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 |
---|---|---|---|---|---|---|---|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.95K- 21.87% |
$66K - $69K
|
10.5K
$242K
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
386K+ 26.68% |
$8.64M - $9.03M
|
1.83M
$42.1M
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.35K+ 48.07% |
$142K - $149K
|
19.5K
$450K
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.7K+ 6.95% |
$375K - $392K
|
257K
$5.91M
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-42.3K- 73.61% |
$947K - $990K
|
15.2K
$349K
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.14KNew |
$205K - $214K
|
9.14K
$210K
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
37K+ 88.8% |
$829K - $867K
|
78.7K
$1.81M
|
|
Aug 14, 2025
Q2 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-586- 2.05% |
$13.1K - $13.7K
|
28.1K
$645K
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
15.9KNew |
$357K - $374K
|
15.9K
$367K
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
880+ 1.47% |
$19.7K - $20.6K
|
60.6K
$1.39M
|
|
Aug 13, 2025
Q2 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
10.2K+ 6.58% |
$228K - $238K
|
164K
$3.78M
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.71K- 12.68% |
$38.2K - $40K
|
11.8K
$270K
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
108K+ 198.3% |
$2.42M - $2.53M
|
162K
$3.73M
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
26+ 0.43% |
$583 - $609
|
6.14K
$141K
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
549+ 1.7% |
$12.3K - $12.9K
|
32.8K
$754K
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-152- 1.18% |
$3.41K - $3.56K
|
12.7K
$292K
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-565- 0.25% |
$12.7K - $13.2K
|
226K
$5.2M
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
49.8K+ 34.58% |
$1.12M - $1.17M
|
194K
$4.46M
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.67K+ 55.37% |
$194K - $203K
|
24.3K
$559K
|
|
Aug 12, 2025
Q2 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2.04K- 16.38% |
$45.6K - $47.7K
|
10.4K
$239K
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
300New |
$6.72K - $7.03K
|
300
$6.9K
|
|
Aug 11, 2025
Q2 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
103+ 0.05% |
$2.31K - $2.41K
|
228K
$5.24M
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-3.51K- 17.38% |
$78.7K - $82.3K
|
16.7K
$384K
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
234New |
$5.24K - $5.48K
|
234
$5.38K
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.14K+ 8.74% |
$25.6K - $26.8K
|
14.2K
$327K
|
|
Aug 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-5.94K- 5.78% |
$133K - $139K
|
96.8K
$2.23M
|
|
Aug 11, 2025
Q2 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-60.7K- 22.2% |
$1.36M - $1.42M
|
213K
$4.89M
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-183- 0.38% |
$4.1K - $4.29K
|
48K
$1.1M
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.49K+ 5.92% |
$101K - $105K
|
80.3K
$1.85M
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.44K+ 1.12% |
$54.7K - $57.2K
|
220K
$5.07M
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
BUY
|
- |
27+ 0.31% |
$605 - $633
|
8.86K
$204K
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
10.2K+ 44.05% |
$229K - $240K
|
33.5K
$770K
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-5.46K- 18.47% |
$122K - $128K
|
24.1K
$554K
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
34+ 1.83% |
$762 - $797
|
1.89K
$43.5K
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-9.2K- 45.9% |
$206K - $216K
|
10.8K
$249K
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
346New |
$7.75K - $8.11K
|
346
$7.96K
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-500- 3.75% |
$11.2K - $11.7K
|
12.8K
$295K
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
11+ 1.35% |
$247 - $258
|
828
$19K
|
|
Aug 01, 2025
Q2 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
30.1K+ 59.59% |
$675K - $706K
|
80.7K
$1.86M
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.02K- 1.22% |
$22.8K - $23.8K
|
82.3K
$1.89M
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
3.36K+ 13.46% |
$75.3K - $78.7K
|
28.3K
$651K
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-55.8K- 18.9% |
$1.25M - $1.31M
|
240K
$5.51M
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
100+ 0.96% |
$2.24K - $2.34K
|
10.5K
$241K
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-66- 0.25% |
$1.48K - $1.55K
|
25.9K
$595K
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
12.8KNew |
$287K - $300K
|
12.8K
$295K
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
SELL
|
- |
-10.4K- 48.32% |
$232K - $243K
|
11.1K
$255K
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
915+ 0.98% |
$20.5K - $21.4K
|
94.6K
$2.18M
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.28KNew |
$28.8K - $30.1K
|
1.28K
$29.5K
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.4KNew |
$76.2K - $79.7K
|
3.4K
$78.2K
|