Latest Institutional Transactions on Global X Variable Rate Preferr (PFFV)
This table provides information on the latest institutional transactions involving Global X Variable Rate Preferr (PFFV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
60.5KNew |
$1.43M - $1.48M
|
60.5K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.1K+ 22.48% |
$167K - $174K
|
38.7K
$921K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
157K+ 153.2% |
$3.69M - $3.83M
|
259K
$6.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.5KNew |
$530K - $550K
|
22.5K
$535K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
29.9K+ 17.37% |
$704K - $731K
|
202K
$4.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.42K- 6.55% |
$33.4K - $34.7K
|
20.2K
$481K
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-6.31K- 16.27% |
$149K - $154K
|
32.5K
$772K
|
|
|
Feb 14, 2025
Q4 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-47K- 23.24% |
$1.11M - $1.15M
|
155K
$3.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-74.7K- 5.46% |
$1.76M - $1.83M
|
1.29M
$30.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-2.99K- 8.48% |
$70.5K - $73.2K
|
32.3K
$769K
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
25+ 0.28% |
$589 - $612
|
8.8K
$210K
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-6.95K- 35.27% |
$164K - $170K
|
12.8K
$304K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.85K- 5.27% |
$43.6K - $45.3K
|
33.2K
$791K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-477- 6.61% |
$11.2K - $11.7K
|
6.74K
$160K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
19K+ 33.59% |
$447K - $464K
|
75.4K
$1.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-86- 0.69% |
$2.03K - $2.11K
|
12.4K
$296K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-62- 0.36% |
$1.46K - $1.52K
|
17.2K
$409K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.2K+ 39.72% |
$239K - $249K
|
35.7K
$850K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.24K+ 50.4% |
$76.5K - $79.4K
|
9.68K
$230K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.45KNew |
$57.7K - $60K
|
2.45K
$58.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-42.4K- 97.77% |
$998K - $1.04M
|
966
$23K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.99K+ 13.97% |
$235K - $245K
|
81.5K
$1.94M
|
|
|
Feb 11, 2025
Q4 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
305+ 2.42% |
$7.19K - $7.47K
|
12.9K
$307K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
43K+ 46.71% |
$1.01M - $1.05M
|
135K
$3.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
16KNew |
$376K - $391K
|
16K
$380K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.2K- 4.03% |
$51.9K - $53.9K
|
52.4K
$1.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
136+ 7.64% |
$3.21K - $3.33K
|
1.92K
$45.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.84K+ 15.2% |
$43.4K - $45.1K
|
14K
$332K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
98.3K+ 231.41% |
$2.32M - $2.41M
|
141K
$3.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-300- 4.16% |
$7.07K - $7.34K
|
6.92K
$165K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-5.21K- 2.25% |
$123K - $127K
|
226K
$5.38M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
16.2KNew |
$382K - $396K
|
16.2K
$385K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
13.8K+ 136.2% |
$324K - $337K
|
23.9K
$568K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
3.47K+ 51.64% |
$81.8K - $85K
|
10.2K
$243K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
436+ 3.53% |
$10.3K - $10.7K
|
12.8K
$304K
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
3.93K+ 10.3% |
$92.5K - $96.1K
|
42K
$1M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.08K- 33.59% |
$72.6K - $75.4K
|
6.09K
$145K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-31.2K- 64.75% |
$736K - $764K
|
17K
$405K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
9.56KNew |
$225K - $234K
|
9.56K
$228K
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
10.6KNew |
$249K - $259K
|
10.6K
$252K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
6.74K+ 4.42% |
$159K - $165K
|
159K
$3.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
75+ 0.29% |
$1.77K - $1.84K
|
25.6K
$610K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.65K+ 34.36% |
$157K - $163K
|
26K
$619K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
579+ 0.66% |
$13.6K - $14.2K
|
88.3K
$2.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-8.76K- 99.9% |
$206K - $214K
|
9
$214
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
164+ 1.35% |
$3.87K - $4.01K
|
12.3K
$292K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-392- 4.17% |
$9.24K - $9.6K
|
9.02K
$215K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
44+ 14.97% |
$1.04K - $1.08K
|
338
$8.04K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
62.4K+ 298.53% |
$1.47M - $1.53M
|
83.3K
$1.98M
|