Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
942+ 3.06% |
$17.9K - $19.7K
|
31.8K
$635K
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
908New |
$17.3K - $18.9K
|
908
$18.1K
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
BUY
|
- |
906+ 2.96% |
$17.2K - $18.9K
|
31.5K
$629K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
828New |
$15.7K - $17.3K
|
828
$16.5K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
788New |
$15K - $16.4K
|
788
$15.7K
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
660New |
$12.6K - $13.8K
|
660
$13.2K
|
|
Feb 14, 2023
Q4 2022
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
600New |
$11.4K - $12.5K
|
600
$12K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
486+ 5.05% |
$9.24K - $10.1K
|
10.1K
$202K
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
403+ 2.71% |
$7.67K - $8.41K
|
15.3K
$305K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
402+ 222.1% |
$7.65K - $8.39K
|
583
$11.6K
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
388+ 142.12% |
$7.38K - $8.09K
|
661
$13.2K
|
|
Feb 10, 2023
Q4 2022
|
Jacobsen Capital Management
|
BUY
|
- |
271+ 1.57% |
$5.15K - $5.65K
|
17.5K
$350K
|
|
Feb 08, 2023
Q4 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
176+ 1.1% |
$3.35K - $3.67K
|
16.2K
$323K
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
123New |
$2.34K - $2.57K
|
123
$2.46K
|
|
Jan 25, 2023
Q4 2022
|
Barry Investment Advisors, LLC
|
BUY
|
- |
117+ 0.93% |
$2.23K - $2.44K
|
12.7K
$255K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
110+ 6.14% |
$2.09K - $2.29K
|
1.9K
$38K
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
97New |
$1.84K - $2.02K
|
97
$1.94K
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
95+ 0.39% |
$1.81K - $1.98K
|
24.6K
$491K
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
83+ 0.18% |
$1.58K - $1.73K
|
46.2K
$922K
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
59+ 0.33% |
$1.12K - $1.23K
|
17.9K
$358K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
33+ 0.46% |
$628 - $688
|
7.21K
$144K
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
19New |
$361 - $396
|
19
$380
|
|
Jan 24, 2023
Q4 2022
|
Derbend Asset Management
|
BUY
|
- |
18+ 0.16% |
$342 - $375
|
11.3K
$226K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6+ 1.9% |
$114 - $125
|
322
$6.43K
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
6+ 1.04% |
$114 - $125
|
585
$11.7K
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3+ 1.42% |
$57.1 - $62.6
|
214
$4.28K
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$19 - $20.9
|
8.35K
$167K
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1+ 0.0% |
$19 - $20.9
|
31.5K
$630K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-20- 0.15% |
$380 - $417
|
13.4K
$268K
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-67- 0.24% |
$1.27K - $1.4K
|
28.4K
$568K
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-69- 0.24% |
$1.31K - $1.44K
|
28.2K
$564K
|
|
Feb 02, 2023
Q4 2022
|
Nelson Capital Management, LLC
|
SELL
|
- |
-125- 0.38% |
$2.38K - $2.61K
|
32.6K
$652K
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-142- 0.97% |
$2.7K - $2.96K
|
14.6K
$291K
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-149- 0.45% |
$2.83K - $3.11K
|
32.9K
$658K
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-193- 17.02% |
$3.67K - $4.03K
|
941
$18.8K
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-210- 0.23% |
$3.99K - $4.38K
|
91.7K
$1.83M
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-228- 10.36% |
$4.34K - $4.76K
|
1.97K
$39.4K
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-497- 2.95% |
$9.45K - $10.4K
|
16.4K
$327K
|
|
Jan 25, 2023
Q4 2022
|
Rba Wealth Management, LLC
|
SELL
|
- |
-714- 5.0% |
$13.6K - $14.9K
|
13.6K
$271K
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-935Closed |
$17.8K - $19.5K
|
0
$0
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-943- 0.65% |
$17.9K - $19.7K
|
144K
$2.87M
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
SELL
|
- |
-950- 6.13% |
$18.1K - $19.8K
|
14.6K
$291K
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-965- 4.67% |
$18.4K - $20.1K
|
19.7K
$393K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1K- 5.09% |
$19.1K - $20.9K
|
18.7K
$374K
|
|
Jan 27, 2023
Q4 2022
|
Flc Capital Advisors
|
SELL
|
- |
-1.15K- 3.73% |
$21.9K - $24K
|
29.7K
$592K
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-1.28K- 3.62% |
$24.4K - $26.8K
|
34.2K
$683K
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-1.4K- 24.08% |
$26.6K - $29.2K
|
4.42K
$88.2K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.46K- 1.59% |
$27.8K - $30.5K
|
90.5K
$1.81M
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-1.56K- 75.73% |
$29.7K - $32.5K
|
500
$9.99K
|