Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
554KNew |
$14M - $14.4M
|
554K
$10.7M
|
|
|
Jan 12, 2022
Q4 2021
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
479KNew |
$12.1M - $12.5M
|
479K
$9.23M
|
|
|
Feb 10, 2022
Q4 2021
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
446K+ 28.19% |
$11.3M - $11.6M
|
2.03M
$39.1M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
395K+ 37.41% |
$9.97M - $10.3M
|
1.45M
$27.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
377K+ 26.8% |
$9.53M - $9.83M
|
1.79M
$34.4M
|
|
|
Feb 14, 2022
Q4 2021
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
346KNew |
$8.73M - $9M
|
346K
$6.66M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
236K+ 8.71% |
$5.95M - $6.13M
|
2.94M
$56.6M
|
|
|
Feb 09, 2022
Q4 2021
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
199KNew |
$5.03M - $5.19M
|
199K
$3.84M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
195K+ 21.01% |
$4.93M - $5.08M
|
1.12M
$21.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
178K+ 115.93% |
$4.49M - $4.64M
|
332K
$6.39M
|
|
|
Feb 22, 2022
Q4 2021
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
174KNew |
$4.39M - $4.53M
|
174K
$3.35M
|
|
|
Feb 03, 2022
Q4 2021
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
168KNew |
$4.25M - $4.38M
|
168K
$3.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
164K+ 21.29% |
$4.14M - $4.27M
|
933K
$18M
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
152K+ 15.54% |
$3.83M - $3.95M
|
1.13M
$21.7M
|
|
|
Aug 31, 2022
Q4 2021
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
146KNew |
$3.68M - $3.79M
|
146K
$2.81M
|
|
|
Feb 10, 2022
Q4 2021
|
Coastline Trust CO
|
BUY
|
- |
124K+ 392.32% |
$3.13M - $3.23M
|
156K
$3M
|
|
|
Mar 24, 2023
Q4 2021
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
114K+ 11.18% |
$2.87M - $2.96M
|
1.13M
$21.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
105K+ 12.22% |
$2.65M - $2.73M
|
964K
$18.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
74.2K+ 51.65% |
$1.87M - $1.93M
|
218K
$4.2M
|
|
|
Jan 28, 2022
Q4 2021
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
64.9K+ 21.56% |
$1.64M - $1.69M
|
366K
$7.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
60.9K+ 71.91% |
$1.54M - $1.58M
|
146K
$2.8M
|
|
|
Jan 13, 2022
Q4 2021
|
Activest Wealth Management
|
BUY
|
- |
59.1K+ 170.24% |
$1.49M - $1.54M
|
93.8K
$1.81M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
56.1K+ 38.4% |
$1.42M - $1.46M
|
202K
$3.89M
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
54.7K+ 2.99% |
$1.38M - $1.42M
|
1.89M
$36.4M
|
|
|
Jan 18, 2022
Q4 2021
|
Collective Family Office LLC
|
BUY
|
- |
53.8K+ 10.77% |
$1.36M - $1.4M
|
553K
$10.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
49.1K+ 72.26% |
$1.24M - $1.28M
|
117K
$2.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
47.7KNew |
$1.2M - $1.24M
|
47.7K
$919K
|
|
|
Jan 24, 2022
Q4 2021
|
Bard Financial Services, Inc.
|
BUY
|
- |
45.8K+ 6.33% |
$1.16M - $1.19M
|
770K
$14.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
44KNew |
$1.11M - $1.15M
|
44K
$847K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
41.3K+ 1.87% |
$1.04M - $1.07M
|
2.25M
$43.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
40.7KNew |
$1.03M - $1.06M
|
40.7K
$785K
|
|
|
Feb 02, 2022
Q4 2021
|
Derbend Asset Management
|
BUY
|
- |
36.8KNew |
$928K - $957K
|
36.8K
$708K
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
36.7K+ 514.14% |
$926K - $955K
|
43.8K
$844K
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
31.9K+ 34.11% |
$806K - $831K
|
126K
$2.42M
|
|
|
Feb 08, 2022
Q4 2021
|
Advisory Resource Group
|
BUY
|
- |
29.1K+ 11.31% |
$734K - $757K
|
286K
$5.51M
|
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
28.6K+ 18.64% |
$722K - $745K
|
182K
$3.51M
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
28.3KNew |
$713K - $736K
|
28.3K
$544K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
28.1KNew |
$709K - $731K
|
28.1K
$541K
|
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
26.1K+ 267.49% |
$658K - $679K
|
35.8K
$690K
|
|
|
Feb 08, 2022
Q4 2021
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
26K+ 38.37% |
$656K - $677K
|
93.8K
$1.81M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
24.6K+ 11.68% |
$621K - $640K
|
235K
$4.53M
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
24.2K+ 54.21% |
$610K - $629K
|
68.8K
$1.32M
|
|
|
Jan 27, 2022
Q4 2021
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
23.5KNew |
$593K - $612K
|
23.5K
$453K
|
|
|
Feb 14, 2022
Q4 2021
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
23.3KNew |
$587K - $606K
|
23.3K
$448K
|
|
|
Jan 26, 2022
Q4 2021
|
Flc Capital Advisors
|
BUY
|
- |
22.5K+ 50.32% |
$569K - $587K
|
67.3K
$1.3M
|
|
|
Jan 26, 2022
Q4 2021
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
22.2K+ 3.31% |
$561K - $579K
|
693K
$13.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
21.9K+ 11.65% |
$552K - $569K
|
209K
$4.03M
|
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
BUY
|
- |
21.2KNew |
$535K - $552K
|
21.2K
$408K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
20.7K+ 5.49% |
$521K - $538K
|
397K
$7.65M
|
|
|
Feb 02, 2022
Q4 2021
|
Rba Wealth Management, LLC
|
BUY
|
- |
19.3KNew |
$488K - $503K
|
19.3K
$372K
|