Purchases and Sales Made in Q1 2023 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 2023. 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 05, 2023
Q1 2023
|
State Of Wisconsin Board Of Commissioners Of Public Lands
Madison, WI |
BUY
|
- |
1.33MNew |
$25.1M - $29M
|
1.33M
$25.5M
|
|
|
Apr 26, 2023
Q1 2023
|
Advisors Management Group Inc
|
BUY
|
- |
667KNew |
$12.6M - $14.6M
|
667K
$12.8M
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
594K+ 540.0% |
$11.3M - $13M
|
704K
$13.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
562KNew |
$10.7M - $12.3M
|
562K
$10.8M
|
|
|
May 10, 2023
Q1 2023
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
218K+ 168.83% |
$4.13M - $4.76M
|
347K
$6.68M
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
213K+ 93.39% |
$4.04M - $4.66M
|
441K
$8.5M
|
|
|
Apr 09, 2024
Q1 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
212KNew |
$4.02M - $4.64M
|
212K
$4.09M
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
208KNew |
$3.95M - $4.56M
|
208K
$4.01M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
204KNew |
$3.87M - $4.47M
|
204K
$3.94M
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
173KNew |
$3.27M - $3.77M
|
173K
$3.32M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
152K+ 12.37% |
$2.87M - $3.32M
|
1.38M
$26.5M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
137K+ 6.53% |
$2.6M - $3M
|
2.23M
$43M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
133K+ 80.82% |
$2.53M - $2.92M
|
298K
$5.75M
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
131KNew |
$2.49M - $2.88M
|
131K
$2.53M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
128K+ 140.7% |
$2.43M - $2.81M
|
220K
$4.23M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
128K+ 8.65% |
$2.43M - $2.81M
|
1.61M
$31M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
117K+ 9.45% |
$2.22M - $2.56M
|
1.36M
$26.2M
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
110KNew |
$2.08M - $2.4M
|
110K
$2.11M
|
|
|
May 12, 2023
Q1 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
99.8K+ 5.08% |
$1.89M - $2.18M
|
2.06M
$39.8M
|
|
|
May 02, 2023
Q1 2023
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
96.1K+ 17.39% |
$1.82M - $2.1M
|
649K
$12.5M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
88K+ 34.58% |
$1.67M - $1.93M
|
343K
$6.6M
|
|
|
May 10, 2023
Q1 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
82.4K+ 5.2% |
$1.56M - $1.8M
|
1.67M
$32.1M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
77.3K+ 2.38% |
$1.46M - $1.69M
|
3.32M
$63.9M
|
|
|
May 18, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
75.2K+ 58.62% |
$1.43M - $1.65M
|
204K
$3.92M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
65.1K+ 6.05% |
$1.23M - $1.42M
|
1.14M
$22M
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
60.7K+ 32.27% |
$1.15M - $1.33M
|
249K
$4.79M
|
|
|
Apr 26, 2023
Q1 2023
|
Q3 Asset Management
|
BUY
|
- |
54.6KNew |
$1.04M - $1.2M
|
54.6K
$1.05M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
51KNew |
$966K - $1.11M
|
51K
$981K
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
BUY
|
- |
49.9K+ 13.92% |
$946K - $1.09M
|
409K
$7.87M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
43.4K+ 392.6% |
$822K - $950K
|
54.5K
$1.05M
|
|
|
Apr 28, 2023
Q1 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
40.9K+ 5.91% |
$775K - $895K
|
733K
$14.1M
|
|
|
May 15, 2023
Q1 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
38K+ 12.33% |
$720K - $832K
|
346K
$6.67M
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
BUY
|
- |
37.3K+ 26.93% |
$707K - $816K
|
176K
$3.39M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
33.5K+ 24.24% |
$635K - $733K
|
172K
$3.31M
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
32.9K+ 59.28% |
$624K - $721K
|
88.5K
$1.7M
|
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
32.8K+ 5.57% |
$622K - $718K
|
622K
$12M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
32K+ 10.21% |
$605K - $699K
|
345K
$6.64M
|
|
|
May 11, 2023
Q1 2023
|
Golden Green, Inc.
|
BUY
|
- |
31KNew |
$588K - $679K
|
31K
$597K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
27.4K+ 16.85% |
$520K - $600K
|
190K
$3.66M
|
|
|
Apr 19, 2023
Q1 2023
|
Prairiewood Capital, LLC
|
BUY
|
- |
21.3K+ 10.55% |
$403K - $465K
|
223K
$4.29M
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
19.1KNew |
$362K - $418K
|
19.1K
$368K
|
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
18.2KNew |
$345K - $399K
|
18.2K
$351K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
18.1K+ 46.7% |
$344K - $397K
|
56.9K
$1.1M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
18KNew |
$342K - $394K
|
18K
$347K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
17.9K+ 5.71% |
$339K - $391K
|
331K
$6.37M
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
17.1KNew |
$324K - $375K
|
17.1K
$330K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16KNew |
$304K - $351K
|
16K
$309K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
15.3K+ 17.98% |
$289K - $334K
|
100K
$1.93M
|
|
|
May 15, 2023
Q1 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
15.1K+ 7.65% |
$286K - $330K
|
212K
$4.09M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
14.4KNew |
$272K - $314K
|
14.4K
$276K
|