Purchases and Sales Made in Q1 2025 in Global X Variable Rate Preferr (PFFV)
This table provides information about the institutional ownership of Global X Variable Rate Preferr (PFFV) during Q1 2025. 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 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
92.5K+ 111.06% |
$2.18M - $2.23M
|
176K
$4.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
36.5K+ 14.11% |
$859K - $882K
|
295K
$6.86M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
8.54K+ 20.32% |
$201K - $206K
|
50.6K
$1.17M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.49KNew |
$200K - $205K
|
8.49K
$197K
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
7.83K+ 4.92% |
$184K - $189K
|
167K
$3.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
7.34K+ 43.17% |
$172K - $177K
|
24.3K
$566K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
7.06K+ 43.61% |
$166K - $170K
|
23.2K
$540K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
5.4K+ 6.11% |
$127K - $130K
|
93.7K
$2.18M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.86KNew |
$43.7K - $44.9K
|
1.86K
$43.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.85K+ 2.27% |
$43.4K - $44.6K
|
83.3K
$1.94M
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
1.35K+ 2.23% |
$31.7K - $32.6K
|
61.8K
$1.44M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
270New |
$6.35K - $6.52K
|
270
$6.27K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
182+ 1.79% |
$4.28K - $4.39K
|
10.4K
$241K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
57+ 0.45% |
$1.34K - $1.38K
|
12.8K
$298K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
28+ 0.32% |
$658 - $676
|
8.83K
$205K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-77- 0.3% |
$1.81K - $1.86K
|
25.9K
$602K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-195- 57.69% |
$4.58K - $4.71K
|
143
$3.32K
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-492- 3.81% |
$11.6K - $11.9K
|
12.4K
$289K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.1K- 57.36% |
$25.8K - $26.5K
|
817
$19K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-4.03K- 15.7% |
$94.7K - $97.2K
|
21.6K
$502K
|
|
|
Apr 18, 2025
Q1 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-16.5K- 32.98% |
$387K - $397K
|
33.4K
$777K
|