Purchases and Sales Made in Q2 2023 in Global X Variable Rate Preferr (PFFV)
This table provides information about the institutional ownership of Global X Variable Rate Preferr (PFFV) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
219KNew |
$4.56M - $5.02M
|
219K
$5.23M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
114K+ 100.73% |
$2.38M - $2.62M
|
228K
$5.44M
|
|
|
Jul 26, 2023
Q2 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
41.5K+ 90.81% |
$864K - $952K
|
87.1K
$2.08M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
22.2K+ 66.62% |
$462K - $508K
|
55.4K
$1.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.8KNew |
$287K - $316K
|
13.8K
$329K
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
13.6KNew |
$283K - $312K
|
13.6K
$325K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.6K+ 15.24% |
$220K - $242K
|
79.8K
$1.91M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.1K+ 25.34% |
$211K - $232K
|
50K
$1.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.1KNew |
$211K - $232K
|
10.1K
$242K
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
10.1K+ 1.88% |
$210K - $231K
|
547K
$13.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5K+ 416.67% |
$104K - $115K
|
6.2K
$148K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
3.66K+ 113.62% |
$76.4K - $84K
|
6.89K
$165K
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
3.5K+ 24.77% |
$73K - $80.3K
|
17.6K
$422K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.83K+ 13.32% |
$38.2K - $42.1K
|
15.6K
$373K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.8K+ 12.14% |
$37.6K - $41.4K
|
16.7K
$399K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.65K+ 6.41% |
$34.4K - $37.9K
|
27.4K
$655K
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.42K+ 15.74% |
$29.7K - $32.7K
|
10.5K
$250K
|
|
|
Jul 13, 2023
Q2 2023
|
Golden Green, Inc.
|
BUY
|
- |
1.04K+ 4.79% |
$21.7K - $23.9K
|
22.8K
$545K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
885New |
$18.5K - $20.3K
|
885
$21.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
465+ 6.25% |
$9.7K - $10.7K
|
7.91K
$189K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
371+ 11.77% |
$7.74K - $8.51K
|
3.52K
$84.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
266+ 2.0% |
$5.55K - $6.1K
|
13.6K
$324K
|
|
|
Aug 01, 2023
Q2 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
224+ 0.26% |
$4.67K - $5.14K
|
85.8K
$2.05M
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
114+ 0.12% |
$2.38K - $2.62K
|
96.5K
$2.31M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
109New |
$2.27K - $2.5K
|
109
$2.61K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
92+ 2.04% |
$1.92K - $2.11K
|
4.59K
$110K
|
|
|
Jul 26, 2023
Q2 2023
|
Firestone Capital Management
|
BUY
|
- |
49+ 0.49% |
$1.02K - $1.12K
|
10.1K
$242K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-275- 36.23% |
$5.73K - $6.31K
|
484
$11.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-414- 0.43% |
$8.63K - $9.5K
|
96.8K
$2.32M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-572- 23.51% |
$11.9K - $13.1K
|
1.86K
$44.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-687- 96.49% |
$14.3K - $15.8K
|
25
$598
|
|
|
Aug 14, 2023
Q2 2023
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-725- 3.81% |
$15.1K - $16.6K
|
18.3K
$438K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.19K- 7.09% |
$24.7K - $27.2K
|
15.5K
$371K
|
|
|
Jul 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-1.43K- 12.02% |
$29.8K - $32.8K
|
10.5K
$250K
|
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.52K- 3.23% |
$31.6K - $34.8K
|
45.5K
$1.09M
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.52K- 28.61% |
$31.8K - $35K
|
3.8K
$90.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.72K- 4.73% |
$35.8K - $39.4K
|
34.6K
$828K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.91K- 16.28% |
$60.7K - $66.8K
|
15K
$358K
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-3.8K- 14.27% |
$79.2K - $87.2K
|
22.8K
$546K
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-4.15K- 11.7% |
$86.5K - $95.2K
|
31.3K
$749K
|
|
|
Jul 28, 2023
Q2 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-5.96K- 16.29% |
$124K - $137K
|
30.6K
$733K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.87K- 47.17% |
$143K - $158K
|
7.69K
$184K
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
SELL
|
- |
-8.96K- 19.04% |
$187K - $206K
|
38.1K
$911K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-10.3K- 2.37% |
$216K - $237K
|
426K
$10.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-11.5K- 55.25% |
$239K - $263K
|
9.28K
$222K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-13.7K- 52.82% |
$285K - $313K
|
12.2K
$292K
|
|
|
Jul 31, 2023
Q2 2023
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-27.5K- 44.36% |
$573K - $630K
|
34.4K
$824K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-52.2K- 76.54% |
$1.09M - $1.2M
|
16K
$382K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-64.3K- 38.1% |
$1.34M - $1.48M
|
104K
$2.5M
|