Purchases and Sales Made in Q1 2022 in Global X Variable Rate Preferr (PFFV)
This table provides information about the institutional ownership of Global X Variable Rate Preferr (PFFV) during Q1 2022. The information is specifically focused on institutions that hold shares of GLOBAL X VARIABLE RATE PREFERR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 13, 2022
Q1 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
401KNew |
$10.1M - $11.1M
|
401K
$9.63M
|
|
|
Apr 07, 2022
Q1 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
41K+ 165.68% |
$1.03M - $1.14M
|
65.7K
$1.58M
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
36.5KNew |
$920K - $1.01M
|
36.5K
$877K
|
|
|
Apr 05, 2022
Q1 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
28.6K+ 35.73% |
$720K - $792K
|
109K
$2.61M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
20.8KNew |
$523K - $576K
|
20.8K
$499K
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.4KNew |
$414K - $455K
|
16.4K
$395K
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
14.4KNew |
$362K - $398K
|
14.4K
$345K
|
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
12.9KNew |
$325K - $358K
|
12.9K
$310K
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12K+ 122.83% |
$303K - $334K
|
21.9K
$525K
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.1KNew |
$280K - $308K
|
11.1K
$267K
|
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
10.3K+ 10.89% |
$259K - $285K
|
105K
$2.51M
|
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
9.08KNew |
$229K - $252K
|
9.08K
$218K
|
|
|
May 12, 2022
Q1 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
9.05K+ 9.82% |
$228K - $251K
|
101K
$2.43M
|
|
|
May 10, 2022
Q1 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
8.86KNew |
$223K - $245K
|
8.86K
$213K
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
8.15KNew |
$205K - $226K
|
8.15K
$196K
|
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
7.88KNew |
$198K - $218K
|
7.88K
$189K
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
6.5K+ 6.91% |
$164K - $180K
|
100K
$2.41M
|
|
|
May 02, 2022
Q1 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
6.07K+ 24.73% |
$153K - $168K
|
30.6K
$735K
|
|
|
May 02, 2022
Q1 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
5.12K+ 9.93% |
$129K - $142K
|
56.6K
$1.36M
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.09K+ 32.67% |
$103K - $113K
|
16.6K
$399K
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.37KNew |
$59.6K - $65.5K
|
2.37K
$56.8K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
1.68K+ 231.03% |
$42.2K - $46.4K
|
2.4K
$57.6K
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.37K+ 1.75% |
$34.6K - $38K
|
79.6K
$1.91M
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
945+ 11.24% |
$23.8K - $26.2K
|
9.35K
$225K
|
|
|
May 09, 2022
Q1 2022
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
827+ 2.83% |
$20.8K - $22.9K
|
30K
$721K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
400New |
$10.1K - $11.1K
|
400
$9.6K
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
345New |
$8.69K - $9.56K
|
345
$8.28K
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
130+ 0.62% |
$3.27K - $3.6K
|
21.2K
$510K
|
|
|
May 10, 2022
Q1 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
125+ 0.48% |
$3.15K - $3.46K
|
26.1K
$626K
|
|
|
May 03, 2022
Q1 2022
|
Firestone Capital Management
|
BUY
|
- |
109+ 0.91% |
$2.75K - $3.02K
|
12.1K
$291K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
5+ 0.17% |
$126 - $139
|
2.87K
$68.8K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.21KClosed |
$30.4K - $33.4K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.08K- 23.9% |
$52.4K - $57.6K
|
6.62K
$159K
|
|
|
Apr 08, 2022
Q1 2022
|
Beacon Financial Group
|
SELL
|
- |
-3.78K- 6.36% |
$95.2K - $105K
|
55.7K
$1.34M
|
|
|
May 02, 2022
Q1 2022
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-4.85K- 3.8% |
$122K - $134K
|
123K
$2.95M
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-8.28KClosed |
$209K - $229K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-35.5K- 36.12% |
$894K - $983K
|
62.7K
$1.51M
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-37.2KClosed |
$938K - $1.03M
|
0
$0
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-281K- 93.11% |
$7.07M - $7.77M
|
20.8K
$499K
|