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Global X U.S. Preferred ETF (PFFD) Institutional Ownership

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+0.05 (+0.26%)
(As of 05/9/2024 ET)
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Institutional Ownership Changes (13F Filings) for Global X U.S. Preferred ETF (NYSEARCA:PFFD)

Number of
Institutional Buyers
(last 12 months)
145
Total
Institutional Inflows
(last 12 months)
$279.26M
Number of
Institutional Sellers
(last 12 months)
108
Total
Institutional Outflows
(last 12 months)
$190.10M
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PFFD Institutional Buying and Selling by Quarter

Global X U.S. Preferred ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/9/2024Charles Schwab Investment Advisory Inc.20,417$412K0.0%-99.2%0.017%
5/9/2024Texas Yale Capital Corp.240,320$4.85M0.2%+6.6%0.200%
5/8/2024Avantax Advisory Services Inc.45,665$921K0.0%-15.5%0.038%
5/7/2024 Sei Investments Co.304,068$6.13M0.0%+19.1%0.253%
5/7/2024 Nelson Capital Management LLC28,930$583K0.1%+2.6%0.024%
5/6/2024 Envestnet Portfolio Solutions Inc.17,619$355K0.0%+56.6%0.015%
5/3/2024 Whittier Trust Co.20,256$408K0.0%-14.0%0.017%
5/2/2024 GSB Wealth Management LLC205,368$4.14M1.2%+53.7%0.171%
5/2/2024 Lewis Asset Management LLC13,582$274K0.2%+12.7%0.011%
5/1/2024 BNP Paribas Financial Markets492,734$9.93M0.0%+1,038.4%0.411%
5/1/2024 Mirae Asset Global Investments Co. Ltd.400,828$7.79M0.0%+7.0%0.334%
5/1/2024 Leicht Financial Planning & Wealth Management Inc.187,558$3.78M2.1%+2.2%0.156%
4/30/2024 Private Advisor Group LLC169,857$3.42M0.0%+195.7%0.142%
4/30/2024 SWS Partners187,123$3.77M1.1%-2.3%0.156%
4/30/2024 Naples Global Advisors LLC259,557$5.23M0.5%+37.7%0.216%
4/30/2024 Perigon Wealth Management LLC24,892$502K0.0%+57.9%0.021%
4/29/2024Commonwealth Equity Services LLC73,663$1.49M0.0%+1.9%0.061%
4/29/2024 Crew Capital Management Ltd.15,595$314K0.3%N/A0.013%
4/29/2024 Onyx Bridge Wealth Group LLC12,430$241K0.0%-24.6%0.010%
4/26/2024 Plan Group Financial LLC16,130$325K0.2%N/A0.013%
4/26/2024 Prairiewood Capital LLC280,026$5.65M2.6%+8.5%0.233%
4/26/2024 Advisors Management Group Inc. ADV697,833$14.07M3.5%+2.6%0.581%
4/25/2024 Q3 Asset Management284,292$5.73M1.6%N/A0.237%
4/25/2024 Triumph Capital Management43,492$879K0.4%+202.9%0.036%
4/25/2024 L.M. Kohn & Company10,048$203K0.1%N/A0.008%
4/25/2024 Cambridge Investment Research Advisors Inc.121,161$2.44M0.0%+64.2%0.101%
4/24/2024 Private Trust Co. NA33,547$676K0.1%+9.2%0.028%
4/24/2024 CENTRAL TRUST Co19,925$402K0.0%-31.3%0.017%
4/24/2024 1900 Wealth Management LLC11,971$241K0.0%-9.6%0.010%
4/24/2024 Activest Wealth Management30,613$617K0.3%-64.7%0.026%
4/24/2024 Trinity Legacy Partners LLC355,788$7.17M2.1%+36.6%0.296%
4/23/2024 Global Retirement Partners LLC29,021$585K0.0%-3.3%0.024%
4/23/2024 Rational Advisors LLC1,550,666$31.26M2.9%N/A1.292%
4/23/2024 Nations Financial Group Inc. IA ADV16,993$343K0.0%-25.9%0.014%
4/23/2024 Fifth Third Bancorp2,450$49K0.0%N/A0.002%
4/23/2024 TrueWealth Advisors LLC49,416$996K0.4%-25.4%0.041%
4/23/2024 Duncker Streett & Co. Inc.83,328$1.68M0.3%-6.1%0.069%
4/23/2024 KLR Investment Advisors LLC16,295$316K0.2%-11.8%0.014%
4/23/2024 Raymond James Financial Services Advisors Inc.645,886$13.02M0.0%+0.8%0.538%
4/22/2024 Drive Wealth Management LLC26,225$529K0.1%-17.4%0.022%
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4/22/2024 American Institute for Advanced Investment Management LLP24,760$499K0.4%N/A0.021%
4/20/2024 KWB Wealth420,414$8.48M1.1%-2.6%0.350%
4/19/2024 Accel Wealth Management49,123$990K0.4%-1.7%0.041%
4/19/2024 Albion Financial Group UT9,154$185K0.0%-86.0%0.008%
