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 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.96K- 7.43% |
$57.5K - $61.9K
|
36.8K
$727K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-3.23K- 16.94% |
$62.8K - $67.6K
|
15.8K
$313K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-3.27K- 12.26% |
$63.7K - $68.6K
|
23.4K
$463K
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-3.32K- 28.76% |
$64.6K - $69.5K
|
8.22K
$162K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-3.39K- 18.91% |
$65.9K - $71K
|
14.5K
$287K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-3.58K- 7.53% |
$69.8K - $75.1K
|
44K
$869K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.72K- 21.68% |
$72.4K - $77.9K
|
13.4K
$265K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.87K- 2.15% |
$75.4K - $81.1K
|
176K
$3.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.99K- 22.91% |
$77.7K - $83.7K
|
13.4K
$265K
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-4.05K- 2.02% |
$78.8K - $84.8K
|
196K
$3.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-4.26K- 54.68% |
$82.9K - $89.2K
|
3.53K
$69.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.64K- 21.26% |
$90.3K - $97.2K
|
17.2K
$339K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-5.97K- 47.24% |
$116K - $125K
|
6.67K
$132K
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-7.36K- 26.7% |
$143K - $154K
|
20.2K
$399K
|
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-8.05K- 18.3% |
$157K - $169K
|
35.9K
$710K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-8.23K- 3.92% |
$160K - $172K
|
201K
$3.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-9.33K- 2.21% |
$182K - $196K
|
412K
$8.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-10.8K- 13.37% |
$210K - $226K
|
70K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-11.3K- 11.88% |
$221K - $237K
|
84.1K
$1.66M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-11.9K- 40.69% |
$231K - $249K
|
17.3K
$342K
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-12K- 3.58% |
$233K - $251K
|
323K
$6.38M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-17.1K- 22.67% |
$333K - $359K
|
58.4K
$1.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-18.9K- 18.53% |
$368K - $396K
|
83.1K
$1.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-19K- 41.18% |
$371K - $399K
|
27.2K
$537K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-22.2K- 99.9% |
$432K - $465K
|
22
$435
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-22.9K- 9.97% |
$445K - $479K
|
206K
$4.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-37.9K- 9.62% |
$738K - $794K
|
356K
$7.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-48.3K- 75.2% |
$940K - $1.01M
|
15.9K
$315K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-50.5K- 2.06% |
$984K - $1.06M
|
2.4M
$47.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-50.7K- 4.18% |
$988K - $1.06M
|
1.16M
$23M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-97.1K- 35.8% |
$1.89M - $2.03M
|
174K
$3.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-114K- 33.54% |
$2.22M - $2.38M
|
225K
$4.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-273K- 5.92% |
$5.32M - $5.73M
|
4.34M
$85.8M
|