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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
273KNew |
$6.43M - $6.6M
|
273K
$6.25M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
202K+ 521.03% |
$4.74M - $4.87M
|
240K
$5.5M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
151K+ 11.7% |
$3.56M - $3.66M
|
1.45M
$33.1M
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
103KNew |
$2.42M - $2.48M
|
103K
$2.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
92.5K+ 111.06% |
$2.18M - $2.23M
|
176K
$4.02M
|
|
|
May 07, 2025
Q1 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
86.7K+ 61.57% |
$2.04M - $2.09M
|
228K
$5.2M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
59.7KNew |
$1.4M - $1.44M
|
59.7K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
41.7KNew |
$980K - $1.01M
|
41.7K
$953K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
38.4K+ 240.51% |
$903K - $927K
|
54.4K
$1.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
36.5K+ 14.11% |
$859K - $882K
|
295K
$6.75M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
16.4K+ 8.12% |
$385K - $395K
|
218K
$4.99M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.3KNew |
$384K - $394K
|
16.3K
$373K
|
|
|
May 13, 2025
Q1 2025
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
12.5KNew |
$294K - $302K
|
12.5K
$286K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.4K+ 34.74% |
$292K - $300K
|
48.1K
$1.1M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
10.4KNew |
$245K - $252K
|
10.4K
$239K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.93K+ 6.61% |
$210K - $215K
|
144K
$3.29M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
8.54K+ 20.32% |
$201K - $206K
|
50.6K
$1.16M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.49KNew |
$200K - $205K
|
8.49K
$194K
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
7.83K+ 4.92% |
$184K - $189K
|
167K
$3.82M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
7.34K+ 43.17% |
$172K - $177K
|
24.3K
$557K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
7.06K+ 43.61% |
$166K - $170K
|
23.2K
$532K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.54K+ 94.55% |
$154K - $158K
|
13.5K
$308K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
5.4K+ 6.11% |
$127K - $130K
|
93.7K
$2.14M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.98K+ 9.49% |
$117K - $120K
|
57.4K
$1.31M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
3.78K+ 23.21% |
$88.8K - $91.1K
|
20K
$458K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.52K+ 36.36% |
$82.8K - $85K
|
13.2K
$302K
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
3.52K+ 36.79% |
$82.7K - $84.9K
|
13.1K
$299K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.86KNew |
$43.7K - $44.9K
|
1.86K
$42.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.85K+ 2.27% |
$43.4K - $44.6K
|
83.3K
$1.91M
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
1.35K+ 2.23% |
$31.7K - $32.6K
|
61.8K
$1.41M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.11K+ 4.66% |
$26.1K - $26.8K
|
25K
$571K
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.04K+ 8.49% |
$24.5K - $25.2K
|
13.3K
$305K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
600New |
$14.1K - $14.5K
|
600
$13.7K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
417+ 0.55% |
$9.8K - $10.1K
|
75.8K
$1.73M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
407+ 0.18% |
$9.57K - $9.82K
|
227K
$5.18M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
270New |
$6.35K - $6.52K
|
270
$6.17K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
265New |
$6.23K - $6.4K
|
265
$6.06K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
182+ 1.79% |
$4.28K - $4.39K
|
10.4K
$237K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
106New |
$2.49K - $2.56K
|
106
$2.42K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
94New |
$2.21K - $2.27K
|
94
$2.15K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
57+ 0.45% |
$1.34K - $1.38K
|
12.8K
$294K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
28+ 0.32% |
$658 - $676
|
8.83K
$202K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-17- 0.13% |
$400 - $410
|
12.7K
$292K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-77- 0.24% |
$1.81K - $1.86K
|
32.2K
$737K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-77- 0.3% |
$1.81K - $1.86K
|
25.9K
$593K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-195- 57.69% |
$4.58K - $4.71K
|
143
$3.27K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-485- 3.48% |
$11.4K - $11.7K
|
13.5K
$308K
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-492- 3.81% |
$11.6K - $11.9K
|
12.4K
$284K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-633- 9.39% |
$14.9K - $15.3K
|
6.11K
$140K
|