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 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-359- 1.13% |
$6.8K - $7.85K
|
31.4K
$646K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-375Closed |
$7.11K - $8.21K
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-400- 44.44% |
$7.58K - $8.75K
|
500
$10.3K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-433- 2.42% |
$8.21K - $9.47K
|
17.5K
$359K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-448- 3.56% |
$8.49K - $9.8K
|
12.1K
$249K
|
|
|
May 10, 2023
Q1 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-451- 1.36% |
$8.55K - $9.87K
|
32.8K
$675K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-463- 8.47% |
$8.77K - $10.1K
|
5.01K
$103K
|
|
|
May 09, 2023
Q1 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-518- 1.59% |
$9.82K - $11.3K
|
32.1K
$660K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-623- 0.32% |
$11.8K - $13.6K
|
197K
$4.04M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-659- 1.26% |
$12.5K - $14.4K
|
51.7K
$1.06M
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-698- 0.43% |
$13.2K - $15.3K
|
162K
$3.32M
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-758- 2.4% |
$14.4K - $16.6K
|
30.8K
$633K
|
|
|
Apr 12, 2023
Q1 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-776- 2.88% |
$14.7K - $17K
|
26.1K
$537K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-1K- 14.71% |
$19K - $21.9K
|
5.8K
$119K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-1.16K- 58.67% |
$21.9K - $25.3K
|
815
$16.8K
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.24K- 1.35% |
$23.5K - $27.1K
|
90.5K
$1.86M
|
|
|
May 12, 2023
Q1 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-1.37K- 7.48% |
$25.9K - $29.9K
|
16.9K
$347K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.5K- 2.63% |
$28.4K - $32.8K
|
55.4K
$1.14M
|
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
SELL
|
- |
-1.58K- 10.84% |
$29.9K - $34.5K
|
13K
$267K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.77K- 6.71% |
$33.6K - $38.8K
|
24.6K
$506K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.95K- 4.4% |
$37K - $42.7K
|
42.5K
$873K
|
|
|
Apr 04, 2023
Q1 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-2.34K- 10.57% |
$44.4K - $51.2K
|
19.8K
$407K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.97K- 8.94% |
$56.3K - $65K
|
30.3K
$622K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.18K- 4.35% |
$60.3K - $69.6K
|
69.9K
$1.44M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-3.22K- 63.91% |
$60.9K - $70.4K
|
1.82K
$37.3K
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-3.8K- 6.61% |
$72K - $83.1K
|
53.7K
$1.1M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.24K- 4.68% |
$80.4K - $92.8K
|
86.3K
$1.77M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.28K- 2.13% |
$81K - $93.6K
|
197K
$4.05M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.54K- 4.26% |
$86K - $99.3K
|
102K
$2.1M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.04K- 2.42% |
$95.6K - $110K
|
204K
$4.19M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.32K- 1.82% |
$101K - $116K
|
286K
$5.89M
|
|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
SELL
|
- |
-6.63K- 21.41% |
$126K - $145K
|
24.3K
$500K
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-6.9K- 14.94% |
$131K - $151K
|
39.3K
$807K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-7.75K- 50.73% |
$147K - $170K
|
7.53K
$155K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-8.3K- 13.33% |
$157K - $182K
|
54K
$1.11M
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-10.5K- 23.83% |
$198K - $229K
|
33.4K
$688K
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-11.2K- 4.78% |
$212K - $244K
|
223K
$4.58M
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-11.9K- 23.79% |
$225K - $260K
|
38.1K
$783K
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
SELL
|
- |
-13K- 41.37% |
$247K - $285K
|
18.5K
$379K
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-13K- 9.06% |
$247K - $285K
|
131K
$2.69M
|
|
|
May 11, 2023
Q1 2023
|
Fortis Capital Management LLC
|
SELL
|
- |
-13.5K- 5.83% |
$256K - $296K
|
219K
$4.49M
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
SELL
|
- |
-15.8K- 32.22% |
$299K - $345K
|
33.2K
$682K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-16.4K- 55.95% |
$311K - $359K
|
12.9K
$266K
|
|
|
Apr 26, 2023
Q1 2023
|
Flc Capital Advisors
|
SELL
|
- |
-16.6K- 55.84% |
$314K - $362K
|
13.1K
$269K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-17.6K- 85.43% |
$333K - $384K
|
3K
$61.6K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-18.8K- 2.02% |
$356K - $411K
|
913K
$18.8M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-20.7K- 47.68% |
$393K - $454K
|
22.8K
$468K
|
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-29.6K- 18.74% |
$561K - $648K
|
128K
$2.64M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-33K- 52.92% |
$624K - $721K
|
29.3K
$603K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-57.5K- 55.62% |
$1.09M - $1.26M
|
45.9K
$943K
|