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 |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
14KNew |
$259K - $282K
|
14K
$280K
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
13K+ 36.32% |
$240K - $262K
|
48.8K
$976K
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
12.9K+ 8.23% |
$238K - $259K
|
170K
$3.39M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12K+ 18.7% |
$222K - $242K
|
76.4K
$1.53M
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
BUY
|
- |
11.2KNew |
$206K - $224K
|
11.2K
$223K
|
|
Jan 15, 2025
Q2 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
11.1K+ 40.21% |
$205K - $223K
|
38.6K
$772K
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
11K+ 83.28% |
$204K - $221K
|
24.2K
$484K
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.9KNew |
$201K - $219K
|
10.9K
$218K
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
10.9K+ 6.27% |
$201K - $219K
|
184K
$3.68M
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
10.6KNew |
$196K - $213K
|
10.6K
$212K
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.24K+ 40.62% |
$171K - $186K
|
32K
$639K
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
BUY
|
- |
8.6K+ 4.89% |
$159K - $173K
|
184K
$3.69M
|
|
Jul 19, 2023
Q2 2023
|
Ahl Investment Management, Inc.
|
BUY
|
- |
8K+ 3.52% |
$148K - $161K
|
235K
$4.7M
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
BUY
|
- |
7.57K+ 10.56% |
$140K - $152K
|
79.3K
$1.58M
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
BUY
|
- |
7.05K+ 10.33% |
$130K - $142K
|
75.3K
$1.51M
|
|
Jul 31, 2023
Q2 2023
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
7.01K+ 2.02% |
$129K - $141K
|
354K
$7.07M
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
6.76K+ 21.95% |
$125K - $136K
|
37.5K
$750K
|
|
Jul 19, 2023
Q2 2023
|
Advisors Management Group Inc
|
BUY
|
- |
5.64K+ 0.84% |
$104K - $113K
|
673K
$13.4M
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.45K+ 17.57% |
$101K - $110K
|
36.5K
$729K
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.95K+ 12.29% |
$91.4K - $99.4K
|
45.2K
$903K
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
4.77K+ 9.15% |
$88.1K - $95.9K
|
56.9K
$1.14M
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.38K+ 15.44% |
$81K - $88.1K
|
32.8K
$654K
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3.89KNew |
$72K - $78.3K
|
3.89K
$77.8K
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.86K+ 0.28% |
$71.3K - $77.6K
|
1.38M
$27.6M
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.81K+ 2.91% |
$70.3K - $76.5K
|
135K
$2.69M
|
|
Jul 28, 2023
Q2 2023
|
Unison Advisors LLC
|
BUY
|
- |
3.73K+ 8.39% |
$68.9K - $74.9K
|
48.2K
$962K
|
|
Aug 09, 2023
Q2 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
3.68K+ 11.2% |
$68K - $73.9K
|
36.5K
$729K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
3.27K+ 32.35% |
$60.4K - $65.7K
|
13.4K
$267K
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
2.89K+ 1.47% |
$53.4K - $58K
|
199K
$3.98M
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
2.78K+ 7.29% |
$51.3K - $55.8K
|
40.9K
$816K
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.76K+ 15.05% |
$51.1K - $55.5K
|
21.1K
$422K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.71K+ 3.14% |
$50K - $54.4K
|
89K
$1.78M
|
|
Jul 20, 2023
Q2 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
2.58K+ 14.36% |
$47.7K - $51.9K
|
20.6K
$411K
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.49K+ 3.78% |
$46.1K - $50.1K
|
68.4K
$1.37M
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
2.44K+ 12.78% |
$45.1K - $49.1K
|
21.5K
$430K
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.32K+ 5.9% |
$42.8K - $46.6K
|
41.6K
$831K
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.32K+ 15.88% |
$42.8K - $46.6K
|
16.9K
$338K
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
2.15K+ 3.99% |
$39.8K - $43.3K
|
56.2K
$1.12M
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.68K+ 5.55% |
$31.1K - $33.8K
|
32K
$640K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.59K+ 154.12% |
$29.4K - $31.9K
|
2.62K
$52.3K
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.39K+ 7.73% |
$25.7K - $27.9K
|
19.4K
$387K
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.22K+ 13.91% |
$22.5K - $24.4K
|
9.95K
$199K
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.16K+ 4.54% |
$21.4K - $23.2K
|
26.6K
$531K
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.09KNew |
$20.2K - $21.9K
|
1.09K
$21.8K
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.03K+ 7.28% |
$19K - $20.7K
|
15.2K
$303K
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
926+ 2.82% |
$17.1K - $18.6K
|
33.7K
$674K
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
837+ 46.09% |
$15.5K - $16.8K
|
2.65K
$53K
|
|
Jul 31, 2023
Q2 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
758+ 1.63% |
$14K - $15.2K
|
47.1K
$942K
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
BUY
|
- |
645+ 3.5% |
$11.9K - $13K
|
19.1K
$382K
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
485+ 3.06% |
$8.96K - $9.75K
|
16.3K
$326K
|