Purchases and Sales Made in Q1 2025 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 2025. 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 21, 2025
Q1 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
465K+ 17.17% |
$8.86M - $9.37M
|
3.17M
$59.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
340KNew |
$6.47M - $6.85M
|
340K
$6.34M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
234K+ 45.45% |
$4.46M - $4.73M
|
750K
$14M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
227K+ 3.68% |
$4.32M - $4.58M
|
6.4M
$119M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
225K+ 30.84% |
$4.28M - $4.53M
|
953K
$17.8M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
155KNew |
$2.96M - $3.13M
|
155K
$2.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
143K+ 11.11% |
$2.73M - $2.89M
|
1.43M
$26.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
143KNew |
$2.72M - $2.88M
|
143K
$2.66M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
142K+ 10.54% |
$2.71M - $2.87M
|
1.49M
$27.8M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
141K+ 1157.76% |
$2.69M - $2.85M
|
154K
$2.86M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
127K+ 8.66% |
$2.42M - $2.56M
|
1.59M
$29.7M
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
124KNew |
$2.37M - $2.5M
|
124K
$2.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
120K+ 33.4% |
$2.28M - $2.41M
|
477K
$8.9M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
119K+ 53.77% |
$2.27M - $2.4M
|
341K
$6.35M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
101K+ 25.09% |
$1.92M - $2.03M
|
502K
$9.36M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
94.4K+ 19.41% |
$1.8M - $1.9M
|
581K
$10.8M
|
|
|
May 14, 2025
Q1 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
90.2K+ 25.33% |
$1.72M - $1.82M
|
447K
$8.32M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
86K+ 153.62% |
$1.64M - $1.73M
|
142K
$2.65M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
85.7K+ 10.28% |
$1.63M - $1.73M
|
919K
$17.1M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
77.7K+ 38.58% |
$1.48M - $1.57M
|
279K
$5.2M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
75.7K+ 8.16% |
$1.44M - $1.52M
|
1M
$18.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
60.2K+ 263.73% |
$1.15M - $1.21M
|
83K
$1.55M
|
|
|
May 20, 2025
Q1 2025
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
58.9KNew |
$1.12M - $1.19M
|
58.9K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
58.7K+ 4.29% |
$1.12M - $1.18M
|
1.43M
$26.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
57.8K+ 15.25% |
$1.1M - $1.16M
|
437K
$8.14M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
55.5K+ 84.13% |
$1.06M - $1.12M
|
121K
$2.26M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
55K+ 5.49% |
$1.05M - $1.11M
|
1.06M
$19.7M
|
|
|
May 15, 2025
Q1 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
53.3K+ 63.52% |
$1.01M - $1.07M
|
137K
$2.56M
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
51.6K+ 317.78% |
$982K - $1.04M
|
67.8K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
47.5KNew |
$905K - $958K
|
47.5K
$886K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
46.7K+ 17.35% |
$889K - $941K
|
316K
$5.89M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
44.9K+ 8.04% |
$854K - $904K
|
603K
$11.2M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
43.7K+ 57.66% |
$832K - $881K
|
120K
$2.23M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
43.2K+ 11.21% |
$823K - $871K
|
429K
$7.99M
|
|
|
Apr 25, 2025
Q1 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
40.4K+ 13.54% |
$769K - $814K
|
339K
$6.32M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
36.8K+ 5.4% |
$700K - $741K
|
718K
$13.4M
|
|
|
May 09, 2025
Q1 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
35K+ 3.76% |
$667K - $706K
|
968K
$18M
|
|
|
Apr 14, 2025
Q1 2025
|
Ahl Investment Management, Inc.
|
BUY
|
- |
33K+ 8.55% |
$629K - $665K
|
419K
$7.81M
|
|
|
Apr 22, 2025
Q1 2025
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
28.4K+ 7.22% |
$540K - $572K
|
421K
$7.86M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
27.1K+ 254.67% |
$516K - $546K
|
37.7K
$704K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
26.5K+ 53.18% |
$505K - $535K
|
76.5K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
26.1K+ 2.6% |
$497K - $526K
|
1.03M
$19.2M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
26K+ 2.0% |
$494K - $523K
|
1.33M
$24.7M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
25.1K+ 25.37% |
$478K - $506K
|
124K
$2.31M
|
|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
BUY
|
- |
24.2K+ 10.74% |
$460K - $487K
|
249K
$4.65M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
22.3K+ 66.45% |
$424K - $449K
|
55.8K
$1.04M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
22.1K+ 8.73% |
$421K - $445K
|
275K
$5.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16.8K+ 51.04% |
$320K - $339K
|
49.7K
$927K
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
16.7K+ 358.14% |
$318K - $336K
|
21.4K
$398K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
16.5K+ 22.29% |
$314K - $333K
|
90.6K
$1.69M
|