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Get Institutions for : 
Global X Variable Rate Preferred Etf (PFFV)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 59    4
Total shares held : 
 2,819,030  
% of shares held : 
 31.32%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   2  
Amount of shares held : 
 453,006  
% of shares held change : 
   5.03%  
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 :
10
 35,203
 1.25%
 
Increased Positions :
20
 749,545
 26.59%
 
Unchanged Positions :
7
 172,731
 6.13%
 
Decreased Positions :
22
-263,269
-9.34%
 
Closed Positions :
6
-68,473
-2.43%
 
Guru Positions :
0
 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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 2716 - 2024-03-31 817,236 $19,352,000 290,414
   JANNEY MONTGOMERY SCOTT LLC 561 - 2024-03-31 385,656 $9,132,000 84,582
   Bedel Financial Consulting Inc. 15 - 2024-03-31 246,054 $5,827,000 -8,759
   BEDEL FINANCIAL CONSULTING INC 13 - 2023-09-30 251,501 $5,774,000 0
   ENVESTNET ASSET MANAGEMENT INC 2078 - 2024-03-31 180,987 $4,286,000 -155,087
   Investment Partners Asset Management Inc. 4 - 2024-03-31 133,654 $3,165,000 3,535
   CREATIVE PLANNING 929 - 2024-03-31 91,262 $2,161,000 13,220
   Princeton Global Asset Management LLC 60 - 2024-03-31 86,039 $2,037,000 -3,301
   LPL FINANCIAL CORP 2570 - 2024-03-31 77,336 $1,831,000 -68,107
   Cetera Investment Advisers 671 - 2024-03-31 76,059 $1,801,000 -156,865
   Seed Wealth Management Inc. 17 - 2024-03-31 59,055 $1,398,000 -3,800
   KISTLERTIFFANY COMPANIES, LLC 95 - 2023-06-30 55,405 $1,237,000 22,153
   Ausdal Financial Partners Inc. 152 *New 2024-03-31 52,037 $1,232,000 52,037
   Ironsides Asset Advisors LLC 23 - 2024-03-31 50,236 $1,190,000 38,030
   BB&T CORP 1516 - 2024-03-31 48,877 $1,157,000 -4,745
   Rockefeller Capital Management L.P. 1201 - 2024-03-31 48,711 $1,153,000 2,912
   STIFEL FINANCIAL CORP 2146 *New 2024-03-31 44,298 $1,049,000 44,298
   MULTIFINANCIAL SECURITIES CORP 1161 - 2024-03-31 41,989 $994,000 32,993
   Strategic Wealth Partners Ltd. 142 - 2023-03-31 35,451 $810,000 3,599
   Castle Rock Wealth Management LLC 121 - 2024-03-31 34,174 $800,000 -3,222
   PROSPERA FINANCIAL SERVICES 530 - 2023-12-31 33,443 $775,000 5,100
   COMERICA BANK 1731 - 2024-03-31 28,762 $681,000 2,372
   BEACON FINANCIAL GROUP 196 - 2024-03-31 26,197 $620,000 -1,713
   Golden Green Inc. 46 - 2023-09-30 25,333 $582,000 2,558
   JANE STREET GROUP LLC 3728 - 2024-03-31 23,633 $560,000 14,059
   FINANCIAL NETWORK 1883 - 2024-03-31 22,466 $532,000 -9,632
   WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV 101 - 2024-03-31 21,730 $515,000 -1,977
   Paulson Wealth Management Inc. 73 - 2024-03-31 21,556 $510,000 -3,131
   CI Private Wealth LLC 1680 - 2024-03-31 18,887 $447,000 -4,634
   US BANCORP 1616 - 2024-03-31 17,065 $404,000 0
   YALE CAPITAL CORP 348 - 2024-03-31 16,268 $385,000 0
