Institutional Ownership Global X Variable Rate Preferr (PFFV)
This table provides information about the institutional ownership of Global X Variable Rate Preferr (PFFV). We have compiled data on the 65 institutions that hold shares in the stock, with a total of 3.05 Million shares, which have been reported (via 13F filing form) to have a value of $72.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
817,236
shares
|
$19.3 Million
0.0% of portfolio
|
Q1 2024
Added 55.13%
|
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
385,656
shares
|
$9.12 Million
0.03% of portfolio
|
Q1 2024
Added 28.09%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2024 Q1 2024 |
246,054
shares
|
$5.82 Million
0.9% of portfolio
|
Q1 2024
Reduced 3.44%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
180,987
shares
|
$4.28 Million
0.0% of portfolio
|
Q1 2024
Reduced 46.15%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
140,514
shares
|
$3.32 Million
0.01% of portfolio
|
Q1 2024
Added 84.74%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Apr 15, 2024 Q1 2024 |
133,654
shares
|
$3.16 Million
2.86% of portfolio
|
Q1 2024
Added 2.72%
|
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
91,262
shares
|
$2.16 Million
0.0% of portfolio
|
Q1 2024
Added 16.94%
|
|
|
Princeton Global Asset Management LLC
|
Apr 29, 2024 Q1 2024 |
86,039
shares
|
$2.03 Million
0.51% of portfolio
|
Q1 2024
Reduced 3.69%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
77,336
shares
|
$1.83 Million
0.0% of portfolio
|
Q1 2024
Reduced 46.83%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Apr 15, 2024 Q1 2024 |
59,055
shares
|
$1.4 Million
1.34% of portfolio
|
Q1 2024
Reduced 6.05%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
55,405
shares
|
$1.31 Million
0.2% of portfolio
|
Q2 2023
Added 66.62%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Apr 12, 2024 Q1 2024 |
52,037
shares
|
$1.23 Million
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
May 10, 2024 Q1 2024 |
50,236
shares
|
$1.19 Million
0.41% of portfolio
|
Q1 2024
Added 311.57%
|
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
48,877
shares
|
$1.16 Million
0.0% of portfolio
|
Q1 2024
Reduced 8.85%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
48,711
shares
|
$1.15 Million
0.0% of portfolio
|
Q1 2024
Added 6.36%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
44,298
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Castle Rock Wealth Management, LLC
|
May 13, 2024 Q1 2024 |
34,174
shares
|
$808,215
0.22% of portfolio
|
Q1 2024
Reduced 8.62%
|
|
|
Prospera Financial Services Inc
|
Feb 14, 2024 Q4 2023 |
33,443
shares
|
$790,926
0.03% of portfolio
|
Q4 2023
Added 17.99%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
32,744
shares
|
$774,395
0.06% of portfolio
|
Q3 2022
Added 3.42%
|
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
28,762
shares
|
$680,221
0.0% of portfolio
|
Q1 2024
Added 8.99%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
May 20, 2024 Q1 2024 |
26,840
shares
|
$634,766
0.07% of portfolio
|
Q1 2024
Reduced 3.05%
|
|
|
Beacon Financial Group
|
May 07, 2024 Q1 2024 |
26,197
shares
|
$619,559
0.07% of portfolio
|
Q1 2024
Reduced 6.14%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
25,333
shares
|
$599,125
0.61% of portfolio
|
Q3 2023
Added 11.23%
|
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
23,633
shares
|
$558,920
0.0% of portfolio
|
Q1 2024
Added 146.85%
|
|
|
Walter & Keenan Wealth Management LLC
|
Apr 30, 2024 Q1 2024 |
21,730
shares
|
$513,914
0.17% of portfolio
|
Q1 2024
Reduced 8.34%
|
|