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 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
18KNew |
$350K - $376K
|
18K
$330K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
17.3KNew |
$337K - $363K
|
17.3K
$318K
|
|
|
Feb 10, 2025
Q4 2024
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
16.8KNew |
$326K - $351K
|
16.8K
$308K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
16.4KNew |
$319K - $344K
|
16.4K
$302K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
16.4KNew |
$318K - $343K
|
16.4K
$301K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15.2K+ 37.19% |
$295K - $318K
|
56K
$1.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.1K+ 18.25% |
$294K - $316K
|
97.7K
$1.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15K+ 55.44% |
$292K - $314K
|
42.1K
$774K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.6K+ 5.73% |
$284K - $305K
|
269K
$4.95M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
13.9K+ 3.58% |
$270K - $291K
|
401K
$7.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13.6K+ 11.16% |
$265K - $285K
|
135K
$2.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.6K+ 70.19% |
$264K - $284K
|
32.9K
$605K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
13.2K+ 36.63% |
$256K - $276K
|
49.1K
$904K
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
BUY
|
- |
13.1KNew |
$255K - $275K
|
13.1K
$241K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.5K+ 3.48% |
$244K - $262K
|
372K
$6.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.2KNew |
$238K - $256K
|
12.2K
$225K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
12.1K+ 3.07% |
$236K - $254K
|
408K
$7.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
12KNew |
$234K - $251K
|
12K
$221K
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
11.6KNew |
$226K - $243K
|
11.6K
$213K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.7KNew |
$209K - $224K
|
10.7K
$197K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.6KNew |
$207K - $223K
|
10.6K
$196K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
10.2K+ 4.89% |
$198K - $213K
|
218K
$4.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10.1K+ 11.4% |
$197K - $212K
|
99K
$1.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
10KNew |
$195K - $210K
|
10K
$184K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
9.39KNew |
$183K - $197K
|
9.39K
$173K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
9.13K+ 3.56% |
$178K - $191K
|
266K
$4.88M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
8.97K+ 3.1% |
$175K - $188K
|
298K
$5.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
8.62K+ 64.81% |
$168K - $181K
|
21.9K
$403K
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
8.52K+ 0.32% |
$166K - $179K
|
2.71M
$49.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
8.43K+ 3.23% |
$164K - $177K
|
269K
$4.96M
|
|
|
Jan 22, 2025
Q4 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
8.34K+ 2.17% |
$162K - $175K
|
393K
$7.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.95K+ 12.03% |
$155K - $167K
|
74.1K
$1.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.77K+ 1.41% |
$151K - $163K
|
558K
$10.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
7.28K+ 51.91% |
$142K - $153K
|
21.3K
$392K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6.93K+ 10.05% |
$135K - $145K
|
75.9K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
6.79K+ 36.49% |
$132K - $142K
|
25.4K
$467K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
6.5K+ 30.23% |
$127K - $136K
|
28K
$515K
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
6.47K+ 21.4% |
$126K - $136K
|
36.7K
$675K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.47K+ 15.37% |
$126K - $135K
|
48.5K
$893K
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
6.2K+ 23.57% |
$121K - $130K
|
32.5K
$598K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.09K+ 28.62% |
$119K - $128K
|
27.4K
$503K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
5.86KNew |
$114K - $123K
|
5.86K
$108K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.64K+ 8.04% |
$110K - $118K
|
75.8K
$1.39M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.33K+ 22.3% |
$104K - $112K
|
29.2K
$537K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
4.66KNew |
$90.7K - $97.6K
|
4.66K
$85.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.64K+ 23.95% |
$90.3K - $97.2K
|
24K
$442K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.63K+ 17.91% |
$90K - $96.9K
|
30.4K
$560K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
4.48K+ 9.86% |
$87.2K - $93.9K
|
49.9K
$918K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
4.45K+ 43.18% |
$86.6K - $93.2K
|
14.8K
$271K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
4.21K+ 8.66% |
$81.9K - $88.1K
|
52.7K
$970K
|