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 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-3.41K- 24.0% |
$65K - $68.8K
|
10.8K
$201K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-3.48K- 21.97% |
$66.2K - $70.1K
|
12.3K
$230K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.15K- 2.38% |
$78.9K - $83.5K
|
170K
$3.17M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.84K- 22.47% |
$92.2K - $97.6K
|
16.7K
$311K
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-4.91K- 8.41% |
$93.5K - $99K
|
53.5K
$997K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-5.05K- 4.14% |
$96.2K - $102K
|
117K
$2.18M
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
SELL
|
- |
-5.64K- 18.83% |
$107K - $114K
|
24.3K
$454K
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-6.35K- 9.18% |
$121K - $128K
|
62.8K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.75K- 24.65% |
$128K - $136K
|
20.6K
$385K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-7.11K- 0.87% |
$135K - $143K
|
812K
$15.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.13K- 3.61% |
$155K - $164K
|
217K
$4.05M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-8.63K- 50.0% |
$164K - $174K
|
8.63K
$161K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.65K- 31.8% |
$165K - $174K
|
18.5K
$346K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-9.93K- 44.23% |
$189K - $200K
|
12.5K
$233K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-11.6K- 80.07% |
$221K - $234K
|
2.9K
$54K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13.9K- 8.19% |
$264K - $280K
|
156K
$2.9M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-15.1K- 4.72% |
$287K - $304K
|
305K
$5.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-20.2K- 54.47% |
$385K - $407K
|
16.9K
$315K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-23.1K- 47.5% |
$439K - $465K
|
25.5K
$475K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-23.8K- 28.65% |
$453K - $480K
|
59.3K
$1.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-25.5K- 55.09% |
$485K - $514K
|
20.8K
$387K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-28.2K- 6.84% |
$537K - $568K
|
384K
$7.16M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-29.5K- 18.58% |
$561K - $594K
|
129K
$2.41M
|
|
|
May 14, 2025
Q1 2025
|
Integras Partners LLC
Alpharetta, GA |
SELL
|
- |
-32.1K- 11.94% |
$611K - $647K
|
237K
$4.41M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-32.8K- 33.62% |
$625K - $662K
|
64.9K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-36.5K- 0.84% |
$694K - $735K
|
4.31M
$80.3M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-39.4K- 15.78% |
$750K - $794K
|
210K
$3.92M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-43.3K- 11.33% |
$825K - $873K
|
339K
$6.32M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-55.7K- 2.32% |
$1.06M - $1.12M
|
2.35M
$43.8M
|
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-64.1K- 32.69% |
$1.22M - $1.29M
|
132K
$2.46M
|
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-69.8K- 6.0% |
$1.33M - $1.41M
|
1.09M
$20.4M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-78.5K- 12.34% |
$1.49M - $1.58M
|
558K
$10.4M
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-90.3K- 43.72% |
$1.72M - $1.82M
|
116K
$2.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
SELL
|
- |
-97.8K- 97.18% |
$1.86M - $1.97M
|
2.84K
$52.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-98.2K- 55.71% |
$1.87M - $1.98M
|
78.1K
$1.45M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-143K- 32.29% |
$2.73M - $2.88M
|
300K
$5.59M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-323K- 87.0% |
$6.16M - $6.52M
|
48.3K
$901K
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-1.03M- 98.39% |
$19.5M - $20.7M
|
16.8K
$313K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.53M- 30.8% |
$48.1M - $50.9M
|
5.68M
$106M
|