Purchases and Sales Made in Q3 2024 in Global X Variable Rate Preferr (PFFV)
This table provides information about the institutional ownership of Global X Variable Rate Preferr (PFFV) during Q3 2024. 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 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
188K+ 15.89% |
$4.35M - $4.55M
|
1.37M
$32.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
54.2K+ 112.77% |
$1.26M - $1.31M
|
102K
$2.44M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
43.3KNew |
$1.01M - $1.05M
|
43.3K
$1.03M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
40.7K+ 31.06% |
$945K - $988K
|
172K
$4.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
24.8K+ 185.96% |
$575K - $601K
|
38.1K
$908K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15K+ 90.34% |
$348K - $364K
|
31.6K
$753K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.9KNew |
$346K - $362K
|
14.9K
$355K
|
|
|
Nov 08, 2024
Q3 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
12.6KNew |
$293K - $306K
|
12.6K
$301K
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
12.6K+ 6.63% |
$291K - $305K
|
202K
$4.82M
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
10.1K+ 35.33% |
$235K - $246K
|
38.8K
$924K
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
10.1KNew |
$234K - $245K
|
10.1K
$241K
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
BUY
|
- |
8.52K+ 80.27% |
$198K - $207K
|
19.1K
$456K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
8.45KNew |
$196K - $205K
|
8.45K
$201K
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
7.33K+ 5.06% |
$170K - $178K
|
152K
$3.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.21K+ 19.68% |
$97.6K - $102K
|
25.6K
$610K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.39K+ 6.39% |
$78.6K - $82.2K
|
56.4K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
3.28K+ 95.27% |
$76.1K - $79.6K
|
6.72K
$160K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.87K+ 3.22% |
$66.6K - $69.7K
|
92.1K
$2.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.52K+ 17.16% |
$58.5K - $61.2K
|
17.2K
$411K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.37K+ 3.43% |
$55K - $57.5K
|
71.5K
$1.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.93K+ 11.08% |
$44.8K - $46.8K
|
19.4K
$461K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.75K+ 16.53% |
$40.6K - $42.5K
|
12.4K
$294K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.38K+ 18.69% |
$32K - $33.5K
|
8.77K
$209K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.33K+ 1.54% |
$30.9K - $32.4K
|
87.7K
$2.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
855+ 2.48% |
$19.8K - $20.8K
|
35.3K
$841K
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
629+ 5.48% |
$14.6K - $15.3K
|
12.1K
$289K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
378New |
$8.77K - $9.17K
|
378
$9.01K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
153+ 2.44% |
$3.55K - $3.71K
|
6.44K
$153K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
145+ 2.05% |
$3.36K - $3.52K
|
7.22K
$172K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
72+ 0.28% |
$1.67K - $1.75K
|
25.6K
$610K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
61New |
$1.42K - $1.48K
|
61
$1.45K
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
25+ 0.29% |
$580 - $607
|
8.78K
$209K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
17+ 0.18% |
$394 - $413
|
9.41K
$224K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
11+ 0.62% |
$255 - $267
|
1.78K
$42.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2+ 0.68% |
$46.4 - $48.5
|
294
$7.01K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-31- 0.06% |
$719 - $752
|
54.6K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-69- 0.95% |
$1.6K - $1.67K
|
7.22K
$172K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-136- 1.55% |
$3.16K - $3.3K
|
8.64K
$206K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-331- 37.4% |
$7.68K - $8.03K
|
554
$13.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-350- 0.7% |
$8.12K - $8.49K
|
49.9K
$1.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-540- 1.25% |
$12.5K - $13.1K
|
42.5K
$1.01M
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-1.16K- 5.57% |
$27K - $28.3K
|
19.7K
$470K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.88K- 8.01% |
$43.7K - $45.7K
|
21.6K
$515K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.61K- 23.43% |
$60.6K - $63.4K
|
8.54K
$204K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.61K- 22.98% |
$83.8K - $87.7K
|
12.1K
$289K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-6.08K- 11.19% |
$141K - $148K
|
48.2K
$1.15M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-7.2K- 43.97% |
$167K - $175K
|
9.18K
$219K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-7.59K- 96.04% |
$176K - $184K
|
313
$7.46K
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-10.2K- 4.23% |
$237K - $248K
|
231K
$5.52M
|