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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
15.4K+ 44.92% |
$354K - $366K
|
49.5K
$1.12M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-2.57K- 34.42% |
$59.4K - $61.3K
|
4.9K
$111K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-9.63K- 30.01% |
$223K - $231K
|
22.5K
$509K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
33K+ 366.75% |
$762K - $790K
|
42K
$952K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
348+ 3.87% |
$8.04K - $8.33K
|
9.34K
$212K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
57+ 12.18% |
$1.32K - $1.36K
|
525
$11.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
123New |
$2.84K - $2.94K
|
123
$2.79K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.75KNew |
$213K - $231K
|
9.75K
$221K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8K- 99.74% |
$175K - $190K
|
21
$476
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
4.5KNew |
$98.2K - $107K
|
4.5K
$102K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.35KNew |
$51.3K - $55.8K
|
2.35K
$53.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
300New |
$6.55K - $7.12K
|
300
$6.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-16.1K- 45.14% |
$351K - $382K
|
19.6K
$444K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-3.03K- 98.38% |
$66.2K - $72K
|
50
$1.13K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.4KNew |
$407K - $425K
|
18.4K
$417K
|
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
2.56K+ 11.23% |
$56.6K - $59.1K
|
25.3K
$574K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
3.78KNew |
$83.7K - $87.4K
|
3.78K
$85.7K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
13.6KNew |
$283K - $312K
|
13.6K
$308K
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.1KNew |
$211K - $232K
|
10.1K
$229K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-275- 36.23% |
$5.73K - $6.31K
|
484
$11K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.91K- 16.28% |
$60.7K - $66.8K
|
15K
$339K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
22.2K+ 66.62% |
$462K - $508K
|
55.4K
$1.26M
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-3.8K- 14.27% |
$79.2K - $87.2K
|
22.8K
$518K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
109New |
$2.27K - $2.5K
|
109
$2.47K
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
10.1K+ 1.88% |
$210K - $231K
|
547K
$12.4M
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.12K- 39.77% |
$89.7K - $102K
|
6.23K
$141K
|
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
13.8KNew |
$301K - $341K
|
13.8K
$314K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
16.1KNew |
$352K - $398K
|
16.1K
$366K
|
|
|
Apr 28, 2023
Q1 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-5.96K- 25.26% |
$130K - $147K
|
17.6K
$400K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1K- 6.06% |
$21.8K - $24.7K
|
15.5K
$351K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.94K+ 13.97% |
$129K - $147K
|
48.5K
$1.1M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
400New |
$8.89K - $9.48K
|
400
$9.07K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
24.3KNew |
$541K - $577K
|
24.3K
$552K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.68K+ 10.91% |
$37.3K - $39.8K
|
17.1K
$387K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-6.35K- 29.71% |
$141K - $150K
|
15K
$340K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
20.8K+ 185.6% |
$461K - $492K
|
31.9K
$724K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-7.78K- 71.74% |
$173K - $185K
|
3.07K
$69.5K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
9.86KNew |
$230K - $250K
|
9.86K
$223K
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
88+ 0.82% |
$2.05K - $2.23K
|
10.9K
$247K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.72KNew |
$40.1K - $43.6K
|
1.72K
$39K
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
21KNew |
$489K - $532K
|
21K
$476K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.61K+ 14.96% |
$60.9K - $66.3K
|
20.1K
$455K
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
1.08K+ 3.42% |
$25.2K - $27.4K
|
32.7K
$742K
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
14.6KNew |
$341K - $371K
|
14.6K
$331K
|
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
14.6KNew |
$341K - $371K
|
14.6K
$331K
|
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
9.47KNew |
$221K - $240K
|
9.47K
$215K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-8.97K- 98.8% |
$211K - $233K
|
109
$2.47K
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-350Closed |
$8.24K - $9.09K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-4.26K- 14.2% |
$100K - $111K
|
25.8K
$584K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
82New |
$1.93K - $2.13K
|
82
$1.86K
|
|