Purchases and Sales Made in Q3 2024 in Global X Fds S&P 500 Covered C (XYLD)
This table provides information about the institutional ownership of Global X Fds S&P 500 Covered C (XYLD) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
375+ 12.2% |
$14.4K - $15.6K
|
3.45K
$146K
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
247+ 1.18% |
$9.51K - $10.3K
|
21.1K
$893K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
236+ 3.3% |
$9.08K - $9.82K
|
7.39K
$313K
|
|
|
Nov 14, 2024
Q3 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
235+ 3.28% |
$9.05K - $9.78K
|
7.41K
$314K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
225+ 1.24% |
$8.66K - $9.36K
|
18.3K
$774K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
197+ 3.3% |
$7.58K - $8.2K
|
6.16K
$261K
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
180+ 3.28% |
$6.93K - $7.49K
|
5.67K
$240K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
145+ 14500.0% |
$5.58K - $6.03K
|
146
$6.18K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
135New |
$5.2K - $5.62K
|
135
$5.71K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
100+ 0.64% |
$3.85K - $4.16K
|
15.7K
$666K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
84+ 0.77% |
$3.23K - $3.5K
|
10.9K
$463K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
65+ 1.61% |
$2.5K - $2.7K
|
4.1K
$174K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
34+ 2.59% |
$1.31K - $1.41K
|
1.35K
$57.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
BUY
|
- |
25+ 0.23% |
$962 - $1.04K
|
11K
$464K
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
24New |
$924 - $999
|
24
$1.02K
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
19+ 0.25% |
$731 - $791
|
7.64K
$323K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
18New |
$693 - $749
|
18
$762
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
18+ 0.07% |
$693 - $749
|
26.6K
$1.13M
|
|
|
Nov 08, 2024
Q3 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
7+ 0.02% |
$269 - $291
|
39.6K
$1.68M
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
5+ 3.05% |
$192 - $208
|
169
$7.15K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
2+ 0.12% |
$77 - $83.2
|
1.66K
$70.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-5- 0.27% |
$192 - $208
|
1.87K
$79.1K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-5- 10.64% |
$192 - $208
|
42
$1.78K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-13- 0.11% |
$500 - $541
|
11.6K
$493K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-30- 0.32% |
$1.15K - $1.25K
|
9.22K
$390K
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-50- 0.11% |
$1.92K - $2.08K
|
44.7K
$1.89M
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-63- 0.7% |
$2.42K - $2.62K
|
8.96K
$379K
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-76- 0.49% |
$2.93K - $3.16K
|
15.6K
$660K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-92- 10.67% |
$3.54K - $3.83K
|
770
$32.6K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
SELL
|
- |
-105- 34.43% |
$4.04K - $4.37K
|
200
$8.46K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-150- 1.54% |
$5.77K - $6.24K
|
9.61K
$407K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-240- 1.95% |
$9.24K - $9.99K
|
12.1K
$510K
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
SELL
|
- |
-289- 3.83% |
$11.1K - $12K
|
7.25K
$307K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-299- 2.06% |
$11.5K - $12.4K
|
14.2K
$603K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-323- 51.52% |
$12.4K - $13.4K
|
304
$12.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-344- 25.9% |
$13.2K - $14.3K
|
984
$41.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-379- 0.57% |
$14.6K - $15.8K
|
66.1K
$2.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-390- 2.38% |
$15K - $16.2K
|
16K
$678K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-565- 4.06% |
$21.7K - $23.5K
|
13.3K
$565K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-636- 9.52% |
$24.5K - $26.5K
|
6.05K
$256K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-642- 86.52% |
$24.7K - $26.7K
|
100
$4.23K
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-700- 42.94% |
$26.9K - $29.1K
|
930
$39.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-849- 45.52% |
$32.7K - $35.3K
|
1.02K
$43K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-857- 2.89% |
$33K - $35.7K
|
28.8K
$1.22M
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-862- 5.65% |
$33.2K - $35.9K
|
14.4K
$609K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-870- 21.55% |
$33.5K - $36.2K
|
3.17K
$134K
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.06K- 6.47% |
$40.7K - $44K
|
15.3K
$646K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.1K- 37.3% |
$42.3K - $45.8K
|
1.85K
$78.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.15K- 10.92% |
$44.3K - $47.9K
|
9.38K
$397K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.16K- 7.67% |
$44.6K - $48.3K
|
14K
$591K
|