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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
21.9K+ 8.5% |
$425K - $446K
|
280K
$5.59M
|
|
|
Apr 18, 2024
Q1 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
21.8K+ 40.45% |
$422K - $443K
|
75.7K
$1.51M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
21K+ 58.47% |
$407K - $428K
|
56.9K
$1.14M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20.6K+ 6.51% |
$399K - $419K
|
337K
$6.73M
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
20.5K+ 5.63% |
$398K - $417K
|
385K
$7.69M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
18.1K+ 40.02% |
$351K - $368K
|
63.3K
$1.27M
|
|
|
Apr 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
BUY
|
- |
17.6K+ 2.59% |
$342K - $358K
|
698K
$13.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
17.2K+ 165.07% |
$333K - $350K
|
27.6K
$552K
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
16.6KNew |
$323K - $339K
|
16.6K
$332K
|
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
16.1KNew |
$313K - $328K
|
16.1K
$322K
|
|
|
Apr 29, 2024
Q1 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
15.6KNew |
$302K - $317K
|
15.6K
$312K
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
15K+ 6.64% |
$290K - $304K
|
240K
$4.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.3K+ 6.95% |
$257K - $270K
|
204K
$4.08M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
13.1K+ 23.96% |
$253K - $266K
|
67.6K
$1.35M
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
12.6KNew |
$245K - $257K
|
12.6K
$252K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
11.9K+ 23.44% |
$231K - $242K
|
62.7K
$1.25M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.9K+ 12.1% |
$211K - $221K
|
101K
$2.01M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
10.6KNew |
$206K - $216K
|
10.6K
$212K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.4K+ 26.93% |
$201K - $211K
|
48.9K
$976K
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
10.1K+ 39.98% |
$195K - $205K
|
35.2K
$703K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
10KNew |
$195K - $204K
|
10K
$201K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
9.77K+ 4229.0% |
$189K - $199K
|
10K
$200K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9.25K+ 99.05% |
$179K - $188K
|
18.6K
$371K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.13K+ 57.92% |
$177K - $186K
|
24.9K
$497K
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
8.63K+ 8.02% |
$167K - $176K
|
116K
$2.32M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
8.58K+ 2487.83% |
$166K - $175K
|
8.93K
$178K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
7.41KNew |
$144K - $151K
|
7.41K
$148K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.51KNew |
$126K - $132K
|
6.51K
$130K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.37K+ 56.64% |
$124K - $130K
|
17.6K
$352K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.36K+ 6.19% |
$123K - $129K
|
109K
$2.18M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.28K+ 51.61% |
$122K - $128K
|
18.4K
$368K
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
BUY
|
- |
6.14K+ 3.12% |
$119K - $125K
|
203K
$4.05M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.7K+ 4.2% |
$110K - $116K
|
141K
$2.82M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
5.25K+ 543.12% |
$102K - $107K
|
6.22K
$124K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.86K+ 0.76% |
$94.3K - $98.9K
|
646K
$12.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.67K+ 208.15% |
$90.6K - $95.1K
|
6.92K
$138K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.61KNew |
$89.3K - $93.8K
|
4.61K
$92K
|
|
|
May 03, 2024
Q1 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
4.06K+ 1.11% |
$78.6K - $82.5K
|
370K
$7.39M
|
|
|
Apr 30, 2024
Q1 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
4.03K+ 2.2% |
$78.2K - $82.1K
|
188K
$3.75M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
3.9KNew |
$75.6K - $79.4K
|
3.9K
$77.9K
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3.64K+ 12.62% |
$70.6K - $74.1K
|
32.5K
$649K
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.12K+ 5.57% |
$60.5K - $63.5K
|
59.1K
$1.18M
|
|
|
Apr 12, 2024
Q1 2024
|
Unison Advisors LLC
|
BUY
|
- |
2.97K+ 5.86% |
$57.7K - $60.5K
|
53.7K
$1.07M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
2.82K+ 9.19% |
$54.8K - $57.5K
|
33.5K
$670K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.8K+ 164.86% |
$54.2K - $56.9K
|
4.49K
$89.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
2.45KNew |
$47.5K - $49.9K
|
2.45K
$49K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
2.39K+ 8.92% |
$46.3K - $48.6K
|
29.2K
$582K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.05K+ 6.65% |
$39.7K - $41.7K
|
32.9K
$656K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.99K+ 4143.75% |
$38.6K - $40.5K
|
2.04K
$40.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.87K+ 3.17% |
$36.2K - $38K
|
60.7K
$1.21M
|