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 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-124- 0.43% |
$2.37K - $2.5K
|
29K
$570K
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-125- 1.5% |
$2.39K - $2.53K
|
8.23K
$162K
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-143- 1.27% |
$2.74K - $2.89K
|
11.1K
$219K
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-152- 0.66% |
$2.91K - $3.07K
|
22.9K
$450K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-277- 72.89% |
$5.3K - $5.6K
|
103
$2.02K
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-326- 1.94% |
$6.24K - $6.59K
|
16.5K
$324K
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-352- 82.63% |
$6.74K - $7.11K
|
74
$1.45K
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-359- 2.05% |
$6.87K - $7.25K
|
17.2K
$337K
|
|
Aug 09, 2024
Q2 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-430- 6.58% |
$8.23K - $8.69K
|
6.11K
$120K
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-450- 0.54% |
$8.62K - $9.09K
|
82.9K
$1.63M
|
|
Jul 29, 2024
Q2 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-466- 2.84% |
$8.92K - $9.41K
|
15.9K
$313K
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-523- 2.62% |
$10K - $10.6K
|
19.4K
$382K
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-656- 3.73% |
$12.6K - $13.3K
|
17K
$333K
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-778- 2.21% |
$14.9K - $15.7K
|
34.5K
$677K
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-929- 6.97% |
$17.8K - $18.8K
|
12.4K
$243K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-934- 2.78% |
$17.9K - $18.9K
|
32.6K
$641K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-989- 4.61% |
$18.9K - $20K
|
20.5K
$402K
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-1.08K- 0.93% |
$20.6K - $21.7K
|
114K
$2.24M
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.14K- 9.3% |
$21.8K - $23K
|
11.1K
$218K
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.15K- 0.43% |
$22.1K - $23.3K
|
266K
$5.22M
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.19K- 5.88% |
$22.8K - $24.1K
|
19.1K
$374K
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
SELL
|
- |
-1.29K- 4.2% |
$24.6K - $26K
|
29.3K
$576K
|
|
Jul 16, 2024
Q2 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-1.39K- 2.14% |
$26.6K - $28.1K
|
63.7K
$1.25M
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.43K- 49.76% |
$27.4K - $28.9K
|
1.45K
$28.4K
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.49K- 4.43% |
$28.5K - $30K
|
32.1K
$630K
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.55K- 7.73% |
$29.6K - $31.2K
|
18.4K
$362K
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.56K- 12.56% |
$29.9K - $31.5K
|
10.9K
$213K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.66K- 13.39% |
$31.8K - $33.5K
|
10.7K
$211K
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.81K- 7.33% |
$34.7K - $36.6K
|
22.9K
$450K
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.86K- 3.77% |
$35.7K - $37.6K
|
47.6K
$934K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.91K- 7.25% |
$36.5K - $38.5K
|
24.4K
$479K
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.4K- 15.34% |
$45.9K - $48.4K
|
13.2K
$260K
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.54K- 12.71% |
$48.6K - $51.2K
|
17.4K
$342K
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-3.13K- 0.98% |
$60K - $63.2K
|
318K
$6.24M
|
|
Jul 23, 2024
Q2 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-3.54K- 4.55% |
$67.7K - $71.4K
|
74.1K
$1.46M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-4.1K- 21.83% |
$78.5K - $82.8K
|
14.7K
$288K
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-4.63K- 23.21% |
$88.6K - $93.4K
|
15.3K
$300K
|
|
Jul 18, 2024
Q2 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-4.76K- 23.91% |
$91.1K - $96.1K
|
15.1K
$297K
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-4.9K- 13.71% |
$93.8K - $98.9K
|
30.8K
$605K
|
|
Jul 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-4.93K- 9.86% |
$94.4K - $99.5K
|
45.1K
$885K
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-6.06K- 23.11% |
$116K - $122K
|
20.2K
$396K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.5K- 14.23% |
$124K - $131K
|
39.2K
$769K
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
SELL
|
- |
-6.93K- 14.1% |
$133K - $140K
|
42.2K
$829K
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-6.94K- 22.33% |
$133K - $140K
|
24.1K
$474K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.17K- 5.07% |
$137K - $145K
|
134K
$2.63M
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.67K- 7.03% |
$147K - $155K
|
101K
$1.99M
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-7.99K- 6.87% |
$153K - $161K
|
108K
$2.13M
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-8.87K- 93.58% |
$170K - $179K
|
609
$12K
|
|
Jul 23, 2024
Q2 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-9.02K- 2.15% |
$173K - $182K
|
411K
$8.08M
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-12.3K- 37.97% |
$236K - $249K
|
20.1K
$396K
|