Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-155K- 46.15% |
$3.58M - $3.71M
|
181K
$4.28M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-68.1K- 46.83% |
$1.57M - $1.63M
|
77.3K
$1.83M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-9.63K- 30.01% |
$223K - $231K
|
22.5K
$531K
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-8.76K- 3.44% |
$202K - $210K
|
246K
$5.82M
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.57KClosed |
$175K - $181K
|
0
$0
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.92K- 36.96% |
$160K - $166K
|
11.8K
$279K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-4.88K- 92.51% |
$113K - $117K
|
395
$9.34K
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.75K- 8.85% |
$110K - $114K
|
48.9K
$1.16M
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.63K- 19.7% |
$107K - $111K
|
18.9K
$447K
|
|
Apr 15, 2024
Q1 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-3.8K- 6.05% |
$87.8K - $91K
|
59.1K
$1.4M
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-3.73K- 95.37% |
$86.2K - $89.3K
|
181
$4.28K
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-3.3K- 3.69% |
$76.3K - $79K
|
86K
$2.03M
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-3.22K- 8.62% |
$74.5K - $77.1K
|
34.2K
$808K
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-3.13K- 12.68% |
$72.4K - $75K
|
21.6K
$510K
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-1.98K- 8.34% |
$45.7K - $47.3K
|
21.7K
$514K
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-1.71K- 6.14% |
$39.6K - $41K
|
26.2K
$620K
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
SELL
|
- |
-1.41K- 13.88% |
$32.5K - $33.7K
|
8.73K
$206K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.24K- 26.79% |
$28.7K - $29.8K
|
3.4K
$80.3K
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-843- 3.05% |
$19.5K - $20.2K
|
26.8K
$635K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-651- 72.41% |
$15K - $15.6K
|
248
$5.87K
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-326- 3.03% |
$7.53K - $7.8K
|
10.4K
$247K
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-73- 63.48% |
$1.69K - $1.75K
|
42
$993
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-12- 0.14% |
$277 - $287
|
8.82K
$209K
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-11- 0.67% |
$254 - $263
|
1.64K
$38.8K
|
|
Q4 2023 | |||||||
Feb 06, 2024
Q4 2023
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-16.1K- 45.14% |
$351K - $382K
|
19.6K
$463K
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8K- 99.74% |
$175K - $190K
|
21
$497
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.2K- 83.87% |
$114K - $123K
|
1K
$23.7K
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-3.03K- 98.38% |
$66.2K - $72K
|
50
$1.18K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.39K- 27.47% |
$97.2K - $102K
|
11.6K
$274K
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.36K- 7.73% |
$30.2K - $31.5K
|
16.3K
$385K
|
|
Q2 2023 | |||||||
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-3.8K- 14.27% |
$79.2K - $87.2K
|
22.8K
$540K
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.91K- 16.28% |
$60.7K - $66.8K
|
15K
$354K
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-275- 36.23% |
$5.73K - $6.31K
|
484
$11.4K
|
|
Q1 2023 | |||||||
Apr 28, 2023
Q1 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-5.96K- 25.26% |
$130K - $147K
|
17.6K
$417K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.12K- 39.77% |
$89.7K - $102K
|
6.23K
$147K
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1K- 6.06% |
$21.8K - $24.7K
|
15.5K
$367K
|
|
Q4 2022 | |||||||
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-7.78K- 71.74% |
$173K - $185K
|
3.07K
$72.5K
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-6.35K- 29.71% |
$141K - $150K
|
15K
$355K
|
|
Q2 2022 | |||||||
Aug 11, 2022
Q2 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-8.97K- 98.8% |
$211K - $233K
|
109
$2.58K
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-8.15KClosed |
$192K - $212K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-7.88KClosed |
$185K - $205K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-4.26K- 14.2% |
$100K - $111K
|
25.8K
$609K
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.12K- 89.43% |
$49.8K - $54.9K
|
250
$5.91K
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-350Closed |
$8.24K - $9.09K
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-37.2KClosed |
$938K - $1.03M
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.21KClosed |
$30.4K - $33.4K
|
0
$0
|