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 |
---|---|---|---|---|---|---|---|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
188+ 24.13% |
$4.75K - $4.89K
|
967
$19.3K
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
30New |
$757 - $781
|
30
$599
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
27+ 0.24% |
$681 - $703
|
11.3K
$226K
|
|
Jan 27, 2022
Q4 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
26+ 1.3% |
$656 - $677
|
2.02K
$40.4K
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
26+ 0.05% |
$656 - $677
|
52.8K
$1.05M
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
BUY
|
- |
25+ 0.04% |
$631 - $651
|
56.7K
$1.13M
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
12+ 0.03% |
$303 - $312
|
44K
$878K
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
5+ 0.04% |
$126 - $130
|
11.8K
$236K
|
|
Feb 07, 2022
Q4 2021
|
Lokken Investment Group LLC
|
BUY
|
- |
5+ 0.02% |
$126 - $130
|
27.5K
$550K
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 1.0% |
$50.5 - $52.1
|
202
$4.04K
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-10- 0.05% |
$252 - $260
|
19.2K
$383K
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-18Closed |
$454 - $469
|
0
$0
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
SELL
|
- |
-35- 1.37% |
$883 - $911
|
2.52K
$50.3K
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-46- 50.0% |
$1.16K - $1.2K
|
46
$919
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-68Closed |
$1.72K - $1.77K
|
0
$0
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-171- 6.47% |
$4.32K - $4.45K
|
2.47K
$49.4K
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-346Closed |
$8.73K - $9.01K
|
0
$0
|
|
Jan 11, 2022
Q4 2021
|
Rvw Wealth, LLC
|
SELL
|
- |
-507- 0.5% |
$12.8K - $13.2K
|
102K
$2.03M
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-616- 1.73% |
$15.5K - $16K
|
34.9K
$698K
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-783- 1.91% |
$19.8K - $20.4K
|
40.2K
$804K
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-999- 4.01% |
$25.2K - $26K
|
23.9K
$478K
|
|
Feb 04, 2022
Q4 2021
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-1.23K- 0.49% |
$31.1K - $32.1K
|
250K
$5M
|
|
Feb 15, 2022
Q4 2021
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-1.35K- 12.29% |
$34.1K - $35.1K
|
9.64K
$193K
|
|
Feb 11, 2022
Q4 2021
|
Burney CO
Reston, VA |
SELL
|
- |
-1.4K- 7.83% |
$35.4K - $36.5K
|
16.5K
$330K
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.43K- 8.97% |
$36.1K - $37.3K
|
14.5K
$290K
|
|
Feb 07, 2022
Q4 2021
|
Orion Capital Management LLC
|
SELL
|
- |
-1.5K- 1.65% |
$37.9K - $39K
|
89.5K
$1.79M
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-1.6K- 3.79% |
$40.4K - $41.6K
|
40.6K
$811K
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.88K- 0.72% |
$47.5K - $49K
|
260K
$5.2M
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.9KClosed |
$47.9K - $49.4K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.98KClosed |
$49.9K - $51.4K
|
0
$0
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.42K- 9.6% |
$61.1K - $63K
|
22.8K
$455K
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-3.09K- 9.07% |
$77.9K - $80.3K
|
30.9K
$618K
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.29K- 19.5% |
$83K - $85.6K
|
13.6K
$271K
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-3.64KClosed |
$91.7K - $94.6K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
SELL
|
- |
-3.67K- 0.35% |
$92.6K - $95.5K
|
1.04M
$20.8M
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.77K- 9.91% |
$95.1K - $98.1K
|
34.2K
$684K
|
|
Mar 23, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-3.87K- 3.89% |
$97.6K - $101K
|
95.6K
$1.91M
|
|
Mar 28, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-4.74K- 22.03% |
$120K - $123K
|
16.8K
$335K
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-4.93KClosed |
$124K - $128K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-5.12K- 4.51% |
$129K - $133K
|
108K
$2.16M
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-5.74K- 3.69% |
$145K - $149K
|
150K
$2.99M
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-6.05K- 25.18% |
$153K - $157K
|
18K
$359K
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-6.91K- 7.79% |
$174K - $180K
|
81.8K
$1.63M
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.9KClosed |
$199K - $206K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-8.12KClosed |
$205K - $211K
|
0
$0
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-8.58KClosed |
$216K - $223K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.67KClosed |
$219K - $226K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-9.23K- 29.95% |
$233K - $240K
|
21.6K
$431K
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-9.25KClosed |
$233K - $241K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-9.29KClosed |
$235K - $242K
|
0
$0
|