Latest Institutional Transactions on Global X Fds U S Pfd ETF (De) (PFFD)
This table provides information on the latest institutional transactions involving Global X Fds U S Pfd ETF (De) (PFFD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
22.4KNew |
$426K - $467K
|
22.4K
$427K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
97New |
$1.84K - $2.02K
|
97
$1.85K
|
|
|
Feb 13, 2023
Q4 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-137K- 90.13% |
$2.61M - $2.87M
|
15.1K
$287K
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
9.19KNew |
$175K - $192K
|
9.19K
$175K
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-57.3K- 29.28% |
$1.09M - $1.2M
|
138K
$2.64M
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-20- 0.15% |
$380 - $417
|
13.4K
$256K
|
|
|
Feb 07, 2023
Q4 2022
|
Conning Inc.
|
SELL
|
- |
-195K- 25.16% |
$3.71M - $4.07M
|
580K
$11.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
1.1KNew |
$20.9K - $22.9K
|
1.1K
$20.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.43KNew |
$27.2K - $29.8K
|
1.43K
$27.3K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.07KNew |
$20.3K - $22.2K
|
1.07K
$20.3K
|
|
|
Feb 01, 2023
Q4 2022
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
42.4KNew |
$806K - $884K
|
42.4K
$809K
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.2K+ 8.83% |
$195K - $214K
|
126K
$2.41M
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-16.3K- 31.2% |
$310K - $340K
|
36K
$687K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-2.09K- 85.96% |
$39.7K - $43.6K
|
341
$6.51K
|
|
|
Jan 26, 2023
Q4 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
23KNew |
$437K - $480K
|
23K
$439K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
16.1KNew |
$305K - $335K
|
16.1K
$306K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
15.1K+ 10.24% |
$288K - $315K
|
163K
$3.11M
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
123New |
$2.34K - $2.57K
|
123
$2.35K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-8.47K- 72.63% |
$161K - $177K
|
3.19K
$60.9K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
788New |
$15K - $16.4K
|
788
$15K
|
|
|
Jan 10, 2023
Q4 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-375K- 97.32% |
$7.14M - $7.83M
|
10.4K
$198K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.99M- 64.3% |
$40.6M - $45.6M
|
1.11M
$21.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
11.7KNew |
$238K - $268K
|
11.7K
$223K
|
|
|
Nov 08, 2022
Q3 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
22.7KNew |
$461K - $519K
|
22.7K
$433K
|
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
BUY
|
- |
605+ 1.35% |
$12.3K - $13.8K
|
45.3K
$864K
|
|
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
940New |
$19.1K - $21.5K
|
940
$17.9K
|
|
|
Nov 04, 2022
Q3 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
185+ 0.27% |
$3.76K - $4.23K
|
68.6K
$1.31M
|
|
|
Nov 03, 2022
Q3 2022
|
Coastline Trust CO
|
SELL
|
- |
-57K- 55.28% |
$1.16M - $1.3M
|
46.1K
$880K
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
2.76K+ 7.66% |
$56.2K - $63.2K
|
38.8K
$742K
|
|
|
Nov 01, 2022
Q3 2022
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-6.31K- 27.28% |
$128K - $144K
|
16.8K
$321K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-362- 43.1% |
$7.37K - $8.29K
|
478
$9.13K
|
|
|
Oct 21, 2022
Q3 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-5.03K- 2.71% |
$102K - $115K
|
181K
$3.45M
|
|
|
Oct 20, 2022
Q3 2022
|
Silver Lake Advisory, LLC
|
BUY
|
- |
423+ 0.59% |
$8.61K - $9.68K
|
71.8K
$1.37M
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
1.82K+ 3.04% |
$37K - $41.6K
|
61.6K
$1.18M
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-8- 0.27% |
$163 - $183
|
2.96K
$56.5K
|
|
|
Oct 13, 2022
Q3 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-5.4K- 35.64% |
$110K - $124K
|
9.75K
$186K
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
135+ 50.75% |
$2.75K - $3.09K
|
401
$7.66K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.72K- 19.04% |
$179K - $204K
|
37.1K
$708K
|
|
|
Aug 15, 2022
Q2 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-29.2K- 73.76% |
$601K - $683K
|
10.4K
$199K
|
|
|
Aug 15, 2022
Q2 2022
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-210Closed |
$4.31K - $4.91K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-306Closed |
$6.29K - $7.15K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
2K+ 16.33% |
$41.1K - $46.7K
|
14.3K
$272K
|
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-11.5KClosed |
$237K - $270K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
333New |
$6.84K - $7.78K
|
333
$6.36K
|
|
|
Aug 12, 2022
Q2 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-1K- 6.81% |
$20.5K - $23.4K
|
13.7K
$261K
|
|
|
Aug 12, 2022
Q2 2022
|
Piper Sandler & Co.
Minneapolis, MN |
BUY
|
- |
100New |
$2.05K - $2.34K
|
100
$1.91K
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-33.2KClosed |
$683K - $777K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
79+ 0.2% |
$1.62K - $1.85K
|
40.1K
$766K
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-4.98KClosed |
$102K - $116K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-9.72KClosed |
$200K - $227K
|
0
$0
|
|