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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
   OLD MISSION CAPITAL LLC 78 *New 2023-12-31 401,268 $7,785,000 401,268
   Q3 Asset Management 12 *New 2024-03-31 284,292 $5,731,000 284,292
   RHS Financial LLC 31 *New 2024-03-31 65,125 $1,313,000 65,125
   GREAT VALLEY ADVISOR GROUP INC. 337 *New 2024-03-31 61,014 $1,230,000 61,014
   Western Wealth Management LLC 258 *New 2024-03-31 41,028 $827,000 41,028
   INTEGRAL INVESTMENT ADVISORS INC. 76 *New 2024-03-31 31,091 $632,000 31,091
   American Institute for Advanced Investment Managem 70 *New 2024-03-31 24,760 $499,000 24,760
   COLONY GROUP, LLC 615 *New 2023-12-31 20,779 $403,000 20,779
   Plan Group Financial LLC 68 *New 2024-03-31 16,130 $325,000 16,130
   BLUEFIN CAPITAL MANAGEMENT LLC 73 *New 2023-12-31 16,418 $321,000 16,418
   Truadvice LLC 165 *New 2023-09-30 17,432 $321,000 17,432
   Crew Capital Management Ltd. 92 *New 2024-03-31 15,595 $314,000 15,595
   Waterloo Capital L.P. 344 *New 2023-12-31 11,458 $222,000 11,458
   L.M. KOHN & COMPANY 250 *New 2024-03-31 10,048 $203,000 10,048
   Perennial Investment Advisors LLC 306 *New 2023-12-31 10,326 $200,000 10,326
   TWO SIGMA SECURITIES LLC 884 *New 2023-12-31 10,196 $198,000 10,196
   AMERICAN INVESTMENT SERVICES INC. 143 *New 2023-12-31 10,101 $196,000 10,101
   Family Asset Management LLC 112 *New 2023-12-31 7,627 $148,000 7,627
   Atlantic Trust Group LLC 1278 *New 2024-03-31 6,510 $132,000 6,510
   Northwest Financial Advisors 210 *New 2024-03-31 3,901 $79,000 3,901
   FIFTH THIRD BANCORP 1346 *New 2024-03-31 2,450 $49,000 2,450
   BLACKROCK INC. 4660 *New 2024-03-31 1,458 $29,000 1,458
   ICA Group Wealth Management LLC 740 *New 2023-12-31 967 $19,000 967
   Rocky Mountain Advisers LLC 244 *New 2024-03-31 347 $7,000 347
   Coppell Advisory Solutions LLC 1040 *New 2023-12-31 380 $7,000 380
   VisionPoint Advisory Group LLC 737 *New 2024-03-31 49 $1,000 49
   CarsonAllaria Wealth Management Ltd. 374 *New 2024-03-31 69 $1,000 69
   Farther Finance Advisors LLC 2873 *New 2023-12-31 58 $1,000 58
   SRS Capital Advisors Inc. 1305 *New 2023-12-31 11 $0 11

  29 Records found
  1    
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