Purchases and Sales Made in Q3 2023 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 2023. 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 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14K+ 38.37% |
$262K - $274K
|
50.5K
$1.04M
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
BUY
|
- |
12.5KNew |
$234K - $245K
|
12.5K
$257K
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
11.8KNew |
$221K - $231K
|
11.8K
$243K
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
11.8K+ 118.4% |
$221K - $231K
|
21.7K
$447K
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
11.4K+ 6.18% |
$213K - $223K
|
196K
$4.02M
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
11K+ 29.42% |
$207K - $216K
|
48.6K
$999K
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.9KNew |
$204K - $213K
|
10.9K
$224K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
10.5K+ 78.66% |
$197K - $206K
|
23.9K
$491K
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
10.5KNew |
$197K - $206K
|
10.5K
$216K
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.3KNew |
$193K - $202K
|
10.3K
$212K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
9.35K+ 7138.93% |
$175K - $183K
|
9.48K
$195K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
9.19K+ 120.4% |
$172K - $180K
|
16.8K
$346K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.1K+ 14.84% |
$170K - $178K
|
70.4K
$1.45M
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.9K+ 4.0% |
$167K - $174K
|
231K
$4.75M
|
|
Oct 17, 2023
Q3 2023
|
Advisors Management Group Inc
|
BUY
|
- |
8.75K+ 1.3% |
$164K - $171K
|
682K
$14M
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
BUY
|
- |
7.84K+ 4.25% |
$147K - $153K
|
192K
$3.95M
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
BUY
|
- |
7.2K+ 2.02% |
$135K - $141K
|
363K
$7.47M
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
5.01K+ 3.76% |
$93.8K - $98.1K
|
138K
$2.84M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.77KNew |
$89.4K - $93.4K
|
4.77K
$98.1K
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
4.62KNew |
$86.5K - $90.4K
|
4.62K
$94.9K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.35K+ 16.99% |
$81.6K - $85.3K
|
30K
$616K
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
4.14K+ 5.5% |
$77.6K - $81.1K
|
79.5K
$1.63M
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
4.06K+ 109.11% |
$76.1K - $79.5K
|
7.78K
$160K
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
4.06K+ 5.93% |
$76K - $79.4K
|
72.5K
$1.49M
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
4.01KNew |
$75K - $78.4K
|
4.01K
$82.4K
|
|
Nov 06, 2023
Q3 2023
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
3.38K+ 0.95% |
$63.3K - $66.1K
|
357K
$7.34M
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
3.15K+ 10.0% |
$59K - $61.7K
|
34.6K
$712K
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.9K+ 6.42% |
$54.4K - $56.8K
|
48.1K
$989K
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.9K+ 8.59% |
$54.3K - $56.8K
|
36.6K
$753K
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.86KNew |
$53.5K - $55.9K
|
2.86K
$58.7K
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.42K+ 36.73% |
$45.3K - $47.4K
|
9.01K
$185K
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
2.24K+ 8.43% |
$42K - $43.9K
|
28.9K
$593K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.01K+ 2.77% |
$37.6K - $39.3K
|
74.5K
$1.53M
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.58K+ 5.16% |
$29.6K - $31K
|
32.2K
$663K
|
|
Oct 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.52K+ 7.4% |
$28.5K - $29.8K
|
22.1K
$454K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.52KNew |
$28.4K - $29.7K
|
1.52K
$31.2K
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.49K+ 1449.51% |
$28K - $29.2K
|
1.6K
$32.8K
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.44K+ 9.85% |
$27K - $28.2K
|
16.1K
$330K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.4K+ 53.36% |
$26.2K - $27.4K
|
4.02K
$82.6K
|
|
Nov 14, 2023
Q3 2023
|
Nelson Capital Management, LLC
|
BUY
|
- |
1.38K+ 4.92% |
$25.8K - $27K
|
29.4K
$605K
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.05K+ 5.44% |
$19.7K - $20.6K
|
20.4K
$420K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.01K+ 3.15% |
$18.9K - $19.7K
|
33K
$679K
|
|
Nov 02, 2023
Q3 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
955+ 6.17% |
$17.9K - $18.7K
|
16.4K
$338K
|
|
Oct 05, 2023
Q3 2023
|
Unison Advisors LLC
|
BUY
|
- |
715+ 1.48% |
$13.4K - $14K
|
48.9K
$1M
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
584New |
$10.9K - $11.4K
|
584
$12K
|
|
Oct 20, 2023
Q3 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
524+ 0.48% |
$9.81K - $10.3K
|
109K
$2.25M
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
473+ 4.34% |
$8.86K - $9.26K
|
11.4K
$234K
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
BUY
|
- |
459+ 2.4% |
$8.6K - $8.99K
|
19.6K
$402K
|
|
Nov 06, 2023
Q3 2023
|
Firestone Capital Management
|
BUY
|
- |
425+ 1.73% |
$7.96K - $8.32K
|
25K
$514K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
415New |
$7.77K - $8.13K
|
415
$8.53K
|