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Global X Dow 30 Covered Call ETF (DJIA) Institutional Ownership

Global X Dow 30 Covered Call ETF logo
$23.50 0.00 (0.00%)
(As of 04:31 PM ET)

Institutional Ownership Changes (13F Filings) for Global X Dow 30 Covered Call ETF (NYSEARCA:DJIA)

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$2.77M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$1.13M
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DJIA Institutional Buying and Selling by Quarter

Global X Dow 30 Covered Call ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/14/2024 CreativeOne Wealth LLC15,452$356K0.0%+68.1%0.410%
11/4/2024 Beam Wealth Advisors Inc.12,578$290K0.1%-3.5%0.334%
11/2/2024 XML Financial LLC252,741$5.82M0.5%+4.8%6.704%
10/28/2024 Stephens Inc. AR42,674$983K0.0%+134.1%1.132%
10/24/2024 J.W. Cole Advisors Inc.127,633$2.94M0.1%+1.6%3.385%
8/8/2024 J.W. Cole Advisors Inc.125,668$2.78M0.1%+0.6%3.333%
8/3/2024 National Bank of Canada FI7,159$158K0.0%+8.6%0.190%
7/26/2024 Harbour Investments Inc.17,248$381K0.0%+7.5%0.458%
7/23/2024 XML Financial LLC241,227$5.33M0.5%+4.7%6.399%
5/24/2024Cetera Advisors LLC10,417$237K0.0%N/A0.276%
5/17/2024 XML Financial LLC230,435$5.25M0.5%-7.0%6.112%
5/17/2024Comerica Bank4,955$113K0.0%+25.3%0.131%
4/23/2024 Nations Financial Group Inc. IA ADV9,140$208K0.0%N/A0.244%
4/16/2024 Pasadena Private Wealth LLC37,560$856K0.2%+6.9%1.026%
2/14/2024 XML Financial LLC247,827$5.43M0.6%+1.0%6.771%
2/9/2024 Founders Financial Alliance LLC9,451$207K0.1%+32.6%0.258%
2/8/2024 Janney Montgomery Scott LLC29,513$647K0.0%-11.1%0.806%
2/5/2024 Kestra Private Wealth Services LLC19,799$434K0.0%+2.6%0.541%
1/31/2024 J.W. Cole Advisors Inc.125,343$2.75M0.2%+3.9%3.425%
1/31/2024 Beam Wealth Advisors Inc.12,739$279K0.2%-19.5%0.348%
1/16/2024Raymond James Financial Services Advisors Inc.35,040$768K0.0%+87.9%0.957%
1/16/2024Raymond James & Associates18,270$400K0.0%-59.1%0.499%
1/11/2024 Pasadena Private Wealth LLC35,134$770K0.2%+3.9%0.960%
11/22/2023 Verity Asset Management Inc.14,569$311K0.2%N/A0.398%
11/16/2023 Harbour Investments Inc.15,548$332K0.0%+5.4%0.425%
11/8/2023 Janney Montgomery Scott LLC33,195$709K0.0%-23.4%0.907%
11/8/2023 Kestra Private Wealth Services LLC19,289$412K0.0%N/A0.527%
11/7/2023Prosperity Wealth Management Inc.22,558$481K0.3%-5.2%0.616%
11/6/2023 XML Financial LLC245,454$5.24M0.6%+143.6%6.706%
10/24/2023 J.W. Cole Advisors Inc.120,684$2.58M0.2%+10.6%3.297%
10/24/2023Raymond James Financial Services Advisors Inc.18,652$398K0.0%+26.5%0.510%
10/24/2023Raymond James & Associates44,660$953K0.0%N/A1.220%
10/17/2023 Newbridge Financial Services Group Inc.1,400$30K0.0%N/A0.038%
10/12/2023IFP Advisors Inc2,750$59K0.0%N/A0.075%
9/12/2023Prosperity Wealth Management Inc.23,787$526K0.3%+39.0%0.650%
8/10/2023 Osaic Holdings Inc.241,897$5.34M0.0%+7.7%6.609%
8/10/2023 Cetera Investment Advisers18,745$415K0.0%+65.5%0.512%
8/7/2023 XML Financial LLC100,764$2.23M0.3%N/A2.753%
7/31/2023 LPL Financial LLC44,248$979K0.0%+171.1%1.317%
7/27/2023 J.W. Cole Advisors Inc.109,100$2.41M0.2%+179.0%3.247%
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7/26/2023 Beam Wealth Advisors Inc.15,644$346K0.2%-5.1%0.466%
7/25/2023Raymond James Financial Services Advisors Inc.14,739$326K0.0%N/A0.439%
7/12/2023 Pasadena Private Wealth LLC34,033$753K0.2%-2.6%1.013%
7/10/2023AE Wealth Management LLC18,990$420K0.0%N/A0.565%
5/22/2023Arete Wealth Advisors LLC16,968$368K0.0%N/A0.505%
5/15/2023 MAS Advisors LLC13,059$284K0.3%+38.0%0.435%
5/3/2023 J.W. Cole Advisors Inc.39,100$849K0.1%N/A1.303%
5/1/2023Truadvice LLC225,862$4.93M2.0%-60.7%7.529%
5/1/2023 Csenge Advisory Group16,831$365K0.0%+3.1%0.561%
5/1/2023Arete Wealth Advisors LLC16,968$368.37B0.0%N/A0.566%
4/28/2023 Janney Montgomery Scott LLC43,358$941K0.0%+303.3%1.445%
4/27/2023 Channel Wealth LLC11,333$246K0.2%N/A0.378%
4/26/2023 Beam Wealth Advisors Inc.16,482$358K0.4%+12.6%0.549%
4/20/2023 Pasadena Private Wealth LLC34,934$758K0.2%+8.3%1.164%
2/10/2023 Advisor Group Holdings Inc.189,732$4.09M0.0%+108.0%6.432%
2/2/2023 Pasadena Private Wealth LLC32,247$696K0.2%N/A1.093%
2/1/2023 Janney Montgomery Scott LLC10,751$232K0.0%N/A0.364%
1/24/2023 National Bank of Canada FI5,788$125K0.0%+21.4%0.197%
1/20/2023Truadvice LLC574,320$12.61M6.6%-16.6%19.804%
11/7/2022Truadvice LLC688,339$15.11M8.5%+62.5%29.542%
10/26/2022 San Luis Wealth Advisors LLC17,814$362K0.4%N/A0.792%
10/20/2022 Beam Wealth Advisors Inc.15,051$306K0.3%N/A0.678%
10/13/2022 National Bank of Canada FI4,769$96K0.0%N/A0.241%
8/12/2022Truadvice LLC423,610$9.87M5.2%N/A28.622%
7/26/2022 Joseph P. Lucia & Associates LLC2,050$47K0.0%N/A0.142%
7/14/2022Gofen & Glossberg LLC IL40,000$908K0.0%N/A3.200%
(Data available from 1/1/2016 forward)

