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 $1.21 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Fortis Capital Management LLC
|
Jul 23, 2024 Q2 2024 |
45,054
shares
|
$930,365
0.19% of portfolio
|
Q2 2024
Reduced 9.86%
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
43,492
shares
|
$898,109
0.37% of portfolio
|
Q1 2024
Added 202.91%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
42,377
shares
|
$875,085
0.0% of portfolio
|
Q2 2024
Reduced 25.58%
|
|
Accel Wealth Management
|
Jul 12, 2024 Q2 2024 |
42,195
shares
|
$871,326
0.34% of portfolio
|
Q2 2024
Reduced 14.1%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
42,041
shares
|
$868,146
0.0% of portfolio
|
Q2 2024
Added 4.3%
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
40,149
shares
|
$829,076
0.04% of portfolio
|
Q2 2022
Added 0.2%
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
40,000
shares
|
$826,000
0.03% of portfolio
|
Q1 2024
Reduced 0.36%
|
|
Essex Financial Services, Inc.
|
Aug 09, 2024 Q2 2024 |
39,671
shares
|
$819,206
0.04% of portfolio
|
Q2 2024
Added 2.59%
|
|
Crew Capital Management, Ltd.
|
Jul 26, 2024 Q2 2024 |
39,494
shares
|
$815,551
0.63% of portfolio
|
Q2 2024
Added 153.25%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
39,168
shares
|
$808,819
0.01% of portfolio
|
Q2 2024
Reduced 14.23%
|
|
L & S Advisors Inc
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
39,029
shares
|
$805,948
0.1% of portfolio
|
Q2 2024
Added 6.78%
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
37,302
shares
|
$770,286
0.02% of portfolio
|
Q2 2024
Added 28.53%
|
|
Eagle Strategies LLC
New York, NY |
Aug 07, 2024 Q2 2024 |
37,196
shares
|
$768,097
0.14% of portfolio
|
Q2 2024
New holding
|
|
Cfo4 Life Group, LLC
|
Jul 31, 2024 Q2 2024 |
37,095
shares
|
$766,011
0.14% of portfolio
|
Q3 2023
New holding
|
|
Firestone Capital Management
|
Aug 09, 2024 Q2 2024 |
35,426
shares
|
$731,546
0.19% of portfolio
|
Q2 2024
Added 0.62%
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
34,644
shares
|
$715,398
0.69% of portfolio
|
Q3 2023
Added 10.0%
|
|
Ignite Planners, LLC
|
Jul 12, 2024 Q2 2024 |
34,458
shares
|
$711,557
0.17% of portfolio
|
Q2 2024
Reduced 2.21%
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
32,613
shares
|
$673,458
0.07% of portfolio
|
Q2 2024
Reduced 2.78%
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
32,097
shares
|
$662,803
0.0% of portfolio
|
Q2 2024
Reduced 4.43%
|
|
Hrt Financial LP
New York, NY |
Aug 12, 2024 Q2 2024 |
31,867
shares
|
$658,053
0.0% of portfolio
|
Q2 2024
New holding
|
|
My Legacy Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
30,809
shares
|
$636,205
0.2% of portfolio
|
Q1 2024
Added 6.65%
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Aug 12, 2024 Q2 2024 |
29,645
shares
|
$612,169
0.25% of portfolio
|
Q2 2024
Added 2.54%
|
|
Nelson Capital Management, LLC
|
Aug 07, 2024 Q2 2024 |
29,368
shares
|
$606,449
0.1% of portfolio
|
Q2 2024
Added 1.51%
|
|
Activest Wealth Management
|
Jul 30, 2024 Q2 2024 |
29,326
shares
|
$605,581
0.2% of portfolio
|
Q2 2024
Reduced 4.2%
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Jul 30, 2024 Q2 2024 |
29,030
shares
|
$599,469
0.29% of portfolio
|
Q2 2024
Reduced 0.43%
|