Purchases and Sales Made in Q2 2024 in Global X Variable Rate Preferr (PFFV)
This table provides information about the institutional ownership of Global X Variable Rate Preferr (PFFV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
364K+ 44.52% |
$8.39M - $8.67M
|
1.18M
$28.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
364K+ 44.52% |
$8.39M - $8.67M
|
1.18M
$28.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
189KNew |
$4.37M - $4.51M
|
189K
$4.53M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
48KNew |
$1.11M - $1.14M
|
48K
$1.15M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
39.8K+ 43.64% |
$918K - $949K
|
131K
$3.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
28.6KNew |
$660K - $682K
|
28.6K
$685K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
16.1K+ 6503.23% |
$372K - $384K
|
16.4K
$392K
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
15.4K+ 44.92% |
$354K - $366K
|
49.5K
$1.18M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.9K+ 15.33% |
$273K - $283K
|
89.2K
$2.13M
|
|
|
Jul 08, 2024
Q2 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
11.3K+ 8.46% |
$261K - $269K
|
145K
$3.47M
|
|
|
Jul 15, 2024
Q2 2024
|
Flc Capital Advisors
|
BUY
|
- |
10.6KNew |
$245K - $253K
|
10.6K
$254K
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
9.4KNew |
$217K - $224K
|
9.4K
$225K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
8.96KNew |
$207K - $214K
|
8.96K
$214K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.78K+ 101.66% |
$203K - $209K
|
17.4K
$417K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
7.5K+ 1899.75% |
$173K - $179K
|
7.9K
$189K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
5.67K+ 19.7% |
$131K - $135K
|
34.4K
$824K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.61K+ 1.45% |
$129K - $134K
|
391K
$9.36M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
5.43K+ 11.1% |
$125K - $129K
|
54.3K
$1.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.49K+ 43.95% |
$104K - $107K
|
14.7K
$352K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.34K+ 8.9% |
$100K - $103K
|
53K
$1.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.56K+ 27.31% |
$82.1K - $84.9K
|
16.6K
$397K
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
3.37K+ 33.84% |
$77.7K - $80.3K
|
13.3K
$319K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.89K+ 85.01% |
$66.6K - $68.8K
|
6.28K
$150K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.64K+ 5.07% |
$60.9K - $62.9K
|
54.7K
$1.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.1K+ 39.79% |
$48.5K - $50.1K
|
7.39K
$177K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.65K+ 4.92% |
$37.9K - $39.2K
|
35.1K
$839K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.03K+ 10.2% |
$23.8K - $24.6K
|
11.2K
$267K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
375+ 0.44% |
$8.65K - $8.94K
|
86.4K
$2.07M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
322+ 2.44% |
$7.43K - $7.67K
|
13.5K
$324K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
250+ 595.24% |
$5.77K - $5.96K
|
292
$6.98K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
183New |
$4.22K - $4.36K
|
183
$4.38K
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
166+ 1.59% |
$3.83K - $3.96K
|
10.6K
$254K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
129+ 7.87% |
$2.97K - $3.07K
|
1.77K
$42.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
72+ 0.77% |
$1.66K - $1.72K
|
9.39K
$225K
|
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
BUY
|
- |
23+ 0.26% |
$530 - $548
|
8.75K
$209K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-41- 0.46% |
$945 - $977
|
8.78K
$210K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-128- 70.72% |
$2.95K - $3.05K
|
53
$1.27K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-240- 1.91% |
$5.53K - $5.72K
|
12.3K
$294K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-492- 6.5% |
$11.3K - $11.7K
|
7.07K
$169K
|
|
|
Jul 25, 2024
Q2 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-676- 3.14% |
$15.6K - $16.1K
|
20.9K
$499K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-696- 2.66% |
$16K - $16.6K
|
25.5K
$610K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-800- 7.48% |
$18.4K - $19.1K
|
9.9K
$237K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-2.57K- 34.42% |
$59.4K - $61.3K
|
4.9K
$117K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.16K- 16.75% |
$72.9K - $75.4K
|
15.7K
$376K
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-3.33K- 12.42% |
$76.9K - $79.4K
|
23.5K
$562K
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-4.38K- 1.78% |
$101K - $104K
|
242K
$5.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.51K- 38.25% |
$104K - $108K
|
7.29K
$174K
|
|
|
Aug 14, 2024
Q2 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-7.2K- 14.33% |
$166K - $172K
|
43K
$1.03M
|
|
|
Jul 16, 2024
Q2 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-8.83K- 14.95% |
$204K - $210K
|
50.2K
$1.2M
|