Purchases and Sales Made in Q3 2023 in Global X Variable Rate Preferr (PFFV)
This table provides information about the institutional ownership of Global X Variable Rate Preferr (PFFV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
293KNew |
$6.48M - $6.77M
|
293K
$7.03M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
61.1KNew |
$1.35M - $1.41M
|
61.1K
$1.47M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
57.8K+ 13.59% |
$1.28M - $1.34M
|
483K
$11.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
32.6KNew |
$722K - $754K
|
32.6K
$783K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
26.2KNew |
$580K - $606K
|
26.2K
$629K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.4KNew |
$407K - $425K
|
18.4K
$441K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8K+ 31984.0% |
$177K - $185K
|
8.02K
$193K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.05K+ 3.1% |
$156K - $163K
|
235K
$5.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.83K+ 78.83% |
$107K - $112K
|
11K
$263K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
3.78KNew |
$83.7K - $87.4K
|
3.78K
$90.8K
|
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
2.56K+ 11.23% |
$56.6K - $59.1K
|
25.3K
$608K
|
|
|
Nov 01, 2023
Q3 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
1.32K+ 1.54% |
$29.2K - $30.5K
|
87.2K
$2.09M
|
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.31K+ 2.88% |
$29K - $30.3K
|
46.8K
$1.12M
|
|
|
Nov 03, 2023
Q3 2023
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
1.22K+ 3.53% |
$26.9K - $28.1K
|
35.7K
$856K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
943+ 3.44% |
$20.9K - $21.8K
|
28.3K
$681K
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
305+ 2.91% |
$6.75K - $7.05K
|
10.8K
$259K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
33+ 0.72% |
$730 - $763
|
4.62K
$111K
|
|
|
Nov 06, 2023
Q3 2023
|
Firestone Capital Management
|
BUY
|
- |
15+ 0.15% |
$332 - $347
|
10.1K
$243K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
7+ 0.38% |
$155 - $162
|
1.87K
$44.9K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-10- 0.11% |
$221 - $231
|
9.27K
$222K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-42- 1.19% |
$929 - $971
|
3.48K
$83.6K
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-234- 0.75% |
$5.18K - $5.41K
|
31.1K
$746K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-266- 3.46% |
$5.89K - $6.15K
|
7.42K
$178K
|
|
|
Oct 20, 2023
Q3 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-464- 1.51% |
$10.3K - $10.7K
|
30.2K
$724K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-719- 18.92% |
$15.9K - $16.6K
|
3.08K
$74K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.07K- 6.39% |
$23.6K - $24.6K
|
15.6K
$375K
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.36K- 7.73% |
$30.2K - $31.5K
|
16.3K
$391K
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.75K- 1.81% |
$38.6K - $40.3K
|
94.8K
$2.28M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.51K- 22.53% |
$77.8K - $81.2K
|
12.1K
$290K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.39K- 27.47% |
$97.2K - $102K
|
11.6K
$278K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.56K- 33.64% |
$101K - $105K
|
9K
$216K
|
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-7.61K- 2.94% |
$168K - $176K
|
252K
$6.04M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-7.66K- 67.7% |
$169K - $177K
|
3.65K
$87.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.97K- 25.91% |
$199K - $207K
|
25.6K
$616K
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-10.4K- 27.2% |
$229K - $240K
|
27.7K
$666K
|
|
|
Oct 13, 2023
Q3 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-14.4K- 16.57% |
$319K - $334K
|
72.7K
$1.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-14.9K- 15.37% |
$329K - $344K
|
81.9K
$1.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-17.5K- 63.58% |
$388K - $406K
|
10.1K
$241K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-43.3K- 41.41% |
$957K - $1M
|
61.2K
$1.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-168K- 76.95% |
$3.73M - $3.89M
|
50.4K
$1.21M
|