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Global X Variable Rate Preferred ETF (PFFV) Institutional Ownership

$23.84 +0.10 (+0.42%)
(As of 12/20/2024 04:33 PM ET)
Compare

Institutional Ownership Changes (13F Filings) for Global X Variable Rate Preferred ETF (NYSEARCA:PFFV)

Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$24.80M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$8.53M
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PFFV Institutional Buying and Selling by Quarter

Global X Variable Rate Preferred ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/25/2024 Sanctuary Advisors LLC8,448$203K0.0%-88.8%0.081%
11/15/2024 Stifel Financial Corp12,526$301K0.0%-57.6%0.120%
11/14/2024 Rockefeller Capital Management L.P.56,436$1.36M0.0%+6.4%0.539%
11/14/2024 CreativeOne Wealth LLC17,229$414K0.0%+17.2%0.165%
11/13/2024 Acorn Wealth Advisors LLC12,350$297K0.1%+16.5%0.118%
11/13/2024 Private Trust Co. NA6,723$162K0.0%+95.3%0.064%
11/8/2024 Segall Bryant & Hamill LLC12,612$303K0.0%N/A0.120%
11/7/2024 Napa Wealth Management38,758$932K0.4%+35.3%0.370%
11/5/2024 Paulson Wealth Management Inc.19,716$474K0.1%-5.6%0.188%
10/31/2024 Ironsides Asset Advisors LLC42,496$1.02M0.3%-1.3%0.406%
10/30/2024 Leslie Global Wealth LLC202,006$4.86M2.4%+6.6%1.929%
10/29/2024 Princeton Global Asset Management LLC87,747$2.11M0.4%+1.5%0.838%
10/25/2024 Walter & Keenan Wealth Management LLC IN ADV8,730$210K0.1%-59.8%0.083%
10/24/2024 Investment Partners Asset Management Inc.152,293$3.66M3.0%+5.1%1.455%
10/23/2024 West Michigan Advisors LLC10,099$243K0.1%N/A0.096%
10/16/2024 FLC Capital Advisors19,132$460K0.1%+80.3%0.183%
10/11/2024 Creative Planning171,806$4.13M0.0%+31.1%1.641%
10/8/2024 Strategic Wealth Partners Ltd.21,623$520K0.0%-8.0%0.207%
9/5/2024 Sanctuary Advisors LLC75,373$1.75M0.0%N/A0.720%
8/21/2024 Truist Financial Corp54,303$1.28M0.0%+11.1%0.519%
8/16/2024 Creative Planning131,089$3.10M0.0%+43.6%1.252%
8/6/2024 Ausdal Financial Partners Inc.54,677$1.29M0.1%+5.1%0.522%
7/30/2024 Integral Investment Advisors Inc.13,322$317K0.1%+33.8%0.127%
7/30/2024 International Assets Investment Management LLC8,960$212K0.0%N/A0.086%
7/26/2024 Cambridge Investment Research Advisors Inc.48,043$1.14M0.0%N/A0.459%
7/26/2024 Paulson Wealth Management Inc.20,880$494K0.1%-3.1%0.199%
7/17/2024 Seed Wealth Management Inc.50,225$1.19M1.0%-15.0%0.480%
7/16/2024 FLC Capital Advisors10,613$251K0.1%N/A0.101%
7/10/2024 CWM LLC4,904$116K0.0%-34.4%0.047%
7/9/2024 Investment Partners Asset Management Inc.144,961$3.43M3.1%+8.5%1.385%
5/24/2024Cetera Advisors LLC41,989$994K0.0%+366.8%0.401%
5/24/2024 Cetera Investment Advisers140,514$3.33M0.0%-39.7%1.342%
5/20/2024 Strategic Wealth Partners Ltd.26,840$636K0.1%-3.0%0.256%
5/17/2024 Comerica Bank28,762$681K0.0%+9.0%0.275%
5/14/2024 CreativeOne Wealth LLC10,216$242K0.0%N/A0.097%
5/11/2024 Ironsides Asset Advisors LLC50,236$1.19M0.4%+311.6%0.479%
5/7/2024 Bedel Financial Consulting Inc.246,054$5.83M0.9%-3.4%2.348%
5/4/2024 Paulson Wealth Management Inc.21,556$510K0.1%-12.7%0.206%
5/1/2024 Janney Montgomery Scott LLC385,656$9.13M0.0%+28.1%3.680%
4/25/2024 Capital Investment Advisory Services LLC5,285$125K0.0%N/A0.050%
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4/16/2024 Seed Wealth Management Inc.59,055$1.40M1.3%-6.0%0.562%
4/15/2024 Investment Partners Asset Management Inc.133,654$3.17M2.9%+2.7%1.273%
2/13/2024 Paulson Wealth Management Inc.24,687$572K0.2%-71.7%0.253%
2/12/2024 Evermay Wealth Management LLC4,500$104K0.0%N/A0.046%
2/9/2024 Corient Private Wealth LLC23,521$545K0.0%-8.3%0.241%
2/8/2024 Bedel Financial Consulting Inc.254,813$5.90M1.1%+1.3%2.616%
