Purchases and Sales Made in Q2 2024 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 2024. 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, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.7K+ 20.17% |
$224K - $237K
|
69.8K
$1.37M
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
11.6K+ 5.67% |
$223K - $235K
|
217K
$4.26M
|
|
|
Jul 19, 2024
Q2 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
11.3K+ 6.01% |
$216K - $228K
|
199K
$3.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10.9KNew |
$208K - $219K
|
10.9K
$213K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.5K+ 3.11% |
$201K - $212K
|
347K
$6.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
10.4KNew |
$198K - $209K
|
10.4K
$203K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
9.97K+ 24.3% |
$191K - $201K
|
51K
$1M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.28K+ 28.53% |
$159K - $167K
|
37.3K
$733K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
8.1KNew |
$155K - $164K
|
8.1K
$159K
|
|
|
Aug 14, 2024
Q2 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
7.85K+ 2.21% |
$150K - $159K
|
364K
$7.14M
|
|
|
Jul 25, 2024
Q2 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
7.29K+ 1.97% |
$140K - $147K
|
377K
$7.41M
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
7.11K+ 77.62% |
$136K - $144K
|
16.3K
$319K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.76K+ 10.78% |
$129K - $137K
|
69.5K
$1.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
6.59K+ 323.42% |
$126K - $133K
|
8.63K
$169K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.48K+ 10.63% |
$124K - $131K
|
67.4K
$1.32M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.44K+ 17.93% |
$123K - $130K
|
42.4K
$832K
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
6.32K+ 10.7% |
$121K - $128K
|
65.4K
$1.29M
|
|
|
Jul 18, 2024
Q2 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
6.09K+ 2.17% |
$117K - $123K
|
286K
$5.62M
|
|
|
Aug 01, 2024
Q2 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
5.94K+ 0.63% |
$114K - $120K
|
954K
$18.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.7K+ 7.39% |
$109K - $115K
|
82.8K
$1.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.38K+ 77.7% |
$103K - $109K
|
12.3K
$241K
|
|
|
Aug 07, 2024
Q2 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
4.94K+ 2.56% |
$94.5K - $99.7K
|
198K
$3.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.85K+ 37.31% |
$92.9K - $98K
|
17.8K
$351K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.49K+ 7.35% |
$85.9K - $90.6K
|
65.5K
$1.29M
|
|
|
Jul 19, 2024
Q2 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
4.28K+ 19.66% |
$81.9K - $86.4K
|
26K
$511K
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
4.1K+ 17.76% |
$78.5K - $82.8K
|
27.2K
$534K
|
|
|
Aug 12, 2024
Q2 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
4.08K+ 3.46% |
$78K - $82.3K
|
122K
$2.39M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.01K+ 6.33% |
$76.8K - $81K
|
67.3K
$1.32M
|
|
|
Jul 12, 2024
Q2 2024
|
Unison Advisors LLC
|
BUY
|
- |
3.99K+ 7.43% |
$76.5K - $80.7K
|
57.7K
$1.13M
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
3.83K+ 2.05% |
$73.4K - $77.4K
|
191K
$3.75M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
3.55K+ 32.17% |
$67.9K - $71.6K
|
14.6K
$286K
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
3.3K+ 1.37% |
$63.3K - $66.7K
|
244K
$4.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.92K+ 1.7% |
$55.9K - $59K
|
174K
$3.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.87K+ 5.88% |
$55K - $58.1K
|
51.7K
$1.02M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.65K+ 62.44% |
$50.7K - $53.4K
|
6.88K
$135K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.63K+ 19.43% |
$50.4K - $53.1K
|
16.2K
$318K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.6K+ 10.46% |
$49.8K - $52.6K
|
27.5K
$540K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
2.6KNew |
$49.8K - $52.5K
|
2.6K
$51K
|
|
|
Aug 09, 2024
Q2 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
2.48K+ 6.78% |
$47.4K - $50K
|
39K
$767K
|
|
|
Aug 13, 2024
Q2 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
2.41K+ 3.19% |
$46.2K - $48.7K
|
78.1K
$1.53M
|
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
2.31K+ 20.62% |
$44.2K - $46.6K
|
13.5K
$265K
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
BUY
|
- |
2.29K+ 1.13% |
$43.9K - $46.3K
|
205K
$4.03M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.97K+ 2.91% |
$37.7K - $39.8K
|
69.6K
$1.37M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.76K+ 19.66% |
$33.6K - $35.5K
|
10.7K
$210K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.74K+ 4.3% |
$33.2K - $35K
|
42K
$826K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.67K+ 192.18% |
$32K - $33.8K
|
2.54K
$49.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.45K+ 13.62% |
$27.7K - $29.2K
|
12.1K
$237K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.31KNew |
$25K - $26.4K
|
1.31K
$25.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.27KNew |
$24.4K - $25.7K
|
1.27K
$25K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.17K+ 7.16% |
$22.4K - $23.7K
|
17.5K
$344K
|