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 |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.35K+ 6.32% |
$25.6K - $27.1K
|
22.7K
$422K
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.12K+ 3.68% |
$21.4K - $22.6K
|
31.6K
$588K
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
1.08K+ 4.33% |
$20.6K - $21.8K
|
26K
$485K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.05K+ 6.84% |
$20K - $21.2K
|
16.4K
$306K
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1K+ 3.57% |
$19K - $20.2K
|
29K
$541K
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1K+ 4.56% |
$19K - $20.2K
|
22.9K
$427K
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
965+ 1.27% |
$18.4K - $19.4K
|
76.9K
$1.43M
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
945+ 3.72% |
$18K - $19K
|
26.4K
$491K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
785+ 4.77% |
$14.9K - $15.8K
|
17.2K
$321K
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
500New |
$9.52K - $10.1K
|
500
$9.32K
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
491New |
$9.35K - $9.89K
|
491
$9.15K
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
422+ 2.46% |
$8.03K - $8.5K
|
17.6K
$328K
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
406+ 32.66% |
$7.73K - $8.18K
|
1.65K
$30.7K
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
366New |
$6.97K - $7.37K
|
366
$6.82K
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
364New |
$6.93K - $7.33K
|
364
$6.78K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
312+ 3.08% |
$5.94K - $6.29K
|
10.4K
$195K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
276New |
$5.26K - $5.56K
|
276
$5.14K
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
250+ 6250.0% |
$4.76K - $5.04K
|
254
$4.73K
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
249+ 0.73% |
$4.74K - $5.02K
|
34.2K
$637K
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
227New |
$4.32K - $4.57K
|
227
$4.23K
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
196New |
$3.73K - $3.95K
|
196
$3.65K
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
182+ 23.18% |
$3.47K - $3.67K
|
967
$18K
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
171+ 0.98% |
$3.26K - $3.45K
|
17.6K
$327K
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
105+ 21.0% |
$2K - $2.12K
|
605
$11.3K
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
104+ 24.64% |
$1.98K - $2.1K
|
526
$9.8K
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
98New |
$1.87K - $1.97K
|
98
$1.83K
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
96+ 12.47% |
$1.83K - $1.93K
|
866
$16.1K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
92+ 0.94% |
$1.75K - $1.85K
|
9.88K
$184K
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
89+ 0.89% |
$1.69K - $1.79K
|
10.1K
$188K
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
83+ 0.77% |
$1.58K - $1.67K
|
10.8K
$201K
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
57+ 0.25% |
$1.09K - $1.15K
|
23.3K
$433K
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
50+ 0.1% |
$952 - $1.01K
|
49.2K
$917K
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
39New |
$743 - $786
|
39
$727
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
36New |
$685 - $725
|
36
$671
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
35New |
$666 - $705
|
35
$652
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
31+ 1.25% |
$590 - $625
|
2.52K
$46.9K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
5+ 0.04% |
$95.2 - $101
|
13.1K
$245K
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
3+ 4.29% |
$57.1 - $60.4
|
73
$1.36K
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
2+ 1.57% |
$38.1 - $40.3
|
129
$2.4K
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 1.32% |
$19 - $20.2
|
77
$1.44K
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
1+ 16.67% |
$19 - $20.2
|
7
$130
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 19, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-1- -0.0% |
$19 - $20.2
|
225K
$4.19M
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1- 50.0% |
$19 - $20.2
|
1
$18.6
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-2- 0.03% |
$38.1 - $40.3
|
6.07K
$113K
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3- 0.01% |
$57.1 - $60.4
|
25.6K
$478K
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-75- 28.52% |
$1.43K - $1.51K
|
188
$3.5K
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-76- 0.64% |
$1.45K - $1.53K
|
11.8K
$219K
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-95- 0.29% |
$1.81K - $1.91K
|
32.9K
$612K
|