Bard Financial Services, Inc. Global X Fds U S Pfd ETF (De) Transaction History

Bard Financial Services, Inc.

$819 Million
Q4 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 11, 2023	SELL	$18.48 - $20.1 $115,500 - $125,625	-6,250 Reduced 1.42%	435,075 $8.44 Million
Q1 2023 Apr 26, 2023	BUY	$18.95 - $21.88 $4.04 Million - $4.66 Million	213,125 Added 93.39%	441,325 $8.76 Million
Q4 2022 Jan 25, 2023	BUY	$19.02 - $20.86 $418,440 - $458,920	22,000 Added 10.67%	228,200 $4.42 Million
Q3 2022 Oct 26, 2022	BUY	$20.35 - $22.89 $452,787 - $509,302	22,250 Added 12.1%	206,200 $4.23 Million
Q2 2022 Jul 06, 2022	SELL	$20.54 - $23.36 $98,592 - $112,128	-4,800 Reduced 2.54%	183,950 $3.9 Million
Q1 2022 Apr 13, 2022	SELL	$22.56 - $25.61 $13.1 Million - $14.9 Million	-580,782 Reduced 75.47%	188,750 $4.44 Million
Q4 2021 Jan 24, 2022	BUY	$25.24 - $26.03 $1.16 Million - $1.19 Million	45,792 Added 6.33%	769,532 $19.8 Million
Q3 2021 Oct 15, 2021	BUY	$25.58 - $26.22 $1.61 Million - $1.65 Million	62,793 Added 9.5%	723,740 $18.6 Million
Q2 2021 Jul 13, 2021	BUY	$25.18 - $26.17 $895,400 - $930,605	35,560 Added 5.69%	660,947 $17.3 Million
Q1 2021 May 14, 2021	BUY	$24.82 - $25.74 $483,443 - $501,363	19,478 Added 3.21%	625,387 $16 Million
Q4 2020 Mar 26, 2021	BUY	$24.66 - $25.8 $14.9 Million - $15.6 Million	605,909 New	605,909 $15.6 Million

Others Institutions Holding PFFD

# of Institutions

288

Shares Held

60.8M

Call Options Held

2.1K

Put Options Held

1.8K

Lpl Financial LLC Fort Mill, SC

7.14M
Shares

$143 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

5.37M
Shares

$107 Million
0.01% of portfolio
Morgan Stanley New York, NY

4.62M
Shares

$92.2 Million
0.01% of portfolio
Global X Japan Co., Ltd. Chiyoda Ku, Tokyo, M0

2.7M
Shares

$53.9 Million
7.17% of portfolio
Wells Fargo & Company San Francisco, CA

2.46M
Shares

$49.1 Million
0.01% of portfolio

About GLOBAL X FDS U S PFD ETF (DE)

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