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 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
479+ 47900.0% |
$8.85K - $9.63K
|
480
$9.59K
|
|
Jul 13, 2023
Q2 2023
|
Golden Green, Inc.
|
BUY
|
- |
474+ 1.53% |
$8.76K - $9.53K
|
31.5K
$629K
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
375New |
$6.93K - $7.54K
|
375
$7.49K
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
291+ 1.33% |
$5.38K - $5.85K
|
22.2K
$443K
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
273+ 1.51% |
$5.05K - $5.49K
|
18.3K
$366K
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
246+ 29.71% |
$4.55K - $4.94K
|
1.07K
$21.5K
|
|
Jul 26, 2023
Q2 2023
|
Firestone Capital Management
|
BUY
|
- |
245+ 1.01% |
$4.53K - $4.92K
|
24.6K
$491K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
231+ 0.98% |
$4.27K - $4.64K
|
23.9K
$478K
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
210+ 2.43% |
$3.88K - $4.22K
|
8.85K
$177K
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
188+ 2.94% |
$3.47K - $3.78K
|
6.59K
$132K
|
|
Jul 21, 2023
Q2 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
185+ 1.13% |
$3.42K - $3.72K
|
16.5K
$330K
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
183+ 1.1% |
$3.38K - $3.68K
|
16.8K
$335K
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
175New |
$3.23K - $3.52K
|
175
$3.5K
|
|
Jul 20, 2023
Q2 2023
|
Derbend Asset Management
|
BUY
|
- |
171+ 1.49% |
$3.16K - $3.44K
|
11.7K
$233K
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
131New |
$2.42K - $2.63K
|
131
$2.62K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
128+ 0.73% |
$2.37K - $2.57K
|
17.6K
$352K
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
125New |
$2.31K - $2.51K
|
125
$2.5K
|
|
Aug 02, 2023
Q2 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
123+ 0.96% |
$2.27K - $2.47K
|
13K
$259K
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
105+ 0.36% |
$1.94K - $2.11K
|
29.4K
$588K
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
103New |
$1.9K - $2.07K
|
103
$2.06K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
103+ 1.37% |
$1.9K - $2.07K
|
7.63K
$153K
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
85New |
$1.57K - $1.71K
|
85
$1.7K
|
|
Aug 02, 2023
Q2 2023
|
Jacobsen Capital Management
|
BUY
|
- |
60+ 0.34% |
$1.11K - $1.21K
|
17.5K
$350K
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
46New |
$850 - $925
|
46
$919
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
30+ 1.56% |
$554 - $603
|
1.96K
$39.1K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
17+ 1.28% |
$314 - $342
|
1.34K
$26.8K
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
9New |
$166 - $181
|
9
$180
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3+ 0.27% |
$55.4 - $60.3
|
1.12K
$22.3K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
SELL
|
- |
-18- 3.04% |
$333 - $362
|
574
$11.5K
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-58- 0.4% |
$1.07K - $1.17K
|
14.5K
$290K
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-84- 1.06% |
$1.55K - $1.69K
|
7.81K
$156K
|
|
Jul 17, 2023
Q2 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-118- 0.58% |
$2.18K - $2.37K
|
20.1K
$401K
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-127- 16.28% |
$2.35K - $2.55K
|
653
$13K
|
|
Jul 21, 2023
Q2 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-147- 1.08% |
$2.72K - $2.95K
|
13.4K
$268K
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-163- 0.84% |
$3.01K - $3.28K
|
19.2K
$384K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-191- 83.41% |
$3.53K - $3.84K
|
38
$759
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-191- 83.41% |
$3.53K - $3.84K
|
38
$759
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-216- 83.4% |
$3.99K - $4.34K
|
43
$859
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-217- 5.65% |
$4.01K - $4.36K
|
3.62K
$72.4K
|
|
Jul 14, 2023
Q2 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-220- 0.84% |
$4.07K - $4.42K
|
25.9K
$518K
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-240- 0.89% |
$4.44K - $4.82K
|
26.6K
$532K
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-250- 1.81% |
$4.62K - $5.03K
|
13.5K
$271K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-341- 34.51% |
$6.3K - $6.85K
|
647
$12.9K
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-352- 2.72% |
$6.5K - $7.08K
|
12.6K
$251K
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-591- 2.29% |
$10.9K - $11.9K
|
25.2K
$504K
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-715- 87.73% |
$13.2K - $14.4K
|
100
$2K
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-793- 3.22% |
$14.7K - $15.9K
|
23.8K
$476K
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-836- 1.5% |
$15.4K - $16.8K
|
54.8K
$1.09M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-845- 6.73% |
$15.6K - $17K
|
11.7K
$234K
|