Latest Institutional Purchases of Global X Fds U S Pfd ETF (De) (PFFD)
This list provides information on the latest institutional transactions involving Global X Fds U S Pfd ETF (De) (PFFD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.86KNew |
$53.5K - $55.9K
|
2.86K
$52K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.52KNew |
$28.4K - $29.7K
|
1.52K
$27.6K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
584New |
$10.9K - $11.4K
|
584
$10.6K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
415New |
$7.77K - $8.13K
|
415
$7.56K
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
162New |
$3.03K - $3.17K
|
162
$2.95K
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
117+ 0.98% |
$2.19K - $2.29K
|
12.1K
$221K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5New |
$93.7 - $97.9
|
5
$91.1
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
3New |
$56.2 - $58.7
|
3
$54.6
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
27.8KNew |
$513K - $558K
|
27.8K
$506K
|
|
Aug 03, 2023
Q2 2023
|
State Of Wisconsin Board Of Commissioners Of Public Lands
Madison, WI |
BUY
|
- |
15.7K+ 1.18% |
$290K - $316K
|
1.34M
$24.4M
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
10.6KNew |
$196K - $213K
|
10.6K
$193K
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
2.89K+ 1.47% |
$53.4K - $58K
|
199K
$3.63M
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
2.15K+ 3.99% |
$39.8K - $43.3K
|
56.2K
$1.02M
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
479+ 47900.0% |
$8.85K - $9.63K
|
480
$8.74K
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
375New |
$6.93K - $7.54K
|
375
$6.83K
|
|
Q1 2023 | |||||||
Apr 09, 2024
Q1 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
212KNew |
$4.02M - $4.64M
|
212K
$3.87M
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
173KNew |
$3.27M - $3.77M
|
173K
$3.14M
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
17.1KNew |
$324K - $375K
|
17.1K
$312K
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
12.2KNew |
$232K - $268K
|
12.2K
$223K
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
11.4KNew |
$216K - $249K
|
11.4K
$208K
|
|
Apr 20, 2023
Q1 2023
|
G&S Capital LLC
|
BUY
|
- |
10.8KNew |
$205K - $237K
|
10.8K
$197K
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
10.3KNew |
$194K - $224K
|
10.3K
$187K
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.21K+ 6.88% |
$118K - $136K
|
96.5K
$1.76M
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
4.63KNew |
$87.8K - $101K
|
4.63K
$84.4K
|
|
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
$290K
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.19K+ 556.54% |
$22.6K - $26.1K
|
1.41K
$25.6K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1KNew |
$19K - $21.9K
|
1K
$18.2K
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
969New |
$18.4K - $21.2K
|
969
$17.6K
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
72New |
$1.36K - $1.58K
|
72
$1.31K
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
20+ 1000.0% |
$379 - $438
|
22
$401
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
1.2MNew |
$22.8M - $25M
|
1.2M
$21.8M
|
|
Feb 01, 2023
Q4 2022
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
42.4KNew |
$806K - $884K
|
42.4K
$772K
|
|
Jan 26, 2023
Q4 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
23KNew |
$437K - $480K
|
23K
$419K
|
|
Feb 13, 2023
Q4 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
22.4KNew |
$426K - $467K
|
22.4K
$408K
|
|
Feb 13, 2023
Q4 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
16.1K+ 13.08% |
$305K - $335K
|
139K
$2.53M
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
16.1KNew |
$305K - $335K
|
16.1K
$292K
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
15.1K+ 10.24% |
$288K - $315K
|
163K
$2.96M
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.2K+ 8.83% |
$195K - $214K
|
126K
$2.3M
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
10KNew |
$190K - $209K
|
10K
$182K
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
9.19KNew |
$175K - $192K
|
9.19K
$167K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.22K+ 1651.79% |
$61.3K - $67.2K
|
3.42K
$62.2K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.43KNew |
$27.2K - $29.8K
|
1.43K
$26K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
1.1KNew |
$20.9K - $22.9K
|
1.1K
$20K
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.07KNew |
$20.3K - $22.2K
|
1.07K
$19.4K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
788New |
$15K - $16.4K
|
788
$14.3K
|
|
Feb 14, 2023
Q4 2022
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
600New |
$11.4K - $12.5K
|
600
$10.9K
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
123New |
$2.34K - $2.57K
|
123
$2.24K
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
97New |
$1.84K - $2.02K
|
97
$1.77K
|
|
Q3 2022 | |||||||
Nov 08, 2022
Q3 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
22.7KNew |
$461K - $519K
|
22.7K
$413K
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
11.7KNew |
$238K - $268K
|
11.7K
$213K
|