Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Jul 26, 2022
Q2 2022
|
Wt Wealth Management
|
BUY
|
- |
8.75K+ 24.16% |
$180K - $204K
|
45K
$899K
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.27K+ 31.79% |
$170K - $193K
|
34.3K
$685K
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.72K+ 17.87% |
$158K - $180K
|
50.9K
$1.02M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.01K+ 2.99% |
$144K - $164K
|
241K
$4.82M
|
|
Jul 13, 2022
Q2 2022
|
Unison Advisors LLC
|
BUY
|
- |
6.42K+ 18.5% |
$132K - $150K
|
41.1K
$822K
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.81K+ 43.42% |
$119K - $136K
|
19.2K
$383K
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.54K+ 33.33% |
$114K - $129K
|
22.2K
$443K
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
5.38K+ 191.56% |
$111K - $126K
|
8.19K
$164K
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
4.69KNew |
$96.3K - $109K
|
4.69K
$93.6K
|
|
Aug 10, 2022
Q2 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
4.37K+ 2.84% |
$89.7K - $102K
|
158K
$3.16M
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3.95KNew |
$81.1K - $92.2K
|
3.95K
$78.8K
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.49K+ 122.64% |
$71.6K - $81.5K
|
6.33K
$127K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.18KNew |
$65.4K - $74.4K
|
3.18K
$63.6K
|
|
Aug 02, 2022
Q2 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
2.45K+ 7.91% |
$50.3K - $57.3K
|
33.4K
$668K
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.23K+ 3.88% |
$45.8K - $52.1K
|
59.7K
$1.19M
|
|
Aug 15, 2022
Q2 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
2K+ 16.33% |
$41.1K - $46.7K
|
14.3K
$285K
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
1.98KNew |
$40.6K - $46.1K
|
1.98K
$39.5K
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.35KNew |
$27.7K - $31.5K
|
1.35K
$27K
|
|
Aug 12, 2022
Q2 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1.17K+ 0.6% |
$23.9K - $27.2K
|
195K
$3.9M
|
|
Aug 03, 2022
Q2 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
1.08K+ 1.84% |
$22.2K - $25.2K
|
59.7K
$1.19M
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
BUY
|
- |
1.08KNew |
$22.1K - $25.1K
|
1.08K
$21.5K
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
969New |
$19.9K - $22.6K
|
969
$19.4K
|
|
Oct 25, 2022
Q2 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
728+ 0.19% |
$15K - $17K
|
386K
$7.72M
|
|
Aug 03, 2022
Q2 2022
|
Sp Asset Management
|
BUY
|
- |
612+ 1.39% |
$12.6K - $14.3K
|
44.7K
$892K
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
571+ 1679.41% |
$11.7K - $13.3K
|
605
$12.1K
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
567New |
$11.6K - $13.2K
|
567
$11.3K
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
534+ 0.75% |
$11K - $12.5K
|
72.1K
$1.44M
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
483+ 3.07% |
$9.92K - $11.3K
|
16.2K
$324K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
465+ 1.05% |
$9.55K - $10.9K
|
44.7K
$894K
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
464+ 3.08% |
$9.53K - $10.8K
|
15.5K
$310K
|
|
Jul 28, 2022
Q2 2022
|
Silver Lake Advisory, LLC
|
BUY
|
- |
442+ 0.62% |
$9.08K - $10.3K
|
71.4K
$1.43M
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
BUY
|
- |
436+ 1.22% |
$8.96K - $10.2K
|
36.1K
$721K
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
BUY
|
- |
338+ 2.08% |
$6.94K - $7.9K
|
16.6K
$331K
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
333New |
$6.84K - $7.78K
|
333
$6.65K
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
313New |
$6.43K - $7.31K
|
313
$6.25K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
312New |
$6.41K - $7.29K
|
312
$6.23K
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
266New |
$5.46K - $6.21K
|
266
$5.31K
|
|
Aug 02, 2022
Q2 2022
|
Jacobsen Capital Management
|
BUY
|
- |
258+ 1.43% |
$5.3K - $6.03K
|
18.3K
$365K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
234+ 1.08% |
$4.81K - $5.47K
|
21.9K
$438K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
150+ 100.0% |
$3.08K - $3.5K
|
300
$5.99K
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
131New |
$2.69K - $3.06K
|
131
$2.62K
|
|
Aug 12, 2022
Q2 2022
|
Piper Sandler & Co.
Minneapolis, MN |
BUY
|
- |
100New |
$2.05K - $2.34K
|
100
$2K
|
|
Jul 27, 2022
Q2 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
99+ 0.94% |
$2.03K - $2.31K
|
10.6K
$211K
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
89+ 0.34% |
$1.83K - $2.08K
|
26.4K
$527K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
79+ 0.2% |
$1.62K - $1.85K
|
40.1K
$802K
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
72New |
$1.48K - $1.68K
|
72
$1.44K
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
43+ 1.57% |
$883 - $1K
|
2.78K
$55.6K
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
8+ 0.27% |
$164 - $187
|
2.97K
$59.3K
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3+ 1.46% |
$61.6 - $70.1
|
208
$4.16K
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
SELL
|
- |
-112- 0.33% |
$2.3K - $2.62K
|
33.6K
$672K
|