Latest Institutional Purchases of Global X Fds U S Pfd ETF (De) (PFFD)
This list provides information on the latest institutional transactions involving Global X Fds U S Pfd ETF (De) (PFFD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
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 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.2K+ 8.83% |
$195K - $214K
|
126K
$2.43M
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
10KNew |
$190K - $209K
|
10K
$193K
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
9.19KNew |
$175K - $192K
|
9.19K
$177K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.22K+ 1651.79% |
$61.3K - $67.2K
|
3.42K
$65.8K
|
|
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
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
788New |
$15K - $16.4K
|
788
$15.2K
|
|
Feb 14, 2023
Q4 2022
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
600New |
$11.4K - $12.5K
|
600
$11.6K
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
123New |
$2.34K - $2.57K
|
123
$2.37K
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
97New |
$1.84K - $2.02K
|
97
$1.87K
|
|
Q3 2022 | |||||||
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
135KNew |
$2.75M - $3.09M
|
135K
$2.6M
|
|
Nov 08, 2022
Q3 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
22.7KNew |
$461K - $519K
|
22.7K
$437K
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
11.7KNew |
$238K - $268K
|
11.7K
$225K
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
2.76K+ 7.66% |
$56.2K - $63.2K
|
38.8K
$748K
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
1.82K+ 3.04% |
$37K - $41.6K
|
61.6K
$1.19M
|
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
940New |
$19.1K - $21.5K
|
940
$18.1K
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
BUY
|
- |
605+ 1.35% |
$12.3K - $13.8K
|
45.3K
$872K
|
|
Oct 20, 2022
Q3 2022
|
Silver Lake Advisory, LLC
|
BUY
|
- |
423+ 0.59% |
$8.61K - $9.68K
|
71.8K
$1.38M
|
|
Nov 04, 2022
Q3 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
185+ 0.27% |
$3.76K - $4.23K
|
68.6K
$1.32M
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
135+ 50.75% |
$2.75K - $3.09K
|
401
$7.72K
|
|
Q2 2022 | |||||||
Aug 09, 2022
Q2 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
490KNew |
$10.1M - $11.5M
|
490K
$9.44M
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
BUY
|
- |
21.5K+ 5.27% |
$442K - $503K
|
431K
$8.29M
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
13.6KNew |
$279K - $318K
|
13.6K
$262K
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
12.3KNew |
$252K - $287K
|
12.3K
$236K
|
|
Aug 05, 2022
Q2 2022
|
Motco
|
BUY
|
- |
9.77KNew |
$201K - $228K
|
9.77K
$188K
|
|
Jul 26, 2022
Q2 2022
|
Wt Wealth Management
|
BUY
|
- |
8.75K+ 24.16% |
$180K - $204K
|
45K
$866K
|
|
Aug 15, 2022
Q2 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
2K+ 16.33% |
$41.1K - $46.7K
|
14.3K
$274K
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
333New |
$6.84K - $7.78K
|
333
$6.41K
|
|
Aug 12, 2022
Q2 2022
|
Piper Sandler & Co.
Minneapolis, MN |
BUY
|
- |
100New |
$2.05K - $2.34K
|
100
$1.93K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
79+ 0.2% |
$1.62K - $1.85K
|
40.1K
$773K
|
|
Q1 2022 | |||||||
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5.39K+ 2.07% |
$121K - $138K
|
266K
$5.12M
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
4.28KNew |
$96.4K - $109K
|
4.28K
$82.3K
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
1KNew |
$22.6K - $25.6K
|
1K
$19.3K
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
7New |
$158 - $179
|
7
$135
|
|
Q4 2021 | |||||||
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
28.3KNew |
$713K - $736K
|
28.3K
$544K
|
|
Jan 27, 2022
Q4 2021
|
Nbt Bank N A
|
BUY
|
- |
12KNew |
$303K - $312K
|
12K
$231K
|
|
Feb 02, 2022
Q4 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.2K+ 800.0% |
$30.3K - $31.2K
|
1.35K
$26K
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
30New |
$757 - $781
|
30
$578
|
|
Q3 2021 | |||||||
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
14.6KNew |
$374K - $384K
|
14.6K
$282K
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2New |
$51.2 - $52.4
|
2
$38.5
|
|
Q2 2021 | |||||||
Aug 12, 2021
Q2 2021
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
355K+ 62.94% |
$8.94M - $9.29M
|
919K
$17.7M
|
|
Aug 16, 2021
Q2 2021
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
26.1KNew |
$657K - $683K
|
26.1K
$503K
|
|
Aug 12, 2021
Q2 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
1KNew |
$25.2K - $26.2K
|
1K
$19.3K
|
|
Q3 2019 | |||||||
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
403New |
$9.88K - $10.1K
|
403
$7.76K
|