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 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 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.77K+ 16.66% |
$33.6K - $35.6K
|
12.4K
$231K
|
|
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
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.41K+ 9.53% |
$26.8K - $28.3K
|
16.2K
$303K
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
1.36K+ 6.53% |
$25.8K - $27.3K
|
22.1K
$414K
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.12K+ 3.68% |
$21.4K - $22.6K
|
31.6K
$591K
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
1.08K+ 4.33% |
$20.6K - $21.8K
|
26K
$487K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.05K+ 6.84% |
$20K - $21.2K
|
16.4K
$307K
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1K+ 3.57% |
$19K - $20.2K
|
29K
$543K
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1K+ 4.56% |
$19K - $20.2K
|
22.9K
$429K
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
965+ 1.27% |
$18.4K - $19.4K
|
76.9K
$1.44M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
785+ 4.77% |
$14.9K - $15.8K
|
17.2K
$323K
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
500New |
$9.52K - $10.1K
|
500
$9.37K
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
422+ 2.46% |
$8.03K - $8.5K
|
17.6K
$330K
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
406+ 32.66% |
$7.73K - $8.18K
|
1.65K
$30.9K
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
366New |
$6.97K - $7.37K
|
366
$6.86K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
312+ 3.08% |
$5.94K - $6.29K
|
10.4K
$195K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
276New |
$5.26K - $5.56K
|
276
$5.17K
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
249+ 0.73% |
$4.74K - $5.02K
|
34.2K
$641K
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
227New |
$4.32K - $4.57K
|
227
$4.25K
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
196New |
$3.73K - $3.95K
|
196
$3.67K
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
182+ 23.18% |
$3.47K - $3.67K
|
967
$18.1K
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
171+ 0.98% |
$3.26K - $3.45K
|
17.6K
$329K
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
104+ 24.64% |
$1.98K - $2.1K
|
526
$9.85K
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
98New |
$1.87K - $1.97K
|
98
$1.84K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
92+ 0.94% |
$1.75K - $1.85K
|
9.88K
$185K
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
89+ 0.89% |
$1.69K - $1.79K
|
10.1K
$189K
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
57+ 0.25% |
$1.09K - $1.15K
|
23.3K
$435K
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
50+ 0.1% |
$952 - $1.01K
|
49.2K
$921K
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
39New |
$743 - $786
|
39
$730
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
36New |
$685 - $725
|
36
$674
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
31+ 1.25% |
$590 - $625
|
2.52K
$47.1K
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
2+ 1.57% |
$38.1 - $40.3
|
129
$2.42K
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
1+ 16.67% |
$19 - $20.2
|
7
$131
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 1.32% |
$19 - $20.2
|
77
$1.44K
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1- 50.0% |
$19 - $20.2
|
1
$18.7
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-2- 0.03% |
$38.1 - $40.3
|
6.07K
$114K
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3- 0.01% |
$57.1 - $60.4
|
25.6K
$480K
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-75- 28.52% |
$1.43K - $1.51K
|
188
$3.52K
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-76- 0.64% |
$1.45K - $1.53K
|
11.8K
$220K
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-95- 0.29% |
$1.81K - $1.91K
|
32.9K
$615K
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-96- 0.13% |
$1.83K - $1.93K
|
75.3K
$1.41M
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-100- 1.59% |
$1.9K - $2.01K
|
6.21K
$116K
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-146- 0.41% |
$2.78K - $2.94K
|
35.8K
$670K
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-225- 0.27% |
$4.28K - $4.53K
|
84K
$1.57M
|