2/8/2024 Janney Montgomery Scott LLC301,074$6.97M0.0%+2.9%3.091%
2/6/2024Coulter & Justus Financial Services LLC19,565$453K0.3%-45.1%0.201%
2/2/2024 Truist Financial Corp53,622$1.24M0.0%-34.6%0.551%
2/1/2024 CWM LLC7,478$173K0.0%N/A0.077%
1/25/2024 International Assets Investment Management LLC152,856$3.54M0.0%N/A1.569%
1/25/2024 Investment Partners Asset Management Inc.130,119$3.01M3.0%N/A1.336%
1/25/2024 Walter & Keenan Wealth Management LLC IN ADV23,707$549K0.2%-21.4%0.243%
1/24/2024 International Assets Investment Management LLC152,856$3.54M0.0%N/A1.569%
1/24/2024 Seed Wealth Management Inc.62,855$1.45M1.5%-13.5%0.645%
1/22/2024 Princeton Global Asset Management LLC89,340$2.07M0.5%-5.8%0.917%
1/19/2024Columbus Macro LLC101,955$2.37M0.9%N/A1.047%
1/9/2024 Castle Rock Wealth Management LLC37,396$868K0.3%-20.1%0.384%
11/16/2023 Atticus Wealth Management LLC3,082$71K0.0%-18.9%0.032%
11/13/2023 LPL Financial LLC234,647$5.39M0.0%+3.1%2.409%
11/13/2023 Kestra Advisory Services LLC12,085$277K0.0%-22.5%0.124%
11/8/2023 Janney Montgomery Scott LLC292,664$6.72M0.0%N/A3.005%
11/4/2023Coulter & Justus Financial Services LLC35,663$819K0.6%+3.5%0.366%
11/3/2023 Private Advisor Group LLC9,000$207K0.0%-33.6%0.092%
11/1/2023 Paulson Wealth Management Inc.87,167$2.00M0.7%+1.5%0.895%
10/31/2023Golden Green Inc.25,333$582K0.6%+11.2%0.260%
10/27/2023 Princeton Global Asset Management LLC94,804$2.18M0.6%-1.8%0.973%
10/27/2023 Gradient Investments LLC3,654$84K0.0%-67.7%0.038%
10/20/2023 Walter & Keenan Wealth Management LLC IN ADV30,169$693K0.3%-1.5%0.310%
10/16/2023 Beacon Financial Group27,735$637K0.1%-27.2%0.285%
10/16/2023 Seed Wealth Management Inc.72,685$1.67M1.9%-16.6%0.746%
10/12/2023 RVW Wealth LLC3,781$87K0.0%N/A0.039%
10/11/2023 Castle Rock Wealth Management LLC46,782$1.04M0.3%+2.9%0.480%
8/15/2023 Ironsides Asset Advisors LLC18,320$405K0.2%-3.8%0.188%
8/14/2023 Perennial Investment Advisors LLC16,664$372K0.1%+12.1%0.171%
8/10/2023 GeoWealth Management LLC7,690$171K0.0%-47.2%0.079%
8/10/2023Cetera Advisors LLC15,518$347K0.0%-7.1%0.159%
8/10/2023Cetera Advisor Networks LLC12,198$272K0.0%-52.8%0.125%
8/10/2023 Cetera Investment Advisers27,601$616K0.0%-77.5%0.283%
8/8/2023 Prospera Financial Services Inc27,400$612K0.0%+6.4%0.281%
8/4/2023 Envestnet Asset Management Inc.104,441$2.33M0.0%-38.1%1.072%
8/3/2023 Texas Yale Capital Corp.17,631$394K0.0%+24.8%0.181%
8/2/2023 Acorn Wealth Advisors LLC10,465$234K0.2%+15.7%0.107%
8/1/2023Kistler Tiffany Companies LLC55,405$1.24M0.2%+66.6%0.569%
7/31/2023 LPL Financial LLC227,593$5.08M0.0%+100.7%2.337%
7/31/2023Coulter & Justus Financial Services LLC34,448$769K0.5%-44.4%0.354%
7/28/2023 Walter & Keenan Wealth Management LLC IN ADV30,633$684K0.3%-16.3%0.260%
7/27/2023 Seed Wealth Management Inc.87,120$1.95M2.1%+90.8%0.740%
7/26/2023 Creative Financial Designs Inc. ADV1,861$42K0.0%-23.5%0.016%
7/21/2023Byrne Asset Management LLC22,830$510K0.3%-14.3%0.194%
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7/21/2023Columbus Macro LLC10,467$234K0.1%-12.0%0.089%
7/21/2023 Atticus Wealth Management LLC3,801$85K0.0%-28.6%0.032%
7/20/2023 Beacon Financial Group38,096$850K0.1%-19.0%0.324%
7/13/2023Golden Green Inc.22,775$509K0.6%+4.8%0.194%
7/11/2023 Gradient Investments LLC11,312$253K0.0%-99.4%0.096%
7/11/2023 Bard Financial Services Inc.546,735$12.21M0.9%+1.9%4.645%
7/11/2023 Castle Rock Wealth Management LLC45,473$1.02M0.3%-3.2%0.386%
5/12/2023 Castle Rock Wealth Management LLC46,990$1.01M0.4%N/A0.403%
5/12/2023 Perennial Investment Advisors LLC14,860$340K0.1%N/A0.127%
5/11/2023Golden Green Inc.21,734$497K0.6%N/A0.186%
(Data available from 1/1/2016 forward)

