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 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-96- 0.13% |
$1.83K - $1.93K
|
75.3K
$1.4M
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-100- 1.59% |
$1.9K - $2.01K
|
6.21K
$116K
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-142- 88.75% |
$2.7K - $2.86K
|
18
$336
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-146- 0.41% |
$2.78K - $2.94K
|
35.8K
$667K
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-147- 0.49% |
$2.8K - $2.96K
|
29.6K
$553K
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-208- 1.99% |
$3.96K - $4.19K
|
10.3K
$191K
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-225- 0.27% |
$4.28K - $4.53K
|
84K
$1.57M
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-262- 0.39% |
$4.99K - $5.28K
|
66.2K
$1.23M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-264- 0.67% |
$5.03K - $5.32K
|
39.1K
$729K
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-274- 1.75% |
$5.22K - $5.52K
|
15.4K
$287K
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-296- 50.0% |
$5.64K - $5.96K
|
296
$5.52K
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-324- 0.39% |
$6.17K - $6.53K
|
83.8K
$1.56M
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-403- 1.02% |
$7.67K - $8.12K
|
39.1K
$729K
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-409- 22.73% |
$7.79K - $8.24K
|
1.39K
$25.9K
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-443- 2.78% |
$8.43K - $8.93K
|
15.5K
$289K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-488- 47.24% |
$9.29K - $9.83K
|
545
$10.2K
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-633- 4.81% |
$12.1K - $12.8K
|
12.5K
$234K
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-643- 1.46% |
$12.2K - $13K
|
43.4K
$808K
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-700- 2.65% |
$13.3K - $14.1K
|
25.7K
$479K
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-778- 5.58% |
$14.8K - $15.7K
|
13.2K
$246K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-801- 13.31% |
$15.3K - $16.1K
|
5.22K
$97.2K
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-854- 4.05% |
$16.3K - $17.2K
|
20.3K
$377K
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-967- 11.21% |
$18.4K - $19.5K
|
7.66K
$143K
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-995- 76.72% |
$18.9K - $20K
|
302
$5.63K
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.05K- 0.45% |
$20K - $21.1K
|
231K
$4.3M
|
|
May 13, 2025
Q1 2025
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
SELL
|
- |
-1.06K- 8.11% |
$20.2K - $21.4K
|
12K
$225K
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-1.08K- 0.55% |
$20.6K - $21.8K
|
195K
$3.64M
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.09K- 1.55% |
$20.7K - $21.9K
|
68.9K
$1.28M
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.09K- 3.81% |
$20.8K - $22K
|
27.6K
$514K
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.11K- 4.13% |
$21.2K - $22.4K
|
25.8K
$481K
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-1.21K- 96.48% |
$23K - $24.3K
|
44
$820
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-1.34K- 16.35% |
$25.6K - $27.1K
|
6.87K
$128K
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.34K- 5.6% |
$25.6K - $27.1K
|
22.7K
$422K
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-1.35K- 11.66% |
$25.6K - $27.1K
|
10.2K
$190K
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.4K- 47.2% |
$26.6K - $28.2K
|
1.56K
$29.2K
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.4K- 1.62% |
$26.7K - $28.2K
|
84.8K
$1.58M
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-1.4K- 66.13% |
$26.7K - $28.2K
|
717
$13.4K
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.41K- 6.44% |
$26.8K - $28.3K
|
20.4K
$381K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.5K- 22.18% |
$28.5K - $30.2K
|
5.25K
$97.9K
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.57K- 6.68% |
$29.8K - $31.5K
|
21.9K
$408K
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-1.62K- 8.49% |
$30.8K - $32.6K
|
17.4K
$325K
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1.65K- 9.72% |
$31.5K - $33.3K
|
15.3K
$286K
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-1.86K- 2.31% |
$35.4K - $37.5K
|
78.7K
$1.47M
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-1.94K- 5.28% |
$36.9K - $39K
|
34.8K
$648K
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.22K- 33.33% |
$42.3K - $44.8K
|
4.45K
$82.9K
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-2.72K- 18.72% |
$51.8K - $54.8K
|
11.8K
$220K
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-2.8K- 0.87% |
$53.2K - $56.3K
|
320K
$5.97M
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.85K- 21.19% |
$54.2K - $57.3K
|
10.6K
$197K
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.07K- 10.51% |
$58.5K - $61.9K
|
26.1K
$487K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-3.35K- 9.11% |
$63.8K - $67.5K
|
33.5K
$624K
|