Purchases and Sales Made in Q1 2024 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 2024. 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, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
943K+ 20.57% |
$18.3M - $19.2M
|
5.53M
$107M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
872K+ 22.56% |
$16.9M - $17.8M
|
4.74M
$91.3M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
872K+ 22.56% |
$16.9M - $17.8M
|
4.74M
$91.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Q3 Asset Management
|
BUY
|
- |
284KNew |
$5.51M - $5.79M
|
284K
$5.48M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
283K+ 192.65% |
$5.48M - $5.75M
|
429K
$8.27M
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
278K+ 54.92% |
$5.39M - $5.66M
|
785K
$15.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
117K+ 180.55% |
$2.27M - $2.38M
|
182K
$3.51M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
116KNew |
$2.25M - $2.36M
|
116K
$2.23M
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
BUY
|
- |
115KNew |
$2.23M - $2.34M
|
115K
$2.22M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
112K+ 195.66% |
$2.18M - $2.29M
|
170K
$3.27M
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
96.2K+ 5.47% |
$1.87M - $1.96M
|
1.85M
$35.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
95.4K+ 36.63% |
$1.85M - $1.94M
|
356K
$6.85M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
94.9K+ 10.92% |
$1.84M - $1.93M
|
964K
$18.6M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
92.9K+ 10.87% |
$1.8M - $1.89M
|
948K
$18.3M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
92.1K+ 15.69% |
$1.79M - $1.87M
|
679K
$13.1M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
90.6K+ 331.53% |
$1.76M - $1.84M
|
118K
$2.27M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
82.8K+ 52.51% |
$1.61M - $1.69M
|
241K
$4.63M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
77.9K+ 741.47% |
$1.51M - $1.59M
|
88.4K
$1.7M
|
|
|
May 14, 2024
Q1 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
72.4KNew |
$1.4M - $1.47M
|
72.4K
$1.39M
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
71.8K+ 53.72% |
$1.39M - $1.46M
|
205K
$3.96M
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
71.1K+ 37.74% |
$1.38M - $1.45M
|
260K
$5M
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
67.4K+ 5.75% |
$1.31M - $1.37M
|
1.24M
$23.9M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
66.9K+ 8.46% |
$1.3M - $1.36M
|
858K
$16.5M
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
65.7K+ 7.17% |
$1.27M - $1.34M
|
983K
$18.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
BUY
|
- |
65.1KNew |
$1.26M - $1.33M
|
65.1K
$1.25M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
61KNew |
$1.18M - $1.24M
|
61K
$1.18M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
61KNew |
$1.18M - $1.24M
|
61K
$1.17M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
53.1K+ 31.79% |
$1.03M - $1.08M
|
220K
$4.24M
|
|
|
May 13, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
53KNew |
$1.03M - $1.08M
|
53K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
51K+ 5.1% |
$989K - $1.04M
|
1.05M
$20.3M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
50.7K+ 57.07% |
$983K - $1.03M
|
139K
$2.69M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
48.7K+ 19.09% |
$945K - $992K
|
304K
$5.86M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
48.2K+ 490.22% |
$935K - $981K
|
58.1K
$1.12M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
47.4K+ 38.26% |
$919K - $965K
|
171K
$3.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
47.4K+ 64.23% |
$919K - $964K
|
121K
$2.33M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
44.8K+ 4.54% |
$868K - $911K
|
1.03M
$19.9M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
42.2K+ 213.31% |
$818K - $858K
|
61.9K
$1.19M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
41KNew |
$796K - $835K
|
41K
$790K
|
|
|
May 03, 2024
Q1 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
36K+ 4.46% |
$698K - $732K
|
842K
$16.2M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
32.8K+ 7.86% |
$636K - $668K
|
450K
$8.67M
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
31.1KNew |
$603K - $633K
|
31.1K
$599K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
29.1K+ 202.91% |
$565K - $593K
|
43.5K
$838K
|
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
28.9KNew |
$561K - $588K
|
28.9K
$557K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
27.7K+ 9.92% |
$538K - $564K
|
307K
$5.92M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
26.4K+ 7.04% |
$511K - $537K
|
401K
$7.72M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
25.9K+ 50.74% |
$503K - $528K
|
77.1K
$1.48M
|
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
24.8KNew |
$480K - $504K
|
24.8K
$477K
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
BUY
|
- |
23.3K+ 9.17% |
$452K - $474K
|
277K
$5.34M
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
22.9K+ 7.07% |
$443K - $465K
|
347K
$6.67M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
22.5K+ 10.84% |
$437K - $458K
|
230K
$4.43M
|