Purchases and Sales Made in Q1 2022 in Global X Fds U S Pfd ETF (De) (PFFD)
This table provides information about the institutional ownership of Global X Fds U S Pfd ETF (De) (PFFD) during Q1 2022. The information is specifically focused on institutions that hold shares of GLOBAL X FDS U S PFD ETF (DE) .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2022
Q1 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
740KNew |
$16.7M - $19M
|
740K
$15.2M
|
|
May 10, 2022
Q1 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
690K+ 34.0% |
$15.6M - $17.7M
|
2.72M
$55.9M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
428K+ 2231.58% |
$9.66M - $11M
|
447K
$9.2M
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
388K+ 26.76% |
$8.76M - $9.94M
|
1.84M
$37.8M
|
|
Apr 22, 2022
Q1 2022
|
Econ Financial Services Corp
|
BUY
|
- |
351K+ 1655.92% |
$7.92M - $8.99M
|
372K
$7.65M
|
|
May 12, 2022
Q1 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
300K+ 50.0% |
$6.77M - $7.68M
|
900K
$18.5M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
272K+ 24.18% |
$6.13M - $6.96M
|
1.4M
$28.7M
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
219K+ 19.41% |
$4.94M - $5.61M
|
1.35M
$27.7M
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
210KNew |
$4.73M - $5.37M
|
210K
$4.31M
|
|
Apr 05, 2024
Q1 2022
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
198KNew |
$4.46M - $5.07M
|
198K
$4.07M
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
194KNew |
$4.38M - $4.97M
|
194K
$3.99M
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
178K+ 122.59% |
$4.03M - $4.57M
|
324K
$6.66M
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
167K+ 442.12% |
$3.76M - $4.27M
|
205K
$4.21M
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
148K+ 7.82% |
$3.33M - $3.78M
|
2.04M
$41.9M
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
136K+ 311.25% |
$3.08M - $3.49M
|
180K
$3.71M
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
135K+ 14.0% |
$3.05M - $3.46M
|
1.1M
$22.6M
|
|
Apr 12, 2022
Q1 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
127K+ 26.53% |
$2.87M - $3.26M
|
606K
$12.5M
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
BUY
|
- |
124K+ 856.58% |
$2.8M - $3.18M
|
138K
$2.85M
|
|
Apr 26, 2022
Q1 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
101K+ 6.02% |
$2.28M - $2.58M
|
1.78M
$36.5M
|
|
May 09, 2022
Q1 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
100KNew |
$2.26M - $2.56M
|
100K
$2.06M
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
86.9K+ 39.87% |
$1.96M - $2.23M
|
305K
$6.27M
|
|
Apr 20, 2022
Q1 2022
|
Prairiewood Capital, LLC
|
BUY
|
- |
81.6K+ 79.48% |
$1.84M - $2.09M
|
184K
$3.79M
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
65.6K+ 411.62% |
$1.48M - $1.68M
|
81.6K
$1.68M
|
|
May 06, 2022
Q1 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
58K+ 29.09% |
$1.31M - $1.49M
|
257K
$5.29M
|
|
May 02, 2022
Q1 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
57.4K+ 61.16% |
$1.29M - $1.47M
|
151K
$3.11M
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
50.9K+ 5.17% |
$1.15M - $1.3M
|
1.04M
$21.3M
|
|
Apr 13, 2022
Q1 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
47.4K+ 10.03% |
$1.07M - $1.22M
|
521K
$10.7M
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
43.6K+ 217.75% |
$983K - $1.12M
|
63.6K
$1.31M
|
|
Apr 26, 2022
Q1 2022
|
Columbus Macro, LLC
|
BUY
|
- |
42.4K+ 20.0% |
$956K - $1.09M
|
254K
$5.23M
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
40.6K+ 10.22% |
$915K - $1.04M
|
438K
$9M
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
40.1KNew |
$904K - $1.03M
|
40.1K
$824K
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
39.2K+ 16.81% |
$885K - $1M
|
272K
$5.6M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
38.5KNew |
$868K - $985K
|
38.5K
$791K
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
38.5K+ 19.79% |
$867K - $985K
|
233K
$4.78M
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
36.5KNew |
$823K - $935K
|
36.5K
$750K
|
|
May 13, 2022
Q1 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
35.8K+ 30.31% |
$807K - $916K
|
154K
$3.16M
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
33.2KNew |
$750K - $851K
|
33.2K
$684K
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
31.7K+ 76.09% |
$716K - $812K
|
73.4K
$1.51M
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
29.9K+ 23.78% |
$674K - $765K
|
155K
$3.19M
|
|
Apr 11, 2022
Q1 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
28.9K+ 10.42% |
$653K - $741K
|
307K
$6.31M
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
28K+ 57.79% |
$631K - $717K
|
76.4K
$1.57M
|
|
May 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
24.1K+ 9.15% |
$543K - $616K
|
287K
$5.9M
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
22.7K+ 211.13% |
$512K - $582K
|
33.5K
$688K
|
|
May 16, 2022
Q1 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
22.2K+ 6.43% |
$502K - $570K
|
368K
$7.57M
|
|
May 02, 2022
Q1 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
20.1K+ 9.58% |
$453K - $514K
|
230K
$4.72M
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
BUY
|
- |
20KNew |
$451K - $512K
|
20K
$411K
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
16.1KNew |
$362K - $411K
|
16.1K
$330K
|
|
Apr 29, 2022
Q1 2022
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
15.9K+ 2.3% |
$360K - $408K
|
709K
$14.6M
|
|
Apr 07, 2022
Q1 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
14.8KNew |
$334K - $379K
|
14.8K
$304K
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
BUY
|
- |
14.6KNew |
$329K - $373K
|
14.6K
$300K
|