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

Global X U.S. Preferred ETF logo
$20.41 +0.01 (+0.05%)
(As of 11/13/2024 ET)

Institutional Ownership Changes (13F Filings) for Global X U.S. Preferred ETF (NYSEARCA:PFFD)

Number of
Institutional Buyers
(last 12 months)
132
Total
Institutional Inflows
(last 12 months)
$239.77M
Number of
Institutional Sellers
(last 12 months)
90
Total
Institutional Outflows
(last 12 months)
$193.46M
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PFFD Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/13/2024BNP Paribas Financial Markets705,174$14.65M0.0%-14.6%0.588%
11/13/2024Acorn Wealth Advisors LLC32,639$678K0.3%+12.4%0.027%
11/13/2024Private Trust Co. NA39,769$826K0.1%+21.9%0.033%
11/12/2024 Centaurus Financial Inc.23,877$496K0.0%+4.1%0.020%
11/12/2024Larson Financial Group LLC10,458$217K0.0%+29.1%0.009%
11/12/2024 Great Valley Advisor Group Inc.70,156$1.46M0.0%+7.1%0.058%
11/12/2024 Nwam LLC21,156$440K0.0%N/A0.018%
11/12/2024 L & S Advisors Inc41,124$855K0.1%+5.4%0.034%
11/12/2024 Running Point Capital Advisors LLC11,536$240K0.1%-6.9%0.010%
11/9/2024 LPL Financial LLC7,139,593$148.36M0.1%+15.4%5.950%
11/8/2024 Segall Bryant & Hamill LLC25,677$534K0.0%N/A0.021%
11/8/2024 Avior Wealth Management LLC13,959$290K0.0%+13.6%0.012%
11/8/2024 New Millennium Group LLC1,805$38K0.0%-30.5%0.002%
11/7/2024 AMG National Trust Bank19,088$397K0.0%-29.8%0.016%
11/5/2024 Intrepid Financial Planning Group LLC30,235$628K0.3%+2.0%0.025%
11/5/2024 Apollon Wealth Management LLC66,832$1.39M0.0%-0.8%0.056%
11/1/2024 Assetmark Inc.819,402$17.03M0.0%-3.4%0.683%
11/1/2024 Lewis Asset Management LLC15,678$326K0.2%+8.1%0.013%
10/31/2024 Trinity Legacy Partners LLC394,212$8.22M1.9%+8.4%0.329%
10/31/2024 Advisors Management Group Inc. ADV1,005,790$20.90M4.9%+2.1%0.838%
10/30/2024 AHL Investment Management Inc.309,597$6.43M4.4%-16.1%0.258%
10/30/2024 Leslie Global Wealth LLC64,284$1.34M0.6%+4.0%0.054%
10/30/2024 HF Advisory Group LLC12,571$261K0.1%-16.9%0.010%
10/30/2024 Rational Advisors LLC1,214,485$25.24M2.4%-18.3%1.012%
10/29/2024 Realta Investment Advisors1,519$32K0.0%-85.9%0.001%
10/29/2024 Farther Finance Advisors LLC2,085$43K0.0%+3,623.2%0.002%
10/28/2024 Gladstone Institutional Advisory LLC88,842$1.85M0.1%+718.7%0.074%
10/28/2024 Focus Financial Network Inc.64,235$1.34M0.1%+3.1%0.054%
10/28/2024 Austin Wealth Management LLC27,564$573K0.1%+8.4%0.023%
10/25/2024 Financial Advocates Investment Management21,874$455K0.0%N/A0.018%
10/25/2024 GSB Wealth Management LLC229,288$4.77M1.2%+5.7%0.191%
10/25/2024 Mutual Advisors LLC71,358$1.47M0.0%+2.5%0.059%
10/25/2024 Eagle Strategies LLC42,451$882K0.2%+14.1%0.035%
10/25/2024 Jacobsen Capital Management9,747$203K0.1%N/A0.008%
10/24/2024 Wealth Enhancement Advisory Services LLC27,063$562K0.0%+11.0%0.023%
10/23/2024 Mirae Asset Global Investments Co. Ltd.20,000$419K0.0%+22.3%0.017%
10/23/2024 American Institute for Advanced Investment Management LLP35,185$731K0.5%+39.3%0.029%
