Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.76K+ 5.63% |
$70.6K - $72.3K
|
51.8K
$1.02M
|
|
Nov 12, 2021
Q3 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.72K+ 8.63% |
$69.6K - $71.4K
|
34.3K
$673K
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.66K+ 18.72% |
$68K - $69.7K
|
16.9K
$331K
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.64KNew |
$67.6K - $69.3K
|
2.64K
$51.9K
|
|
Nov 05, 2021
Q3 2021
|
Lokken Investment Group LLC
|
BUY
|
- |
2.34K+ 9.28% |
$59.8K - $61.3K
|
27.5K
$541K
|
|
Oct 27, 2021
Q3 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
2KNew |
$51.1K - $52.4K
|
2K
$39.2K
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
1.98K+ 343.65% |
$50.5K - $51.8K
|
2.55K
$50.1K
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
1.98KNew |
$50.5K - $51.8K
|
1.98K
$38.8K
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.93K+ 4.8% |
$49.4K - $50.6K
|
42.2K
$828K
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.86KNew |
$47.6K - $48.8K
|
1.86K
$36.6K
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.84K+ 10.64% |
$47.1K - $48.3K
|
19.2K
$376K
|
|
Oct 20, 2021
Q3 2021
|
Unison Advisors LLC
|
BUY
|
- |
1.76K+ 9.6% |
$45K - $46.1K
|
20.1K
$395K
|
|
Oct 28, 2021
Q3 2021
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1.7K+ 2.71% |
$43.5K - $44.5K
|
64.5K
$1.27M
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.03KNew |
$26.2K - $26.9K
|
1.03K
$20.1K
|
|
Nov 08, 2021
Q3 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
930+ 143.08% |
$23.8K - $24.4K
|
1.58K
$31K
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
500+ 3.44% |
$12.8K - $13.1K
|
15.1K
$296K
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
468+ 1.51% |
$12K - $12.3K
|
31.4K
$617K
|
|
Oct 20, 2021
Q3 2021
|
Kcs Wealth Advisory
|
BUY
|
- |
454+ 4.62% |
$11.6K - $11.9K
|
10.3K
$202K
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
446+ 0.93% |
$11.4K - $11.7K
|
48.6K
$954K
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
400+ 4.06% |
$10.2K - $10.5K
|
10.3K
$201K
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
346New |
$8.85K - $9.07K
|
346
$6.8K
|
|
Nov 05, 2021
Q3 2021
|
Roosevelt Investment Group LLC
|
BUY
|
- |
334+ 0.68% |
$8.54K - $8.76K
|
49.2K
$967K
|
|
Nov 12, 2021
Q3 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
318+ 1.26% |
$8.13K - $8.34K
|
25.6K
$503K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
301+ 2.62% |
$7.7K - $7.89K
|
11.8K
$231K
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
288+ 1.29% |
$7.37K - $7.55K
|
22.6K
$445K
|
|
Nov 03, 2021
Q3 2021
|
Gfs Advisors, LLC
|
BUY
|
- |
250+ 1.0% |
$6.4K - $6.56K
|
25.2K
$495K
|
|
Oct 29, 2021
Q3 2021
|
Jacobsen Capital Management
|
BUY
|
- |
229+ 0.72% |
$5.86K - $6K
|
32.2K
$631K
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
216+ 0.53% |
$5.53K - $5.66K
|
41K
$806K
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
167+ 0.7% |
$4.27K - $4.38K
|
24K
$472K
|
|
Nov 15, 2021
Q3 2021
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
96+ 1.04% |
$2.46K - $2.52K
|
9.29K
$182K
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
68New |
$1.74K - $1.78K
|
68
$1.34K
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
40+ 5.41% |
$1.02K - $1.05K
|
779
$15.3K
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
18New |
$460 - $472
|
18
$354
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
17+ 0.03% |
$435 - $446
|
52.7K
$1.04M
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
9+ 0.48% |
$230 - $236
|
1.9K
$37.3K
|
|
Nov 16, 2021
Q3 2021
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
8+ 0.01% |
$205 - $210
|
112K
$2.2M
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3+ 1.52% |
$76.7 - $78.7
|
200
$3.93K
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2- 0.01% |
$51.2 - $52.4
|
16K
$314K
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-4Closed |
$102 - $105
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-109- 0.31% |
$2.79K - $2.86K
|
35.5K
$698K
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-162- 0.13% |
$4.14K - $4.25K
|
128K
$2.5M
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-238- 2.51% |
$6.09K - $6.24K
|
9.25K
$182K
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-268- 3.2% |
$6.86K - $7.03K
|
8.12K
$159K
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-400- 7.5% |
$10.2K - $10.5K
|
4.93K
$96.8K
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-400Closed |
$10.2K - $10.5K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-476- 4.27% |
$12.2K - $12.5K
|
10.7K
$210K
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-514- 0.95% |
$13.1K - $13.5K
|
53.4K
$1.05M
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-815Closed |
$20.8K - $21.4K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1KClosed |
$25.6K - $26.2K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.8KClosed |
$46.1K - $47.3K
|
0
$0
|