Purchases and Sales Made in Q4 2024 in Global X Variable Rate Preferr (PFFV)
This table provides information about the institutional ownership of Global X Variable Rate Preferr (PFFV) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
157K+ 153.2% |
$3.69M - $3.83M
|
259K
$6.23M
|
|
Feb 10, 2025
Q4 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
98.3K+ 231.41% |
$2.32M - $2.41M
|
141K
$3.39M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
62.4K+ 298.53% |
$1.47M - $1.53M
|
83.3K
$2M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
43K+ 46.71% |
$1.01M - $1.05M
|
135K
$3.25M
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
29.9K+ 17.37% |
$704K - $731K
|
202K
$4.85M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.5KNew |
$530K - $550K
|
22.5K
$541K
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
19K+ 33.59% |
$447K - $464K
|
75.4K
$1.81M
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
16.2KNew |
$382K - $396K
|
16.2K
$389K
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
16KNew |
$376K - $391K
|
16K
$384K
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
13.8K+ 136.2% |
$324K - $337K
|
23.9K
$574K
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11.9KNew |
$280K - $291K
|
11.9K
$286K
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
10.6KNew |
$249K - $259K
|
10.6K
$254K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.2K+ 39.72% |
$239K - $249K
|
35.7K
$860K
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.99K+ 13.97% |
$235K - $245K
|
81.5K
$1.96M
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
9.56KNew |
$225K - $234K
|
9.56K
$230K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.1K+ 22.48% |
$167K - $174K
|
38.7K
$931K
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
6.74K+ 4.42% |
$159K - $165K
|
159K
$3.83M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.65K+ 34.36% |
$157K - $163K
|
26K
$626K
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
3.93K+ 10.3% |
$92.5K - $96.1K
|
42K
$1.01M
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
3.47K+ 51.64% |
$81.8K - $85K
|
10.2K
$245K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.24K+ 50.4% |
$76.5K - $79.4K
|
9.68K
$233K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.45KNew |
$57.7K - $60K
|
2.45K
$58.9K
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
2.3K+ 12.01% |
$54.1K - $56.2K
|
21.4K
$516K
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.84K+ 15.2% |
$43.4K - $45.1K
|
14K
$336K
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
579+ 0.66% |
$13.6K - $14.2K
|
88.3K
$2.13M
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
436+ 3.53% |
$10.3K - $10.7K
|
12.8K
$308K
|
|
Feb 11, 2025
Q4 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
305+ 2.42% |
$7.19K - $7.47K
|
12.9K
$311K
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
164+ 1.35% |
$3.87K - $4.01K
|
12.3K
$295K
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
136+ 7.64% |
$3.21K - $3.33K
|
1.92K
$46.1K
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
75+ 0.29% |
$1.77K - $1.84K
|
25.6K
$617K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
44+ 14.97% |
$1.04K - $1.08K
|
338
$8.13K
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
25+ 0.28% |
$589 - $612
|
8.8K
$212K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-62- 0.36% |
$1.46K - $1.52K
|
17.2K
$413K
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-86- 0.69% |
$2.03K - $2.11K
|
12.4K
$299K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-300- 4.16% |
$7.07K - $7.34K
|
6.92K
$166K
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-392- 4.17% |
$9.24K - $9.6K
|
9.02K
$217K
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-477- 6.61% |
$11.2K - $11.7K
|
6.74K
$162K
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.42K- 6.55% |
$33.4K - $34.7K
|
20.2K
$486K
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.85K- 5.27% |
$43.6K - $45.3K
|
33.2K
$800K
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.2K- 4.03% |
$51.9K - $53.9K
|
52.4K
$1.26M
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-2.99K- 8.48% |
$70.5K - $73.2K
|
32.3K
$777K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.08K- 33.59% |
$72.6K - $75.4K
|
6.09K
$147K
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-5.21K- 2.25% |
$123K - $127K
|
226K
$5.44M
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-6.31K- 16.27% |
$149K - $154K
|
32.5K
$781K
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-6.95K- 35.27% |
$164K - $170K
|
12.8K
$307K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-8.76K- 99.9% |
$206K - $214K
|
9
$217
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-31.2K- 64.75% |
$736K - $764K
|
17K
$409K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-42.4K- 97.77% |
$998K - $1.04M
|
966
$23.2K
|
|
Feb 14, 2025
Q4 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-47K- 23.24% |
$1.11M - $1.15M
|
155K
$3.73M
|