Latest Institutional Transactions on Global X Variable Rate Preferr (PFFV)
This table provides information on the latest institutional transactions involving Global X Variable Rate Preferr (PFFV) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-31.2K- 64.75% |
$736K - $764K
|
17K
$407K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.08K- 33.59% |
$72.6K - $75.4K
|
6.09K
$146K
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
10.6KNew |
$249K - $259K
|
10.6K
$253K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
9.56KNew |
$225K - $234K
|
9.56K
$229K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
6.74K+ 4.42% |
$159K - $165K
|
159K
$3.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
75+ 0.29% |
$1.77K - $1.84K
|
25.6K
$614K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.65K+ 34.36% |
$157K - $163K
|
26K
$623K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
579+ 0.66% |
$13.6K - $14.2K
|
88.3K
$2.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-8.76K- 99.9% |
$206K - $214K
|
9
$216
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
164+ 1.35% |
$3.87K - $4.01K
|
12.3K
$294K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-392- 4.17% |
$9.24K - $9.6K
|
9.02K
$216K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
44+ 14.97% |
$1.04K - $1.08K
|
338
$8.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
62.4K+ 298.53% |
$1.47M - $1.53M
|
83.3K
$2M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
2.3K+ 12.01% |
$54.1K - $56.2K
|
21.4K
$513K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11.9KNew |
$280K - $291K
|
11.9K
$285K
|
|
| Q3 2024 | |||||||
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
61New |
$1.42K - $1.48K
|
61
$1.46K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
8.45KNew |
$196K - $205K
|
8.45K
$202K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-17K- 57.62% |
$395K - $413K
|
12.5K
$300K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.39K+ 6.39% |
$78.6K - $82.2K
|
56.4K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
153+ 2.44% |
$3.55K - $3.71K
|
6.44K
$154K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15K+ 90.34% |
$348K - $364K
|
31.6K
$757K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
188K+ 15.89% |
$4.35M - $4.55M
|
1.37M
$32.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
855+ 2.48% |
$19.8K - $20.8K
|
35.3K
$845K
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
25+ 0.29% |
$580 - $607
|
8.78K
$210K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-7.59K- 96.04% |
$176K - $184K
|
313
$7.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.75K+ 16.53% |
$40.6K - $42.5K
|
12.4K
$296K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
3.28K+ 95.27% |
$76.1K - $79.6K
|
6.72K
$161K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-69- 0.95% |
$1.6K - $1.67K
|
7.22K
$173K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.21K+ 19.68% |
$97.6K - $102K
|
25.6K
$612K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.52K+ 17.16% |
$58.5K - $61.2K
|
17.2K
$413K
|
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
24.8K+ 185.96% |
$575K - $601K
|
38.1K
$912K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.61K- 23.43% |
$60.6K - $63.4K
|
8.54K
$205K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-331- 37.4% |
$7.68K - $8.03K
|
554
$13.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
378New |
$8.77K - $9.17K
|
378
$9.05K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
145+ 2.05% |
$3.36K - $3.52K
|
7.22K
$173K
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-10.2K- 4.23% |
$237K - $248K
|
231K
$5.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.9KNew |
$346K - $362K
|
14.9K
$357K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.61K- 22.98% |
$83.8K - $87.7K
|
12.1K
$290K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.87K+ 3.22% |
$66.6K - $69.7K
|
92.1K
$2.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
12.6KNew |
$293K - $306K
|
12.6K
$302K
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
10.1K+ 35.33% |
$235K - $246K
|
38.8K
$928K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.37K+ 3.43% |
$55K - $57.5K
|
71.5K
$1.71M
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-1.16K- 5.57% |
$27K - $28.3K
|
19.7K
$472K
|
|
|
Nov 04, 2024
Q3 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-350- 0.7% |
$8.12K - $8.49K
|
49.9K
$1.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-540- 1.25% |
$12.5K - $13.1K
|
42.5K
$1.02M
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
12.6K+ 6.63% |
$291K - $305K
|
202K
$4.84M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
11+ 0.62% |
$255 - $267
|
1.78K
$42.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
54.2K+ 112.77% |
$1.26M - $1.31M
|
102K
$2.45M
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-13K- 59.83% |
$302K - $316K
|
8.73K
$209K
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
10.1KNew |
$234K - $245K
|
10.1K
$242K
|
|