Purchases and Sales Made in Q4 2023 in Global X Variable Rate Preferr (PFFV)
This table provides information about the institutional ownership of Global X Variable Rate Preferr (PFFV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8K- 99.74% |
$175K - $190K
|
21
$504
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-9.39K- 20.06% |
$205K - $223K
|
37.4K
$898K
|
|
|
Jan 23, 2024
Q4 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-9.83K- 13.52% |
$215K - $233K
|
62.9K
$1.51M
|
|
|
Feb 06, 2024
Q4 2023
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-16.1K- 45.14% |
$351K - $382K
|
19.6K
$470K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-28.3K- 34.56% |
$618K - $672K
|
53.6K
$1.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-62.5K- 71.68% |
$1.36M - $1.48M
|
24.7K
$593K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-89.2K- 38.02% |
$1.95M - $2.12M
|
145K
$3.49M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-654K- 55.4% |
$14.3M - $15.5M
|
527K
$12.6M
|