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 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.99% |
$253 - $273
|
1.32K
$24.3K
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
12+ 1.57% |
$234 - $252
|
774
$14.2K
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
11+ 0.23% |
$214 - $231
|
4.75K
$87.3K
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
8+ 0.05% |
$156 - $168
|
17.4K
$320K
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
3+ 4.11% |
$58.4 - $62.9
|
76
$1.4K
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 1.35% |
$19.5 - $21
|
75
$1.38K
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1- 0.08% |
$19.5 - $21
|
1.27K
$23.4K
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-10- 0.08% |
$195 - $210
|
12K
$220K
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-15- 0.18% |
$292 - $315
|
8.21K
$151K
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-18- 0.02% |
$351 - $377
|
77.1K
$1.42M
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-69- 0.57% |
$1.34K - $1.45K
|
12K
$221K
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-80- 13.79% |
$1.56K - $1.68K
|
500
$9.2K
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-122- 9.58% |
$2.38K - $2.56K
|
1.15K
$21.2K
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-148- 1.19% |
$2.88K - $3.1K
|
12.3K
$226K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-205- 1.92% |
$3.99K - $4.3K
|
10.5K
$193K
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-250- 2.38% |
$4.87K - $5.24K
|
10.3K
$189K
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-315- 1.91% |
$6.14K - $6.61K
|
16.2K
$297K
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-461- 2.01% |
$8.98K - $9.67K
|
22.5K
$413K
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-517- 0.77% |
$10.1K - $10.8K
|
66.8K
$1.23M
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-540- 2.93% |
$10.5K - $11.3K
|
17.9K
$329K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-591- 4.47% |
$11.5K - $12.4K
|
12.6K
$232K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-603- 41.47% |
$11.7K - $12.6K
|
851
$15.6K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-751- 4.43% |
$14.6K - $15.7K
|
16.2K
$298K
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-781- 2.84% |
$15.2K - $16.4K
|
26.7K
$491K
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-793- 30.52% |
$15.4K - $16.6K
|
1.81K
$33.2K
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-861- 6.95% |
$16.8K - $18.1K
|
11.5K
$212K
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-926- 4.26% |
$18K - $19.4K
|
20.8K
$383K
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-961- 3.46% |
$18.7K - $20.2K
|
26.8K
$494K
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-987- 9.08% |
$19.2K - $20.7K
|
9.88K
$182K
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-1K- 32.08% |
$19.5K - $21K
|
2.12K
$38.9K
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.22K- 7.97% |
$23.8K - $25.6K
|
14.1K
$260K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.25K- 2.98% |
$24.4K - $26.3K
|
40.8K
$750K
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.26K- 5.46% |
$24.6K - $26.4K
|
21.8K
$401K
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.52K- 56.76% |
$29.7K - $31.9K
|
1.16K
$21.3K
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.89K- 6.62% |
$36.9K - $39.7K
|
26.7K
$491K
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2K- 13.07% |
$39K - $41.9K
|
13.3K
$245K
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-2.08K- 2.51% |
$40.5K - $43.6K
|
80.8K
$1.49M
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-2.09K- 1.83% |
$40.6K - $43.7K
|
112K
$2.06M
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-2.21K- 2.99% |
$43.1K - $46.4K
|
71.9K
$1.32M
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-2.56K- 16.9% |
$49.8K - $53.6K
|
12.6K
$231K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.8K- 3.28% |
$54.6K - $58.8K
|
82.6K
$1.52M
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-2.85K- 21.07% |
$55.4K - $59.7K
|
10.7K
$196K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-3.55K- 24.16% |
$69.1K - $74.4K
|
11.1K
$205K
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.03K- 12.56% |
$78.5K - $84.6K
|
28.1K
$516K
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-4.47K- 6.43% |
$87.1K - $93.7K
|
65K
$1.2M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.74K- 1.83% |
$92.4K - $99.5K
|
254K
$4.68M
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.9K- 5.82% |
$115K - $124K
|
95.4K
$1.75M
|