Purchases and Sales Made in Q1 2024 in Global X Variable Rate Preferr (PFFV)
This table provides information about the institutional ownership of Global X Variable Rate Preferr (PFFV) during Q1 2024. The information is specifically focused on institutions that hold shares of GLOBAL X VARIABLE RATE PREFERR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
290K+ 55.13% |
$6.71M - $6.95M
|
817K
$19.5M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
290K+ 55.13% |
$6.71M - $6.95M
|
817K
$19.5M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
84.6K+ 28.09% |
$1.95M - $2.02M
|
386K
$9.22M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
64.5K+ 84.74% |
$1.49M - $1.54M
|
141K
$3.36M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
52KNew |
$1.2M - $1.25M
|
52K
$1.24M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
44.3KNew |
$1.02M - $1.06M
|
44.3K
$1.06M
|
|
|
May 10, 2024
Q1 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
38K+ 311.57% |
$879K - $910K
|
50.2K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
33K+ 366.75% |
$762K - $790K
|
42K
$1M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.1K+ 146.85% |
$325K - $337K
|
23.6K
$565K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.2K+ 16.94% |
$306K - $316K
|
91.3K
$2.18M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
10.7KNew |
$247K - $256K
|
10.7K
$256K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.7KNew |
$247K - $255K
|
10.7K
$255K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.2KNew |
$236K - $245K
|
10.2K
$244K
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
9.95KNew |
$230K - $238K
|
9.95K
$238K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.64KNew |
$200K - $207K
|
8.64K
$207K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.58K+ 184.52% |
$129K - $134K
|
8.6K
$206K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.3K+ 67.0% |
$122K - $127K
|
13.2K
$316K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.29KNew |
$122K - $127K
|
5.29K
$126K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
3.54K+ 2.72% |
$81.7K - $84.6K
|
134K
$3.2M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.91K+ 6.36% |
$67.3K - $69.7K
|
48.7K
$1.17M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.72K+ 26.37% |
$62.9K - $65.2K
|
13K
$312K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
2.37K+ 8.99% |
$54.8K - $56.8K
|
28.8K
$688K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
711+ 7.55% |
$16.4K - $17K
|
10.1K
$242K
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
407+ 3.67% |
$9.41K - $9.74K
|
11.5K
$275K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
348+ 3.87% |
$8.04K - $8.33K
|
9.34K
$223K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
341+ 4.72% |
$7.88K - $8.16K
|
7.57K
$181K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
280+ 0.8% |
$6.47K - $6.7K
|
35.4K
$846K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
238+ 1.94% |
$5.5K - $5.7K
|
12.5K
$300K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
123New |
$2.84K - $2.94K
|
123
$2.94K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
57+ 12.18% |
$1.32K - $1.36K
|
525
$12.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
30+ 0.88% |
$693 - $718
|
3.44K
$82.4K
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
21+ 0.23% |
$485 - $503
|
9.32K
$223K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
12New |
$277 - $287
|
12
$287
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-11- 0.67% |
$254 - $263
|
1.64K
$39.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-12- 0.14% |
$277 - $287
|
8.82K
$211K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-73- 63.48% |
$1.69K - $1.75K
|
42
$1K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-326- 3.03% |
$7.53K - $7.8K
|
10.4K
$250K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-651- 72.41% |
$15K - $15.6K
|
248
$5.93K
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-843- 3.05% |
$19.5K - $20.2K
|
26.8K
$642K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.24K- 26.79% |
$28.7K - $29.8K
|
3.4K
$81.2K
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
SELL
|
- |
-1.41K- 13.88% |
$32.5K - $33.7K
|
8.73K
$209K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-1.71K- 6.14% |
$39.6K - $41K
|
26.2K
$627K
|
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-1.98K- 8.34% |
$45.7K - $47.3K
|
21.7K
$520K
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-3.13K- 12.68% |
$72.4K - $75K
|
21.6K
$516K
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-3.22K- 8.62% |
$74.5K - $77.1K
|
34.2K
$817K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-3.3K- 3.69% |
$76.3K - $79K
|
86K
$2.06M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-3.73K- 95.37% |
$86.2K - $89.3K
|
181
$4.33K
|
|
|
Apr 15, 2024
Q1 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-3.8K- 6.05% |
$87.8K - $91K
|
59.1K
$1.41M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.63K- 19.7% |
$107K - $111K
|
18.9K
$452K
|