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
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-2.85K- 21.07% |
$55.4K - $59.7K
|
10.7K
$202K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
21.2KNew |
$412K - $444K
|
21.2K
$400K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
300New |
$5.84K - $6.29K
|
300
$5.68K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
6.26K+ 2.18% |
$122K - $131K
|
293K
$5.55M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-6.91K- 48.11% |
$135K - $145K
|
7.45K
$141K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
303+ 216.43% |
$5.9K - $6.35K
|
443
$8.39K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
BUY
|
- |
9.75KNew |
$190K - $204K
|
9.75K
$185K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3.65K+ 22.29% |
$71K - $76.4K
|
20K
$379K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
64.1K+ 9.53% |
$1.25M - $1.34M
|
736K
$13.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-22.3K- 15.44% |
$435K - $468K
|
122K
$2.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-926- 4.26% |
$18K - $19.4K
|
20.8K
$394K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
15.2KNew |
$296K - $319K
|
15.2K
$288K
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
SELL
|
- |
-7.11K- 43.7% |
$138K - $149K
|
9.15K
$173K
|
|
| Q2 2024 | |||||||
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
66.3KNew |
$1.27M - $1.34M
|
66.3K
$1.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Ing Groep Nv
|
BUY
|
- |
338KNew |
$6.47M - $6.82M
|
338K
$6.39M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-115- 2.95% |
$2.2K - $2.32K
|
3.79K
$71.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
14.9KNew |
$286K - $302K
|
14.9K
$283K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
523New |
$10K - $10.6K
|
523
$9.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 0.99% |
$19.2 - $20.2
|
102
$1.93K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-6.06K- 23.11% |
$116K - $122K
|
20.2K
$382K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
779New |
$14.9K - $15.7K
|
779
$14.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
385+ 2.67% |
$7.37K - $7.78K
|
14.8K
$280K
|
|
|
Jul 25, 2024
Q2 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
35New |
$670 - $707
|
35
$663
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
100New |
$1.91K - $2.02K
|
100
$1.89K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
852+ 5.05% |
$16.3K - $17.2K
|
17.7K
$335K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
603New |
$11.5K - $12.2K
|
603
$11.4K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
590New |
$11.3K - $11.9K
|
590
$11.2K
|
|
| Q1 2024 | |||||||
|
Jun 10, 2025
Q1 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-295Closed |
$5.72K - $6K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-29.6K- 65.3% |
$575K - $603K
|
15.7K
$298K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
5.25K+ 543.12% |
$102K - $107K
|
6.22K
$118K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-2.75K- 36.06% |
$53.3K - $56K
|
4.88K
$92.3K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
117K+ 180.55% |
$2.27M - $2.38M
|
182K
$3.45M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.9K+ 12.1% |
$211K - $221K
|
101K
$1.91M
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
SELL
|
- |
-143- 0.36% |
$2.77K - $2.91K
|
40K
$757K
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
67.4K+ 5.75% |
$1.31M - $1.37M
|
1.24M
$23.5M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.46KNew |
$28.3K - $29.7K
|
1.46K
$27.6K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
49New |
$950 - $997
|
49
$928
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.51KNew |
$126K - $132K
|
6.51K
$123K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1+ 0.0% |
$19.4 - $20.4
|
20K
$379K
|
|
|
May 09, 2024
Q1 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-330- 86.84% |
$6.4K - $6.72K
|
50
$947
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-2.16K- 93.32% |
$42K - $44K
|
155
$2.93K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-2.47M- 99.18% |
$47.9M - $50.3M
|
20.4K
$386K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
69New |
$1.34K - $1.4K
|
69
$1.31K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
7+ 1.19% |
$136 - $142
|
597
$11.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1.82KClosed |
$35.2K - $37K
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-375- 50.0% |
$7.27K - $7.63K
|
375
$7.1K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
469+ 25.91% |
$9.09K - $9.54K
|
2.28K
$43.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
347New |
$6.73K - $7.06K
|
347
$6.57K
|
|