Purchases and Sales Made in Q2 2024 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 2024. 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, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
753K+ 16.89% |
$14.4M - $15.2M
|
5.21M
$107M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
659K+ 11.92% |
$12.6M - $13.3M
|
6.19M
$127M
|
|
Aug 08, 2024
Q2 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
506KNew |
$9.69M - $10.2M
|
506K
$10.4M
|
|
Aug 14, 2024
Q2 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
349KNew |
$6.68M - $7.05M
|
349K
$7.17M
|
|
Aug 13, 2024
Q2 2024
|
Ing Groep Nv
|
BUY
|
- |
338KNew |
$6.47M - $6.82M
|
338K
$6.94M
|
|
Aug 07, 2024
Q2 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
330K+ 15.71% |
$6.31M - $6.66M
|
2.43M
$49.9M
|
|
Jul 31, 2024
Q2 2024
|
Advisors Management Group Inc
|
BUY
|
- |
288K+ 41.23% |
$5.51M - $5.81M
|
986K
$20.3M
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
267K+ 33.97% |
$5.1M - $5.38M
|
1.05M
$21.6M
|
|
Jul 22, 2024
Q2 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
183K+ 9.88% |
$3.51M - $3.7M
|
2.04M
$41.9M
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
181KNew |
$3.46M - $3.65M
|
181K
$3.72M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
130K+ 30.23% |
$2.49M - $2.62M
|
559K
$11.5M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
128K+ 12.22% |
$2.46M - $2.59M
|
1.18M
$24.3M
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
114K+ 66.35% |
$2.19M - $2.31M
|
287K
$5.9M
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
BUY
|
- |
91.1K+ 32.88% |
$1.75M - $1.84M
|
368K
$7.57M
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
84.8K+ 18.83% |
$1.62M - $1.71M
|
535K
$11M
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
77.3K+ 7.86% |
$1.48M - $1.56M
|
1.06M
$21.8M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
74.6K+ 43.91% |
$1.43M - $1.51M
|
244K
$5.03M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
73.8K+ 10.87% |
$1.41M - $1.49M
|
753K
$15.5M
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
65K+ 1.37% |
$1.25M - $1.31M
|
4.8M
$98.8M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
65K+ 1.37% |
$1.25M - $1.31M
|
4.8M
$98.8M
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
62K+ 25.78% |
$1.19M - $1.25M
|
303K
$6.22M
|
|
Jul 31, 2024
Q2 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
61.8KNew |
$1.18M - $1.25M
|
61.8K
$1.27M
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
57.7K+ 18.97% |
$1.1M - $1.17M
|
362K
$7.44M
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
47.1K+ 18.14% |
$902K - $951K
|
307K
$6.3M
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
46.5K+ 250.31% |
$891K - $940K
|
65.1K
$1.34M
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
45.6K+ 274.28% |
$874K - $922K
|
62.3K
$1.28M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
45.5K+ 50.11% |
$872K - $919K
|
136K
$2.8M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
39.1K+ 17.74% |
$748K - $789K
|
259K
$5.33M
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
37.2KNew |
$712K - $751K
|
37.2K
$765K
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
36.7K+ 10.58% |
$702K - $741K
|
383K
$7.88M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
36.5K+ 26.18% |
$699K - $738K
|
176K
$3.62M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
36.4K+ 4.24% |
$697K - $736K
|
894K
$18.4M
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
31.9KNew |
$610K - $644K
|
31.9K
$655K
|
|
Jul 19, 2024
Q2 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
29K+ 3.44% |
$555K - $586K
|
871K
$17.9M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
26.2K+ 4.06% |
$502K - $530K
|
672K
$13.8M
|
|
Jul 26, 2024
Q2 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
23.9K+ 153.25% |
$458K - $483K
|
39.5K
$812K
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
23.8KNew |
$455K - $480K
|
23.8K
$489K
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
22.9KNew |
$439K - $463K
|
22.9K
$472K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
21.7K+ 7.05% |
$415K - $438K
|
329K
$6.76M
|
|
Aug 09, 2024
Q2 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
21.3K+ 29.45% |
$408K - $431K
|
93.7K
$1.93M
|
|
Jul 15, 2024
Q2 2024
|
Flc Capital Advisors
|
BUY
|
- |
19.8KNew |
$379K - $400K
|
19.8K
$407K
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.3KNew |
$331K - $349K
|
17.3K
$356K
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
16.8K+ 4.36% |
$321K - $339K
|
402K
$8.26M
|
|
Jul 15, 2024
Q2 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
16.8K+ 4.76% |
$321K - $339K
|
369K
$7.58M
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
16.4K+ 7.12% |
$314K - $331K
|
247K
$5.07M
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
BUY
|
- |
15.2KNew |
$290K - $306K
|
15.2K
$312K
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
14.9KNew |
$286K - $302K
|
14.9K
$307K
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
13.2KNew |
$253K - $267K
|
13.2K
$271K
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
12.9KNew |
$247K - $260K
|
12.9K
$265K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.8K+ 15.97% |
$225K - $238K
|
85.4K
$1.76M
|