Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.86M+ 115634.4% |
$112M - $122M
|
5.87M
$121M
|
|
|
Feb 14, 2023
Q4 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.59MNew |
$30.2M - $33.1M
|
1.59M
$32.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
1.2MNew |
$22.8M - $25M
|
1.2M
$24.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
964K+ 42.35% |
$18.3M - $20.1M
|
3.24M
$66.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
762K+ 12.7% |
$14.5M - $15.9M
|
6.76M
$139M
|
|
|
Jan 25, 2023
Q4 2022
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
267K+ 93.32% |
$5.07M - $5.56M
|
553K
$11.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
251K+ 55.0% |
$4.77M - $5.23M
|
706K
$14.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
245K+ 356.96% |
$4.65M - $5.1M
|
313K
$6.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
244K+ 494.69% |
$4.64M - $5.09M
|
293K
$6.03M
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
220KNew |
$4.18M - $4.58M
|
220K
$4.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
200KNew |
$3.81M - $4.18M
|
200K
$4.12M
|
|
|
Apr 05, 2024
Q4 2022
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
197KNew |
$3.75M - $4.11M
|
197K
$4.05M
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
188K+ 151.06% |
$3.58M - $3.93M
|
313K
$6.43M
|
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
BUY
|
- |
169K+ 1491.01% |
$3.22M - $3.53M
|
181K
$3.72M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
155K+ 5.77% |
$2.95M - $3.24M
|
2.84M
$58.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
132K+ 12.07% |
$2.51M - $2.75M
|
1.23M
$25.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
115K+ 128.56% |
$2.19M - $2.41M
|
205K
$4.21M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
107K+ 14.2% |
$2.03M - $2.22M
|
858K
$17.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
96K+ 6.93% |
$1.83M - $2M
|
1.48M
$30.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
87.7K+ 52.59% |
$1.67M - $1.83M
|
255K
$5.23M
|
|
|
Feb 06, 2023
Q4 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
80.3K+ 15.76% |
$1.53M - $1.67M
|
589K
$12.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
67.5K+ 283.2% |
$1.28M - $1.41M
|
91.3K
$1.88M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
59.8KNew |
$1.14M - $1.25M
|
59.8K
$1.23M
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
BUY
|
- |
59.3K+ 74.79% |
$1.13M - $1.24M
|
139K
$2.85M
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
57.5KNew |
$1.09M - $1.2M
|
57.5K
$1.18M
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
52.3KNew |
$995K - $1.09M
|
52.3K
$1.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
51.9K+ 28.82% |
$988K - $1.08M
|
232K
$4.77M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
47.8K+ 166.98% |
$908K - $996K
|
76.4K
$1.57M
|
|
|
Jan 20, 2023
Q4 2022
|
Prairiewood Capital, LLC
|
BUY
|
- |
46.3K+ 29.8% |
$881K - $966K
|
202K
$4.15M
|
|
|
Feb 10, 2023
Q4 2022
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
45.7KNew |
$869K - $953K
|
45.7K
$939K
|
|
|
Feb 01, 2023
Q4 2022
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
42.4KNew |
$806K - $884K
|
42.4K
$872K
|
|
|
Jan 26, 2023
Q4 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
37.6K+ 5.74% |
$715K - $784K
|
692K
$14.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
30.4K+ 6.71% |
$578K - $634K
|
483K
$9.94M
|
|
|
Feb 13, 2023
Q4 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
24.2K+ 8.51% |
$460K - $504K
|
308K
$6.34M
|
|
|
Jan 17, 2023
Q4 2022
|
Ahl Investment Management, Inc.
|
BUY
|
- |
23.6K+ 8.4% |
$449K - $492K
|
304K
$6.26M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
23K+ 34.22% |
$438K - $480K
|
90.3K
$1.86M
|
|
|
Jan 26, 2023
Q4 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
23KNew |
$437K - $480K
|
23K
$473K
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
22.7KNew |
$431K - $473K
|
22.7K
$466K
|
|
|
Feb 13, 2023
Q4 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
22.4KNew |
$426K - $467K
|
22.4K
$460K
|
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
22K+ 10.67% |
$418K - $459K
|
228K
$4.69M
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
21.2KNew |
$403K - $442K
|
21.2K
$436K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
20.6KNew |
$391K - $429K
|
20.6K
$423K
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
19.8K+ 83.32% |
$376K - $412K
|
43.5K
$894K
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
19.5K+ 165.25% |
$371K - $407K
|
31.3K
$644K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
18.8K+ 28.31% |
$357K - $391K
|
85K
$1.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
18.3KNew |
$348K - $382K
|
18.3K
$376K
|
|
|
Feb 08, 2023
Q4 2022
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
18.3KNew |
$347K - $381K
|
18.3K
$375K
|
|
|
May 15, 2023
Q4 2022
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
17.7KNew |
$336K - $368K
|
17.7K
$363K
|
|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
BUY
|
- |
17.3K+ 54.74% |
$329K - $361K
|
48.9K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
17.2K+ 25.29% |
$327K - $358K
|
85K
$1.75M
|