Institutional Ownership Global X Variable Rate Preferr (PFFV)
This table provides information about the institutional ownership of Global X Variable Rate Preferr (PFFV). We have compiled data on the 64 institutions that hold shares in the stock, with a total of 3.48 Million shares, which have been reported (via 13F filing form) to have a value of $83.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,368,734
shares
|
$33 Million
0.0% of portfolio
|
Q3 2024
Added 15.89%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
231,458
shares
|
$5.58 Million
0.78% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 30, 2024 Q3 2024 |
202,006
shares
|
$4.87 Million
2.36% of portfolio
|
Q3 2024
Added 6.63%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
171,806
shares
|
$4.14 Million
0.0% of portfolio
|
Q3 2024
Added 31.06%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 24, 2024 Q3 2024 |
152,293
shares
|
$3.67 Million
3.0% of portfolio
|
Q3 2024
Added 5.06%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
102,219
shares
|
$2.46 Million
0.01% of portfolio
|
Q3 2024
Added 112.77%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
92,066
shares
|
$2.22 Million
0.0% of portfolio
|
Q3 2024
Added 3.22%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
87,747
shares
|
$2.11 Million
0.43% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
71,507
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
56,436
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2024
Added 6.39%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
55,405
shares
|
$1.34 Million
0.2% of portfolio
|
Q2 2023
Added 66.62%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
54,646
shares
|
$1.32 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Nov 04, 2024 Q3 2024 |
49,875
shares
|
$1.2 Million
0.96% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
48,224
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.19%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
43,328
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Oct 31, 2024 Q3 2024 |
42,496
shares
|
$1.02 Million
0.3% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 07, 2024 Q3 2024 |
38,758
shares
|
$934,067
0.44% of portfolio
|
Q3 2024
Added 35.33%
|
|
|
Integral Investment Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
38,095
shares
|
$918,089
0.25% of portfolio
|
Q3 2024
Added 185.96%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
35,283
shares
|
$850,320
0.0% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
35,088
shares
|
$845,620
0.02% of portfolio
|
Q1 2024
Added 0.8%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
32,744
shares
|
$789,130
0.06% of portfolio
|
Q3 2022
Added 3.42%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
31,606
shares
|
$761,704
0.0% of portfolio
|
Q3 2024
Added 90.34%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
25,573
shares
|
$616,309
0.07% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
25,570
shares
|
$616,237
0.0% of portfolio
|
Q3 2024
Added 19.68%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
25,333
shares
|
$610,525
0.61% of portfolio
|
Q3 2023
Added 11.23%
|