Latest Institutional Purchases of Global X Variable Rate Preferr (PFFV)
This list provides information on the latest institutional transactions involving Global X Variable Rate Preferr (PFFV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
189KNew |
$4.37M - $4.51M
|
189K
$4.56M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
48KNew |
$1.11M - $1.14M
|
48K
$1.16M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
39.8K+ 43.64% |
$918K - $949K
|
131K
$3.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
28.6KNew |
$660K - $682K
|
28.6K
$689K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
16.1K+ 6503.23% |
$372K - $384K
|
16.4K
$394K
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
15.4K+ 44.92% |
$354K - $366K
|
49.5K
$1.19M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.9K+ 15.33% |
$273K - $283K
|
89.2K
$2.15M
|
|
|
Jul 08, 2024
Q2 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
11.3K+ 8.46% |
$261K - $269K
|
145K
$3.49M
|
|
|
Jul 15, 2024
Q2 2024
|
Flc Capital Advisors
|
BUY
|
- |
10.6KNew |
$245K - $253K
|
10.6K
$255K
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
9.4KNew |
$217K - $224K
|
9.4K
$226K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
8.96KNew |
$207K - $214K
|
8.96K
$216K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.78K+ 101.66% |
$203K - $209K
|
17.4K
$419K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
7.5K+ 1899.75% |
$173K - $179K
|
7.9K
$190K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
5.67K+ 19.7% |
$131K - $135K
|
34.4K
$829K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.61K+ 1.45% |
$129K - $134K
|
391K
$9.42M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
5.43K+ 11.1% |
$125K - $129K
|
54.3K
$1.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.49K+ 43.95% |
$104K - $107K
|
14.7K
$354K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.34K+ 8.9% |
$100K - $103K
|
53K
$1.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.56K+ 27.31% |
$82.1K - $84.9K
|
16.6K
$400K
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
3.37K+ 33.84% |
$77.7K - $80.3K
|
13.3K
$321K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.89K+ 85.01% |
$66.6K - $68.8K
|
6.28K
$151K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.64K+ 5.07% |
$60.9K - $62.9K
|
54.7K
$1.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.1K+ 39.79% |
$48.5K - $50.1K
|
7.39K
$178K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.03K+ 10.2% |
$23.8K - $24.6K
|
11.2K
$269K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
375+ 0.44% |
$8.65K - $8.94K
|
86.4K
$2.08M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
322+ 2.44% |
$7.43K - $7.67K
|
13.5K
$326K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
250+ 595.24% |
$5.77K - $5.96K
|
292
$7.03K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
183New |
$4.22K - $4.36K
|
183
$4.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
166+ 1.59% |
$3.83K - $3.96K
|
10.6K
$255K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
129+ 7.87% |
$2.97K - $3.07K
|
1.77K
$42.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
72+ 0.77% |
$1.66K - $1.72K
|
9.39K
$226K
|
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
BUY
|
- |
23+ 0.26% |
$530 - $548
|
8.75K
$211K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2024 | |||||||
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
290K+ 55.13% |
$6.71M - $6.95M
|
817K
$19.7M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
33K+ 366.75% |
$762K - $790K
|
42K
$1.01M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.7KNew |
$247K - $255K
|
10.7K
$257K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.58K+ 184.52% |
$129K - $134K
|
8.6K
$207K
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
407+ 3.67% |
$9.41K - $9.74K
|
11.5K
$276K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
348+ 3.87% |
$8.04K - $8.33K
|
9.34K
$225K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
280+ 0.8% |
$6.47K - $6.7K
|
35.4K
$851K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
123New |
$2.84K - $2.94K
|
123
$2.96K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
57+ 12.18% |
$1.32K - $1.36K
|
525
$12.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
30+ 0.88% |
$693 - $718
|
3.44K
$82.9K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
12New |
$277 - $287
|
12
$289
|
|
| Q4 2023 | |||||||
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
BUY
|
- |
102KNew |
$2.23M - $2.42M
|
102K
$2.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.75KNew |
$213K - $231K
|
9.75K
$235K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
4.5KNew |
$98.2K - $107K
|
4.5K
$108K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.35KNew |
$51.3K - $55.8K
|
2.35K
$56.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
300New |
$6.55K - $7.12K
|
300
$7.22K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
45New |
$982 - $1.07K
|
45
$1.08K
|
|