Purchases and Sales Made in Q1 2025 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 2025. 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 21, 2025
Q1 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
465K+ 17.17% |
$8.86M - $9.37M
|
3.17M
$59.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
340KNew |
$6.47M - $6.85M
|
340K
$6.37M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
225K+ 30.84% |
$4.28M - $4.53M
|
953K
$17.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
143K+ 11.11% |
$2.73M - $2.89M
|
1.43M
$26.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
143KNew |
$2.72M - $2.88M
|
143K
$2.67M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
127K+ 8.66% |
$2.42M - $2.56M
|
1.59M
$29.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
120K+ 33.4% |
$2.28M - $2.41M
|
477K
$8.94M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
101K+ 25.09% |
$1.92M - $2.03M
|
502K
$9.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
60.2K+ 263.73% |
$1.15M - $1.21M
|
83K
$1.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
57.8K+ 15.25% |
$1.1M - $1.16M
|
437K
$8.18M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
43.2K+ 11.21% |
$823K - $871K
|
429K
$8.03M
|
|
|
Apr 25, 2025
Q1 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
40.4K+ 13.54% |
$769K - $814K
|
339K
$6.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Ahl Investment Management, Inc.
|
BUY
|
- |
33K+ 8.55% |
$629K - $665K
|
419K
$7.85M
|
|
|
Apr 22, 2025
Q1 2025
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
28.4K+ 7.22% |
$540K - $572K
|
421K
$7.89M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
26.5K+ 53.18% |
$505K - $535K
|
76.5K
$1.43M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
26K+ 2.0% |
$494K - $523K
|
1.33M
$24.8M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
22.1K+ 8.73% |
$421K - $445K
|
275K
$5.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16.8K+ 51.04% |
$320K - $339K
|
49.7K
$931K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
14.9K+ 10.26% |
$283K - $300K
|
160K
$2.99M
|
|
|
Apr 11, 2025
Q1 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
12.9K+ 6.45% |
$245K - $260K
|
213K
$3.98M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
12.5K+ 29.49% |
$238K - $252K
|
54.9K
$1.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
12.5K+ 56686.36% |
$237K - $251K
|
12.5K
$234K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
12.4K+ 4.66% |
$236K - $249K
|
278K
$5.21M
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
11.8K+ 20.98% |
$226K - $239K
|
68.3K
$1.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
11.4K+ 194.35% |
$217K - $230K
|
17.3K
$323K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
11.3K+ 34.02% |
$216K - $228K
|
44.6K
$836K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.8KNew |
$206K - $218K
|
10.8K
$203K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
10.2KNew |
$194K - $205K
|
10.2K
$190K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
10KNew |
$190K - $202K
|
10K
$187K
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
9.47K+ 2.86% |
$180K - $191K
|
341K
$6.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
9.3K+ 4.26% |
$177K - $187K
|
227K
$4.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.71K+ 6.43% |
$166K - $175K
|
144K
$2.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
8.11K+ 15.37% |
$154K - $163K
|
60.8K
$1.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.54K+ 13462.5% |
$144K - $152K
|
7.6K
$142K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
6.45K+ 22.97% |
$123K - $130K
|
34.5K
$647K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5.31K+ 1.82% |
$101K - $107K
|
297K
$5.56M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
5.14K+ 15.82% |
$97.9K - $104K
|
37.7K
$705K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
4K+ 25.57% |
$76.1K - $80.6K
|
19.6K
$368K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.78K+ 5.89% |
$72K - $76.1K
|
67.9K
$1.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.55K+ 75.94% |
$67.5K - $71.5K
|
8.22K
$154K
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
3.22K+ 10.49% |
$61.3K - $64.9K
|
33.9K
$635K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.17K+ 4.74% |
$60.3K - $63.8K
|
70K
$1.31M
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
2.19K+ 5.51% |
$41.7K - $44.2K
|
42K
$787K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.93K+ 2.6% |
$36.7K - $38.8K
|
75.9K
$1.42M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.83K+ 5.47% |
$34.7K - $36.8K
|
35.2K
$659K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.69K+ 3.69% |
$32.1K - $34K
|
47.4K
$888K
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.67K+ 8.27% |
$31.8K - $33.7K
|
21.9K
$410K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.54K+ 7.82% |
$29.3K - $31K
|
21.2K
$397K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.42K+ 4.01% |
$27.1K - $28.7K
|
36.9K
$691K
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
BUY
|
- |
1.41K+ 2.31% |
$26.8K - $28.4K
|
62.4K
$1.17M
|