10/23/2024 CENTRAL TRUST Co13,300$276K0.0%-13.1%0.011%
10/23/2024 Hennion & Walsh Asset Management Inc.1,192,082$24.77M1.2%+13.4%0.993%
10/22/2024 Iron Horse Wealth Management LLC425,094$8.83M3.0%+5.8%0.354%
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10/22/2024 David Kennon Inc384,708$7.99M3.1%+2.0%0.321%
10/22/2024 Global X Japan Co. Ltd.2,699,498$56.10M7.2%+11.2%2.250%
10/22/2024 Private Advisor Group LLC271,056$5.63M0.0%+10.9%0.226%
10/22/2024 My Legacy Advisors LLC11,928$248K0.1%-61.3%0.010%
10/21/2024 Plimoth Trust Co. LLC71,912$1.49M0.4%-3.0%0.060%
10/21/2024 Crew Capital Management Ltd.43,989$914K0.7%+11.4%0.037%
10/21/2024 Trilogy Capital Inc.17,608$366K0.0%+36.8%0.015%
10/19/2024Columbus Macro LLC111,911$2.33M0.8%-1.8%0.093%
10/19/2024Cyndeo Wealth Partners LLC98,439$2.05M0.1%+11.3%0.082%
10/18/2024Raymond James & Associates122,274$2.54M0.0%-15.4%0.102%
10/18/2024First Citizens Bank & Trust Co.10,302$214K0.0%N/A0.009%
10/18/2024Blue Trust Inc.2,500$49K0.0%+822.5%0.002%
10/18/2024Kohmann Bosshard Financial Services LLC75,500$1.57M0.2%-47.6%0.063%
10/17/2024Orgel Wealth Management LLC2,233,236$46.41M1.2%+9.6%1.861%
10/17/2024Inspire Advisors LLC29,519$613K0.1%+28.7%0.025%
10/17/2024Onyx Bridge Wealth Group LLC9,882$205K0.0%-9.1%0.008%
10/16/2024 Global Retirement Partners LLC25,697$534K0.0%-31.1%0.021%
10/16/2024 Good Life Advisors LLC45,436$944K0.1%+211.8%0.038%
10/16/2024 Leicht Financial Planning & Wealth Management Inc.200,712$4.17M2.1%+1.0%0.167%
10/16/2024 FLC Capital Advisors35,960$747K0.2%+81.5%0.030%
10/16/2024 Cornerstone Wealth Management LLC26,707$555K0.0%-6.6%0.022%
10/15/2024 Oxinas Partners Wealth Management LLC17,908$372K0.2%-2.9%0.015%
10/15/2024 SWS Partners180,133$3.74M1.2%-5.7%0.150%
10/15/2024 NBC Securities Inc.22,227$461K0.0%+20.5%0.019%
10/11/2024 Creative Planning945,370$19.65M0.0%+1.4%0.788%
10/10/2024 Sound Income Strategies LLC256,455$5.33M0.3%+4.0%0.214%
10/10/2024 Valeo Financial Advisors LLC29,204$607K0.0%+22.9%0.024%
10/9/2024 Albion Financial Group UT9,154$190K0.0%-43.7%0.008%
10/9/2024 Unison Advisors LLC59,619$1.24M0.1%+3.3%0.050%
10/8/2024 CWM LLC1,302,363$27.06M0.1%-2.1%1.085%
10/8/2024 Future Financial Wealth Managment LLC6,305$131K0.1%N/A0.005%
10/8/2024 Ignite Planners LLC19,053$396K0.1%-44.7%0.016%
10/7/2024 KWB Wealth421,647$8.30M1.1%+2.5%0.351%
10/5/2024 Collective Family Office LLC387,489$8.05M2.2%+5.2%0.323%
10/3/2024 Park Avenue Securities LLC307,260$6.39M0.1%+1.5%0.256%
10/1/2024 Appleton Partners Inc. MA207,967$4.32M0.3%+1.4%0.173%
10/1/2024 Global Wealth Strategies & Associates2,117$44K0.0%-32.1%0.002%
9/5/2024Sanctuary Advisors LLC22,280$432K0.0%N/A0.019%
8/22/2024Cetera Investment Advisers559,222$11.01M0.0%+30.2%0.466%
8/16/2024Sunbelt Securities Inc.16,951$334K0.0%-3.7%0.014%
8/16/2024 Northwestern Mutual Wealth Management Co.42,041$827K0.0%+4.3%0.035%
8/16/2024NewEdge Advisors LLC69,766$1.37M0.0%+20.2%0.058%
