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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
11+ 1.42% |
$214 - $230
|
785
$15.6K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
9+ 0.08% |
$175 - $189
|
12K
$238K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
6New |
$117 - $126
|
6
$119
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5+ 0.01% |
$97.4 - $105
|
66.8K
$1.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
4New |
$77.9 - $83.8
|
4
$79.3
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2+ 0.01% |
$38.9 - $41.9
|
22.5K
$445K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
2+ 1.6% |
$38.9 - $41.9
|
127
$2.52K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 1.33% |
$19.5 - $21
|
76
$1.51K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-3- 0.02% |
$58.4 - $62.8
|
15.7K
$311K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5- 0.04% |
$97.4 - $105
|
14K
$277K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-6- 0.33% |
$117 - $126
|
1.8K
$35.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-27- 2.04% |
$526 - $566
|
1.3K
$25.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-69- 0.03% |
$1.34K - $1.45K
|
253K
$5.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-77- 0.18% |
$1.5K - $1.61K
|
42.4K
$840K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-98- 0.82% |
$1.91K - $2.05K
|
11.8K
$234K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-110- 1.78% |
$2.14K - $2.3K
|
6.07K
$120K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-115- 0.94% |
$2.24K - $2.41K
|
12.2K
$241K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-140- 46.67% |
$2.73K - $2.93K
|
160
$3.17K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-167- 19.62% |
$3.25K - $3.5K
|
684
$13.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-224- 0.49% |
$4.36K - $4.69K
|
45.1K
$893K
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-249- 1.44% |
$4.85K - $5.22K
|
17K
$337K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-294- 0.04% |
$5.72K - $6.16K
|
819K
$16.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-303- 2.94% |
$5.9K - $6.35K
|
10K
$198K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-322- 0.49% |
$6.27K - $6.75K
|
65.8K
$1.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-329- 1.96% |
$6.41K - $6.89K
|
16.4K
$326K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-400- 0.46% |
$7.79K - $8.38K
|
86.6K
$1.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-669- 6.4% |
$13K - $14K
|
9.79K
$194K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-681- 53.5% |
$13.3K - $14.3K
|
592
$11.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-690- 1.06% |
$13.4K - $14.5K
|
64.2K
$1.27M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-855- 5.28% |
$16.6K - $17.9K
|
15.3K
$304K
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-955- 1.12% |
$18.6K - $20K
|
84.3K
$1.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-1.03K- 8.16% |
$20K - $21.5K
|
11.5K
$229K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.07K- 4.01% |
$20.9K - $22.5K
|
25.6K
$508K
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-1.1K- 4.21% |
$21.3K - $23K
|
24.9K
$494K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.13K- 10.07% |
$22.1K - $23.8K
|
10.1K
$201K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.18K- 22.44% |
$23K - $24.7K
|
4.08K
$80.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.28K- 1.89% |
$24.9K - $26.8K
|
66.4K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-1.48K- 0.75% |
$28.8K - $31K
|
196K
$3.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.55K- 12.92% |
$30.2K - $32.5K
|
10.5K
$207K
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-1.59K- 3.85% |
$30.9K - $33.2K
|
39.5K
$784K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-1.65K- 2.14% |
$32.1K - $34.6K
|
75.4K
$1.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Ff Advisors,Llc
Manhattan Beach, CA |
SELL
|
- |
-1.67K- 2.04% |
$32.6K - $35.1K
|
80.5K
$1.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.03K- 97.31% |
$39.5K - $42.5K
|
56
$1.11K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.07K- 66.72% |
$40.3K - $43.4K
|
1.03K
$20.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-2.18K- 5.19% |
$42.4K - $45.7K
|
39.8K
$789K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-2.28K- 0.18% |
$44.4K - $47.8K
|
1.3M
$25.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.34K- 9.1% |
$45.5K - $49K
|
23.4K
$463K
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-2.79K- 3.88% |
$54.3K - $58.4K
|
69.1K
$1.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.96K- 7.43% |
$57.5K - $61.9K
|
36.8K
$730K
|