Purchases and Sales Made in Q2 2022 in Global X Variable Rate Preferr (PFFV)
This table provides information about the institutional ownership of Global X Variable Rate Preferr (PFFV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
2.94MNew |
$69.3M - $76.4M
|
2.94M
$70.6M
|
|
|
Jul 19, 2022
Q2 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
443KNew |
$10.4M - $11.5M
|
443K
$10.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
281K+ 1350.65% |
$6.61M - $7.29M
|
301K
$7.24M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
281K+ 1350.65% |
$6.61M - $7.29M
|
301K
$7.24M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
96KNew |
$2.26M - $2.49M
|
96K
$2.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
89.6KNew |
$2.11M - $2.33M
|
89.6K
$2.15M
|
|
|
Aug 12, 2022
Q2 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
48.8KNew |
$1.15M - $1.27M
|
48.8K
$1.17M
|
|
|
Jul 20, 2022
Q2 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
40.3KNew |
$947K - $1.05M
|
40.3K
$966K
|
|
|
Jul 13, 2022
Q2 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
28.4K+ 43.12% |
$667K - $736K
|
94.1K
$2.26M
|
|
|
Aug 22, 2022
Q2 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
28.2KNew |
$664K - $733K
|
28.2K
$678K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17.5KNew |
$411K - $454K
|
17.5K
$420K
|
|
|
Jul 29, 2022
Q2 2022
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
16.9KNew |
$398K - $439K
|
16.9K
$406K
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
15.4K+ 119.0% |
$362K - $399K
|
28.3K
$679K
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.8KNew |
$254K - $280K
|
10.8K
$259K
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.5K+ 64.07% |
$248K - $274K
|
27K
$648K
|
|
|
Jul 20, 2022
Q2 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
9.53K+ 16.83% |
$224K - $247K
|
66.2K
$1.59M
|
|
|
Aug 11, 2022
Q2 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
7.69K+ 29.47% |
$181K - $200K
|
33.8K
$811K
|
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
6.77KNew |
$159K - $176K
|
6.77K
$162K
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
3.5K+ 3.49% |
$82.5K - $91K
|
104K
$2.5M
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.47K+ 9.51% |
$81.8K - $90.2K
|
40K
$960K
|
|
|
Jul 19, 2022
Q2 2022
|
Beacon Financial Group
|
BUY
|
- |
2.58K+ 4.62% |
$60.6K - $66.9K
|
58.3K
$1.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.72K+ 2.16% |
$40.5K - $44.7K
|
81.3K
$1.95M
|
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.67K+ 10.04% |
$39.2K - $43.3K
|
18.3K
$439K
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.58K+ 16.88% |
$37.1K - $41K
|
10.9K
$262K
|
|
|
Aug 03, 2022
Q2 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
1.05K+ 3.42% |
$24.6K - $27.2K
|
31.7K
$760K
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.04K+ 7.22% |
$24.4K - $26.9K
|
15.4K
$369K
|
|
|
Jul 06, 2022
Q2 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
1.03K+ 0.26% |
$24.3K - $26.8K
|
402K
$9.66M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
763+ 6.87% |
$18K - $19.8K
|
11.9K
$285K
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
414+ 120.0% |
$9.75K - $10.8K
|
759
$18.2K
|
|
|
Jul 14, 2022
Q2 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
157+ 0.74% |
$3.7K - $4.08K
|
21.4K
$514K
|
|
|
Aug 05, 2022
Q2 2022
|
Firestone Capital Management
|
BUY
|
- |
109+ 0.9% |
$2.57K - $2.83K
|
12.2K
$294K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
82New |
$1.93K - $2.13K
|
82
$1.97K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-350Closed |
$8.24K - $9.09K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-400Closed |
$9.42K - $10.4K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.11K- 73.53% |
$49.6K - $54.7K
|
759
$18.2K
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.12K- 89.43% |
$49.8K - $54.9K
|
250
$6K
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-2.4KClosed |
$56.5K - $62.3K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-2.98K- 2.43% |
$70.1K - $77.4K
|
120K
$2.87M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.14K- 47.37% |
$73.8K - $81.4K
|
3.48K
$83.6K
|
|
|
Jul 29, 2022
Q2 2022
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-4.26K- 14.2% |
$100K - $111K
|
25.8K
$618K
|
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-7.88KClosed |
$185K - $205K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-8.15KClosed |
$192K - $212K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-8.86KClosed |
$208K - $230K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-8.97K- 98.8% |
$211K - $233K
|
109
$2.62K
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.19K- 42.04% |
$216K - $239K
|
12.7K
$304K
|
|
|
Aug 04, 2022
Q2 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-12.6K- 12.05% |
$297K - $327K
|
92K
$2.21M
|
|
|
Jul 12, 2022
Q2 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-19.8K- 31.51% |
$465K - $513K
|
43K
$1.03M
|