PFFV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PFFV shares?

During the previous two years, 67 institutional investors and hedge funds held shares of Global X Variable Rate Preferred ETF. The most heavily invested institutionals were Bard Financial Services Inc. ($12.21M), Janney Montgomery Scott LLC ($9.13M), Bedel Financial Consulting Inc. ($5.83M), LPL Financial LLC ($5.39M), Leslie Global Wealth LLC ($4.86M), Creative Planning ($4.13M), and Investment Partners Asset Management Inc. ($3.66M).Learn more on PFFV's institutional investors.

Which institutional investors have been buying Global X Variable Rate Preferred ETF stock?

Of the 52 institutional investors that purchased Global X Variable Rate Preferred ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Janney Montgomery Scott LLC ($385.66K), International Assets Investment Management LLC ($314.67K), Investment Partners Asset Management Inc. ($152.29K), Bard Financial Services Inc. ($131.94K), LPL Financial LLC ($121.27K), Columbus Macro LLC ($103.92K), and Seed Wealth Management Inc. ($87.12K).

How much institutional buying is happening at Global X Variable Rate Preferred ETF?

Institutional investors have bought a total of 2,139,544 shares in the last 24 months. This purchase volume represents approximately $49.35M in transactions.

Which Global X Variable Rate Preferred ETF major shareholders have been selling company stock?

Of the 38 institutional investors that sold Global X Variable Rate Preferred ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Gradient Investments LLC ($2.20M), Hennion & Walsh Asset Management Inc. ($440.64K), Cetera Investment Advisers ($187.50K), Columbus Macro LLC ($138.58K), Paulson Wealth Management Inc. ($107.94K), Ironsides Asset Advisors LLC ($83.39K), and Byrne Asset Management LLC ($68.96K).

How much institutional selling is happening at Global X Variable Rate Preferred ETF?

Institutional investors have sold a total of 3,780,170 shares in the last 24 months. This volume of shares sold represents approximately $85.42M in transactions.


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This page (NYSEARCA:PFFV) was last updated on 12/22/2024 by MarketBeat.com Staff
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