8/16/2024 Creative Planning932,315$18.35M0.0%-1.6%0.777%
8/16/2024Full Sail Capital LLC1,059,788$20.86M1.4%+7.9%0.883%
8/16/2024Rockport Wealth LLC53,835$1.06M0.4%+1.6%0.045%
8/15/2024 Trinity Legacy Partners LLC363,637$7.16M2.0%+2.2%0.303%
8/13/2024 Sei Investments Co.361,762$7.12M0.0%+19.0%0.301%
8/13/2024AE Wealth Management LLC11,114$219K0.0%-9.3%0.009%
8/12/2024WCG Wealth Advisors LLC20,143$396K0.0%-38.0%0.017%
8/12/2024 Intrepid Financial Planning Group LLC29,645$583K0.3%+2.5%0.025%
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8/10/2024 L & S Advisors Inc39,029$768K0.1%+6.8%0.033%
8/9/2024Perissos Private Wealth Management LLC93,688$1.84M1.7%+29.4%0.078%
8/9/2024 Collaborative Wealth Managment Inc.383,200$7.54M3.7%+10.6%0.319%
8/9/2024 Ocean Park Asset Management LLC506,200$9.96M0.5%N/A0.422%
8/8/2024Inspire Advisors LLC22,943$452K0.1%N/A0.019%
8/8/2024 Envestnet Asset Management Inc.1,180,014$23.22M0.0%+12.2%0.983%
8/8/2024 Eagle Strategies LLC37,196$732K0.1%N/A0.031%
8/8/2024 LPL Financial LLC6,189,058$121.80M0.1%+11.9%5.158%
8/7/2024 Global X Japan Co. Ltd.2,428,030$47.78M6.8%+15.7%2.023%
8/5/2024 Private Advisor Group LLC244,443$4.81M0.0%+43.9%0.204%
(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, 266 institutional investors and hedge funds held shares of Global X U.S. Preferred ETF. The most heavily invested institutionals were LPL Financial LLC ($148.36M), Wells Fargo & Company MN ($108.83M), Global X Japan Co. Ltd. ($56.10M), Bank of America Corp DE ($55.10M), Orgel Wealth Management LLC ($46.41M), CWM LLC ($27.06M), and State of Wisconsin Board of Commissioners of Public Lands ($26.01M).Learn more on PFFD's institutional investors.

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

Of the 223 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: Wells Fargo & Company MN ($5.86M), LPL Financial LLC ($2.04M), Rational Advisors LLC ($1.81M), Flaharty Asset Management LLC ($1.73M), Orgel Wealth Management LLC ($1.45M), State of Wisconsin Board of Commissioners of Public Lands ($1.34M), and Hennion & Walsh Asset Management Inc. ($1.29M).

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

Institutional investors have bought a total of 33,791,441 shares in the last 24 months. This purchase volume represents approximately $781.25M in transactions.

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

Of the 141 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), Rational Advisors LLC ($909.05K), Kohmann Bosshard Financial Services LLC ($720.06K), Flaharty Asset Management LLC ($527.26K), and Stableford Capital II LLC ($375.34K).

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

Institutional investors have sold a total of 17,880,713 shares in the last 24 months. This volume of shares sold represents approximately $407.57M in transactions.



This page (NYSEARCA:PFFD) was last updated on 11/14/2024 by MarketBeat.com Staff
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