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 64 institutions that hold shares in the stock, with a total of 3.82 Million shares, which have been reported (via 13F filing form) to have a value of $90.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,294,017
shares
|
$30.7 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.46%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
258,814
shares
|
$6.15 Million
0.02% of portfolio
|
Q4 2024
Added 153.2%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
226,252
shares
|
$5.37 Million
0.77% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
201,656
shares
|
$4.79 Million
0.0% of portfolio
|
Q4 2024
Added 17.37%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jan 29, 2025 Q4 2024 |
159,030
shares
|
$3.78 Million
2.94% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Feb 14, 2025 Q4 2024 |
155,056
shares
|
$3.68 Million
1.7% of portfolio
|
Q4 2024
Reduced 23.24%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Feb 10, 2025 Q4 2024 |
140,837
shares
|
$3.34 Million
0.96% of portfolio
|
Q4 2024
Added 231.41%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
135,069
shares
|
$3.21 Million
0.0% of portfolio
|
Q4 2024
Added 46.71%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
88,326
shares
|
$2.1 Million
0.41% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
83,317
shares
|
$1.98 Million
0.01% of portfolio
|
Q4 2024
Added 298.53%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
81,496
shares
|
$1.94 Million
0.0% of portfolio
|
Q4 2024
Added 13.97%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
75,392
shares
|
$1.79 Million
0.0% of portfolio
|
Q4 2024
Added 33.59%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Mar 04, 2025 Q4 2024 |
60,463
shares
|
$1.44 Million
1.18% of portfolio
|
Q4 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
55,405
shares
|
$1.32 Million
0.2% of portfolio
|
Q2 2023
Added 66.62%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
52,446
shares
|
$1.25 Million
0.11% of portfolio
|
Q4 2024
Reduced 4.03%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jan 13, 2025 Q4 2024 |
49,875
shares
|
$1.18 Million
0.95% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Integral Investment Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
42,020
shares
|
$997,975
0.27% of portfolio
|
Q4 2024
Added 10.3%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
38,710
shares
|
$919,362
0.0% of portfolio
|
Q4 2024
Added 22.48%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
35,726
shares
|
$848,492
0.0% of portfolio
|
Q4 2024
Added 39.72%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
33,238
shares
|
$789,402
0.02% of portfolio
|
Q4 2024
Reduced 5.27%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
32,744
shares
|
$777,670
0.06% of portfolio
|
Q3 2022
Added 3.42%
|
|
|
Napa Wealth Management
Napa, CA |
Feb 14, 2025 Q4 2024 |
32,453
shares
|
$770,758
0.33% of portfolio
|
Q4 2024
Reduced 16.27%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
32,292
shares
|
$766,935
0.0% of portfolio
|
Q4 2024
Reduced 8.48%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
26,000
shares
|
$617,500
0.01% of portfolio
|
Q4 2024
Added 34.36%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
25,648
shares
|
$609,140
0.07% of portfolio
|
Q4 2024
Added 0.29%
|