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 |
---|---|---|---|---|---|---|---|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
57+ 0.45% |
$1.34K - $1.38K
|
12.8K
$294K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-77- 0.3% |
$1.81K - $1.86K
|
25.9K
$593K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.85K+ 2.27% |
$43.4K - $44.6K
|
83.3K
$1.91M
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.86KNew |
$43.7K - $44.9K
|
1.86K
$42.5K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
182+ 1.79% |
$4.28K - $4.39K
|
10.4K
$237K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.1K- 57.36% |
$25.8K - $26.5K
|
817
$18.7K
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
1.35K+ 2.23% |
$31.7K - $32.6K
|
61.8K
$1.41M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
36.5K+ 14.11% |
$859K - $882K
|
295K
$6.75M
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-195- 57.69% |
$4.58K - $4.71K
|
143
$3.27K
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
8.54K+ 20.32% |
$201K - $206K
|
50.6K
$1.16M
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
5.4K+ 6.11% |
$127K - $130K
|
93.7K
$2.14M
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.95K- 29.36% |
$93.1K - $96.7K
|
9.51K
$217K
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.42K- 6.55% |
$33.4K - $34.7K
|
20.2K
$462K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-42.4K- 97.77% |
$998K - $1.04M
|
966
$22.1K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.45KNew |
$57.7K - $60K
|
2.45K
$56K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.08K- 33.59% |
$72.6K - $75.4K
|
6.09K
$139K
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
10.6KNew |
$249K - $259K
|
10.6K
$242K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-8.76K- 99.9% |
$206K - $214K
|
9
$206
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-392- 4.17% |
$9.24K - $9.6K
|
9.02K
$206K
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
2.3K+ 12.01% |
$54.1K - $56.2K
|
21.4K
$490K
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11.9KNew |
$280K - $291K
|
11.9K
$272K
|
|
Q3 2024 | |||||||
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
61New |
$1.42K - $1.48K
|
61
$1.4K
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
8.45KNew |
$196K - $205K
|
8.45K
$193K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.61K- 23.43% |
$60.6K - $63.4K
|
8.54K
$195K
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.9KNew |
$346K - $362K
|
14.9K
$341K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
378New |
$8.77K - $9.17K
|
378
$8.64K
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-331- 37.4% |
$7.68K - $8.03K
|
554
$12.7K
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-13K- 59.83% |
$302K - $316K
|
8.73K
$200K
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-136- 1.55% |
$3.16K - $3.3K
|
8.64K
$198K
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
183New |
$4.22K - $4.36K
|
183
$4.19K
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-13.5K- 56.93% |
$310K - $321K
|
10.2K
$233K
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-800- 7.48% |
$18.4K - $19.1K
|
9.9K
$226K
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-240- 1.91% |
$5.53K - $5.72K
|
12.3K
$281K
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
9.4KNew |
$217K - $224K
|
9.4K
$215K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
322+ 2.44% |
$7.43K - $7.67K
|
13.5K
$309K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-128- 70.72% |
$2.95K - $3.05K
|
53
$1.21K
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
15.4K+ 44.92% |
$354K - $366K
|
49.5K
$1.13M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-2.57K- 34.42% |
$59.4K - $61.3K
|
4.9K
$112K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
33K+ 366.75% |
$762K - $790K
|
42K
$960K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-9.63K- 30.01% |
$223K - $231K
|
22.5K
$514K
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
12New |
$277 - $287
|
12
$274
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
348+ 3.87% |
$8.04K - $8.33K
|
9.34K
$214K
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
57+ 12.18% |
$1.32K - $1.36K
|
525
$12K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
123New |
$2.84K - $2.94K
|
123
$2.81K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.75KNew |
$213K - $231K
|
9.75K
$223K
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8K- 99.74% |
$175K - $190K
|
21
$480
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
4.5KNew |
$98.2K - $107K
|
4.5K
$103K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.35KNew |
$51.3K - $55.8K
|
2.35K
$53.7K
|
|
Feb 06, 2024
Q4 2023
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-16.1K- 45.14% |
$351K - $382K
|
19.6K
$447K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
300New |
$6.55K - $7.12K
|
300
$6.86K
|