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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
852+ 5.05% |
$16.3K - $17.2K
|
17.7K
$341K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
590New |
$11.3K - $11.9K
|
590
$11.4K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1- 33.33% |
$19.4 - $20.4
|
2
$38.5
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-29.6K- 65.3% |
$575K - $603K
|
15.7K
$303K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
117K+ 180.55% |
$2.27M - $2.38M
|
182K
$3.51M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.9K+ 12.1% |
$211K - $221K
|
101K
$1.94M
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-2.75K- 36.06% |
$53.3K - $56K
|
4.88K
$93.9K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
5.25K+ 543.12% |
$102K - $107K
|
6.22K
$120K
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
67.4K+ 5.75% |
$1.31M - $1.37M
|
1.24M
$23.9M
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
SELL
|
- |
-143- 0.36% |
$2.77K - $2.91K
|
40K
$770K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
49New |
$950 - $997
|
49
$944
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.46KNew |
$28.3K - $29.7K
|
1.46K
$28.1K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.51KNew |
$126K - $132K
|
6.51K
$125K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-2.16K- 93.32% |
$42K - $44K
|
155
$2.99K
|
|
|
May 09, 2024
Q1 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-330- 86.84% |
$6.4K - $6.72K
|
50
$963
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1+ 0.0% |
$19.4 - $20.4
|
20K
$385K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-2.47M- 99.18% |
$47.9M - $50.3M
|
20.4K
$393K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
69New |
$1.34K - $1.4K
|
69
$1.33K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-375- 50.0% |
$7.27K - $7.63K
|
375
$7.22K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-93- 0.91% |
$1.8K - $1.89K
|
10.1K
$194K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
7+ 1.19% |
$136 - $142
|
597
$11.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1.82KClosed |
$35.2K - $37K
|
0
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
469+ 25.91% |
$9.09K - $9.54K
|
2.28K
$43.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
347New |
$6.73K - $7.06K
|
347
$6.68K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
29.1K+ 202.91% |
$565K - $593K
|
43.5K
$838K
|
|
|
Apr 25, 2024
Q1 2024
|
Q3 Asset Management
|
BUY
|
- |
284KNew |
$5.51M - $5.79M
|
284K
$5.48M
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-2.17K- 11.76% |
$42.1K - $44.2K
|
16.3K
$314K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-5.95K- 25.93% |
$115K - $121K
|
17K
$327K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
2.45KNew |
$47.5K - $49.9K
|
2.45K
$47.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-5.28K- 31.34% |
$102K - $107K
|
11.6K
$223K
|
|
| Q4 2023 | |||||||
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-483- 85.19% |
$8.45K - $9.52K
|
84
$1.62K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
693New |
$12.1K - $13.7K
|
693
$13.3K
|
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
16.4KNew |
$287K - $324K
|
16.4K
$316K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-7.94K- 67.21% |
$139K - $156K
|
3.87K
$74.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
401KNew |
$7.02M - $7.91M
|
401K
$7.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.2KNew |
$178K - $201K
|
10.2K
$196K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
4.68KNew |
$81.9K - $92.3K
|
4.68K
$90.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
216KNew |
$3.78M - $4.26M
|
216K
$4.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
95.9KNew |
$1.68M - $1.89M
|
95.9K
$1.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-13.1K- 89.34% |
$229K - $258K
|
1.56K
$30.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-57.4K- 26.66% |
$1M - $1.13M
|
158K
$3.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
85New |
$1.49K - $1.68K
|
85
$1.64K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-660Closed |
$11.5K - $13K
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
11.5KNew |
$200K - $226K
|
11.5K
$221K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
15.8KNew |
$277K - $312K
|
15.8K
$305K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-600- 2.22% |
$10.5K - $11.8K
|
26.4K
$508K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-4.78K- 9.47% |
$83.6K - $94.2K
|
45.7K
$880K
|
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
134+ 1.19% |
$2.34K - $2.64K
|
11.4K
$219K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
31New |
$542 - $611
|
31
$597
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
13.9KNew |
$243K - $274K
|
13.9K
$268K
|
|