K
Aug 11, 2023 Q2 2023
Penserra Capital Management LLC

Orinda, CA
BUY
 -
482
New
$19.2K - $19.9K
482 $20.4K

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