Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.06M+ 14.88% |
$20.7M - $22.3M
|
8.2M
$161M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1MNew |
$19.5M - $21M
|
1M
$19.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
343KNew |
$6.68M - $7.19M
|
343K
$6.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
315K+ 98.31% |
$6.14M - $6.61M
|
636K
$12.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
292KNew |
$5.68M - $6.11M
|
292K
$5.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
274K+ 23.0% |
$5.34M - $5.75M
|
1.47M
$28.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
269KNew |
$5.23M - $5.63M
|
269K
$5.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
246K+ 219.84% |
$4.79M - $5.15M
|
358K
$7M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
138KNew |
$2.68M - $2.89M
|
138K
$2.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
122KNew |
$2.38M - $2.56M
|
122K
$2.39M
|
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
101KNew |
$1.96M - $2.11M
|
101K
$1.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
87.7K+ 7.29% |
$1.71M - $1.84M
|
1.29M
$25.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
86.2KNew |
$1.68M - $1.81M
|
86.2K
$1.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
83.4K+ 20.7% |
$1.62M - $1.75M
|
486K
$9.52M
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
76.6K+ 24.75% |
$1.49M - $1.61M
|
386K
$7.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
71.7K+ 23.35% |
$1.4M - $1.5M
|
379K
$7.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
56.4KNew |
$1.1M - $1.18M
|
56.4K
$1.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
53.1K+ 57.78% |
$1.03M - $1.11M
|
145K
$2.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
46.3KNew |
$901K - $969K
|
46.3K
$906K
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
BUY
|
- |
44.9K+ 24.93% |
$874K - $941K
|
225K
$4.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
40.4K+ 11.7% |
$786K - $846K
|
386K
$7.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
37.6K+ 3.74% |
$733K - $788K
|
1.04M
$20.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
37.6K+ 4.2% |
$731K - $787K
|
933K
$18.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
35K+ 11.8% |
$682K - $734K
|
332K
$6.49M
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
34KNew |
$661K - $711K
|
34K
$664K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
25.1K+ 7.02% |
$488K - $525K
|
382K
$7.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
24.6K+ 116.11% |
$478K - $515K
|
45.7K
$895K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
21.1KNew |
$411K - $442K
|
21.1K
$413K
|
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
19.2K+ 29.72% |
$374K - $403K
|
83.9K
$1.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
18.2K+ 4.28% |
$354K - $381K
|
443K
$8.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
18KNew |
$350K - $376K
|
18K
$351K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
17.3KNew |
$337K - $363K
|
17.3K
$339K
|
|
|
Feb 10, 2025
Q4 2024
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
16.8KNew |
$326K - $351K
|
16.8K
$328K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
16.4KNew |
$318K - $343K
|
16.4K
$320K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15.2K+ 37.19% |
$295K - $318K
|
56K
$1.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.1K+ 18.25% |
$294K - $316K
|
97.7K
$1.91M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15K+ 55.44% |
$292K - $314K
|
42.1K
$823K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.6K+ 5.73% |
$284K - $305K
|
269K
$5.26M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
13.9K+ 3.58% |
$270K - $291K
|
401K
$7.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13.6K+ 11.16% |
$265K - $285K
|
135K
$2.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.6K+ 70.19% |
$264K - $284K
|
32.9K
$644K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
13.2K+ 36.63% |
$256K - $276K
|
49.1K
$961K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.5K+ 3.48% |
$244K - $262K
|
372K
$7.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.2KNew |
$238K - $256K
|
12.2K
$239K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
12.1K+ 3.07% |
$236K - $254K
|
408K
$7.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
11.6KNew |
$226K - $243K
|
11.6K
$227K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
10.2K+ 4.89% |
$198K - $213K
|
218K
$4.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10.1K+ 11.4% |
$197K - $212K
|
99K
$1.94M
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
9.39KNew |
$183K - $197K
|
9.39K
$184K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
9.13K+ 3.56% |
$178K - $191K
|
266K
$5.2M
|