Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
2M+ 182.15% |
$41.1M - $46.8M
|
3.1M
$60.9M
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.11M+ 62.23% |
$22.9M - $26M
|
2.9M
$57M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
493K+ 33.8% |
$10.1M - $11.5M
|
1.95M
$38.3M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
493K+ 33.8% |
$10.1M - $11.5M
|
1.95M
$38.3M
|
|
Aug 09, 2022
Q2 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
490KNew |
$10.1M - $11.5M
|
490K
$9.63M
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
345K+ 18.76% |
$7.09M - $8.06M
|
2.18M
$42.9M
|
|
Mar 24, 2023
Q2 2022
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
214K+ 20.9% |
$4.4M - $5M
|
1.24M
$24.3M
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
195K+ 92.96% |
$4M - $4.55M
|
405K
$7.94M
|
|
Aug 08, 2022
Q2 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
152K+ 46.98% |
$3.13M - $3.56M
|
477K
$9.37M
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
BUY
|
- |
74.4K+ 23.17% |
$1.53M - $1.74M
|
396K
$7.77M
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
70.5K+ 193.0% |
$1.45M - $1.65M
|
107K
$2.1M
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
64.6K+ 6.42% |
$1.33M - $1.51M
|
1.07M
$21M
|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
BUY
|
- |
57.7KNew |
$1.19M - $1.35M
|
57.7K
$1.13M
|
|
Jul 26, 2022
Q2 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
49.1K+ 15.21% |
$1.01M - $1.15M
|
372K
$7.31M
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
45.8K+ 2.25% |
$941K - $1.07M
|
2.08M
$40.9M
|
|
Aug 10, 2022
Q2 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
43KNew |
$883K - $1M
|
43K
$844K
|
|
Aug 12, 2022
Q2 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
34.8K+ 23.03% |
$715K - $813K
|
186K
$3.65M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
34.6K+ 16.92% |
$711K - $809K
|
239K
$4.7M
|
|
Jul 27, 2022
Q2 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
33.6KNew |
$689K - $784K
|
33.6K
$659K
|
|
Aug 02, 2022
Q2 2022
|
Triumph Capital Management
|
BUY
|
- |
32.3KNew |
$663K - $754K
|
32.3K
$634K
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
30.7K+ 2.28% |
$630K - $717K
|
1.38M
$27.1M
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
30.5K+ 9.94% |
$626K - $712K
|
337K
$6.62M
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
29.8KNew |
$612K - $696K
|
29.8K
$585K
|
|
Aug 12, 2022
Q2 2022
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
27.4K+ 13.87% |
$563K - $641K
|
225K
$4.42M
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
26.6K+ 148.29% |
$546K - $621K
|
44.5K
$875K
|
|
Aug 15, 2022
Q2 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
23.1K+ 22.12% |
$474K - $539K
|
127K
$2.5M
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
21.8K+ 14.56% |
$447K - $509K
|
171K
$3.36M
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
BUY
|
- |
21.5K+ 5.27% |
$442K - $503K
|
431K
$8.46M
|
|
Jul 12, 2022
Q2 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
21.3K+ 143.76% |
$437K - $497K
|
36.1K
$709K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
20.5K+ 6142.04% |
$420K - $478K
|
20.8K
$408K
|
|
Jul 08, 2022
Q2 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
18.7K+ 3.09% |
$385K - $438K
|
625K
$12.3M
|
|
Aug 15, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
17.9KNew |
$368K - $419K
|
17.9K
$352K
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
16.2K+ 80.94% |
$333K - $378K
|
36.2K
$711K
|
|
Aug 01, 2022
Q2 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
15.8K+ 40.89% |
$325K - $370K
|
54.6K
$1.07M
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
15.1KNew |
$311K - $353K
|
15.1K
$297K
|
|
Jul 20, 2022
Q2 2022
|
Weaver Consulting Group
|
BUY
|
- |
14.7KNew |
$302K - $343K
|
14.7K
$288K
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.5K+ 51.68% |
$298K - $339K
|
42.6K
$837K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
14K+ 130.11% |
$288K - $327K
|
24.8K
$486K
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
13.9K+ 10.29% |
$286K - $326K
|
149K
$2.93M
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
13.6KNew |
$279K - $318K
|
13.6K
$267K
|
|
Aug 08, 2022
Q2 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
13.2K+ 5.12% |
$271K - $308K
|
271K
$5.32M
|
|
Jul 27, 2022
Q2 2022
|
Barry Investment Advisors, LLC
|
BUY
|
- |
12.5KNew |
$257K - $292K
|
12.5K
$246K
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
12.3KNew |
$252K - $287K
|
12.3K
$241K
|
|
Aug 12, 2022
Q2 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
11.8KNew |
$242K - $276K
|
11.8K
$232K
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
10.1K+ 5.61% |
$208K - $236K
|
190K
$3.74M
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
10.1KNew |
$208K - $236K
|
10.1K
$199K
|
|
Aug 05, 2022
Q2 2022
|
Motco
|
BUY
|
- |
9.77KNew |
$201K - $228K
|
9.77K
$192K
|
|
Aug 08, 2022
Q2 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
9.77K+ 2.59% |
$201K - $228K
|
386K
$7.59M
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
9.53KNew |
$196K - $223K
|
9.53K
$187K
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
9.17K+ 22.87% |
$188K - $214K
|
49.3K
$967K
|