Purchases and Sales Made in Q3 2022 in Global X Variable Rate Preferr (PFFV)
This table provides information about the institutional ownership of Global X Variable Rate Preferr (PFFV) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 08, 2022
Q3 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
257KNew |
$6M - $6.53M
|
257K
$6.18M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
184KNew |
$4.3M - $4.67M
|
184K
$4.43M
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
BUY
|
- |
147KNew |
$3.43M - $3.73M
|
147K
$3.53M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
139K+ 144.89% |
$3.24M - $3.52M
|
235K
$5.64M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
78.1K+ 25.92% |
$1.82M - $1.98M
|
380K
$9.11M
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
21KNew |
$489K - $532K
|
21K
$504K
|
|
Nov 01, 2022
Q3 2022
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
20K+ 118.21% |
$466K - $507K
|
36.9K
$886K
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
14.6KNew |
$341K - $371K
|
14.6K
$351K
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
14.6KNew |
$341K - $371K
|
14.6K
$351K
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.5KNew |
$339K - $369K
|
14.5K
$349K
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.5KNew |
$339K - $369K
|
14.5K
$349K
|
|
Oct 26, 2022
Q3 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
12.6K+ 3.14% |
$295K - $320K
|
415K
$9.96M
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.3K+ 13.84% |
$262K - $285K
|
92.6K
$2.22M
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
11.2KNew |
$261K - $284K
|
11.2K
$269K
|
|
Nov 14, 2022
Q3 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
10.8KNew |
$253K - $275K
|
10.8K
$260K
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10.6KNew |
$248K - $270K
|
10.6K
$255K
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
9.86KNew |
$230K - $250K
|
9.86K
$237K
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
9.47KNew |
$221K - $240K
|
9.47K
$227K
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
8.82K+ 8.48% |
$205K - $224K
|
113K
$2.71M
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
6.98K+ 7.59% |
$163K - $177K
|
98.9K
$2.38M
|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
4.52K+ 16.01% |
$105K - $115K
|
32.7K
$786K
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.42K+ 3.82% |
$79.8K - $86.8K
|
93K
$2.23M
|
|
Oct 21, 2022
Q3 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
3.28K+ 8.15% |
$76.4K - $83.2K
|
43.5K
$1.05M
|
|
Oct 28, 2022
Q3 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
2.68K+ 39.66% |
$62.5K - $68K
|
9.45K
$227K
|
|
Nov 02, 2022
Q3 2022
|
Paulson Wealth Management Inc.
|
BUY
|
- |
2.62K+ 2.19% |
$61.1K - $66.5K
|
122K
$2.94M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.61K+ 14.96% |
$60.9K - $66.3K
|
20.1K
$482K
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.36K+ 28.43% |
$54.9K - $59.7K
|
10.6K
$255K
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.72KNew |
$40.1K - $43.6K
|
1.72K
$41.3K
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.55K+ 5.75% |
$36.1K - $39.3K
|
28.5K
$685K
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
1.08K+ 3.42% |
$25.2K - $27.4K
|
32.7K
$786K
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
802+ 4.39% |
$18.7K - $20.3K
|
19.1K
$458K
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
772+ 7.06% |
$18K - $19.6K
|
11.7K
$281K
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
736New |
$17.1K - $18.7K
|
736
$17.7K
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
645New |
$15K - $16.4K
|
645
$15.5K
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
573+ 75.49% |
$13.4K - $14.5K
|
1.33K
$32K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
313New |
$7.29K - $7.93K
|
313
$7.52K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
286+ 8.21% |
$6.66K - $7.25K
|
3.77K
$90.5K
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
128+ 1.08% |
$2.98K - $3.24K
|
12K
$288K
|
|
Nov 10, 2022
Q3 2022
|
Firestone Capital Management
|
BUY
|
- |
112+ 0.91% |
$2.61K - $2.84K
|
12.4K
$297K
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
88+ 0.82% |
$2.05K - $2.23K
|
10.9K
$261K
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21New |
$489 - $532
|
21
$504
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 11, 2022
Q3 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-50- 0.23% |
$1.17K - $1.27K
|
21.4K
$513K
|
|
Oct 18, 2022
Q3 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-295- 0.45% |
$6.87K - $7.48K
|
65.9K
$1.58M
|
|
Nov 14, 2022
Q3 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-502- 0.11% |
$11.7K - $12.7K
|
442K
$10.6M
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-1.69K- 5.97% |
$39.4K - $42.8K
|
26.6K
$639K
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.44K- 8.59% |
$80K - $87.1K
|
36.6K
$878K
|
|
Nov 14, 2022
Q3 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-4.3K- 10.01% |
$100K - $109K
|
38.7K
$928K
|
|
Oct 13, 2022
Q3 2022
|
Beacon Financial Group
|
SELL
|
- |
-4.49K- 7.71% |
$105K - $114K
|
53.8K
$1.29M
|
|
Oct 13, 2022
Q3 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-8.38K- 8.91% |
$195K - $213K
|
85.7K
$2.06M
|