Purchases and Sales Made in Q2 2023 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 2023. 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 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
456KNew |
$8.42M - $9.16M
|
456K
$9.37M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
373K+ 475.87% |
$6.89M - $7.49M
|
451K
$9.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
275K+ 12.0% |
$5.09M - $5.54M
|
2.57M
$52.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
243K+ 4.18% |
$4.49M - $4.88M
|
6.05M
$124M
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
215KNew |
$3.98M - $4.32M
|
215K
$4.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
203K+ 27.76% |
$3.76M - $4.09M
|
936K
$19.3M
|
|
|
Aug 21, 2023
Q2 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
197KNew |
$3.65M - $3.97M
|
197K
$4.06M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
194K+ 63.53% |
$3.58M - $3.89M
|
499K
$10.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
194K+ 5.84% |
$3.58M - $3.89M
|
3.51M
$72.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
186K+ 1161.46% |
$3.44M - $3.74M
|
202K
$4.16M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
186K+ 16.3% |
$3.43M - $3.73M
|
1.33M
$27.3M
|
|
|
Jul 10, 2023
Q2 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
179K+ 4.01% |
$3.3M - $3.59M
|
4.64M
$95.4M
|
|
|
Oct 10, 2023
Q2 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
164K+ 18.49% |
$3.03M - $3.3M
|
1.05M
$21.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
162K+ 7.86% |
$3M - $3.26M
|
2.23M
$45.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
161K+ 24.85% |
$2.98M - $3.24M
|
810K
$16.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
152K+ 6.82% |
$2.82M - $3.06M
|
2.39M
$49.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
146KNew |
$2.71M - $2.94M
|
146K
$3.01M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
144K+ 41.98% |
$2.66M - $2.89M
|
486K
$10M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
118K+ 34.2% |
$2.18M - $2.37M
|
463K
$9.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
103K+ 21.02% |
$1.9M - $2.07M
|
592K
$12.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
95K+ 13.49% |
$1.76M - $1.91M
|
799K
$16.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
85.7K+ 6.31% |
$1.58M - $1.72M
|
1.44M
$29.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
80.5K+ 12.94% |
$1.49M - $1.62M
|
703K
$14.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
75.3K+ 13.38% |
$1.39M - $1.51M
|
638K
$13.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
62.4K+ 70.55% |
$1.15M - $1.25M
|
151K
$3.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
57.5K+ 3.44% |
$1.06M - $1.16M
|
1.73M
$35.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
54.7KNew |
$1.01M - $1.1M
|
54.7K
$1.12M
|
|
|
Aug 02, 2023
Q2 2023
|
Gratus Capital LLC
|
BUY
|
- |
40KNew |
$739K - $804K
|
40K
$822K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
35.9KNew |
$664K - $722K
|
35.9K
$738K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
34.4K+ 16.89% |
$635K - $691K
|
238K
$4.89M
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
33.9K+ 13.62% |
$626K - $681K
|
282K
$5.81M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
33.4K+ 17.57% |
$617K - $671K
|
224K
$4.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
30.5K+ 30.77% |
$563K - $612K
|
129K
$2.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
27.8KNew |
$513K - $558K
|
27.8K
$571K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
26.1KNew |
$482K - $525K
|
26.1K
$537K
|
|
|
Jul 10, 2023
Q2 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
26.1K+ 7.29% |
$481K - $524K
|
383K
$7.88M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
26K+ 32.13% |
$481K - $523K
|
107K
$2.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
24.1KNew |
$446K - $485K
|
24.1K
$496K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
22.6K+ 755.53% |
$418K - $455K
|
25.6K
$527K
|
|
|
Aug 02, 2023
Q2 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
22.3K+ 6.43% |
$412K - $448K
|
369K
$7.58M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
19.6K+ 19.24% |
$363K - $395K
|
122K
$2.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
18.6K+ 5.64% |
$345K - $375K
|
349K
$7.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
17.9K+ 8.74% |
$330K - $359K
|
222K
$4.57M
|
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
16.9K+ 8.13% |
$313K - $341K
|
225K
$4.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
16.4K+ 12.47% |
$303K - $329K
|
148K
$3.04M
|
|
|
Jul 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
BUY
|
- |
15.8K+ 8.52% |
$292K - $318K
|
201K
$4.14M
|
|
|
Aug 03, 2023
Q2 2023
|
State Of Wisconsin Board Of Commissioners Of Public Lands
Madison, WI |
BUY
|
- |
15.7K+ 1.18% |
$290K - $316K
|
1.34M
$27.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.4K+ 33.68% |
$285K - $311K
|
61.3K
$1.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15KNew |
$278K - $302K
|
15K
$309K
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
14.6KNew |
$270K - $294K
|
14.6K
$300K
|