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 |
---|---|---|---|---|---|---|---|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.43K+ 9.55% |
$66.8K - $71.9K
|
39.4K
$770K
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
3.05KNew |
$59.5K - $64K
|
3.05K
$59.8K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.86K+ 9.33% |
$55.6K - $59.9K
|
33.5K
$656K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.62K+ 3.68% |
$51.1K - $55K
|
74K
$1.45M
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
2.49KNew |
$48.4K - $52.1K
|
2.49K
$48.6K
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2.45KNew |
$47.6K - $51.2K
|
2.45K
$47.8K
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
2.31K+ 2.65% |
$45K - $48.5K
|
89.7K
$1.75M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.12K+ 12.06% |
$41.2K - $44.4K
|
19.7K
$385K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
1.98K+ 17.8% |
$38.6K - $41.5K
|
13.1K
$257K
|
|
Feb 14, 2025
Q4 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
1.96K+ 3.05% |
$38.1K - $41K
|
66.2K
$1.3M
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.95K+ 15.86% |
$37.9K - $40.8K
|
14.2K
$278K
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.68K+ 8.06% |
$32.6K - $35.1K
|
22.4K
$439K
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.57KNew |
$30.5K - $32.8K
|
1.57K
$30.6K
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.4K+ 89.39% |
$27.2K - $29.3K
|
2.96K
$58K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.4K+ 0.89% |
$27.2K - $29.2K
|
159K
$3.11M
|
|
Feb 12, 2025
Q4 2024
|
Unison Advisors LLC
|
BUY
|
- |
1.35K+ 2.27% |
$26.4K - $28.4K
|
61K
$1.19M
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.27K+ 26.73% |
$24.7K - $26.6K
|
6.02K
$118K
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1.25KNew |
$24.4K - $26.2K
|
1.25K
$24.5K
|
|
Feb 11, 2025
Q4 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.25K+ 4.85% |
$24.2K - $26.1K
|
26.9K
$527K
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.16K+ 3.94% |
$22.7K - $24.4K
|
30.7K
$600K
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.07K+ 5.21% |
$20.8K - $22.4K
|
21.6K
$422K
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
938+ 4.29% |
$18.3K - $19.7K
|
22.8K
$446K
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
833+ 7.71% |
$16.2K - $17.5K
|
11.6K
$228K
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
739+ 0.08% |
$14.4K - $15.5K
|
928K
$18.2M
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
730+ 6.16% |
$14.2K - $15.3K
|
12.6K
$246K
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
723New |
$14.1K - $15.1K
|
723
$14.1K
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
624+ 2.22% |
$12.1K - $13.1K
|
28.7K
$561K
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
579+ 0.25% |
$11.3K - $12.1K
|
232K
$4.53M
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
524New |
$10.2K - $11K
|
524
$10.3K
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
501+ 2.85% |
$9.75K - $10.5K
|
18.1K
$354K
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
500+ 6.67% |
$9.74K - $10.5K
|
8K
$157K
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
410+ 2.9% |
$7.98K - $8.59K
|
14.5K
$284K
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
410+ 3.22% |
$7.98K - $8.59K
|
13.2K
$258K
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
374+ 5.87% |
$7.28K - $7.84K
|
6.75K
$132K
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
358+ 1.22% |
$6.97K - $7.5K
|
29.8K
$583K
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
347+ 1.61% |
$6.76K - $7.27K
|
21.8K
$427K
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
327New |
$6.37K - $6.85K
|
327
$6.4K
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
315+ 6.44% |
$6.13K - $6.6K
|
5.21K
$102K
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
306+ 0.94% |
$5.96K - $6.41K
|
32.9K
$645K
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
300+ 0.85% |
$5.84K - $6.29K
|
35.5K
$694K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
264+ 1.67% |
$5.14K - $5.53K
|
16.1K
$315K
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
263New |
$5.12K - $5.51K
|
263
$5.15K
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
234+ 1.52% |
$4.56K - $4.9K
|
15.6K
$306K
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
203New |
$3.95K - $4.25K
|
203
$3.97K
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
200+ 1.95% |
$3.89K - $4.19K
|
10.5K
$205K
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
181+ 1.05% |
$3.52K - $3.79K
|
17.4K
$340K
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
171+ 68.13% |
$3.33K - $3.58K
|
422
$8.26K
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
140+ 1.42% |
$2.73K - $2.93K
|
10K
$196K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
123+ 0.37% |
$2.39K - $2.58K
|
33.3K
$652K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
115+ 1.1% |
$2.24K - $2.41K
|
10.6K
$207K
|