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 |
---|---|---|---|---|---|---|---|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-9.21KClosed |
$189K - $215K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-2.05KClosed |
$42.1K - $47.9K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
490KNew |
$10.1M - $11.5M
|
490K
$9.36M
|
|
Aug 08, 2022
Q2 2022
|
Lokken Investment Group LLC
|
SELL
|
- |
-29.3KClosed |
$601K - $684K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-11.3KClosed |
$233K - $265K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-9.27KClosed |
$190K - $216K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1KClosed |
$20.5K - $23.4K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Motco
|
BUY
|
- |
9.77KNew |
$201K - $228K
|
9.77K
$187K
|
|
Aug 04, 2022
Q2 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-2.97K- 42.13% |
$61K - $69.4K
|
4.08K
$77.9K
|
|
Aug 02, 2022
Q2 2022
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-8.87KClosed |
$182K - $207K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Essex LLC
|
SELL
|
- |
-10.7KClosed |
$219K - $249K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-11.6KClosed |
$238K - $271K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-227- 13.07% |
$4.66K - $5.3K
|
1.51K
$28.8K
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-18.5KClosed |
$379K - $431K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
12.3KNew |
$252K - $287K
|
12.3K
$234K
|
|
Jul 26, 2022
Q2 2022
|
Wt Wealth Management
|
BUY
|
- |
8.75K+ 24.16% |
$180K - $204K
|
45K
$859K
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-5.72KClosed |
$117K - $134K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Kcs Wealth Advisory
|
SELL
|
- |
-11.2KClosed |
$229K - $261K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Advisory Resource Group
|
SELL
|
- |
-296KClosed |
$6.09M - $6.92M
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.78MClosed |
$36.5M - $41.5M
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-343K- 92.19% |
$7.05M - $8.01M
|
29.1K
$555K
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-216Closed |
$4.44K - $5.05K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-4.37KClosed |
$89.7K - $102K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.31KClosed |
$67.9K - $77.2K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-6.1K- 24.64% |
$125K - $142K
|
18.7K
$356K
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
13.6KNew |
$279K - $318K
|
13.6K
$260K
|
|
Q1 2022 | |||||||
Aug 31, 2022
Q1 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-146KClosed |
$3.29M - $3.73M
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-47.7KClosed |
$1.08M - $1.22M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-231KClosed |
$5.2M - $5.91M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-40.7KClosed |
$919K - $1.04M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2KClosed |
$45K - $51.1K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-9.64KClosed |
$217K - $247K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-1.5KClosed |
$33.8K - $38.4K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5.39K+ 2.07% |
$121K - $138K
|
266K
$5.07M
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-744Closed |
$16.8K - $19.1K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-81.8KClosed |
$1.85M - $2.09M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
1KNew |
$22.6K - $25.6K
|
1K
$19.1K
|
|
May 12, 2022
Q1 2022
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-23.5KClosed |
$530K - $602K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-13.7KClosed |
$308K - $350K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-4.35KClosed |
$98.1K - $111K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-5KClosed |
$113K - $128K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-15.8KClosed |
$356K - $404K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.03KClosed |
$23.1K - $26.3K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-174KClosed |
$3.92M - $4.46M
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
7New |
$158 - $179
|
7
$134
|
|
Apr 20, 2022
Q1 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-10.8KClosed |
$243K - $276K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
4.28KNew |
$96.4K - $109K
|
4.28K
$81.6K
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-2.61KClosed |
$58.8K - $66.8K
|
0
$0
|
|
Q4 2021 | |||||||
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
30New |
$757 - $781
|
30
$573
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-18Closed |
$454 - $469
|
0
$0
|