Purchases and Sales Made in Q4 2022 in Global X Variable Rate Preferr (PFFV)
This table provides information about the institutional ownership of Global X Variable Rate Preferr (PFFV) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
78.9KNew |
$1.76M - $1.87M
|
78.9K
$1.87M
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
54.6K+ 21.2% |
$1.22M - $1.29M
|
312K
$7.38M
|
|
Jan 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
44.5KNew |
$992K - $1.06M
|
44.5K
$1.05M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
42.5KNew |
$948K - $1.01M
|
42.5K
$1.01M
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
34.8KNew |
$776K - $826K
|
34.8K
$824K
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
33.1K+ 7.98% |
$738K - $785K
|
448K
$10.6M
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
24.3KNew |
$543K - $577K
|
24.3K
$576K
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
23.5KNew |
$524K - $557K
|
23.5K
$556K
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
20.8K+ 185.6% |
$463K - $492K
|
31.9K
$756K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
20.2KNew |
$450K - $479K
|
20.2K
$478K
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
18.9K+ 4.28% |
$422K - $449K
|
461K
$10.9M
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.9K+ 8.03% |
$421K - $447K
|
254K
$6.01M
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17.2K+ 2660.62% |
$383K - $407K
|
17.8K
$421K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15.3KNew |
$342K - $364K
|
15.3K
$363K
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
12.2K+ 0.55% |
$271K - $288K
|
2.21M
$52.2M
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.6K+ 7.1% |
$147K - $156K
|
99.6K
$2.36M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.92KNew |
$110K - $117K
|
4.92K
$116K
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.71K+ 5.09% |
$105K - $112K
|
97.3K
$2.3M
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.6KNew |
$103K - $109K
|
4.6K
$109K
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.33K+ 15833.33% |
$74.1K - $78.8K
|
3.35K
$79.2K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
3.19KNew |
$71.1K - $75.7K
|
3.19K
$75.5K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.01K+ 53.22% |
$44.7K - $47.6K
|
5.78K
$137K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2KNew |
$44.6K - $47.4K
|
2K
$47.3K
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.68K+ 10.91% |
$37.4K - $39.8K
|
17.1K
$404K
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
1.24K+ 168.07% |
$27.6K - $29.3K
|
1.97K
$46.7K
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
747+ 7.02% |
$16.7K - $17.7K
|
11.4K
$269K
|
|
Feb 13, 2023
Q4 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
565+ 5.98% |
$12.6K - $13.4K
|
10K
$237K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
400New |
$8.92K - $9.48K
|
400
$9.46K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
184+ 1.53% |
$4.1K - $4.36K
|
12.2K
$288K
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
36+ 0.31% |
$802 - $854
|
11.7K
$278K
|
|
Jan 30, 2023
Q4 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
32+ 0.07% |
$713 - $759
|
43.6K
$1.03M
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-123- 9.23% |
$2.74K - $2.92K
|
1.21K
$28.6K
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-584- 2.2% |
$13K - $13.8K
|
26K
$615K
|
|
Feb 10, 2023
Q4 2022
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-617- 1.67% |
$13.8K - $14.6K
|
36.3K
$858K
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-895- 2.73% |
$19.9K - $21.2K
|
31.9K
$754K
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.69K- 1.71% |
$37.7K - $40.1K
|
97.3K
$2.3M
|
|
Feb 09, 2023
Q4 2022
|
Firestone Capital Management
|
SELL
|
- |
-2.38K- 19.29% |
$53.1K - $56.5K
|
9.97K
$236K
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.02K- 10.59% |
$67.3K - $71.6K
|
25.5K
$604K
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.32K- 22.63% |
$96.2K - $102K
|
14.8K
$349K
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-5.81K- 29.13% |
$129K - $138K
|
14.1K
$334K
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-6.35K- 29.71% |
$141K - $150K
|
15K
$355K
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
SELL
|
- |
-6.73K- 12.51% |
$150K - $160K
|
47.1K
$1.11M
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-7.78K- 71.74% |
$173K - $185K
|
3.07K
$72.5K
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.96K- 2.36% |
$200K - $212K
|
371K
$8.77M
|
|
Jan 25, 2023
Q4 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-15.1K- 39.0% |
$336K - $358K
|
23.6K
$558K
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-22.3K- 19.73% |
$496K - $528K
|
90.6K
$2.14M
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-26.2K- 71.69% |
$584K - $621K
|
10.3K
$245K
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-32.3K- 66.15% |
$719K - $765K
|
16.5K
$390K
|
|
Jan 26, 2023
Q4 2022
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-40.5K- 33.1% |
$902K - $960K
|
81.8K
$1.94M
|