4/18/2024 Claro Advisors LLC11,570$233K0.0%-31.3%0.010%
4/18/2024 Fifth Third Securities Inc.77,083$1.55M0.2%+50.7%0.064%
4/18/2024 RHS Financial LLC65,125$1.31M0.8%N/A0.054%
4/17/2024 Iron Horse Wealth Management LLC384,916$7.76M3.1%+5.6%0.321%
4/17/2024 Hennion & Walsh Asset Management Inc.784,754$15.82M0.8%+54.9%0.654%
4/16/2024 Wealth Enhancement Advisory Services LLC26,292$530K0.0%-8.4%0.022%
4/15/2024 Orgel Wealth Management LLC1,854,415$37.39M1.0%+5.5%1.568%
4/15/2024 Future Financial Wealth Managment LLC7,405$149K0.1%N/A0.006%
4/15/2024 AHL Investment Management Inc.352,053$7.10M5.4%-0.5%0.298%
4/15/2024 Sound Income Strategies LLC230,209$4.64M0.3%+10.8%0.195%
4/13/2024 Columbus Macro LLC115,072$2.32M0.9%N/A0.097%
4/12/2024 Unison Advisors LLC53,721$1.08M0.1%+5.9%0.045%
4/12/2024 Ignite Planners LLC35,236$712K0.2%-27.3%0.030%
4/10/2024 Park Avenue Securities LLC240,604$4.85M0.1%+52.5%0.204%
4/9/2024 Collective Family Office LLC277,190$5.59M1.8%+9.2%0.234%
4/5/2024 NBC Securities Inc.18,442$371K0.0%+51.6%0.016%
4/1/2024 Appleton Partners Inc. MA202,778$4.09M0.3%+3.1%0.172%
3/6/2024SageView Advisory Group LLC45,694$918K0.0%-9.5%0.039%
2/26/2024Centaurus Financial Inc.28,484$553K0.0%-81.7%0.024%
2/21/2024Austin Wealth Management LLC25,547$509K0.1%+8.8%0.022%
2/16/2024Bluefin Capital Management LLC16,418$321K0.0%N/A0.014%
2/14/2024Waterloo Capital L.P.11,458$222K0.0%N/A0.010%
2/13/2024 SWS Partners191,527$3.72M1.2%+58.6%0.162%
2/13/2024Ratio Wealth Group1,172,798$22.75M4.9%+12.6%0.992%
2/12/2024American Investment Services Inc.10,101$196K0.0%N/A0.009%
2/12/2024Focus Financial Network Inc. ADV15,818$309K0.0%N/A0.013%
2/12/2024Steward Partners Investment Advisory LLC417,486$8.10M0.1%+80.6%0.353%
2/9/2024 Nations Financial Group Inc. IA ADV22,943$445K0.0%+60.5%0.019%
2/9/2024 Advisory Services Network LLC21,314$413K0.0%-5.7%0.018%
2/9/2024SageView Advisory Group LLC45,694$918K0.0%-9.5%0.039%
2/9/2024 Cambridge Investment Research Advisors Inc.73,777$1.43M0.0%-8.5%0.062%
2/9/2024 Assetmark Inc.868,846$16.86M0.1%-2.4%0.735%
2/9/2024CreativeOne Wealth LLC102,624$1.99M0.1%+0.7%0.087%
2/9/2024Corient Private Wealth LLC37,793$733K0.0%-6.7%0.032%
2/9/2024Wells Fargo & Company MN5,609,691$108.83M0.0%-4.3%4.745%
2/9/2024UBS Group AG791,153$15.35M0.0%+2.4%0.669%
2/8/2024 AMG National Trust Bank25,088$487K0.0%-13.8%0.021%
2/8/2024Kingsview Wealth Management LLC20,003$388K0.0%-13.9%0.017%
2/8/2024 KLR Investment Advisors LLC18,466$360K0.3%+9.6%0.016%
2/7/2024Avantax Advisory Services Inc.54,053$1.05M0.0%+7.1%0.046%
2/7/2024Gratus Capital LLC40,143$779K0.0%-37.2%0.034%
2/7/2024 Envestnet Portfolio Solutions Inc.11,248$218K0.0%-24.6%0.010%
2/7/2024 Strategic Advocates LLC16,276$316K0.1%-61.5%0.014%
2/7/2024 NBC Securities Inc.12,164$235K0.0%+154.9%0.010%
2/7/2024Collaborative Wealth Managment Inc.323,668$6.28M3.4%+7.6%0.274%
2/7/2024 Rooted Wealth Advisors Inc.10,183$202K0.1%N/A0.009%
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2/7/2024 BNP Paribas Financial Markets43,284$840K0.0%-74.6%0.037%
2/7/2024Principal Securities Inc.9,340$181K0.0%N/A0.008%
2/6/2024 Cherry Tree Wealth Management LLC14,298$277K0.1%-58.5%0.012%
2/6/2024Charles Schwab Investment Advisory Inc.2,490,909$48.32M0.1%+1.0%2.107%
2/6/2024Family Asset Management LLC7,627$148K0.1%N/A0.006%
2/6/2024 Apollon Wealth Management LLC45,233$878K0.0%+23.6%0.038%
2/6/2024 Private Advisor Group LLC57,450$1.12M0.0%+74.0%0.049%
2/6/2024 MeadowBrook Investment Advisors LLC10,583$205K0.2%N/A0.009%
2/6/2024 Merit Financial Group LLC123,896$2.40M0.1%N/A0.105%
2/6/2024 Benjamin F. Edwards & Company Inc.1,810$35K0.0%N/A0.002%
(Data available from 1/1/2016 forward)

