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Get Institutions for : 
Global X Us Preferred Etf (PFFD)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 253    13
Total shares held : 
56,912,445  
% of shares held : 
64.69%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -5  
Amount of shares held : 
1,103,795  
% of shares held change : 
  1.25%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
33
 981,252
 1.72%
 
Increased Positions :
80
 7,516,959
 13.21%
 
Unchanged Positions :
42
 3,185,123
 5.6%
 
Decreased Positions :
98
-7,109,245
-12.49%
 
Closed Positions :
20
-285,171
-0.5%
 
Guru Positions :
1
600
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   State of Wisconsin - Board of Commissioners of Pub 7 - 2024-03-31 1,341,305 $27,041,000 0
   FUKOKU MUTUAL LIFE INSURANCE CO 27 - 2024-03-31 919,000 $18,527,000 0
   CONNING ASSET MANAGEMENT CO. 74 - 2024-03-31 580,200 $11,697,000 0
   ESSEX FINANCIAL SERVICES INC 240 - 2024-03-31 38,671 $780,000 0
   CFO4Life Group LLC 86 - 2024-03-31 37,095 $748,000 0
   WealthBridge Capital Management LLC 93 - 2024-03-31 26,400 $532,000 0
   CSM Advisors LLC 109 - 2024-03-31 26,100 $526,000 0
   SeaCrest Wealth Management LLC 361 - 2024-03-31 19,955 $402,000 0
   Arden Trust Co 183 - 2024-03-31 16,871 $340,000 0
   Arkadios Wealth Advisors 545 - 2024-03-31 14,573 $294,000 0
   ATLAS CAPITAL ADVISORS LLC 302 - 2024-03-31 14,363 $290,000 0
   Levy Wealth Management Group LLC 84 - 2024-03-31 14,425 $280,000 0
   NBT BANK N A /NY 352 - 2024-03-31 12,000 $242,000 0
   Keystone Financial Group 300 - 2024-03-31 11,675 $235,000 0
   MEADOWBROOK INVESTMENT ADVISORS LLC 104 - 2024-03-31 10,583 $213,000 0
   CULLEN FROST BANKERS INC 478 - 2024-03-31 10,000 $202,000 0
   CHILTON CAPITAL MANAGEMENT LLC 252 - 2024-03-31 8,354 $168,000 0
   WHITTIER TRUST CO OF NEVADA INC 558 - 2024-03-31 4,912 $99,000 0
   Colonial Trust Co / SC 416 - 2024-03-31 4,682 $94,000 0
   Pinnacle Bank 319 - 2024-03-31 4,006 $81,000 0
   UMB BANK N A/MO 800 - 2024-03-31 2,962 $60,000 0
   Aptus Capital Advisors LLC 914 - 2024-03-31 1,564 $32,000 0
   EverSource Wealth Advisors LLC 1147 - 2024-03-31 1,263 $25,000 0
   OLD SECOND NATIONAL BANK OF AURORA 249 - 2024-03-31 1,000 $20,000 0
   Geneos Wealth Management Inc. 1383 - 2024-03-31 870 $18,000 0
   Capital Investment Advisory Services LLC 773 - 2024-03-31 780 $16,000 0
   American Capital Advisory LLC 223 - 2024-03-31 693 $14,000 0
   VAN DEN BERG MANAGEMENT INC *** -- Notable Guru -- 99 - 2024-03-31 600 $12,000 0
   ALPHAMARK ADVISORS LLC 532 - 2024-03-31 500 $10,000 0
   TOWER RESEARCH CAPITAL LLC 3800 - 2024-03-31 480 $10,000 0
   M&R CAPITAL MANAGEMENT INC 393 - 2024-03-31 375 $8,000 0
   Nemes Rush Group LLC 529 - 2024-03-31 125 $3,000 0
   DELTA ASSET MANAGEMENT LLC/TN 584 - 2024-03-31 97 $2,000 0
   Farther Finance Advisors LLC 2759 - 2024-03-31 58 $1,000 0
   HALLMARK CAPITAL MANAGEMENT INC 320 - 2024-03-31 6 $0 0
   DHJJ Financial Advisors Ltd. 731 - 2024-03-31 5 $0 0
   PROEQUITIES INC. 7152 - 2024-03-31 0 $0 0
   FIRST MANHATTAN CO 1431 *Closed 2024-03-31 0 $0 0

  38 Records found
  1    
  Page 1 of 1
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