Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-8.48K- 9.05% |
$165K - $178K
|
85.2K
$1.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-9.22K- 85.86% |
$180K - $193K
|
1.52K
$30.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
SELL
|
- |
-10.8K- 5.67% |
$211K - $227K
|
180K
$3.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-11.6K- 31.11% |
$226K - $243K
|
25.7K
$513K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-12.3K- 9.15% |
$239K - $257K
|
122K
$2.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
SELL
|
- |
-12.3K- 34.68% |
$239K - $258K
|
23.1K
$462K
|
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-13.9K- 3.97% |
$270K - $290K
|
335K
$6.69M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-15.4K- 44.71% |
$300K - $323K
|
19.1K
$381K
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-18.9K- 61.28% |
$368K - $396K
|
11.9K
$238K
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-21.1K- 6.64% |
$411K - $443K
|
297K
$5.93M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-22.3K- 15.44% |
$435K - $468K
|
122K
$2.44M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-23.8K- 34.06% |
$463K - $498K
|
46K
$919K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-27.1K- 2.84% |
$527K - $567K
|
927K
$18.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-27.7K- 2.08% |
$540K - $581K
|
1.3M
$26M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-28.9K- 3.41% |
$563K - $606K
|
819K
$16.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-29K- 25.0% |
$565K - $608K
|
87K
$1.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-30.4K- 59.56% |
$592K - $637K
|
20.6K
$412K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-34.6K- 28.35% |
$674K - $725K
|
87.4K
$1.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-34.9K- 13.11% |
$679K - $731K
|
231K
$4.62M
|
|
|
Oct 30, 2024
Q3 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-59.2K- 16.06% |
$1.15M - $1.24M
|
310K
$6.19M
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-68.5K- 47.56% |
$1.33M - $1.44M
|
75.5K
$1.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-90.7K- 3.56% |
$1.77M - $1.9M
|
2.46M
$49.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-102K- 13.48% |
$1.98M - $2.13M
|
651K
$13M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-189K- 3.92% |
$3.67M - $3.95M
|
4.62M
$92.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-256K- 28.66% |
$4.99M - $5.38M
|
638K
$12.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-272K- 18.29% |
$5.29M - $5.7M
|
1.21M
$24.3M
|