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 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.91K+ 6.74% |
$36.3K - $41.9K
|
30.3K
$624K
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.61K+ 9.87% |
$30.6K - $35.3K
|
18K
$370K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.61K+ 2.27% |
$30.5K - $35.2K
|
72.4K
$1.49M
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.5K+ 2.7% |
$28.4K - $32.8K
|
56.9K
$1.17M
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.41K+ 9.73% |
$26.7K - $30.9K
|
15.9K
$327K
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
1.39K+ 1.97% |
$26.2K - $30.3K
|
71.7K
$1.47M
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.23K+ 9.74% |
$23.2K - $26.8K
|
13.8K
$284K
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.19K+ 556.54% |
$22.6K - $26.1K
|
1.41K
$28.9K
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.09K+ 3.43% |
$20.6K - $23.8K
|
32.8K
$674K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1KNew |
$19K - $21.9K
|
1K
$20.6K
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
969New |
$18.4K - $21.2K
|
969
$19.9K
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
967+ 0.47% |
$18.3K - $21.2K
|
206K
$4.23M
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
910+ 220.34% |
$17.2K - $19.9K
|
1.32K
$27.2K
|
|
Apr 19, 2023
Q1 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
905+ 5.3% |
$17.1K - $19.8K
|
18K
$370K
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
903+ 99.45% |
$17.1K - $19.8K
|
1.81K
$37.2K
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
780New |
$14.8K - $17.1K
|
780
$16K
|
|
May 12, 2023
Q1 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
707+ 1.55% |
$13.4K - $15.5K
|
46.4K
$954K
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
677+ 5.45% |
$12.8K - $14.8K
|
13.1K
$269K
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
609+ 8.83% |
$11.5K - $13.3K
|
7.5K
$154K
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
BUY
|
- |
563+ 1.63% |
$10.7K - $12.3K
|
35.1K
$721K
|
|
May 15, 2023
Q1 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
555+ 3.14% |
$10.5K - $12.1K
|
18.2K
$374K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
229New |
$4.34K - $5.01K
|
229
$4.71K
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
173+ 1.07% |
$3.28K - $3.79K
|
16.3K
$336K
|
|
Apr 17, 2023
Q1 2023
|
Derbend Asset Management
|
BUY
|
- |
161+ 1.42% |
$3.05K - $3.52K
|
11.5K
$236K
|
|
Apr 27, 2023
Q1 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
114+ 0.89% |
$2.16K - $2.49K
|
12.9K
$264K
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
114+ 0.69% |
$2.16K - $2.49K
|
16.6K
$341K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
99+ 11.14% |
$1.88K - $2.17K
|
988
$20.3K
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
90+ 9.56% |
$1.71K - $1.97K
|
1.03K
$21.2K
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
72New |
$1.36K - $1.58K
|
72
$1.48K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
38+ 17.19% |
$720 - $831
|
259
$5.33K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
28+ 1.47% |
$531 - $613
|
1.93K
$39.7K
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
23+ 0.04% |
$436 - $503
|
52.1K
$1.07M
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
20+ 1000.0% |
$379 - $438
|
22
$452
|
|
Apr 14, 2023
Q1 2023
|
Unison Advisors LLC
|
BUY
|
- |
13+ 0.03% |
$246 - $284
|
44.4K
$914K
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
7+ 1.2% |
$133 - $153
|
592
$12.2K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$19 - $21.9
|
1
$20.6
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 11, 2023
Q1 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-17- 0.08% |
$322 - $372
|
20.2K
$415K
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-32- 24.43% |
$606 - $700
|
99
$2.04K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-34- 2.96% |
$644 - $744
|
1.12K
$22.9K
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-50- 10.0% |
$948 - $1.09K
|
450
$9.25K
|
|
May 02, 2023
Q1 2023
|
Jacobsen Capital Management
|
SELL
|
- |
-55- 0.31% |
$1.04K - $1.2K
|
17.5K
$359K
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-62- 0.24% |
$1.17K - $1.36K
|
25.4K
$523K
|
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-65- 6.1% |
$1.23K - $1.42K
|
1K
$20.6K
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-145- 1.8% |
$2.75K - $3.17K
|
7.9K
$162K
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-146- 22.09% |
$2.77K - $3.19K
|
515
$10.6K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-161- 4.03% |
$3.05K - $3.52K
|
3.84K
$78.9K
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-288- 1.46% |
$5.46K - $6.3K
|
19.4K
$399K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-298- 4.13% |
$5.65K - $6.52K
|
6.92K
$142K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-354- 60.72% |
$6.71K - $7.75K
|
229
$4.71K
|