Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.16K- 2.9% |
$37.8K - $42.6K
|
72.3K
$1.49M
|
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-2.3K- 13.75% |
$40.2K - $45.3K
|
14.4K
$297K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2.49K- 99.76% |
$43.5K - $49K
|
6
$123
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.7K- 6.67% |
$47.3K - $53.3K
|
37.8K
$777K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.03K- 1.56% |
$53K - $59.7K
|
191K
$3.93M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.24K- 13.95% |
$56.7K - $63.9K
|
20K
$411K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3.27K- 18.59% |
$57.2K - $64.5K
|
14.3K
$294K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.34K- 10.74% |
$58.3K - $65.7K
|
27.7K
$570K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.39K- 93.62% |
$59.3K - $66.8K
|
231
$4.75K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-3.4K- 15.17% |
$59.5K - $67K
|
19K
$391K
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-3.47K- 17.2% |
$60.7K - $68.4K
|
16.7K
$343K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.67K- 24.59% |
$64.2K - $72.3K
|
11.2K
$231K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.73K- 14.68% |
$65.2K - $73.5K
|
21.7K
$445K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-4K- 13.75% |
$70K - $78.8K
|
25.1K
$516K
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-4.16K- 0.43% |
$72.8K - $82.1K
|
963K
$19.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.22K- 3.02% |
$73.8K - $83.2K
|
136K
$2.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.44K- 7.21% |
$77.6K - $87.5K
|
57.1K
$1.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-4.69K- 3.39% |
$82K - $92.5K
|
134K
$2.75M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-4.78K- 9.47% |
$83.6K - $94.2K
|
45.7K
$939K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-5.13K- 51.07% |
$89.7K - $101K
|
4.91K
$101K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-5.16K- 32.16% |
$90.3K - $102K
|
10.9K
$224K
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
SELL
|
- |
-5.2K- 26.58% |
$90.9K - $102K
|
14.4K
$295K
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-5.22K- 1.38% |
$91.3K - $103K
|
374K
$7.7M
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-6.22K- 8.58% |
$109K - $123K
|
66.3K
$1.36M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-6.59K- 18.6% |
$115K - $130K
|
28.8K
$593K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-6.76K- 75.08% |
$118K - $133K
|
2.25K
$46.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.82K- 8.46% |
$119K - $134K
|
73.8K
$1.52M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-6.97K- 15.27% |
$122K - $137K
|
38.7K
$795K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-7.44K- 95.57% |
$130K - $147K
|
345
$7.09K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-7.94K- 67.21% |
$139K - $156K
|
3.87K
$79.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-9.5K- 15.75% |
$166K - $187K
|
50.8K
$1.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-9.83K- 13.16% |
$172K - $194K
|
64.9K
$1.33M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-9.95K- 41.37% |
$174K - $196K
|
14.1K
$290K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-10.5K- 24.92% |
$184K - $208K
|
31.8K
$653K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-12.2K- 4.38% |
$214K - $241K
|
268K
$5.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-13.1K- 89.34% |
$229K - $258K
|
1.56K
$32.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-15.5K- 44.0% |
$272K - $306K
|
19.8K
$406K
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-18.5K- 4.1% |
$323K - $364K
|
432K
$8.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-19.8K- 15.56% |
$347K - $391K
|
108K
$2.21M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-20.1K- 67.19% |
$352K - $397K
|
9.84K
$202K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-20.2K- 58.51% |
$353K - $397K
|
14.3K
$294K
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-20.7K- 58.22% |
$363K - $409K
|
14.9K
$306K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-21.1K- 2.37% |
$369K - $416K
|
869K
$17.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-22K- 55.47% |
$384K - $433K
|
17.6K
$362K
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
SELL
|
- |
-23.7K- 37.15% |
$415K - $468K
|
40.1K
$825K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-24.8K- 9.38% |
$433K - $488K
|
239K
$4.92M
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
SELL
|
- |
-24.8K- 33.15% |
$433K - $488K
|
50K
$1.03M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-25.5K- 46.77% |
$445K - $502K
|
29K
$596K
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-26K- 61.46% |
$454K - $512K
|
16.3K
$335K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-27.3K- 72.24% |
$477K - $538K
|
10.5K
$216K
|