Free Trial

Global X Variable Rate Preferred ETF (PFFV) Institutional Ownership

$24.02 -0.01 (-0.04%)
(As of 11/15/2024 ET)

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)
14
Total
Institutional Outflows
(last 12 months)
$6.92M
Get PFFV Insider Trade Alerts

Want to know when executives and insiders are buying or selling Global X Variable Rate Preferred ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

PFFV Institutional Buying and Selling by Quarter

Global X Variable Rate Preferred ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
9/5/2024Sanctuary 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%
4/16/2024 Seed Wealth Management Inc.59,055$1.40M1.3%-6.0%0.562%
JD Vance Predicts: Wall Street vs. Trump & Your Money (Ad)

Trump's back in the White House, but Wall Street is pissed. Here's the deal: Wall Street's about to purposely crash the bond market to sabotage Trump's comeback.

Get your free guide NOW before it's too late.
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%
7/21/2023Columbus Macro LLC10,467$234K0.1%-12.0%0.089%
The Tesla Trade Is Back In Business (Ad)

If you held shares of Tesla throughout 2024, you know It’s been a year of extreme highs and lows… But according to our one expert, new yearly highs are on the horizon… In his words, Tesla is building momentum like in 2020, especially as Trump supports the EV maker. Which is why we’re emailing you now… You see, most people will simply buy shares of Tesla ahead of the election… But as they say “There is more than one way to skin a cat” In fact, we’ve found another way to play shares of Tesla.

Discover how to trade Tesla, simply follow this link here.
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%
5/10/2023 Private Advisor Group LLC13,297$304K0.0%N/A0.114%
(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 37 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 3,713,245 shares in the last 24 months. This volume of shares sold represents approximately $83.81M in transactions.



This page (NYSEARCA:PFFV) was last updated on 11/17/2024 by MarketBeat.com Staff
From Our Partners