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 |
---|---|---|---|---|---|---|---|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-136- 1.55% |
$3.16K - $3.3K
|
8.64K
$207K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
40.7K+ 31.06% |
$945K - $988K
|
172K
$4.11M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.88K- 8.01% |
$43.7K - $45.7K
|
21.6K
$518K
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-31- 0.06% |
$719 - $752
|
54.6K
$1.31M
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
183New |
$4.22K - $4.36K
|
183
$4.38K
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-13.5K- 56.93% |
$310K - $321K
|
10.2K
$244K
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-800- 7.48% |
$18.4K - $19.1K
|
9.9K
$237K
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-240- 1.91% |
$5.53K - $5.72K
|
12.3K
$294K
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
9.4KNew |
$217K - $224K
|
9.4K
$225K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
322+ 2.44% |
$7.43K - $7.67K
|
13.5K
$324K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-128- 70.72% |
$2.95K - $3.05K
|
53
$1.27K
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
15.4K+ 44.92% |
$354K - $366K
|
49.5K
$1.19M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-2.57K- 34.42% |
$59.4K - $61.3K
|
4.9K
$117K
|
|
Q1 2024 | |||||||
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-34.7K- 80.15% |
$803K - $831K
|
8.6K
$206K
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
280+ 0.8% |
$6.47K - $6.7K
|
35.4K
$847K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.7KNew |
$247K - $255K
|
10.7K
$255K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
33K+ 366.75% |
$762K - $790K
|
42K
$1.01M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-9.63K- 30.01% |
$223K - $231K
|
22.5K
$538K
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
12New |
$277 - $287
|
12
$287
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
348+ 3.87% |
$8.04K - $8.33K
|
9.34K
$224K
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
57+ 12.18% |
$1.32K - $1.36K
|
525
$12.6K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
123New |
$2.84K - $2.94K
|
123
$2.95K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
45New |
$982 - $1.07K
|
45
$1.08K
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8K- 99.74% |
$175K - $190K
|
21
$503
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.75KNew |
$213K - $231K
|
9.75K
$233K
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.2K- 83.87% |
$114K - $123K
|
1K
$24K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.35KNew |
$51.3K - $55.8K
|
2.35K
$56.3K
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
4.5KNew |
$98.2K - $107K
|
4.5K
$108K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
300New |
$6.55K - $7.12K
|
300
$7.19K
|
|
Feb 06, 2024
Q4 2023
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-16.1K- 45.14% |
$351K - $382K
|
19.6K
$469K
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
BUY
|
- |
102KNew |
$2.23M - $2.42M
|
102K
$2.44M
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-3.03K- 98.38% |
$66.2K - $72K
|
50
$1.2K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.39K- 27.47% |
$97.2K - $102K
|
11.6K
$278K
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.4KNew |
$407K - $425K
|
18.4K
$440K
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.36K- 7.73% |
$30.2K - $31.5K
|
16.3K
$390K
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
2.56K+ 11.23% |
$56.6K - $59.1K
|
25.3K
$607K
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
3.78KNew |
$83.7K - $87.4K
|
3.78K
$90.6K
|
|
Q2 2023 | |||||||
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
13.6KNew |
$283K - $312K
|
13.6K
$326K
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.1KNew |
$211K - $232K
|
10.1K
$242K
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-275- 36.23% |
$5.73K - $6.31K
|
484
$11.6K
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.91K- 16.28% |
$60.7K - $66.8K
|
15K
$358K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
22.2K+ 66.62% |
$462K - $508K
|
55.4K
$1.33M
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-3.8K- 14.27% |
$79.2K - $87.2K
|
22.8K
$547K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
109New |
$2.27K - $2.5K
|
109
$2.61K
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
10.1K+ 1.88% |
$210K - $231K
|
547K
$13.1M
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.12K- 39.77% |
$89.7K - $102K
|
6.23K
$149K
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
13.8KNew |
$301K - $341K
|
13.8K
$331K
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
16.1KNew |
$352K - $398K
|
16.1K
$387K
|
|
Apr 28, 2023
Q1 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-5.96K- 25.26% |
$130K - $147K
|
17.6K
$422K
|