Purchases and Sales Made in Q1 2023 in Global X Variable Rate Preferr (PFFV)
This table provides information about the institutional ownership of Global X Variable Rate Preferr (PFFV) during Q1 2023. 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 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
88.8K+ 19.82% |
$1.93M - $2.19M
|
537K
$12.9M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
87.9K+ 344.47% |
$1.91M - $2.17M
|
113K
$2.72M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
65.3K+ 17.63% |
$1.42M - $1.61M
|
436K
$10.5M
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
47KNew |
$1.02M - $1.16M
|
47K
$1.13M
|
|
May 05, 2023
Q1 2023
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
25.6K+ 70.66% |
$559K - $632K
|
61.9K
$1.49M
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
22.1K+ 124.14% |
$482K - $545K
|
39.9K
$958K
|
|
May 11, 2023
Q1 2023
|
Golden Green, Inc.
|
BUY
|
- |
21.7KNew |
$474K - $536K
|
21.7K
$522K
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
16.1KNew |
$352K - $398K
|
16.1K
$388K
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
14.9KNew |
$324K - $367K
|
14.9K
$357K
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
13.8KNew |
$301K - $341K
|
13.8K
$332K
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
12.4K+ 3.96% |
$269K - $305K
|
324K
$7.79M
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
9.04KNew |
$197K - $223K
|
9.04K
$217K
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
7.24K+ 27.84% |
$158K - $179K
|
33.3K
$798K
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
6.69K+ 7.39% |
$146K - $165K
|
97.2K
$2.33M
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.48K+ 56.91% |
$141K - $160K
|
17.9K
$429K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.94K+ 13.97% |
$129K - $147K
|
48.5K
$1.16M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.66K+ 28.02% |
$123K - $140K
|
25.9K
$621K
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
5.32KNew |
$116K - $131K
|
5.32K
$128K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.7K+ 3.99% |
$102K - $116K
|
123K
$2.95M
|
|
May 09, 2023
Q1 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
3.78K+ 4.62% |
$82.3K - $93.2K
|
85.6K
$2.06M
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.6K+ 11.3% |
$78.4K - $88.8K
|
35.5K
$851K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.85K+ 61.85% |
$62K - $70.2K
|
7.45K
$179K
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.26K+ 9.6% |
$49.1K - $55.6K
|
25.8K
$618K
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
BUY
|
- |
1.97K+ 19.83% |
$42.9K - $48.6K
|
11.9K
$286K
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.59K+ 13.02% |
$34.6K - $39.1K
|
13.8K
$330K
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.56K+ 13.29% |
$34K - $38.5K
|
13.3K
$319K
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.51K+ 4.34% |
$32.9K - $37.3K
|
36.3K
$872K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.36K+ 8.89% |
$29.7K - $33.6K
|
16.7K
$401K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
1.25K+ 63.36% |
$27.2K - $30.8K
|
3.22K
$77.4K
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.22K+ 101.24% |
$26.7K - $30.2K
|
2.43K
$58.4K
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.2KNew |
$26.1K - $29.6K
|
1.2K
$28.8K
|
|
Apr 24, 2023
Q1 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
1.15K+ 2.57% |
$24.9K - $28.2K
|
45.7K
$1.1M
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.04K+ 10.38% |
$22.7K - $25.7K
|
11.1K
$265K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
348+ 6.03% |
$7.58K - $8.59K
|
6.12K
$147K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
100+ 5.0% |
$2.18K - $2.47K
|
2.1K
$50.4K
|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
BUY
|
- |
79+ 0.79% |
$1.72K - $1.95K
|
10.1K
$241K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-40- 1.25% |
$872 - $987
|
3.15K
$75.7K
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-200- 1.36% |
$4.36K - $4.93K
|
14.6K
$350K
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-366- 2.14% |
$7.98K - $9.03K
|
16.7K
$401K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-421- 8.56% |
$9.17K - $10.4K
|
4.5K
$108K
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-820- 0.84% |
$17.9K - $20.2K
|
96.4K
$2.32M
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1K- 6.06% |
$21.8K - $24.7K
|
15.5K
$372K
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.63K- 78.72% |
$57.4K - $65K
|
712
$17.1K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.12K- 39.77% |
$89.7K - $102K
|
6.23K
$150K
|
|
Apr 28, 2023
Q1 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-5.96K- 25.26% |
$130K - $147K
|
17.6K
$423K
|
|
Apr 26, 2023
Q1 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-6.97K- 15.99% |
$152K - $172K
|
36.6K
$879K
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.8K- 13.63% |
$234K - $265K
|
68.1K
$1.64M
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-12.8K- 32.38% |
$278K - $315K
|
26.6K
$639K
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-28.1K- 28.83% |
$611K - $692K
|
69.2K
$1.66M
|