Purchases and Sales Made in Q1 2024 in 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) during Q1 2024. The information is specifically focused on institutions that hold shares of GLOBAL X FDS U S PFD ETF (DE) .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.61K+ 2.91% |
$31.3K - $32.8K
|
56.9K
$1.17M
|
|
|
May 01, 2024
Q1 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1.54K+ 12.74% |
$29.8K - $31.2K
|
13.6K
$279K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.46KNew |
$28.3K - $29.7K
|
1.46K
$30K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.42K+ 32.11% |
$27.5K - $28.8K
|
5.83K
$120K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.37K+ 1.89% |
$26.5K - $27.8K
|
73.7K
$1.51M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
1.36K+ 0.79% |
$26.4K - $27.7K
|
172K
$3.55M
|
|
|
May 15, 2024
Q1 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
1.34K+ 0.7% |
$26K - $27.3K
|
193K
$3.97M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.24K+ 5.72% |
$24K - $25.2K
|
22.9K
$470K
|
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.01K+ 9.91% |
$19.6K - $20.5K
|
11.2K
$230K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
957+ 9.27% |
$18.6K - $19.5K
|
11.3K
$232K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
848+ 41.77% |
$16.4K - $17.3K
|
2.88K
$59.2K
|
|
|
May 06, 2024
Q1 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
739+ 2.62% |
$14.3K - $15K
|
28.9K
$595K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
600+ 14.03% |
$11.6K - $12.2K
|
4.88K
$100K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
543+ 271.5% |
$10.5K - $11.1K
|
743
$15.3K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
507+ 4.82% |
$9.83K - $10.3K
|
11K
$227K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
476+ 4.37% |
$9.23K - $9.69K
|
11.4K
$234K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
469+ 25.91% |
$9.09K - $9.54K
|
2.28K
$46.9K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
441+ 11.62% |
$8.55K - $8.97K
|
4.24K
$87.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
347New |
$6.73K - $7.06K
|
347
$7.13K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
337+ 0.23% |
$6.53K - $6.86K
|
147K
$3.02M
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
299+ 1.52% |
$5.8K - $6.08K
|
20K
$411K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
238+ 721.21% |
$4.61K - $4.84K
|
271
$5.57K
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
218+ 3.45% |
$4.23K - $4.44K
|
6.54K
$134K
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
160+ 0.41% |
$3.1K - $3.26K
|
38.7K
$797K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
157+ 0.74% |
$3.04K - $3.19K
|
21.5K
$441K
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
134+ 0.8% |
$2.6K - $2.73K
|
16.8K
$346K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
127+ 42.47% |
$2.46K - $2.58K
|
426
$8.76K
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
BUY
|
- |
123+ 1.22% |
$2.38K - $2.5K
|
10.2K
$210K
|
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
72+ 0.33% |
$1.4K - $1.47K
|
21.8K
$447K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
69New |
$1.34K - $1.4K
|
69
$1.42K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
49New |
$950 - $997
|
49
$1.01K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
32+ 1.6% |
$620 - $651
|
2.03K
$41.8K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
27+ 2.14% |
$524 - $549
|
1.29K
$26.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
20New |
$388 - $407
|
20
$411
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
15+ 0.1% |
$291 - $305
|
14.3K
$294K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
7+ 1.19% |
$136 - $142
|
597
$12.3K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
3+ 300.0% |
$58.2 - $61.1
|
4
$82.2
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2+ 2.02% |
$38.8 - $40.7
|
101
$2.08K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1+ 0.0% |
$19.4 - $20.4
|
20K
$411K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1- 33.33% |
$19.4 - $20.4
|
2
$41.1
|
|
|
May 06, 2024
Q1 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-6- 0.04% |
$116 - $122
|
16.4K
$337K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-17- 1.44% |
$330 - $346
|
1.17K
$24K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-51- 2.52% |
$989 - $1.04K
|
1.97K
$40.5K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-93- 0.91% |
$1.8K - $1.89K
|
10.1K
$207K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-95- 0.47% |
$1.84K - $1.93K
|
20K
$411K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-135- 10.34% |
$2.62K - $2.75K
|
1.17K
$24.1K
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
SELL
|
- |
-143- 0.36% |
$2.77K - $2.91K
|
40K
$822K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-153- 0.89% |
$2.97K - $3.11K
|
17.1K
$351K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-157- 4.78% |
$3.04K - $3.19K
|
3.13K
$64.2K
|