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 |
|---|---|---|---|---|---|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
21,623
shares
|
$521,114
0.05% of portfolio
|
Q3 2024
Reduced 8.01%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
20,906
shares
|
$503,834
0.0% of portfolio
|
Q3 2024
Reduced 94.66%
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
19,716
shares
|
$475,155
0.13% of portfolio
|
Q3 2024
Reduced 5.57%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
19,351
shares
|
$466,359
0.01% of portfolio
|
Q3 2024
Added 11.08%
|
|
|
Flc Capital Advisors
|
Oct 16, 2024 Q3 2024 |
19,132
shares
|
$461,081
0.11% of portfolio
|
Q3 2024
Added 80.27%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
17,229
shares
|
$415,218
0.02% of portfolio
|
Q3 2024
Added 17.16%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
17,065
shares
|
$411,266
0.0% of portfolio
|
Q4 2022
Added 10.91%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
16,268
shares
|
$392,058
0.02% of portfolio
|
Q3 2023
Reduced 7.73%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
14,898
shares
|
$359,041
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
13,532
shares
|
$326,121
0.01% of portfolio
|
Q2 2024
Added 2.44%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Nov 08, 2024 Q3 2024 |
12,612
shares
|
$303,949
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
12,526
shares
|
$301,876
0.0% of portfolio
|
Q3 2024
Reduced 57.62%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
12,350
shares
|
$297,635
0.13% of portfolio
|
Q3 2024
Added 16.53%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 23, 2024 Q3 2024 |
12,113
shares
|
$291,923
0.16% of portfolio
|
Q3 2024
Added 5.48%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
12,110
shares
|
$291,851
0.0% of portfolio
|
Q3 2024
Reduced 22.98%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Oct 23, 2024 Q3 2024 |
10,099
shares
|
$243,385
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
9,410
shares
|
$226,781
0.06% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
9,176
shares
|
$221,141
0.01% of portfolio
|
Q3 2024
Reduced 43.97%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
8,779
shares
|
$211,573
0.05% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
8,769
shares
|
$211,332
0.02% of portfolio
|
Q3 2024
Added 18.69%
|
|
|
Walter & Keenan Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
8,730
shares
|
$210,393
0.06% of portfolio
|
Q3 2024
Reduced 59.83%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
8,644
shares
|
$208,320
0.01% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
8,543
shares
|
$205,886
0.0% of portfolio
|
Q3 2024
Reduced 23.43%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
8,448
shares
|
$203,596
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
7,219
shares
|
$173,977
0.01% of portfolio
|
Q3 2024
Added 2.05%
|