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 11, 2022
Q1 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
1.74K+ 6.3% |
$39.1K - $44.4K
|
29.3K
$602K
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
1.28K+ 5.47% |
$28.9K - $32.9K
|
24.7K
$509K
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.28K+ 11.3% |
$28.9K - $32.8K
|
12.6K
$259K
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.14K+ 2.15% |
$25.7K - $29.1K
|
54.1K
$1.11M
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
1KNew |
$22.6K - $25.6K
|
1K
$20.6K
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
546New |
$12.3K - $14K
|
546
$11.2K
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
528+ 54.6% |
$11.9K - $13.5K
|
1.5K
$30.7K
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
443New |
$9.99K - $11.3K
|
443
$9.11K
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
437+ 0.64% |
$9.86K - $11.2K
|
69.2K
$1.42M
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
401+ 2.09% |
$9.05K - $10.3K
|
19.6K
$402K
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
397+ 58.99% |
$8.96K - $10.2K
|
1.07K
$22K
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
388+ 1.1% |
$8.75K - $9.94K
|
35.6K
$733K
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
350+ 11.84% |
$7.9K - $8.96K
|
3.31K
$68K
|
|
Apr 13, 2022
Q1 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
306+ 2.82% |
$6.9K - $7.84K
|
11.2K
$229K
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
221New |
$4.99K - $5.66K
|
221
$4.54K
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
219+ 1.01% |
$4.94K - $5.61K
|
21.8K
$448K
|
|
May 10, 2022
Q1 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
210New |
$4.74K - $5.38K
|
210
$4.32K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
201New |
$4.53K - $5.15K
|
201
$4.13K
|
|
Apr 13, 2022
Q1 2022
|
Webster Bank, N. A.
|
BUY
|
- |
169+ 6.2% |
$3.81K - $4.33K
|
2.9K
$59.5K
|
|
May 05, 2022
Q1 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
88+ 0.85% |
$1.99K - $2.25K
|
10.5K
$215K
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
55+ 0.18% |
$1.24K - $1.41K
|
31K
$637K
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
38+ 1.37% |
$857 - $973
|
2.81K
$57.8K
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
34New |
$767 - $871
|
34
$699
|
|
May 05, 2022
Q1 2022
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
28+ 1.38% |
$632 - $717
|
2.05K
$42.2K
|
|
May 12, 2022
Q1 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
9+ 0.01% |
$203 - $230
|
94.6K
$1.95M
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
9+ 0.2% |
$203 - $230
|
4.4K
$90.5K
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
7New |
$158 - $179
|
7
$144
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3+ 1.49% |
$67.7 - $76.8
|
205
$4.21K
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-2Closed |
$45.1 - $51.2
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
SELL
|
- |
-12- 0.07% |
$271 - $307
|
16.2K
$334K
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-38- 0.26% |
$857 - $973
|
14.6K
$301K
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-46Closed |
$1.04K - $1.18K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-50- 0.19% |
$1.13K - $1.28K
|
26.3K
$540K
|
|
Apr 26, 2022
Q1 2022
|
Gs Investments, Inc.
|
SELL
|
- |
-120- 0.3% |
$2.71K - $3.07K
|
40.1K
$825K
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-242- 1.76% |
$5.46K - $6.2K
|
13.5K
$277K
|
|
Apr 14, 2022
Q1 2022
|
Rba Wealth Management, LLC
|
SELL
|
- |
-247- 1.28% |
$5.57K - $6.33K
|
19.1K
$392K
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-322Closed |
$7.26K - $8.25K
|
0
$0
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-400Closed |
$9.02K - $10.2K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-439- 4.32% |
$9.9K - $11.2K
|
9.72K
$200K
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-500- 1.23% |
$11.3K - $12.8K
|
40.1K
$824K
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-600Closed |
$13.5K - $15.4K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Nelson Capital Management, LLC
|
SELL
|
- |
-613- 0.94% |
$13.8K - $15.7K
|
64.7K
$1.33M
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-644- 0.73% |
$14.5K - $16.5K
|
87.9K
$1.81M
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-736- 29.76% |
$16.6K - $18.8K
|
1.74K
$35.7K
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-744Closed |
$16.8K - $19.1K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-758- 4.8% |
$17.1K - $19.4K
|
15K
$309K
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-976- 12.16% |
$22K - $25K
|
7.05K
$145K
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.03KClosed |
$23.1K - $26.3K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.05K- 64.73% |
$23.7K - $26.9K
|
572
$11.8K
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.34K- 31.95% |
$30.1K - $34.2K
|
2.84K
$58.5K
|