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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
386K+ 26.68% |
$8.64M - $9.03M
|
1.83M
$42.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
108K+ 198.3% |
$2.42M - $2.53M
|
162K
$3.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
96.8K+ 55.07% |
$2.17M - $2.27M
|
273K
$6.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
49.8K+ 34.58% |
$1.12M - $1.17M
|
194K
$4.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
37K+ 88.8% |
$829K - $867K
|
78.7K
$1.81M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
34.1KNew |
$764K - $799K
|
34.1K
$784K
|
|
|
Aug 01, 2025
Q2 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
30.1K+ 59.59% |
$675K - $706K
|
80.7K
$1.86M
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
25K+ 14.95% |
$559K - $585K
|
192K
$4.41M
|
|
|
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
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
15.9KNew |
$357K - $374K
|
15.9K
$367K
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
12.8KNew |
$287K - $300K
|
12.8K
$295K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
10.2K+ 44.05% |
$229K - $240K
|
33.5K
$770K
|
|
|
Aug 13, 2025
Q2 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
10.2K+ 6.58% |
$228K - $238K
|
164K
$3.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.14KNew |
$205K - $214K
|
9.14K
$210K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.67K+ 55.37% |
$194K - $203K
|
24.3K
$559K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.35K+ 48.07% |
$142K - $149K
|
19.5K
$450K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.49K+ 5.92% |
$101K - $105K
|
80.3K
$1.85M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.4KNew |
$76.2K - $79.7K
|
3.4K
$78.2K
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
3.36K+ 13.46% |
$75.3K - $78.7K
|
28.3K
$651K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
2.82K+ 11.58% |
$63.2K - $66K
|
27.2K
$624K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.44K+ 1.12% |
$54.7K - $57.2K
|
220K
$5.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.8KNew |
$40.3K - $42.1K
|
1.8K
$41.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.28KNew |
$28.8K - $30.1K
|
1.28K
$29.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.14K+ 8.74% |
$25.6K - $26.8K
|
14.2K
$327K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
915+ 0.98% |
$20.5K - $21.4K
|
94.6K
$2.18M
|
|
|
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
|
Comerica Bank
|
BUY
|
- |
549+ 1.7% |
$12.3K - $12.9K
|
32.8K
$754K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
500New |
$11.2K - $11.7K
|
500
$11.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
346New |
$7.75K - $8.11K
|
346
$7.96K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
300New |
$6.72K - $7.03K
|
300
$6.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
294New |
$6.59K - $6.89K
|
294
$6.76K
|
|
|
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
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
103+ 0.05% |
$2.31K - $2.41K
|
228K
$5.24M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
100+ 0.96% |
$2.24K - $2.34K
|
10.5K
$241K
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
34+ 1.83% |
$762 - $797
|
1.89K
$43.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
BUY
|
- |
27+ 0.31% |
$605 - $633
|
8.86K
$204K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
26+ 0.43% |
$583 - $609
|
6.14K
$141K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
11+ 1.35% |
$247 - $258
|
828
$19K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
3+ 0.01% |
$67.2 - $70.3
|
21.6K
$497K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.3KNew |
$384K - $394K
|
16.3K
$375K
|
|
|
May 13, 2025
Q1 2025
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
12.5KNew |
$294K - $302K
|
12.5K
$288K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
10.4KNew |
$245K - $252K
|
10.4K
$240K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.49KNew |
$200K - $205K
|
8.49K
$195K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
600New |
$14.1K - $14.5K
|
600
$13.8K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
270New |
$6.35K - $6.52K
|
270
$6.21K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
265New |
$6.23K - $6.4K
|
265
$6.1K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
106New |
$2.49K - $2.56K
|
106
$2.44K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
94New |
$2.21K - $2.27K
|
94
$2.16K
|
|
| Q4 2024 | |||||||
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11.9KNew |
$280K - $291K
|
11.9K
$274K
|
|