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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.05K+ 9.27% |
$20.2K - $21.3K
|
12.4K
$244K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.03K+ 7.18% |
$19.7K - $20.8K
|
15.3K
$301K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1K+ 2.59% |
$19.2K - $20.2K
|
39.7K
$779K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
994+ 3.6% |
$19K - $20.1K
|
28.6K
$562K
|
|
|
Jul 30, 2024
Q2 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
919+ 6.77% |
$17.6K - $18.6K
|
14.5K
$285K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
852+ 5.05% |
$16.3K - $17.2K
|
17.7K
$348K
|
|
|
Aug 15, 2024
Q2 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
834+ 1.57% |
$16K - $16.8K
|
53.8K
$1.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
826+ 6.55% |
$15.8K - $16.7K
|
13.4K
$264K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
826+ 0.68% |
$15.8K - $16.7K
|
122K
$2.4M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
779New |
$14.9K - $15.7K
|
779
$15.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
762New |
$14.6K - $15.4K
|
762
$15K
|
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
735+ 2.54% |
$14.1K - $14.8K
|
29.6K
$582K
|
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
688+ 2.78% |
$13.2K - $13.9K
|
25.4K
$500K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
650+ 31.97% |
$12.4K - $13.1K
|
2.68K
$52.7K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
603New |
$11.5K - $12.2K
|
603
$11.8K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
590New |
$11.3K - $11.9K
|
590
$11.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
523New |
$10K - $10.6K
|
523
$10.3K
|
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
500+ 2.02% |
$9.58K - $10.1K
|
25.3K
$496K
|
|
|
Aug 07, 2024
Q2 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
438+ 1.51% |
$8.39K - $8.85K
|
29.4K
$577K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
385+ 2.67% |
$7.37K - $7.78K
|
14.8K
$291K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
361+ 6.2% |
$6.91K - $7.29K
|
6.19K
$122K
|
|
|
Aug 05, 2024
Q2 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
346+ 2.15% |
$6.63K - $6.99K
|
16.5K
$324K
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
BUY
|
- |
259+ 2.53% |
$4.96K - $5.23K
|
10.5K
$206K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
245+ 5.45% |
$4.69K - $4.95K
|
4.74K
$93K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
223+ 0.98% |
$4.27K - $4.5K
|
23.1K
$453K
|
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
BUY
|
- |
220+ 0.62% |
$4.21K - $4.44K
|
35.4K
$696K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
140New |
$2.68K - $2.83K
|
140
$2.75K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
107+ 9.17% |
$2.05K - $2.16K
|
1.27K
$25K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
100New |
$1.91K - $2.02K
|
100
$1.96K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
87+ 0.52% |
$1.67K - $1.76K
|
16.9K
$333K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
61+ 305.0% |
$1.17K - $1.23K
|
81
$1.59K
|
|
|
Jul 25, 2024
Q2 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
35New |
$670 - $707
|
35
$687
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
21+ 1.63% |
$402 - $424
|
1.31K
$25.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
13+ 0.27% |
$249 - $263
|
4.89K
$96K
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
10+ 0.08% |
$192 - $202
|
12K
$235K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
7+ 175.0% |
$134 - $141
|
11
$216
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 0.99% |
$19.2 - $20.2
|
102
$2K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1New |
$19.2 - $20.2
|
1
$19.6
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2- 0.01% |
$38.3 - $40.4
|
18.4K
$362K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2- 3.45% |
$38.3 - $40.4
|
56
$1.1K
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-8- 0.26% |
$153 - $162
|
3.12K
$61.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-16- 1.09% |
$306 - $323
|
1.45K
$28.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-39- 4.59% |
$747 - $788
|
810
$15.9K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-57- 0.32% |
$1.09K - $1.15K
|
17.6K
$345K
|
|
|
Jul 23, 2024
Q2 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-68- 0.64% |
$1.3K - $1.37K
|
10.5K
$207K
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-95- 0.74% |
$1.82K - $1.92K
|
12.8K
$251K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-112- 0.15% |
$2.14K - $2.26K
|
77.1K
$1.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-115- 2.95% |
$2.2K - $2.32K
|
3.79K
$74.4K
|