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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-274- 1.75% |
$5.22K - $5.52K
|
15.4K
$288K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-296- 50.0% |
$5.64K - $5.96K
|
296
$5.54K
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-403- 1.02% |
$7.67K - $8.12K
|
39.1K
$733K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-409- 22.73% |
$7.79K - $8.24K
|
1.39K
$26K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-443- 2.78% |
$8.43K - $8.93K
|
15.5K
$290K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-488- 47.24% |
$9.29K - $9.83K
|
545
$10.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-633- 4.81% |
$12.1K - $12.8K
|
12.5K
$235K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-643- 1.46% |
$12.2K - $13K
|
43.4K
$812K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-700- 2.65% |
$13.3K - $14.1K
|
25.7K
$481K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-778- 5.58% |
$14.8K - $15.7K
|
13.2K
$247K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-801- 13.31% |
$15.3K - $16.1K
|
5.22K
$97.7K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-854- 4.05% |
$16.3K - $17.2K
|
20.3K
$379K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-967- 11.21% |
$18.4K - $19.5K
|
7.66K
$143K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.09K- 1.55% |
$20.7K - $21.9K
|
68.9K
$1.29M
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.11K- 4.13% |
$21.2K - $22.4K
|
25.8K
$483K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-1.21K- 96.48% |
$23K - $24.3K
|
44
$824
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-1.35K- 11.66% |
$25.6K - $27.1K
|
10.2K
$191K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.4K- 1.62% |
$26.7K - $28.2K
|
84.8K
$1.59M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-1.4K- 66.13% |
$26.7K - $28.2K
|
717
$13.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.5K- 22.18% |
$28.5K - $30.2K
|
5.25K
$98.4K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.57K- 6.68% |
$29.8K - $31.5K
|
21.9K
$410K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-1.62K- 8.49% |
$30.8K - $32.6K
|
17.4K
$327K
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1.65K- 9.72% |
$31.5K - $33.3K
|
15.3K
$287K
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-2.72K- 18.72% |
$51.8K - $54.8K
|
11.8K
$221K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.85K- 21.19% |
$54.2K - $57.3K
|
10.6K
$198K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-3.35K- 9.11% |
$63.8K - $67.5K
|
33.5K
$627K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-3.41K- 24.0% |
$65K - $68.8K
|
10.8K
$202K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-3.48K- 21.97% |
$66.2K - $70.1K
|
12.3K
$231K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.15K- 2.38% |
$78.9K - $83.5K
|
170K
$3.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-5.05K- 4.14% |
$96.2K - $102K
|
117K
$2.19M
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
SELL
|
- |
-5.64K- 18.83% |
$107K - $114K
|
24.3K
$456K
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-6.35K- 9.18% |
$121K - $128K
|
62.8K
$1.18M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-7.11K- 0.87% |
$135K - $143K
|
812K
$15.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.13K- 3.61% |
$155K - $164K
|
217K
$4.07M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-8.63K- 50.0% |
$164K - $174K
|
8.63K
$162K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-11.6K- 80.07% |
$221K - $234K
|
2.9K
$54.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13.9K- 8.19% |
$264K - $280K
|
156K
$2.91M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-20.2K- 54.47% |
$385K - $407K
|
16.9K
$316K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-23.1K- 47.5% |
$439K - $465K
|
25.5K
$477K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-23.8K- 28.65% |
$453K - $480K
|
59.3K
$1.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-25.5K- 55.09% |
$485K - $514K
|
20.8K
$389K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-28.2K- 6.84% |
$537K - $568K
|
384K
$7.19M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-32.8K- 33.62% |
$625K - $662K
|
64.9K
$1.21M
|
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-64.1K- 32.69% |
$1.22M - $1.29M
|
132K
$2.47M
|
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-69.8K- 6.0% |
$1.33M - $1.41M
|
1.09M
$20.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-90.3K- 43.72% |
$1.72M - $1.82M
|
116K
$2.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
SELL
|
- |
-97.8K- 97.18% |
$1.86M - $1.97M
|
2.84K
$53.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-98.2K- 55.71% |
$1.87M - $1.98M
|
78.1K
$1.46M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-143K- 32.29% |
$2.73M - $2.88M
|
300K
$5.62M
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-1.03M- 98.39% |
$19.5M - $20.7M
|
16.8K
$315K
|