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 08, 2023
Q2 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.09K- 5.97% |
$20.1K - $21.8K
|
17.1K
$352K
|
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.11K- 61.35% |
$20.5K - $22.3K
|
700
$14.4K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.27K- 29.29% |
$23.5K - $25.6K
|
3.07K
$63.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-1.35K- 0.83% |
$24.9K - $27.1K
|
160K
$3.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-1.37K- 6.94% |
$25.4K - $27.6K
|
18.4K
$379K
|
|
|
Aug 08, 2023
Q2 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-1.42K- 8.41% |
$26.2K - $28.5K
|
15.5K
$318K
|
|
|
Aug 04, 2023
Q2 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-1.58K- 4.4% |
$29.2K - $31.8K
|
34.4K
$706K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.74K- 1.92% |
$32.1K - $34.9K
|
88.7K
$1.82M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.28K- 30.24% |
$42.1K - $45.8K
|
5.25K
$108K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.38K- 3.21% |
$44K - $47.8K
|
71.8K
$1.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-2.5K- 19.12% |
$46.2K - $50.3K
|
10.6K
$218K
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
SELL
|
- |
-2.54K- 19.56% |
$46.9K - $51K
|
10.4K
$215K
|
|
|
Aug 11, 2023
Q2 2023
|
Flc Capital Advisors
|
SELL
|
- |
-2.55K- 19.47% |
$47.1K - $51.3K
|
10.5K
$217K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.07K- 1.56% |
$56.7K - $61.6K
|
194K
$3.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.33K- 4.6% |
$61.5K - $66.9K
|
69.1K
$1.42M
|
|
|
Jul 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-3.63K- 3.22% |
$67K - $72.9K
|
109K
$2.24M
|
|
|
Aug 10, 2023
Q2 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-4.02K- 12.54% |
$74.4K - $80.9K
|
28.1K
$577K
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-4.14K- 7.72% |
$76.6K - $83.3K
|
49.5K
$1.02M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-4.34K- 62.78% |
$80.2K - $87.3K
|
2.57K
$52.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.83K- 7.53% |
$89.2K - $97K
|
59.2K
$1.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.25K- 13.16% |
$96.9K - $105K
|
34.6K
$712K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.53K- 7.09% |
$102K - $111K
|
72.5K
$1.49M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-6K- 17.1% |
$111K - $121K
|
29.1K
$598K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-6.01K- 11.64% |
$111K - $121K
|
45.6K
$938K
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-6.25K- 1.42% |
$116K - $126K
|
435K
$8.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.2K- 97.73% |
$133K - $145K
|
167
$3.43K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-10.7K- 25.9% |
$198K - $215K
|
30.7K
$630K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-12.4K- 39.46% |
$229K - $249K
|
19K
$391K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-12.7K- 1.66% |
$234K - $255K
|
752K
$15.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-13.1K- 63.54% |
$241K - $262K
|
7.49K
$154K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-16.6K- 29.99% |
$307K - $334K
|
38.8K
$798K
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-17.5K- 4.36% |
$323K - $351K
|
383K
$7.88M
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-19.1K- 57.06% |
$353K - $384K
|
14.4K
$295K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-19.3K- 19.25% |
$357K - $388K
|
81K
$1.66M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-19.3K- 2.12% |
$357K - $388K
|
894K
$18.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Prairiewood Capital, LLC
|
SELL
|
- |
-22K- 9.89% |
$407K - $443K
|
201K
$4.13M
|
|
|
Aug 04, 2023
Q2 2023
|
Fortis Capital Management LLC
|
SELL
|
- |
-25.4K- 11.6% |
$469K - $510K
|
193K
$3.97M
|
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-27.5K- 3.33% |
$508K - $553K
|
799K
$16.4M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-29.7K- 13.3% |
$550K - $598K
|
194K
$3.98M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-30.5K- 71.75% |
$563K - $612K
|
12K
$247K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-32.2K- 63.27% |
$596K - $648K
|
18.7K
$385K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-33.7K- 15.33% |
$623K - $677K
|
186K
$3.83M
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-36.1K- 17.54% |
$668K - $726K
|
170K
$3.49M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-39.7K- 56.78% |
$734K - $798K
|
30.2K
$621K
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-45.4K- 56.69% |
$840K - $913K
|
34.7K
$714K
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-51.3K- 23.06% |
$948K - $1.03M
|
171K
$3.52M
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
SELL
|
- |
-52.7K- 12.89% |
$973K - $1.06M
|
356K
$7.32M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-61.2K- 21.36% |
$1.13M - $1.23M
|
225K
$4.63M
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-70.3K- 34.52% |
$1.3M - $1.41M
|
133K
$2.74M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-82.4K- 5.12% |
$1.52M - $1.66M
|
1.53M
$31.4M
|