DJIA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DJIA shares?

During the previous two years, 30 institutional investors and hedge funds held shares of Global X Dow 30 Covered Call ETF. The most heavily invested institutionals were XML Financial LLC ($5.82M), Osaic Holdings Inc. ($5.34M), Truadvice LLC ($4.93M), Advisor Group Holdings Inc. ($4.09M), J.W. Cole Advisors Inc. ($2.94M), Stephens Inc. AR ($983K), and LPL Financial LLC ($979K).Learn more on DJIA's institutional investors.

Which institutional investors have been buying Global X Dow 30 Covered Call ETF stock?

Of the 29 institutional investors that purchased Global X Dow 30 Covered Call ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: XML Financial LLC ($270.13K), J.W. Cole Advisors Inc. ($128.02K), Advisor Group Holdings Inc. ($98.50K), Raymond James & Associates ($44.66K), Janney Montgomery Scott LLC ($43.36K), Pasadena Private Wealth LLC ($38.68K), and Raymond James Financial Services Advisors Inc. ($35.04K).

How much institutional buying is happening at Global X Dow 30 Covered Call ETF?

Institutional investors have bought a total of 883,657 shares in the last 24 months. This purchase volume represents approximately $19.28M in transactions.

Which Global X Dow 30 Covered Call ETF major shareholders have been selling company stock?

The following institutional investors have sold Global X Dow 30 Covered Call ETF stock in the last 24 months: Truadvice LLC ($462.48K), Raymond James & Associates ($26.39K), XML Financial LLC ($17.39K), Janney Montgomery Scott LLC ($13.85K), Beam Wealth Advisors Inc. ($4.39K), Prosperity Wealth Management Inc. ($1.23K), and Pasadena Private Wealth LLC ($901.00).

How much institutional selling is happening at Global X Dow 30 Covered Call ETF?

Institutional investors have sold a total of 526,620 shares in the last 24 months. This volume of shares sold represents approximately $11.44M in transactions.



This page (NYSEARCA:DJIA) was last updated on 11/14/2024 by MarketBeat.com Staff
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