Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
11.1M+ 6556.36% |
$452M - $480M
|
11.2M
$475M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.54MNew |
$62.8M - $66.7M
|
1.54M
$65M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
360K+ 9.25% |
$14.7M - $15.6M
|
4.25M
$180M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
360K+ 11.2% |
$14.7M - $15.6M
|
3.57M
$151M
|
|
|
Feb 05, 2025
Q4 2024
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
273KNew |
$11.1M - $11.8M
|
273K
$11.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
203K+ 791.09% |
$8.28M - $8.8M
|
228K
$9.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
138KNew |
$5.66M - $6.01M
|
138K
$5.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
110KNew |
$4.48M - $4.76M
|
110K
$4.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
109KNew |
$4.45M - $4.73M
|
109K
$4.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
105K+ 29.75% |
$4.28M - $4.55M
|
457K
$19.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
95.7KNew |
$3.91M - $4.15M
|
95.7K
$4.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
87.1K+ 13.53% |
$3.56M - $3.78M
|
731K
$30.9M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
60.3KNew |
$2.47M - $2.62M
|
60.3K
$2.55M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
59.1KNew |
$2.42M - $2.57M
|
59.1K
$2.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
56.7KNew |
$2.32M - $2.46M
|
56.7K
$2.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
47.3K+ 112.21% |
$1.93M - $2.06M
|
89.5K
$3.79M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
36.6K+ 15.26% |
$1.5M - $1.59M
|
276K
$11.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
30.1KNew |
$1.23M - $1.31M
|
30.1K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
27.1K+ 34.43% |
$1.11M - $1.18M
|
106K
$4.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
19.2K+ 1.79% |
$786K - $835K
|
1.1M
$46.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
18.6K+ 187.39% |
$759K - $807K
|
28.5K
$1.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.3K+ 3.18% |
$747K - $794K
|
594K
$25.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
18.2KNew |
$744K - $791K
|
18.2K
$771K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
18.1K+ 15.83% |
$739K - $786K
|
132K
$5.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
17K+ 12.28% |
$697K - $740K
|
156K
$6.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
16.7K+ 12.6% |
$681K - $723K
|
149K
$6.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
16.1K+ 4.29% |
$660K - $701K
|
392K
$16.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
15.3K+ 16.43% |
$625K - $664K
|
108K
$4.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
14.3KNew |
$586K - $623K
|
14.3K
$607K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
14.1KNew |
$574K - $610K
|
14.1K
$595K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.8K+ 75.41% |
$564K - $599K
|
32.1K
$1.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13.1K+ 20.12% |
$537K - $570K
|
78.4K
$3.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
12.5KNew |
$510K - $542K
|
12.5K
$529K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
12.4KNew |
$507K - $539K
|
12.4K
$526K
|
|
|
Feb 14, 2025
Q4 2024
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
11.9KNew |
$487K - $517K
|
11.9K
$504K
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
10.6KNew |
$433K - $460K
|
10.6K
$448K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10.5KNew |
$427K - $454K
|
10.5K
$442K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.3K+ 27.24% |
$422K - $448K
|
48.2K
$2.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
9.38KNew |
$383K - $407K
|
9.38K
$397K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.37K+ 23.25% |
$383K - $407K
|
49.7K
$2.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
9.32KNew |
$381K - $405K
|
9.32K
$394K
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
9.16KNew |
$374K - $398K
|
9.16K
$388K
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
9.02K+ 7.27% |
$369K - $392K
|
133K
$5.63M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
8.18KNew |
$334K - $355K
|
8.18K
$346K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.62K+ 46.71% |
$311K - $331K
|
23.9K
$1.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
7.55KNew |
$308K - $328K
|
7.55K
$320K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.4K+ 1.28% |
$302K - $321K
|
585K
$24.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
7.24KNew |
$296K - $314K
|
7.24K
$306K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.19KNew |
$294K - $312K
|
7.19K
$304K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
7.16K+ 12.59% |
$293K - $311K
|
64K
$2.71M
|