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 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
340KNew |
$6.47M - $6.85M
|
340K
$6.25M
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
143KNew |
$2.72M - $2.88M
|
143K
$2.63M
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
127K+ 8.66% |
$2.42M - $2.56M
|
1.59M
$29.3M
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
120K+ 33.4% |
$2.28M - $2.41M
|
477K
$8.78M
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
101K+ 25.09% |
$1.92M - $2.03M
|
502K
$9.23M
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
57.8K+ 15.25% |
$1.1M - $1.16M
|
437K
$8.03M
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
43.2K+ 11.21% |
$823K - $871K
|
429K
$7.89M
|
|
Apr 14, 2025
Q1 2025
|
Ahl Investment Management, Inc.
|
BUY
|
- |
33K+ 8.55% |
$629K - $665K
|
419K
$7.71M
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
26.5K+ 53.18% |
$505K - $535K
|
76.5K
$1.41M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16.8K+ 51.04% |
$320K - $339K
|
49.7K
$914K
|
|
Apr 11, 2025
Q1 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
12.9K+ 6.45% |
$245K - $260K
|
213K
$3.91M
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
12.5K+ 56686.36% |
$237K - $251K
|
12.5K
$230K
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
12.4K+ 4.66% |
$236K - $249K
|
278K
$5.11M
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
11.8K+ 20.98% |
$226K - $239K
|
68.3K
$1.26M
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
8.11K+ 15.37% |
$154K - $163K
|
60.8K
$1.12M
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.54K+ 13462.5% |
$144K - $152K
|
7.6K
$140K
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
5.14K+ 15.82% |
$97.9K - $104K
|
37.7K
$692K
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
4K+ 25.57% |
$76.1K - $80.6K
|
19.6K
$361K
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.54K+ 7.82% |
$29.3K - $31K
|
21.2K
$390K
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.42K+ 4.01% |
$27.1K - $28.7K
|
36.9K
$679K
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.41K+ 9.53% |
$26.8K - $28.3K
|
16.2K
$297K
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
1.36K+ 6.53% |
$25.8K - $27.3K
|
22.1K
$407K
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1K+ 4.56% |
$19K - $20.2K
|
22.9K
$421K
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
500New |
$9.52K - $10.1K
|
500
$9.2K
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
249+ 0.73% |
$4.74K - $5.02K
|
34.2K
$629K
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
104+ 24.64% |
$1.98K - $2.1K
|
526
$9.67K
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
39New |
$743 - $786
|
39
$717
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
36New |
$685 - $725
|
36
$662
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-76- 0.64% |
$1.45K - $1.53K
|
11.8K
$216K
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-96- 0.13% |
$1.83K - $1.93K
|
75.3K
$1.38M
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-100- 1.59% |
$1.9K - $2.01K
|
6.21K
$114K
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-443- 2.78% |
$8.43K - $8.93K
|
15.5K
$285K
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-633- 4.81% |
$12.1K - $12.8K
|
12.5K
$230K
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-643- 1.46% |
$12.2K - $13K
|
43.4K
$797K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-801- 13.31% |
$15.3K - $16.1K
|
5.22K
$95.9K
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-1.35K- 11.66% |
$25.6K - $27.1K
|
10.2K
$188K
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-1.4K- 66.13% |
$26.7K - $28.2K
|
717
$13.2K
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.57K- 6.68% |
$29.8K - $31.5K
|
21.9K
$402K
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1.65K- 9.72% |
$31.5K - $33.3K
|
15.3K
$282K
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-2.72K- 18.72% |
$51.8K - $54.8K
|
11.8K
$217K
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.85K- 21.19% |
$54.2K - $57.3K
|
10.6K
$195K
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-3.41K- 24.0% |
$65K - $68.8K
|
10.8K
$199K
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.13K- 3.61% |
$155K - $164K
|
217K
$4M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-23.1K- 47.5% |
$439K - $465K
|
25.5K
$469K
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-23.8K- 28.65% |
$453K - $480K
|
59.3K
$1.09M
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-28.2K- 6.84% |
$537K - $568K
|
384K
$7.06M
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-90.3K- 43.72% |
$1.72M - $1.82M
|
116K
$2.14M
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-98.2K- 55.71% |
$1.87M - $1.98M
|
78.1K
$1.44M
|