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 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
2.15K+ 3.99% |
$39.8K - $43.3K
|
56.2K
$1.08M
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-6.25K- 1.42% |
$116K - $126K
|
435K
$8.38M
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
375New |
$6.93K - $7.54K
|
375
$7.22K
|
|
| Q1 2023 | |||||||
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
969New |
$18.4K - $21.2K
|
969
$18.7K
|
|
|
Apr 09, 2024
Q1 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
212KNew |
$4.02M - $4.64M
|
212K
$4.09M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1K- 14.71% |
$19K - $21.9K
|
5.8K
$112K
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
12.2KNew |
$232K - $268K
|
12.2K
$236K
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
4.63KNew |
$87.8K - $101K
|
4.63K
$89.2K
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
11.4KNew |
$216K - $249K
|
11.4K
$220K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
20+ 1000.0% |
$379 - $438
|
22
$424
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-32- 24.43% |
$606 - $700
|
99
$1.91K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
72New |
$1.36K - $1.58K
|
72
$1.39K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
173KNew |
$3.27M - $3.77M
|
173K
$3.32M
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-400- 44.44% |
$7.58K - $8.75K
|
500
$9.63K
|
|
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-65- 6.1% |
$1.23K - $1.42K
|
1K
$19.3K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-463- 8.47% |
$8.77K - $10.1K
|
5.01K
$96.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1KNew |
$19K - $21.9K
|
1K
$19.3K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.21K+ 6.88% |
$118K - $136K
|
96.5K
$1.86M
|
|
|
Apr 20, 2023
Q1 2023
|
G&S Capital LLC
|
BUY
|
- |
10.8KNew |
$205K - $237K
|
10.8K
$209K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.19K+ 556.54% |
$22.6K - $26.1K
|
1.41K
$27.1K
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.41K+ 9.73% |
$26.7K - $30.9K
|
15.9K
$306K
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
17.1KNew |
$324K - $375K
|
17.1K
$330K
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
10.3KNew |
$194K - $224K
|
10.3K
$198K
|
|
| Q4 2022 | |||||||
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-935Closed |
$17.8K - $19.5K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
600New |
$11.4K - $12.5K
|
600
$11.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
1.2MNew |
$22.8M - $25M
|
1.2M
$23.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.22K+ 1651.79% |
$61.3K - $67.2K
|
3.42K
$65.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-100K- 11.76% |
$1.9M - $2.09M
|
750K
$14.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
10KNew |
$190K - $209K
|
10K
$193K
|
|
|
Feb 13, 2023
Q4 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
22.4KNew |
$426K - $467K
|
22.4K
$431K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
97New |
$1.84K - $2.02K
|
97
$1.87K
|
|
|
Feb 13, 2023
Q4 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-137K- 90.13% |
$2.61M - $2.87M
|
15.1K
$290K
|
|
|
Feb 13, 2023
Q4 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
16.1K+ 13.08% |
$305K - $335K
|
139K
$2.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
9.19KNew |
$175K - $192K
|
9.19K
$177K
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-57.3K- 29.28% |
$1.09M - $1.2M
|
138K
$2.67M
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-20- 0.15% |
$380 - $417
|
13.4K
$258K
|
|
|
Feb 07, 2023
Q4 2022
|
Conning Inc.
|
SELL
|
- |
-195K- 25.16% |
$3.71M - $4.07M
|
580K
$11.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.43KNew |
$27.2K - $29.8K
|
1.43K
$27.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
1.1KNew |
$20.9K - $22.9K
|
1.1K
$21.1K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.07KNew |
$20.3K - $22.2K
|
1.07K
$20.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
42.4KNew |
$806K - $884K
|
42.4K
$817K
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.2K+ 8.83% |
$195K - $214K
|
126K
$2.43M
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-16.3K- 31.2% |
$310K - $340K
|
36K
$693K
|
|
|
Jan 26, 2023
Q4 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
23KNew |
$437K - $480K
|
23K
$443K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-2.09K- 85.96% |
$39.7K - $43.6K
|
341
$6.57K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
16.1KNew |
$305K - $335K
|
16.1K
$309K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
15.1K+ 10.24% |
$288K - $315K
|
163K
$3.13M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
788New |
$15K - $16.4K
|
788
$15.2K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
123New |
$2.34K - $2.57K
|
123
$2.37K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-8.47K- 72.63% |
$161K - $177K
|
3.19K
$61.5K
|
|