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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.26K- 5.46% |
$24.6K - $26.4K
|
21.8K
$436K
|
|
Nov 12, 2024
Q3 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
473K+ 93.34% |
$9.2M - $9.91M
|
979K
$19.6M
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-15- 0.18% |
$292 - $315
|
8.21K
$164K
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
241+ 1.59% |
$4.69K - $5.05K
|
15.4K
$308K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
303+ 3.03% |
$5.9K - $6.35K
|
10.3K
$206K
|
|
Nov 08, 2024
Q3 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
25.7KNew |
$500K - $538K
|
25.7K
$513K
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
300New |
$5.84K - $6.29K
|
300
$5.99K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.8K+ 137.85% |
$35K - $37.7K
|
3.1K
$62K
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
12.8KNew |
$248K - $267K
|
12.8K
$255K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
951K+ 15.36% |
$18.5M - $19.9M
|
7.14M
$143M
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.99% |
$253 - $273
|
1.32K
$26.5K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
20New |
$390 - $419
|
20
$400
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.52K- 56.76% |
$29.7K - $31.9K
|
1.16K
$23.2K
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
6.26K+ 2.18% |
$122K - $131K
|
293K
$5.86M
|
|
Nov 07, 2024
Q3 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
24.2K+ 2.78% |
$471K - $507K
|
895K
$17.9M
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-8.1K- 29.79% |
$158K - $170K
|
19.1K
$381K
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
28.7K+ 15.87% |
$559K - $602K
|
210K
$4.19M
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
12.3KNew |
$239K - $258K
|
12.3K
$246K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-591- 4.47% |
$11.5K - $12.4K
|
12.6K
$252K
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-250- 2.38% |
$4.87K - $5.24K
|
10.3K
$205K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.3K+ 1.89% |
$434K - $467K
|
1.2M
$24M
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
245+ 0.54% |
$4.77K - $5.14K
|
45.3K
$905K
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-6.91K- 48.11% |
$135K - $145K
|
7.45K
$149K
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
321KNew |
$6.25M - $6.73M
|
321K
$6.41M
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
607+ 2.07% |
$11.8K - $12.7K
|
30K
$599K
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
70+ 1.15% |
$1.36K - $1.47K
|
6.18K
$123K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-603- 41.47% |
$11.7K - $12.6K
|
851
$17K
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
590+ 1.99% |
$11.5K - $12.4K
|
30.2K
$604K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
262+ 1.55% |
$5.1K - $5.49K
|
17.2K
$344K
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-517- 0.77% |
$10.1K - $10.8K
|
66.8K
$1.34M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-28.9K- 3.41% |
$563K - $606K
|
819K
$16.4M
|
|
Oct 31, 2024
Q3 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
30.6K+ 8.41% |
$596K - $641K
|
394K
$7.88M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8.26K+ 47.04% |
$161K - $173K
|
25.8K
$516K
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-272K- 18.29% |
$5.29M - $5.7M
|
1.21M
$24.3M
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.24K+ 18.46% |
$63K - $67.9K
|
20.8K
$415K
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
2.45K+ 3.96% |
$47.7K - $51.3K
|
64.3K
$1.28M
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
303+ 216.43% |
$5.9K - $6.35K
|
443
$8.85K
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-9.22K- 85.86% |
$180K - $193K
|
1.52K
$30.3K
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.13K+ 8.37% |
$41.5K - $44.6K
|
27.6K
$551K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.82K+ 6.41% |
$152K - $164K
|
130K
$2.59M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-205- 1.92% |
$3.99K - $4.3K
|
10.5K
$209K
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
78K+ 718.74% |
$1.52M - $1.64M
|
88.8K
$1.78M
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
188+ 3.04% |
$3.66K - $3.94K
|
6.38K
$127K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.84K+ 5.89% |
$74.7K - $80.5K
|
69K
$1.38M
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.96K+ 3.15% |
$38.2K - $41.1K
|
64.2K
$1.28M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.03K+ 3623.21% |
$39.5K - $42.5K
|
2.09K
$41.7K
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
5.26K+ 14.13% |
$102K - $110K
|
42.5K
$848K
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
BUY
|
- |
9.75KNew |
$190K - $204K
|
9.75K
$195K
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
21.9KNew |
$426K - $459K
|
21.9K
$437K
|