PFFD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PFFD shares?

During the previous two years, 281 institutional investors and hedge funds held shares of Global X U.S. Preferred ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($108.83M), Bank of America Corp DE ($55.10M), Orgel Wealth Management LLC ($37.39M), Rational Advisors LLC ($31.26M), LPL Financial LLC ($28.57M), CWM LLC ($27.48M), and Envestnet Asset Management Inc. ($26.87M).Learn more on PFFD's institutional investors.

Which institutional investors have been buying Global X U.S. Preferred ETF stock?

Of the 232 institutional investors that purchased Global X U.S. Preferred ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Orgel Wealth Management LLC ($7.07M), Wells Fargo & Company MN ($5.86M), Rational Advisors LLC ($2.76M), Flaharty Asset Management LLC ($1.73M), State of Wisconsin Board of Commissioners of Public Lands ($1.34M), Hennion & Walsh Asset Management Inc. ($881.71K), and Toronto Dominion Bank ($799K).

How much institutional buying is happening at Global X U.S. Preferred ETF?

Institutional investors have bought a total of 39,351,865 shares in the last 24 months. This purchase volume represents approximately $906.14M in transactions.

Which Global X U.S. Preferred ETF major shareholders have been selling company stock?

Of the 175 institutional investors that sold Global X U.S. Preferred ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Orgel Wealth Management LLC ($5.21M), Charles Schwab Investment Advisory Inc. ($2.49M), Eaton Vance Management ($1.99M), Bank of America Corp DE ($1.15M), Rational Advisors LLC ($1.13M), CWM LLC ($1.04M), and Flaharty Asset Management LLC ($527.26K).

How much institutional selling is happening at Global X U.S. Preferred ETF?

Institutional investors have sold a total of 24,213,221 shares in the last 24 months. This volume of shares sold represents approximately $546.87M in transactions.


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This page (NYSEARCA:PFFD) was last updated on 5/10/2024 by MarketBeat.com Staff

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