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 |
---|---|---|---|---|---|---|---|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
21.5KNew |
$419K - $451K
|
21.5K
$430K
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
38.6K+ 12.59% |
$752K - $810K
|
345K
$6.9M
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3.65K+ 22.29% |
$71K - $76.4K
|
20K
$400K
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
23.4K+ 5.83% |
$456K - $491K
|
425K
$8.49M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
26.6K+ 10.89% |
$518K - $558K
|
271K
$5.42M
|
|
Oct 22, 2024
Q3 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
271K+ 11.18% |
$5.29M - $5.69M
|
2.7M
$53.9M
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-315- 1.91% |
$6.14K - $6.61K
|
16.2K
$323K
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
4.5K+ 11.38% |
$87.6K - $94.3K
|
44K
$879K
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
10K+ 11.31% |
$195K - $210K
|
98.4K
$1.97M
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-27.1K- 2.84% |
$527K - $567K
|
927K
$18.5M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
64.1K+ 9.53% |
$1.25M - $1.34M
|
736K
$14.7M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-22.3K- 15.44% |
$435K - $468K
|
122K
$2.44M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.8K- 3.28% |
$54.6K - $58.8K
|
82.6K
$1.65M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.23K+ 822.51% |
$43.4K - $46.7K
|
2.5K
$50K
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-68.5K- 47.56% |
$1.33M - $1.44M
|
75.5K
$1.51M
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
196K+ 9.59% |
$3.81M - $4.1M
|
2.23M
$44.6M
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
6.58K+ 28.66% |
$128K - $138K
|
29.5K
$590K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-11.6K- 31.11% |
$226K - $243K
|
25.7K
$513K
|
|
Oct 16, 2024
Q3 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
1.89K+ 0.95% |
$36.8K - $39.7K
|
201K
$4.01M
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
30.9K+ 211.85% |
$601K - $647K
|
45.4K
$908K
|
|
Oct 15, 2024
Q3 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
1.02K+ 6.43% |
$19.9K - $21.5K
|
17K
$339K
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-926- 4.26% |
$18K - $19.4K
|
20.8K
$416K
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
SELL
|
- |
-10.8K- 5.67% |
$211K - $227K
|
180K
$3.6M
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
150New |
$2.92K - $3.15K
|
150
$3K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
15.2KNew |
$296K - $319K
|
15.2K
$303K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.1K+ 1.4% |
$254K - $274K
|
945K
$18.9M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.44K+ 22.89% |
$106K - $114K
|
29.2K
$583K
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-7.11K- 43.7% |
$138K - $149K
|
9.15K
$183K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-27.7K- 2.08% |
$540K - $581K
|
1.3M
$26M
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
6.31KNew |
$123K - $132K
|
6.31K
$126K
|
|
Oct 08, 2024
Q3 2024
|
Unison Advisors LLC
|
BUY
|
- |
1.9K+ 3.3% |
$37.1K - $39.9K
|
59.6K
$1.19M
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
65+ 0.51% |
$1.27K - $1.36K
|
12.8K
$257K
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
BUY
|
- |
2.9K+ 1.41% |
$56.5K - $60.8K
|
208K
$4.16M
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-1K- 32.08% |
$19.5K - $21K
|
2.12K
$42.3K
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Ing Groep Nv
|
BUY
|
- |
338KNew |
$6.47M - $6.82M
|
338K
$6.75M
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-989- 4.61% |
$18.9K - $20K
|
20.5K
$409K
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-359- 2.05% |
$6.87K - $7.25K
|
17.2K
$343K
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
13+ 0.27% |
$249 - $263
|
4.89K
$97.7K
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-115- 2.95% |
$2.2K - $2.32K
|
3.79K
$75.6K
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
6.59K+ 323.42% |
$126K - $133K
|
8.63K
$172K
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
14.9KNew |
$286K - $302K
|
14.9K
$298K
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
31.9KNew |
$610K - $644K
|
31.9K
$637K
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
7+ 175.0% |
$134 - $141
|
11
$220
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
523New |
$10K - $10.6K
|
523
$10.4K
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-6.06K- 23.11% |
$116K - $122K
|
20.2K
$403K
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1K+ 2.59% |
$19.2K - $20.2K
|
39.7K
$793K
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 0.99% |
$19.2 - $20.2
|
102
$2.04K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
779New |
$14.9K - $15.7K
|
779
$15.6K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.63K+ 19.43% |
$50.4K - $53.1K
|
16.2K
$323K
|