Institutional Ownership Global X Fds U S Pfd ETF (De) (PFFD)
This table provides information about the institutional ownership of Global X Fds U S Pfd ETF (De) (PFFD). We have compiled data on the 275 institutions that hold shares in the stock, with a total of 59 Million shares, which have been reported (via 13F filing form) to have a value of $1.2 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
6,189,058
shares
|
$126 Million
0.06% of portfolio
|
Q2 2024
Added 11.92%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
5,210,665
shares
|
$106 Million
0.01% of portfolio
|
Q2 2024
Added 16.89%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
4,804,103
shares
|
$97.6 Million
0.01% of portfolio
|
Q1 2024
Added 22.56%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
2,545,688
shares
|
$51.7 Million
0.01% of portfolio
|
Q2 2024
Reduced 53.56%
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Aug 07, 2024 Q2 2024 |
2,428,030
shares
|
$49.3 Million
6.77% of portfolio
|
Q2 2024
Added 15.71%
|
|
Orgel Wealth Management, LLC
|
Jul 22, 2024 Q2 2024 |
2,037,722
shares
|
$41.4 Million
1.12% of portfolio
|
Q2 2024
Added 9.88%
|
|
Rational Advisors LLC
Huntington, NY |
Jul 25, 2024 Q2 2024 |
1,486,252
shares
|
$30.2 Million
3.13% of portfolio
|
Q2 2024
Reduced 4.15%
|
|
State Of Wisconsin Board Of Commissioners Of Public Lands
Madison, WI |
Aug 07, 2024 Q2 2024 |
1,341,305
shares
|
$27.3 Million
6.35% of portfolio
|
Q2 2023
Added 1.18%
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
1,330,078
shares
|
$27 Million
0.12% of portfolio
|
Q2 2024
Reduced 5.53%
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
1,240,179
shares
|
$25.2 Million
4.85% of portfolio
|
Q1 2024
Added 5.75%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
1,180,014
shares
|
$24 Million
0.01% of portfolio
|
Q2 2024
Added 12.22%
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
1,107,201
shares
|
$22.5 Million
0.03% of portfolio
|
Q3 2022
Reduced 64.3%
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Aug 14, 2024 Q2 2024 |
1,059,788
shares
|
$21.5 Million
1.4% of portfolio
|
Q2 2024
Added 7.86%
|
|
Hennion & Walsh Asset Management, Inc.
|
Jul 19, 2024 Q2 2024 |
1,051,313
shares
|
$21.4 Million
1.09% of portfolio
|
Q2 2024
Added 33.97%
|
|
Advisors Management Group Inc
|
Jul 31, 2024 Q2 2024 |
985,522
shares
|
$20 Million
4.85% of portfolio
|
Q2 2024
Added 41.23%
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
981,676
shares
|
$19.9 Million
0.11% of portfolio
|
Q2 2024
Reduced 4.78%
|
|
Flaharty Asset Management, LLC
|
Aug 01, 2024 Q2 2024 |
954,147
shares
|
$19.4 Million
2.9% of portfolio
|
Q2 2024
Added 0.63%
|
|
Creative Planning
Overland Park, KS |
Aug 15, 2024 Q2 2024 |
932,315
shares
|
$18.9 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.63%
|
|
Fukoku Mutual Life Insurance CO
|
Aug 01, 2024 Q2 2024 |
919,000
shares
|
$18.7 Million
1.4% of portfolio
|
Q2 2021
Added 62.94%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
894,497
shares
|
$18.2 Million
0.0% of portfolio
|
Q2 2024
Added 4.24%
|
|
Youngs Advisory Group, Inc.
|
Jul 19, 2024 Q2 2024 |
870,932
shares
|
$17.7 Million
7.54% of portfolio
|
Q2 2024
Added 3.44%
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
848,303
shares
|
$17.2 Million
0.05% of portfolio
|
Q2 2024
Reduced 11.98%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
752,947
shares
|
$15.3 Million
0.0% of portfolio
|
Q2 2024
Added 10.87%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
672,124
shares
|
$13.7 Million
0.02% of portfolio
|
Q2 2024
Added 4.06%
|
|
Conning Inc.
|
Jul 26, 2024 Q2 2024 |
580,200
shares
|
$11.8 Million
0.43% of portfolio
|
Q4 2022
Reduced 25.16%
|