Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-600- 2.22% |
$10.5K - $11.8K
|
26.4K
$508K
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-483- 85.19% |
$8.45K - $9.52K
|
84
$1.62K
|
|
Jan 23, 2024
Q4 2023
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-66- 0.32% |
$1.15K - $1.3K
|
20.6K
$397K
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-9- 0.06% |
$157 - $177
|
14.6K
$281K
|
|
Q3 2023 | |||||||
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-100K- 12.52% |
$1.87M - $1.96M
|
699K
$13.5M
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-32K- 97.62% |
$599K - $626K
|
780
$15K
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-11.6K- 38.46% |
$218K - $228K
|
18.6K
$358K
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
SELL
|
- |
-2.13K- 15.4% |
$39.8K - $41.6K
|
11.7K
$225K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-567- 2.56% |
$10.6K - $11.1K
|
21.6K
$416K
|
|
Oct 19, 2023
Q3 2023
|
Derbend Asset Management
|
SELL
|
- |
-510- 4.38% |
$9.55K - $9.99K
|
11.1K
$215K
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-175Closed |
$3.28K - $3.43K
|
0
$0
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-100- 2.27% |
$1.87K - $1.96K
|
4.32K
$83.1K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-12.4K- 39.46% |
$229K - $249K
|
19K
$366K
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-6.25K- 1.42% |
$116K - $126K
|
435K
$8.38M
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
SELL
|
- |
-2.54K- 19.56% |
$46.9K - $51K
|
10.4K
$201K
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-2.5K- 19.12% |
$46.2K - $50.3K
|
10.6K
$204K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-1.35K- 0.83% |
$24.9K - $27.1K
|
160K
$3.09M
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.11K- 61.35% |
$20.5K - $22.3K
|
700
$13.5K
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-216- 83.4% |
$3.99K - $4.34K
|
43
$828
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-191- 83.41% |
$3.53K - $3.84K
|
38
$732
|
|
Jul 21, 2023
Q2 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-147- 1.08% |
$2.72K - $2.95K
|
13.4K
$258K
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-127- 16.28% |
$2.35K - $2.55K
|
653
$12.6K
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-84- 1.06% |
$1.55K - $1.69K
|
7.81K
$150K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1K- 14.71% |
$19K - $21.9K
|
5.8K
$112K
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-463- 8.47% |
$8.77K - $10.1K
|
5.01K
$96.4K
|
|
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 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-32- 24.43% |
$606 - $700
|
99
$1.91K
|
|
Q4 2022 | |||||||
Jan 10, 2023
Q4 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-375K- 97.32% |
$7.14M - $7.83M
|
10.4K
$199K
|
|
Feb 07, 2023
Q4 2022
|
Conning Inc.
|
SELL
|
- |
-195K- 25.16% |
$3.71M - $4.07M
|
580K
$11.2M
|
|
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
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-100K- 11.76% |
$1.9M - $2.09M
|
750K
$14.4M
|
|
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
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-16.3K- 31.2% |
$310K - $340K
|
36K
$693K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-8.47K- 72.63% |
$161K - $177K
|
3.19K
$61.5K
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-2.09K- 85.96% |
$39.7K - $43.6K
|
341
$6.57K
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-935Closed |
$17.8K - $19.5K
|
0
$0
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-20- 0.15% |
$380 - $417
|
13.4K
$258K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.99M- 64.3% |
$40.6M - $45.6M
|
1.11M
$21.3M
|
|
Nov 03, 2022
Q3 2022
|
Coastline Trust CO
|
SELL
|
- |
-57K- 55.28% |
$1.16M - $1.3M
|
46.1K
$888K
|
|
Nov 01, 2022
Q3 2022
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-6.31K- 27.28% |
$128K - $144K
|
16.8K
$324K
|
|
Oct 13, 2022
Q3 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-5.4K- 35.64% |
$110K - $124K
|
9.75K
$188K
|
|
Oct 21, 2022
Q3 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-5.03K- 2.71% |
$102K - $115K
|
181K
$3.48M
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.31K- 20.41% |
$67.3K - $75.7K
|
12.9K
$248K
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-362- 43.1% |
$7.37K - $8.29K
|
478
$9.21K
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-8- 0.27% |
$163 - $183
|
2.96K
$57K
|
|
Q2 2022 | |||||||
Jul 20, 2022
Q2 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.78MClosed |
$36.5M - $41.5M
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-343K- 92.19% |
$7.05M - $8.01M
|
29.1K
$560K
|
|
Jul 21, 2022
Q2 2022
|
Advisory Resource Group
|
SELL
|
- |
-296KClosed |
$6.09M - $6.92M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-33.2KClosed |
$683K - $777K
|
0
$0
|