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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-190- 0.95% |
$3.68K - $3.87K
|
19.9K
$409K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-231- 1.21% |
$4.48K - $4.7K
|
18.8K
$386K
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-300- 2.28% |
$5.82K - $6.11K
|
12.9K
$265K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-323- 1.94% |
$6.26K - $6.57K
|
16.4K
$336K
|
|
|
May 09, 2024
Q1 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-330- 86.84% |
$6.4K - $6.72K
|
50
$1.03K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-362- 2.01% |
$7.02K - $7.37K
|
17.6K
$362K
|
|
|
Apr 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-369- 0.47% |
$7.15K - $7.51K
|
77.7K
$1.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-375- 50.0% |
$7.27K - $7.63K
|
375
$7.71K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-560- 3.97% |
$10.9K - $11.4K
|
13.5K
$278K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-648- 0.24% |
$12.6K - $13.2K
|
267K
$5.49M
|
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-800- 3.13% |
$15.5K - $16.3K
|
24.7K
$509K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
SELL
|
- |
-836- 1.67% |
$16.2K - $17K
|
49.1K
$1.01M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-975- 3.25% |
$18.9K - $19.8K
|
29K
$597K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.03K- 64.47% |
$20K - $20.9K
|
567
$11.7K
|
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1.04K- 0.32% |
$20.1K - $21.1K
|
321K
$6.6M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.28K- 9.64% |
$24.8K - $26K
|
12K
$246K
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-1.55K- 10.43% |
$30.1K - $31.6K
|
13.3K
$274K
|
|
|
Apr 15, 2024
Q1 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-1.7K- 0.48% |
$33K - $34.6K
|
352K
$7.24M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1.82KClosed |
$35.2K - $37K
|
0
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.92K- 13.42% |
$37.3K - $39.1K
|
12.4K
$255K
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
SELL
|
- |
-2K- 7.97% |
$38.8K - $40.7K
|
23.1K
$475K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-2.1K- 0.69% |
$40.8K - $42.8K
|
303K
$6.24M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-2.16K- 93.32% |
$42K - $44K
|
155
$3.19K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-2.17K- 11.76% |
$42.1K - $44.2K
|
16.3K
$335K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-2.25K- 2.83% |
$43.5K - $45.7K
|
77.2K
$1.59M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.42K- 8.43% |
$46.9K - $49.3K
|
26.3K
$541K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.49K- 20.79% |
$48.3K - $50.7K
|
9.48K
$195K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-2.75K- 36.06% |
$53.3K - $56K
|
4.88K
$100K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-2.86K- 77.1% |
$55.4K - $58.2K
|
849
$17.5K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3K- 10.82% |
$58.2K - $61.1K
|
24.7K
$508K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-3.09K- 5.83% |
$60K - $63K
|
50K
$1.03M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-3.29K- 13.97% |
$63.8K - $66.9K
|
20.3K
$416K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.62K- 71.1% |
$70.1K - $73.6K
|
1.47K
$30.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-4.06K- 24.6% |
$78.6K - $82.5K
|
12.4K
$256K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.15K- 19.15% |
$80.4K - $84.4K
|
17.5K
$360K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.21K- 11.14% |
$81.6K - $85.7K
|
33.6K
$690K
|
|
|
Apr 30, 2024
Q1 2024
|
Sws Partners
|
SELL
|
- |
-4.4K- 2.3% |
$85.4K - $89.6K
|
187K
$3.85M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-5.01K- 22.92% |
$97.2K - $102K
|
16.9K
$346K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-5.28K- 31.34% |
$102K - $107K
|
11.6K
$238K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-5.4K- 18.97% |
$105K - $110K
|
23.1K
$475K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-5.41K- 6.09% |
$105K - $110K
|
83.3K
$1.71M
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-5.53K- 17.42% |
$107K - $113K
|
26.2K
$539K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-5.95K- 25.93% |
$115K - $121K
|
17K
$349K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.39K- 15.52% |
$163K - $171K
|
45.7K
$939K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-8.46K- 0.6% |
$164K - $172K
|
1.41M
$28.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-9.07K- 31.27% |
$176K - $184K
|
19.9K
$410K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-9.09K- 36.77% |
$176K - $185K
|
15.6K
$321K
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-11.4K- 2.64% |
$221K - $232K
|
420K
$8.64M
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-13.2K- 27.29% |
$256K - $269K
|
35.2K
$724K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-14.5K- 13.74% |
$281K - $294K
|
90.8K
$1.87M
|