Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
12.5KNew |
$244K - $262K
|
12.5K
$247K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
12.3KNew |
$239K - $258K
|
12.3K
$242K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
12.3K+ 5.66% |
$239K - $258K
|
229K
$4.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12K+ 3.47% |
$234K - $252K
|
359K
$7.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.9KNew |
$231K - $249K
|
11.9K
$234K
|
|
|
Nov 13, 2024
Q3 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
10.9K+ 20.17% |
$212K - $228K
|
64.7K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
10.8KNew |
$210K - $226K
|
10.8K
$213K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.6K+ 7.24% |
$207K - $223K
|
157K
$3.1M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
10.3KNew |
$201K - $216K
|
10.3K
$203K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
10.3K+ 2.49% |
$200K - $215K
|
422K
$8.31M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
10KNew |
$196K - $211K
|
10K
$198K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
10K+ 11.31% |
$195K - $210K
|
98.4K
$1.94M
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
9.93K+ 39.29% |
$193K - $208K
|
35.2K
$694K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
9.85K+ 3.99% |
$192K - $206K
|
256K
$5.06M
|
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
BUY
|
- |
9.75KNew |
$190K - $204K
|
9.75K
$192K
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
9.6K+ 3.94% |
$187K - $201K
|
253K
$4.99M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
9.1K+ 10.99% |
$177K - $191K
|
91.9K
$1.81M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8.26K+ 47.04% |
$161K - $173K
|
25.8K
$509K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.82K+ 6.41% |
$152K - $164K
|
130K
$2.56M
|
|
|
Oct 22, 2024
Q3 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
7.57K+ 2.01% |
$148K - $159K
|
385K
$7.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
7.5KNew |
$146K - $157K
|
7.5K
$148K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
7.16K+ 21.94% |
$139K - $150K
|
39.8K
$784K
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
6.58K+ 28.66% |
$128K - $138K
|
29.5K
$582K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
6.34K+ 15.02% |
$123K - $133K
|
48.5K
$957K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
6.31KNew |
$123K - $132K
|
6.31K
$124K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
6.26K+ 2.18% |
$122K - $131K
|
293K
$5.78M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
5.89K+ 3.38% |
$115K - $123K
|
180K
$3.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
5.76K+ 5.32% |
$112K - $121K
|
114K
$2.25M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.44K+ 22.89% |
$106K - $114K
|
29.2K
$576K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
5.26K+ 14.13% |
$102K - $110K
|
42.5K
$837K
|
|
|
Feb 13, 2025
Q3 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
4.79K+ 2.49% |
$93.3K - $100K
|
198K
$3.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
4.73K+ 36.75% |
$92.2K - $99.2K
|
17.6K
$347K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.66K+ 7.11% |
$90.7K - $97.7K
|
70.2K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.65K+ 764.04% |
$90.6K - $97.6K
|
5.26K
$104K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.64K+ 1.53% |
$90.4K - $97.3K
|
307K
$6.06M
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
4.5K+ 11.38% |
$87.6K - $94.3K
|
44K
$867K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.36K+ 33.02% |
$84.9K - $91.4K
|
17.6K
$346K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.17K+ 6.87% |
$81.2K - $87.4K
|
64.9K
$1.28M
|
|
|
Oct 24, 2024
Q3 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
4.14K+ 5.3% |
$80.6K - $86.7K
|
82.2K
$1.62M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.84K+ 5.89% |
$74.7K - $80.5K
|
69K
$1.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.79K+ 20.54% |
$73.8K - $79.4K
|
22.2K
$438K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3.65K+ 22.29% |
$71K - $76.4K
|
20K
$394K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
3.61K+ 12.43% |
$70.3K - $75.7K
|
32.6K
$644K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.44K+ 19.26% |
$67K - $72.1K
|
21.3K
$420K
|
|
|
Oct 15, 2024
Q3 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
3.31K+ 1.16% |
$64.5K - $69.4K
|
289K
$5.71M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.24K+ 18.46% |
$63K - $67.9K
|
20.8K
$410K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
BUY
|
- |
2.9K+ 1.41% |
$56.5K - $60.8K
|
208K
$4.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.68K+ 10.97% |
$52.1K - $56.1K
|
27.1K
$534K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
2.52K+ 1.27% |
$49.1K - $52.8K
|
200K
$3.95M
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
2.45K+ 3.96% |
$47.7K - $51.3K
|
64.3K
$1.27M
|