Latest Institutional Transactions on Global X Fds U S Pfd ETF (De) (PFFD)
This table provides information on the latest institutional transactions involving Global X Fds U S Pfd ETF (De) (PFFD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-463- 8.47% |
$8.77K - $10.1K
|
5.01K
$98.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1KNew |
$19K - $21.9K
|
1K
$19.7K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.21K+ 6.88% |
$118K - $136K
|
96.5K
$1.9M
|
|
|
Apr 20, 2023
Q1 2023
|
G&S Capital LLC
|
BUY
|
- |
10.8KNew |
$205K - $237K
|
10.8K
$214K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.19K+ 556.54% |
$22.6K - $26.1K
|
1.41K
$27.7K
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.41K+ 9.73% |
$26.7K - $30.9K
|
15.9K
$314K
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
17.1KNew |
$324K - $375K
|
17.1K
$338K
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
10.3KNew |
$194K - $224K
|
10.3K
$202K
|
|
| Q4 2022 | |||||||
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-935Closed |
$17.8K - $19.5K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
600New |
$11.4K - $12.5K
|
600
$11.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
1.2MNew |
$22.8M - $25M
|
1.2M
$23.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.22K+ 1651.79% |
$61.3K - $67.2K
|
3.42K
$67.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-137K- 90.13% |
$2.61M - $2.87M
|
15.1K
$297K
|
|
|
Feb 13, 2023
Q4 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-100K- 11.76% |
$1.9M - $2.09M
|
750K
$14.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
22.4KNew |
$426K - $467K
|
22.4K
$441K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
97New |
$1.84K - $2.02K
|
97
$1.91K
|
|
|
Feb 13, 2023
Q4 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
16.1K+ 13.08% |
$305K - $335K
|
139K
$2.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
9.19KNew |
$175K - $192K
|
9.19K
$181K
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
10KNew |
$190K - $209K
|
10K
$197K
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-57.3K- 29.28% |
$1.09M - $1.2M
|
138K
$2.73M
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-20- 0.15% |
$380 - $417
|
13.4K
$264K
|
|
|
Feb 07, 2023
Q4 2022
|
Conning Inc.
|
SELL
|
- |
-195K- 25.16% |
$3.71M - $4.07M
|
580K
$11.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.43KNew |
$27.2K - $29.8K
|
1.43K
$28.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
1.1KNew |
$20.9K - $22.9K
|
1.1K
$21.6K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.07KNew |
$20.3K - $22.2K
|
1.07K
$21K
|
|
|
Feb 01, 2023
Q4 2022
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
42.4KNew |
$806K - $884K
|
42.4K
$836K
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.2K+ 8.83% |
$195K - $214K
|
126K
$2.49M
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-16.3K- 31.2% |
$310K - $340K
|
36K
$710K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-2.09K- 85.96% |
$39.7K - $43.6K
|
341
$6.72K
|
|
|
Jan 26, 2023
Q4 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
23KNew |
$437K - $480K
|
23K
$454K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
16.1KNew |
$305K - $335K
|
16.1K
$317K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
15.1K+ 10.24% |
$288K - $315K
|
163K
$3.21M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-8.47K- 72.63% |
$161K - $177K
|
3.19K
$62.9K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
123New |
$2.34K - $2.57K
|
123
$2.43K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
788New |
$15K - $16.4K
|
788
$15.5K
|
|
|
Jan 10, 2023
Q4 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-375K- 97.32% |
$7.14M - $7.83M
|
10.4K
$204K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.31K- 20.41% |
$67.3K - $75.7K
|
12.9K
$254K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.99M- 64.3% |
$40.6M - $45.6M
|
1.11M
$21.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
11.7KNew |
$238K - $268K
|
11.7K
$231K
|
|
|
Nov 08, 2022
Q3 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
22.7KNew |
$461K - $519K
|
22.7K
$447K
|
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
BUY
|
- |
605+ 1.35% |
$12.3K - $13.8K
|
45.3K
$893K
|
|
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
940New |
$19.1K - $21.5K
|
940
$18.5K
|
|
|
Nov 04, 2022
Q3 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
185+ 0.27% |
$3.76K - $4.23K
|
68.6K
$1.35M
|
|
|
Nov 03, 2022
Q3 2022
|
Coastline Trust CO
|
SELL
|
- |
-57K- 55.28% |
$1.16M - $1.3M
|
46.1K
$909K
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
2.76K+ 7.66% |
$56.2K - $63.2K
|
38.8K
$766K
|
|
|
Nov 01, 2022
Q3 2022
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-6.31K- 27.28% |
$128K - $144K
|
16.8K
$332K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-362- 43.1% |
$7.37K - $8.29K
|
478
$9.43K
|
|
|
Oct 21, 2022
Q3 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-5.03K- 2.71% |
$102K - $115K
|
181K
$3.57M
|
|
|
Oct 20, 2022
Q3 2022
|
Silver Lake Advisory, LLC
|
BUY
|
- |
423+ 0.59% |
$8.61K - $9.68K
|
71.8K
$1.42M
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
1.82K+ 3.04% |
$37K - $41.6K
|
61.6K
$1.21M
|
|