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 |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-115- 2.95% |
$2.2K - $2.32K
|
3.79K
$70.9K
|
|
Q1 2024 | |||||||
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-2.47M- 99.18% |
$47.9M - $50.3M
|
20.4K
$382K
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-29.6K- 65.3% |
$575K - $603K
|
15.7K
$295K
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-5.95K- 25.93% |
$115K - $121K
|
17K
$318K
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-5.28K- 31.34% |
$102K - $107K
|
11.6K
$217K
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-2.75K- 36.06% |
$53.3K - $56K
|
4.88K
$91.3K
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-2.17K- 11.76% |
$42.1K - $44.2K
|
16.3K
$305K
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-2.16K- 93.32% |
$42K - $44K
|
155
$2.9K
|
|
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
$7.02K
|
|
May 09, 2024
Q1 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-330- 86.84% |
$6.4K - $6.72K
|
50
$937
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
SELL
|
- |
-143- 0.36% |
$2.77K - $2.91K
|
40K
$749K
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-57.4K- 26.66% |
$1M - $1.13M
|
158K
$2.96M
|
|
Jan 15, 2025
Q4 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-51.8KClosed |
$907K - $1.02M
|
0
$0
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-26K- 61.46% |
$454K - $512K
|
16.3K
$305K
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-22K- 55.47% |
$384K - $433K
|
17.6K
$330K
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-7.94K- 67.21% |
$139K - $156K
|
3.87K
$72.5K
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-5.13K- 51.07% |
$89.7K - $101K
|
4.91K
$92K
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-4.78K- 9.47% |
$83.6K - $94.2K
|
45.7K
$856K
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2.49K- 99.76% |
$43.5K - $49K
|
6
$112
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-660Closed |
$11.5K - $13K
|
0
$0
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-483- 85.19% |
$8.45K - $9.52K
|
84
$1.57K
|
|
Jan 23, 2024
Q4 2023
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-66- 0.32% |
$1.15K - $1.3K
|
20.6K
$386K
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-9- 0.06% |
$157 - $177
|
14.6K
$273K
|
|
Q3 2023 | |||||||
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-100K- 12.52% |
$1.87M - $1.96M
|
699K
$13.1M
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-32K- 97.62% |
$599K - $626K
|
780
$14.6K
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-11.6K- 38.46% |
$218K - $228K
|
18.6K
$348K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-567- 2.56% |
$10.6K - $11.1K
|
21.6K
$405K
|
|
Oct 19, 2023
Q3 2023
|
Derbend Asset Management
|
SELL
|
- |
-510- 4.38% |
$9.55K - $9.99K
|
11.1K
$209K
|
|
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
$80.8K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-12.4K- 39.46% |
$229K - $249K
|
19K
$356K
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-6.25K- 1.42% |
$116K - $126K
|
435K
$8.15M
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
SELL
|
- |
-2.54K- 19.56% |
$46.9K - $51K
|
10.4K
$196K
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-2.5K- 19.12% |
$46.2K - $50.3K
|
10.6K
$198K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-1.35K- 0.83% |
$24.9K - $27.1K
|
160K
$3M
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.11K- 61.35% |
$20.5K - $22.3K
|
700
$13.1K
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-216- 83.4% |
$3.99K - $4.34K
|
43
$805
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-191- 83.41% |
$3.53K - $3.84K
|
38
$712
|
|
Jul 21, 2023
Q2 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-147- 1.08% |
$2.72K - $2.95K
|
13.4K
$251K
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-127- 16.28% |
$2.35K - $2.55K
|
653
$12.2K
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-84- 1.06% |
$1.55K - $1.69K
|
7.81K
$146K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1K- 14.71% |
$19K - $21.9K
|
5.8K
$109K
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-463- 8.47% |
$8.77K - $10.1K
|
5.01K
$93.8K
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-400- 44.44% |
$7.58K - $8.75K
|
500
$9.37K
|
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-65- 6.1% |
$1.23K - $1.42K
|
1K
$18.7K
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-32- 24.43% |
$606 - $700
|
99
$1.85K
|
|
Q4 2022 | |||||||
Jan 10, 2023
Q4 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-375K- 97.32% |
$7.14M - $7.83M
|
10.4K
$194K
|
|
Feb 07, 2023
Q4 2022
|
Conning Inc.
|
SELL
|
- |
-195K- 25.16% |
$3.71M - $4.07M
|
580K
$10.9M
|
|
Feb 13, 2023
Q4 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-137K- 90.13% |
$2.61M - $2.87M
|
15.1K
$282K
|