Purchases and Sales Made in Q3 2025 in Global X Fds U S Pfd ETF (De) (PFFD)
This table provides information about the institutional ownership of Global X Fds U S Pfd ETF (De) (PFFD) during Q3 2025. The information is specifically focused on institutions that hold shares of GLOBAL X FDS U S PFD ETF (DE) .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
7.31K+ 5.0% |
$138K - $145K
|
153K
$2.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.75K+ 4.91% |
$127K - $134K
|
144K
$2.73M
|
|
|
Nov 13, 2025
Q3 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
6.4K+ 25.92% |
$120K - $127K
|
31.1K
$589K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.11K+ 23.98% |
$115K - $121K
|
31.6K
$598K
|
|
|
Nov 14, 2025
Q3 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
5.96K+ 4.58% |
$112K - $118K
|
136K
$2.57M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.72K+ 26.97% |
$108K - $113K
|
26.9K
$509K
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
4.77K+ 9.97% |
$89.8K - $94.5K
|
52.7K
$997K
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
4.48K+ 26.79% |
$84.4K - $88.8K
|
21.2K
$402K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.43K+ 1.26% |
$83.3K - $87.7K
|
355K
$6.73M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.42K+ 4.75% |
$83.2K - $87.6K
|
97.5K
$1.85M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.4K+ 5.92% |
$82.9K - $87.2K
|
78.8K
$1.49M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.24KNew |
$79.8K - $84K
|
4.24K
$80.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.22K+ 21.37% |
$79.4K - $83.6K
|
24K
$454K
|
|
|
Nov 04, 2025
Q3 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
3.78K+ 0.85% |
$71.1K - $74.8K
|
449K
$8.49M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
3.42K+ 13.47% |
$64.3K - $67.6K
|
28.8K
$545K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
3.27K+ 7.48% |
$61.5K - $64.7K
|
46.9K
$888K
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
3.24K+ 4.97% |
$61K - $64.2K
|
68.4K
$1.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.21K+ 4.56% |
$60.4K - $63.5K
|
73.6K
$1.39M
|
|
|
Nov 05, 2025
Q3 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.07K+ 23.5% |
$57.8K - $60.8K
|
16.2K
$306K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
3K+ 19.81% |
$56.4K - $59.3K
|
18.1K
$343K
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
2.95K+ 7.0% |
$55.5K - $58.4K
|
45.1K
$853K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.85K+ 15.77% |
$53.6K - $56.4K
|
20.9K
$396K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.57K+ 18.74% |
$48.3K - $50.8K
|
16.2K
$308K
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.44K+ 10.3% |
$46K - $48.4K
|
26.2K
$496K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.39K+ 8.51% |
$45K - $47.4K
|
30.5K
$578K
|
|
|
Nov 06, 2025
Q3 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1.84K+ 7.07% |
$34.5K - $36.3K
|
27.8K
$526K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.76K+ 3.55% |
$33.1K - $34.8K
|
51.3K
$971K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.67K+ 6.91% |
$31.4K - $33.1K
|
25.8K
$489K
|
|
|
Nov 14, 2025
Q3 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
1.37K+ 5.12% |
$25.7K - $27K
|
28K
$530K
|
|
|
Nov 14, 2025
Q3 2025
|
Scotia Capital Inc.
|
BUY
|
- |
1.19K+ 7.65% |
$22.4K - $23.5K
|
16.7K
$317K
|
|
|
Nov 04, 2025
Q3 2025
|
Esl Trust Services, LLC
|
BUY
|
- |
850New |
$16K - $16.8K
|
850
$16.1K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
847+ 84700.0% |
$15.9K - $16.8K
|
848
$16.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
843+ 3.08% |
$15.9K - $16.7K
|
28.2K
$534K
|
|
|
Nov 14, 2025
Q3 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
752+ 1.04% |
$14.2K - $14.9K
|
72.9K
$1.38M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
689+ 4.42% |
$13K - $13.6K
|
16.3K
$308K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
638+ 1.88% |
$12K - $12.6K
|
34.6K
$655K
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
BUY
|
- |
449+ 1.96% |
$8.45K - $8.89K
|
23.4K
$443K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
443+ 2.42% |
$8.34K - $8.77K
|
18.8K
$355K
|
|
|
Nov 12, 2025
Q3 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
422+ 1.66% |
$7.94K - $8.36K
|
25.9K
$489K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
410+ 2.06% |
$7.72K - $8.12K
|
20.4K
$385K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
378New |
$7.11K - $7.48K
|
378
$7.16K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
342+ 0.17% |
$6.44K - $6.77K
|
203K
$3.84M
|
|
|
Oct 09, 2025
Q3 2025
|
Adams Asset Advisors, LLC
|
BUY
|
- |
340+ 0.68% |
$6.4K - $6.73K
|
50.1K
$949K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
311+ 57.06% |
$5.85K - $6.16K
|
856
$16.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
263+ 1.52% |
$4.95K - $5.21K
|
17.5K
$331K
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
BUY
|
- |
250+ 2.16% |
$4.71K - $4.95K
|
11.9K
$224K
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
250+ 1.57% |
$4.71K - $4.95K
|
16.2K
$307K
|
|
|
Nov 04, 2025
Q3 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
245+ 1.93% |
$4.61K - $4.85K
|
12.9K
$245K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
213+ 1.95% |
$4.01K - $4.22K
|
11.1K
$210K
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
212+ 0.64% |
$3.99K - $4.2K
|
33.2K
$628K
|
|