   BANK OF AMERICA CORP /DE/ 4659 - 2024-03-31 13,043 $309,000 2,722
   Perennial Investment Advisors LLC 259 - 2024-03-31 12,533 $297,000 238
   Advisor Group Holdings Inc. 3370 - 2024-03-31 11,800 $279,000 -6,918
   Joseph P. Lucia & Associates LLC 98 - 2024-03-31 11,484 $272,000 407
   CITADEL ADVISORS LLC 4354 - 2024-03-31 10,668 $253,000 10,668
   THRIVENT FINANCIAL FOR LUTHERANS 2337 *New 2024-03-31 10,700 $253,000 10,700
   Acorn Wealth Advisors LLC 167 - 2024-03-31 10,432 $247,000 -326
   Change Path LLC 784 *New 2024-03-31 10,216 $242,000 10,216
   Kestra Advisory Services LLC 2137 - 2024-03-31 10,124 $240,000 711
   INTEGRAL INVESTMENT ADVISORS INC. 134 *New 2024-03-31 9,954 $237,000 9,954
   Private Advisor Group LLC 2046 - 2024-03-31 9,336 $221,000 348
   GSB Wealth Management LLC 203 - 2024-03-31 9,321 $221,000 21
   Hennion & Walsh Asset Management Inc. 794 - 2024-03-31 8,821 $209,000 -12
   Firestone Capital Management 138 - 2024-03-31 8,731 $207,000 -1,407
   Stratos Wealth Partners LTD. 1260 *New 2024-03-31 8,639 $205,000 8,639
   J P MORGAN CHASE & CO 4194 - 2024-03-31 8,601 $204,000 5,578
   HARBOUR INVESTMENTS INC. 891 - 2023-12-31 7,910 $183,000 0
   GeoWealth Management LLC 703 - 2024-03-31 7,566 $179,000 341
   CWM LLC 1557 - 2024-03-31 7,478 $177,000 0
   Capital Investment Advisory Services LLC 532 *New 2024-03-31 5,285 $125,000 5,285
   PRIVATE TRUST CO NA 934 - 2024-03-31 3,443 $82,000 30
   Goss Wealth Management LLC 2120 - 2024-03-31 3,396 $80,000 -1,243
   CREATIVE FINANCIAL DESIGNS INC /ADV 786 - 2024-03-31 1,640 $39,000 -11
   FRANKLIN RESOURCES INC 2677 - 2024-03-31 885 $21,000 0
   FTB Advisors Inc. 1513 - 2024-03-31 525 $12,000 57
   Aptus Capital Advisors LLC 1013 - 2024-03-31 484 $11,000 0
   UBS Group AG 6046 - 2024-03-31 395 $9,000 -4,881
   Spire Wealth Management 1833 - 2024-03-31 300 $7,000 0
   Global Retirement Partners LLC 2277 - 2024-03-31 248 $6,000 -651
   GRADIENT INVESTMENTS LLC 738 - 2024-03-31 181 $4,000 -3,730
   Sunbelt Securities Inc. 1414 *New 2024-03-31 123 $3,000 123
   Sound Income Strategies LLC 1214 - 2024-03-31 42 $1,000 -73
   Farther Finance Advisors LLC 2760 - 2024-03-31 45 $1,000 0
   AYRSHIRE ASSOCIATES INC 583 *Closed 2024-03-31 0 $0 -4,500
   ROYAL BANK OF CANADA 6379 - 2024-03-31 21 $0 0
   PROEQUITIES INC. 4171 - 2024-03-31 0 $0 0
   MML INVESTORS SERVICES LLC 2478 *Closed 2024-03-31 0 $0 -9,748
   ATTICUS WEALTH MANAGEMENT LLC 553 *Closed 2024-03-31 0 $0 -50
   WELLS FARGO & CO/MN 6608 *Closed 2024-03-31 0 $0 -1,000
   Columbus Macro LLC 187 *Closed 2024-03-31 0 $0 -101,955
   Ronald Blue Trust Inc. 2632 *New 2024-03-31 12 $0 12
   Coulter & Justus Financial Services LLC 123 *Closed 2024-03-31 0 $0 -19,565
   ADVISORY SERVICES NETWORK, LLC 3521 *Closed 2024-03-31 0 $0 -2,350
   Ford Financial Group Inc. 84 *Closed 2023-03-31 0 $0 -15,008
  75 Records found
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