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 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-16.8K- 29.45% |
$326K - $342K
|
40.3K
$829K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-16.8K- 25.41% |
$326K - $343K
|
49.4K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-17.2K- 2.89% |
$333K - $349K
|
578K
$11.9M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-22.9KClosed |
$443K - $465K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-29.6K- 65.3% |
$575K - $603K
|
15.7K
$324K
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-35.4K- 74.3% |
$687K - $721K
|
12.3K
$252K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-38.7K- 74.87% |
$751K - $788K
|
13K
$267K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-40.1K- 16.78% |
$778K - $817K
|
199K
$4.09M
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
SELL
|
- |
-56K- 64.66% |
$1.09M - $1.14M
|
30.6K
$629K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-56.4K- 86.04% |
$1.09M - $1.15M
|
9.15K
$188K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-65K- 1.35% |
$1.26M - $1.32M
|
4.74M
$97.4M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-73.8K- 9.81% |
$1.43M - $1.5M
|
679K
$14M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-128K- 2.28% |
$2.48M - $2.6M
|
5.48M
$113M
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-171K- 17.81% |
$3.32M - $3.49M
|
791K
$16.3M
|
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-340K- 26.38% |
$6.59M - $6.91M
|
948K
$19.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-691K- 30.81% |
$13.4M - $14.1M
|
1.55M
$31.9M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.16M- 20.69% |
$22.5M - $23.7M
|
4.46M
$91.6M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-2.47M- 99.18% |
$47.9M - $50.3M
|
20.4K
$420K
|