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 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.13KNew |
$291K - $310K
|
7.13K
$302K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7K+ 4.82% |
$286K - $304K
|
152K
$6.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.78K+ 64.49% |
$277K - $295K
|
17.3K
$732K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.27KNew |
$256K - $272K
|
6.27K
$265K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
6.1KNew |
$249K - $265K
|
6.1K
$258K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.05K+ 17.49% |
$247K - $263K
|
40.6K
$1.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.98K+ 110.59% |
$244K - $259K
|
11.4K
$482K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
5.95KNew |
$243K - $258K
|
5.95K
$252K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.6K+ 9.97% |
$229K - $243K
|
61.8K
$2.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
5.45K+ 6.02% |
$223K - $237K
|
96K
$4.06M
|
|
|
Feb 11, 2025
Q4 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
5.36K+ 99.87% |
$219K - $233K
|
10.7K
$454K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.25K+ 29.56% |
$214K - $228K
|
23K
$973K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
5.2K+ 31.59% |
$212K - $226K
|
21.7K
$917K
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
5.03KNew |
$206K - $218K
|
5.03K
$213K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.02KNew |
$205K - $218K
|
5.02K
$212K
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
4.97KNew |
$203K - $216K
|
4.97K
$210K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.92K+ 2.29% |
$201K - $213K
|
220K
$9.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
4.85K+ 1.52% |
$198K - $211K
|
325K
$13.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
4.82KNew |
$197K - $209K
|
4.82K
$204K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
4.73KNew |
$193K - $205K
|
4.73K
$200K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.69K+ 1.15% |
$192K - $204K
|
413K
$17.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.3K+ 14.94% |
$176K - $187K
|
33.1K
$1.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
3.62K+ 36.07% |
$148K - $157K
|
13.6K
$577K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.31K+ 6.37% |
$135K - $144K
|
55.3K
$2.34M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.24K+ 11.22% |
$132K - $141K
|
32.1K
$1.36M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.09K+ 63.41% |
$126K - $134K
|
7.96K
$337K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
3.02K+ 182.21% |
$123K - $131K
|
4.68K
$198K
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.93K+ 25.01% |
$120K - $127K
|
14.7K
$620K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
2.69K+ 9.41% |
$110K - $117K
|
31.2K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.58K+ 2.57% |
$105K - $112K
|
103K
$4.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
2.4KNew |
$98.1K - $104K
|
2.4K
$102K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.37KNew |
$96.7K - $103K
|
2.37K
$100K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.08K+ 13.82% |
$84.9K - $90.2K
|
17.1K
$724K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
1.96K+ 38.46% |
$80K - $85K
|
7.05K
$298K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
1.84K+ 2.44% |
$75.3K - $80K
|
77.5K
$3.28M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.74K+ 28.28% |
$71.2K - $75.6K
|
7.9K
$334K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.7KNew |
$69.3K - $73.6K
|
1.7K
$71.8K
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.7K+ 10.73% |
$69.3K - $73.6K
|
17.5K
$740K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.46K+ 731.5% |
$59.8K - $63.5K
|
1.66K
$70.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.46KNew |
$59.8K - $63.5K
|
1.46K
$61.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
1.36KNew |
$55.6K - $59.1K
|
1.36K
$57.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
1.35KNew |
$55.3K - $58.7K
|
1.35K
$57.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
BUY
|
- |
1.17K+ 1.83% |
$47.9K - $50.9K
|
65.3K
$2.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.17K+ 7.7% |
$47.7K - $50.7K
|
16.3K
$691K
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
1.13K+ 4.86% |
$46.3K - $49.2K
|
24.5K
$1.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.12K+ 2.51% |
$45.9K - $48.8K
|
45.8K
$1.94M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.04K+ 2.86% |
$42.3K - $45K
|
37.2K
$1.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1K+ 7.04% |
$40.9K - $43.5K
|
15.2K
$645K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1K+ 6.36% |
$40.9K - $43.4K
|
16.7K
$708K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
945+ 122.73% |
$38.6K - $41K
|
1.72K
$72.6K
|