Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 25, 2022
Q3 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
6MNew |
$122M - $137M
|
6M
$123M
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
456KNew |
$9.27M - $10.4M
|
456K
$9.37M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
326K+ 16.7% |
$6.63M - $7.46M
|
2.28M
$46.8M
|
|
Nov 08, 2022
Q3 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
259K+ 11.99% |
$5.28M - $5.94M
|
2.42M
$49.8M
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
226KNew |
$4.59M - $5.16M
|
226K
$4.64M
|
|
Nov 09, 2022
Q3 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
205KNew |
$4.17M - $4.69M
|
205K
$4.21M
|
|
Oct 14, 2022
Q3 2022
|
Ahl Investment Management, Inc.
|
BUY
|
- |
192K+ 218.04% |
$3.92M - $4.41M
|
281K
$5.77M
|
|
Nov 14, 2022
Q3 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
145KNew |
$2.94M - $3.31M
|
145K
$2.97M
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
135KNew |
$2.75M - $3.09M
|
135K
$2.78M
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
135KNew |
$2.75M - $3.09M
|
135K
$2.78M
|
|
Nov 14, 2022
Q3 2022
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
126KNew |
$2.55M - $2.87M
|
126K
$2.58M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
63.3K+ 6.14% |
$1.29M - $1.45M
|
1.09M
$22.5M
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
59.9K+ 55.99% |
$1.22M - $1.37M
|
167K
$3.43M
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
55.5K+ 288.99% |
$1.13M - $1.27M
|
74.7K
$1.53M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
53.5K+ 7.67% |
$1.09M - $1.22M
|
751K
$15.4M
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
46.5KNew |
$946K - $1.06M
|
46.5K
$955K
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
44.2K+ 158.27% |
$898K - $1.01M
|
72K
$1.48M
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
41.4KNew |
$843K - $948K
|
41.4K
$851K
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
36.5K+ 1.75% |
$742K - $834K
|
2.12M
$43.5M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
34.7KNew |
$706K - $794K
|
34.7K
$713K
|
|
Nov 09, 2022
Q3 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
32.1K+ 6.73% |
$653K - $735K
|
509K
$10.5M
|
|
Oct 13, 2022
Q3 2022
|
Prairiewood Capital, LLC
|
BUY
|
- |
31.6K+ 25.55% |
$643K - $724K
|
155K
$3.19M
|
|
Oct 13, 2022
Q3 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
29.5K+ 4.73% |
$601K - $676K
|
654K
$13.5M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25.9K+ 60.67% |
$526K - $592K
|
68.5K
$1.41M
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
23.7KNew |
$483K - $543K
|
23.7K
$488K
|
|
Nov 08, 2022
Q3 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
22.7KNew |
$461K - $519K
|
22.7K
$466K
|
|
Oct 26, 2022
Q3 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
22.3K+ 12.1% |
$453K - $509K
|
206K
$4.24M
|
|
Nov 14, 2022
Q3 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
22K+ 13.9% |
$447K - $503K
|
180K
$3.7M
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
BUY
|
- |
21.5K+ 37.27% |
$438K - $493K
|
79.3K
$1.63M
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
20.2K+ 43.01% |
$412K - $463K
|
67.3K
$1.38M
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
18.2K+ 61.21% |
$371K - $417K
|
48K
$987K
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
18.2K+ 7.61% |
$371K - $417K
|
258K
$5.3M
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
16.9KNew |
$343K - $386K
|
16.9K
$347K
|
|
Oct 28, 2022
Q3 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
13.5K+ 5.0% |
$275K - $309K
|
284K
$5.84M
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
13.4KNew |
$273K - $307K
|
13.4K
$276K
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
12.5K+ 34.49% |
$254K - $286K
|
48.7K
$1M
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
11.7KNew |
$238K - $268K
|
11.7K
$241K
|
|
Nov 14, 2022
Q3 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
11.7KNew |
$237K - $267K
|
11.7K
$240K
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
11.3K+ 89.46% |
$229K - $258K
|
23.8K
$490K
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.1KNew |
$225K - $253K
|
11.1K
$228K
|
|
Nov 03, 2022
Q3 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
11KNew |
$223K - $251K
|
11K
$226K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
10.8KNew |
$219K - $246K
|
10.8K
$221K
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
BUY
|
- |
10K+ 51.76% |
$204K - $229K
|
29.3K
$603K
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
9.89K+ 5.77% |
$201K - $226K
|
181K
$3.73M
|
|
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
8.82K+ 2.37% |
$180K - $202K
|
381K
$7.83M
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.61K+ 0.62% |
$175K - $197K
|
1.39M
$28.5M
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
8.1K+ 17.41% |
$165K - $185K
|
54.6K
$1.12M
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
7.79K+ 1391.25% |
$159K - $178K
|
8.35K
$172K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.6K+ 15.44% |
$134K - $151K
|
49.3K
$1.01M
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.16K+ 17.96% |
$125K - $141K
|
40.4K
$831K
|