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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.23K+ 822.51% |
$43.4K - $46.7K
|
2.5K
$49.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
2.16K+ 8.95% |
$42.1K - $45.3K
|
26.3K
$517K
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.13K+ 8.37% |
$41.5K - $44.6K
|
27.6K
$541K
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
2.1K+ 5.37% |
$40.8K - $43.9K
|
41.1K
$808K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.03K+ 3623.21% |
$39.5K - $42.5K
|
2.09K
$40.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.96K+ 3.15% |
$38.2K - $41.1K
|
64.2K
$1.26M
|
|
|
Oct 08, 2024
Q3 2024
|
Unison Advisors LLC
|
BUY
|
- |
1.9K+ 3.3% |
$37.1K - $39.9K
|
59.6K
$1.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
1.89K+ 0.95% |
$36.8K - $39.7K
|
201K
$3.94M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.8K+ 137.85% |
$35K - $37.7K
|
3.1K
$61K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.76K+ 2.53% |
$34.3K - $36.9K
|
71.4K
$1.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.67K+ 13.55% |
$32.5K - $34.9K
|
14K
$274K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
1.5K+ 14.48% |
$29.2K - $31.5K
|
11.9K
$233K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.35K+ 6.71% |
$26.3K - $28.3K
|
21.5K
$422K
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1.18K+ 8.12% |
$22.9K - $24.7K
|
15.7K
$308K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.12KNew |
$21.8K - $23.5K
|
1.12K
$22K
|
|
|
Oct 15, 2024
Q3 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
1.02K+ 6.43% |
$19.9K - $21.5K
|
17K
$333K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
947+ 4.13% |
$18.4K - $19.9K
|
23.9K
$469K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
902+ 13.11% |
$17.6K - $18.9K
|
7.78K
$153K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
881+ 7.91% |
$17.2K - $18.5K
|
12K
$236K
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
750+ 4.55% |
$14.6K - $15.7K
|
17.3K
$339K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
707+ 1.08% |
$13.8K - $14.8K
|
66.1K
$1.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
607+ 2.07% |
$11.8K - $12.7K
|
30K
$589K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
601+ 3.72% |
$11.7K - $12.6K
|
16.8K
$329K
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
590+ 1.99% |
$11.5K - $12.4K
|
30.2K
$594K
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
584+ 4.35% |
$11.4K - $12.2K
|
14K
$275K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
303+ 216.43% |
$5.9K - $6.35K
|
443
$8.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
303+ 3.03% |
$5.9K - $6.35K
|
10.3K
$202K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
300New |
$5.84K - $6.29K
|
300
$5.89K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
299+ 29900.0% |
$5.82K - $6.27K
|
300
$5.89K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
293+ 0.43% |
$5.71K - $6.14K
|
67.7K
$1.33M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
262+ 1.55% |
$5.1K - $5.49K
|
17.2K
$338K
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
245+ 0.54% |
$4.77K - $5.14K
|
45.3K
$890K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
241+ 1.59% |
$4.69K - $5.05K
|
15.4K
$303K
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
BUY
|
- |
240+ 2.29% |
$4.68K - $5.03K
|
10.7K
$211K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
188+ 3.04% |
$3.66K - $3.94K
|
6.38K
$125K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
170+ 209.88% |
$3.31K - $3.56K
|
251
$4.93K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
154New |
$3K - $3.23K
|
154
$3.02K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
150New |
$2.92K - $3.15K
|
150
$2.95K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
145+ 1.3% |
$2.82K - $3.04K
|
11.3K
$221K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
106+ 0.36% |
$2.06K - $2.22K
|
29.4K
$578K
|
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
70+ 1.15% |
$1.36K - $1.47K
|
6.18K
$121K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
66+ 64.08% |
$1.29K - $1.38K
|
169
$3.32K
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
65+ 0.51% |
$1.27K - $1.36K
|
12.8K
$252K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
64+ 1.39% |
$1.25K - $1.34K
|
4.67K
$91.7K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
34+ 0.07% |
$662 - $713
|
47.6K
$935K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
20New |
$390 - $419
|
20
$393
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
20+ 0.17% |
$390 - $419
|
12K
$236K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.99% |
$253 - $273
|
1.32K
$26K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
12+ 1.57% |
$234 - $252
|
774
$15.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
11+ 0.23% |
$214 - $231
|
4.75K
$93.3K
|