Purchases and Sales Made in Q4 2023 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 2023. 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, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
380New |
$6.65K - $7.49K
|
380
$7.59K
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
375+ 100.0% |
$6.56K - $7.39K
|
750
$15K
|
|
Jan 24, 2024
Q4 2023
|
Jacobsen Capital Management
|
BUY
|
- |
317+ 1.8% |
$5.54K - $6.25K
|
17.9K
$358K
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
250+ 0.46% |
$4.37K - $4.93K
|
54.6K
$1.09M
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
232+ 1.19% |
$4.06K - $4.57K
|
19.7K
$393K
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
200New |
$3.5K - $3.94K
|
200
$4K
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
164+ 121.48% |
$2.87K - $3.23K
|
299
$5.97K
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
BUY
|
- |
158+ 0.63% |
$2.76K - $3.11K
|
25.2K
$503K
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
134+ 1.19% |
$2.34K - $2.64K
|
11.4K
$227K
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
120+ 0.56% |
$2.1K - $2.37K
|
21.6K
$432K
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
100New |
$1.75K - $1.97K
|
100
$2K
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
99New |
$1.73K - $1.95K
|
99
$1.98K
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
85New |
$1.49K - $1.68K
|
85
$1.7K
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
65+ 0.39% |
$1.14K - $1.28K
|
16.9K
$337K
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
58New |
$1.01K - $1.14K
|
58
$1.16K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
48New |
$840 - $946
|
48
$959
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
34+ 1.73% |
$595 - $670
|
2K
$40K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
33+ 1.66% |
$577 - $650
|
2.02K
$40.4K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
33New |
$577 - $650
|
33
$659
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
31New |
$542 - $611
|
31
$619
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
25+ 2.16% |
$437 - $493
|
1.18K
$23.7K
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
21+ 1.69% |
$367 - $414
|
1.26K
$25.2K
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
11New |
$192 - $217
|
11
$220
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
8+ 0.04% |
$140 - $158
|
21.9K
$437K
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
8+ 1.37% |
$140 - $158
|
590
$11.8K
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
6New |
$105 - $118
|
6
$120
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3New |
$52.5 - $59.1
|
3
$59.9
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-9- 0.06% |
$157 - $177
|
14.6K
$291K
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-15- 93.75% |
$262 - $296
|
1
$20
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-16- 0.06% |
$280 - $315
|
26.8K
$535K
|
|
Feb 01, 2024
Q4 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-19- 0.12% |
$332 - $374
|
16.4K
$328K
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-45- 0.06% |
$787 - $887
|
79.4K
$1.59M
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-60- 0.45% |
$1.05K - $1.18K
|
13.2K
$263K
|
|
Jan 23, 2024
Q4 2023
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-66- 0.32% |
$1.15K - $1.3K
|
20.6K
$412K
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-350- 1.71% |
$6.12K - $6.9K
|
20.1K
$401K
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-480- 2.83% |
$8.4K - $9.46K
|
16.5K
$329K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-480- 19.12% |
$8.4K - $9.46K
|
2.03K
$40.6K
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-483- 85.19% |
$8.45K - $9.52K
|
84
$1.68K
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-571- 13.08% |
$9.99K - $11.3K
|
3.8K
$75.8K
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-600- 2.22% |
$10.5K - $11.8K
|
26.4K
$527K
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-660Closed |
$11.5K - $13K
|
0
$0
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-772- 1.96% |
$13.5K - $15.2K
|
38.6K
$771K
|
|
Feb 15, 2024
Q4 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-851- 0.44% |
$14.9K - $16.8K
|
192K
$3.83M
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-924- 2.52% |
$16.2K - $18.2K
|
35.7K
$713K
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.19K- 10.45% |
$20.8K - $23.4K
|
10.2K
$203K
|
|
Jan 26, 2024
Q4 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-1.26K- 4.26% |
$21.9K - $24.7K
|
28.2K
$563K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.29K- 5.69% |
$22.5K - $25.3K
|
21.3K
$426K
|
|
Jan 26, 2024
Q4 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-1.32K- 0.19% |
$23.1K - $26K
|
680K
$13.6M
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.88K- 0.99% |
$32.9K - $37.1K
|
188K
$3.76M
|