Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
274K+ 23.0% |
$5.34M - $5.75M
|
1.47M
$29M
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
246K+ 219.84% |
$4.79M - $5.15M
|
358K
$7.09M
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
122KNew |
$2.38M - $2.56M
|
122K
$2.42M
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
86.2KNew |
$1.68M - $1.81M
|
86.2K
$1.71M
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
76.6K+ 24.75% |
$1.49M - $1.61M
|
386K
$7.65M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
71.7K+ 23.35% |
$1.4M - $1.5M
|
379K
$7.5M
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
56.4KNew |
$1.1M - $1.18M
|
56.4K
$1.12M
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
53.1K+ 57.78% |
$1.03M - $1.11M
|
145K
$2.87M
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
40.4K+ 11.7% |
$786K - $846K
|
386K
$7.64M
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
37.6K+ 3.74% |
$733K - $788K
|
1.04M
$20.7M
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
34KNew |
$661K - $711K
|
34K
$672K
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
21.1KNew |
$411K - $442K
|
21.1K
$418K
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
18.2K+ 4.28% |
$354K - $381K
|
443K
$8.78M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
18KNew |
$350K - $376K
|
18K
$356K
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
17.3KNew |
$337K - $363K
|
17.3K
$343K
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
16.4KNew |
$318K - $343K
|
16.4K
$324K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15K+ 55.44% |
$292K - $314K
|
42.1K
$833K
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
13.9K+ 3.58% |
$270K - $291K
|
401K
$7.95M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13.6K+ 11.16% |
$265K - $285K
|
135K
$2.68M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.6K+ 70.19% |
$264K - $284K
|
32.9K
$652K
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
13.2K+ 36.63% |
$256K - $276K
|
49.1K
$973K
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
10.2K+ 4.89% |
$198K - $213K
|
218K
$4.32M
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10.1K+ 11.4% |
$197K - $212K
|
99K
$1.96M
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
9.13K+ 3.56% |
$178K - $191K
|
266K
$5.26M
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
8.97K+ 3.1% |
$175K - $188K
|
298K
$5.91M
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
8.62K+ 64.81% |
$168K - $181K
|
21.9K
$434K
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
8.52K+ 0.32% |
$166K - $179K
|
2.71M
$53.6M
|
|
Jan 22, 2025
Q4 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
8.34K+ 2.17% |
$162K - $175K
|
393K
$7.78M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6.93K+ 10.05% |
$135K - $145K
|
75.9K
$1.5M
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
5.86KNew |
$114K - $123K
|
5.86K
$116K
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
4.66KNew |
$90.7K - $97.6K
|
4.66K
$92.3K
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
4.45K+ 43.18% |
$86.6K - $93.2K
|
14.8K
$292K
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
4.21K+ 8.66% |
$81.9K - $88.1K
|
52.7K
$1.04M
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
3.05KNew |
$59.5K - $64K
|
3.05K
$60.5K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.86K+ 9.33% |
$55.6K - $59.9K
|
33.5K
$663K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.62K+ 3.68% |
$51.1K - $55K
|
74K
$1.46M
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2.45KNew |
$47.6K - $51.2K
|
2.45K
$48.4K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.12K+ 12.06% |
$41.2K - $44.4K
|
19.7K
$390K
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.95K+ 15.86% |
$37.9K - $40.8K
|
14.2K
$281K
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.27K+ 26.73% |
$24.7K - $26.6K
|
6.02K
$119K
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1.25KNew |
$24.4K - $26.2K
|
1.25K
$24.8K
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
938+ 4.29% |
$18.3K - $19.7K
|
22.8K
$452K
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
501+ 2.85% |
$9.75K - $10.5K
|
18.1K
$359K
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
410+ 3.22% |
$7.98K - $8.59K
|
13.2K
$261K
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
358+ 1.22% |
$6.97K - $7.5K
|
29.8K
$590K
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
327New |
$6.37K - $6.85K
|
327
$6.47K
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
300+ 0.85% |
$5.84K - $6.29K
|
35.5K
$703K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
264+ 1.67% |
$5.14K - $5.53K
|
16.1K
$319K
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
234+ 1.52% |
$4.56K - $4.9K
|
15.6K
$310K
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
200+ 1.95% |
$3.89K - $4.19K
|
10.5K
$207K
|