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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 3135 - 2023-12-31 526,822 $12,201,000 43,416
   ENVESTNET ASSET MANAGEMENT INC 1596 - 2023-12-31 336,074 $7,783,000 274,884
   JANNEY MONTGOMERY SCOTT LLC 617 - 2023-12-31 301,074 $6,973,000 8,410
   Bedel Financial Consulting Inc. 13 - 2023-12-31 254,813 $5,901,000 3,312
   BEDEL FINANCIAL CONSULTING INC 13 - 2023-09-30 251,501 $5,774,000 0
   Cetera Investment Advisers 405 - 2023-12-31 232,924 $5,395,000 222,871
   LPL FINANCIAL CORP 1959 - 2023-12-31 145,443 $3,368,000 -89,204
   Investment Partners Asset Management Inc. 4 - 2024-03-31 133,654 $3,165,000 3,535
   Princeton Global Asset Management LLC - 2023-12-31 89,340 $2,069,000 -5,464
   CREATIVE PLANNING 949 - 2023-12-31 78,042 $1,807,000 16,950
   Seed Wealth Management Inc. 17 - 2024-03-31 59,055 $1,398,000 -3,800
   BB&T CORP 1468 - 2023-12-31 53,622 $1,242,000 -28,324
   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
   Rockefeller Capital Management L.P. 1111 - 2023-12-31 45,799 $1,061,000 -4,633
   Castle Rock Wealth Management LLC 105 - 2023-12-31 37,396 $868,000 -9,386
   Strategic Wealth Partners Ltd. 142 - 2023-03-31 35,451 $810,000 3,599
   PROSPERA FINANCIAL SERVICES 530 - 2023-12-31 33,443 $775,000 5,100
   FINANCIAL NETWORK 1576 - 2023-12-31 32,098 $743,000 32,098
   BEACON FINANCIAL GROUP 183 - 2023-12-31 27,910 $646,000 175
   COMERICA BANK 1778 - 2023-12-31 26,390 $611,000 172
   Golden Green Inc. 46 - 2023-09-30 25,333 $582,000 2,558
   Paulson Wealth Management Inc. 66 - 2023-12-31 24,687 $572,000 -62,480
   WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV - 2023-12-31 23,707 $549,000 -6,462
   CI Private Wealth LLC 1568 - 2023-12-31 23,521 $545,000 -2,126
   Coulter & Justus Financial Services LLC 24 - 2023-12-31 19,565 $453,000 -16,098
   Advisor Group Holdings Inc. 3258 - 2023-12-31 18,718 $433,000 7,768
   US BANCORP 1632 - 2023-12-31 17,065 $395,000 0
   YALE CAPITAL CORP 344 - 2023-12-31 16,268 $377,000 0
   Perennial Investment Advisors LLC 250 - 2023-12-31 12,295 $285,000 -3,304
   Ironsides Asset Advisors LLC 49 - 2023-12-31 12,206 $283,000 -6,114
   Joseph P. Lucia & Associates LLC 97 - 2023-12-31 11,077 $257,000 21
   Acorn Wealth Advisors LLC 167 - 2024-03-31 10,432 $247,000 -326
   BANK OF AMERICA CORP /DE/ 4916 - 2023-12-31 10,321 $239,000 5,425
   Firestone Capital Management 117 - 2023-12-31 10,138 $235,000 22
   MML INVESTORS SERVICES LLC 2231 *New 2023-12-31 9,748 $226,000 9,748
   JANE STREET GROUP LLC 4669 - 2023-12-31 9,574 $222,000 9,574
   Kestra Advisory Services LLC 2040 - 2023-12-31 9,413 $218,000 -2,672
   GSB Wealth Management LLC 202 *New 2023-12-31 9,300 $215,000 9,300
   Hennion & Walsh Asset Management Inc. 794 - 2024-03-31 8,821 $209,000 -12
   Private Advisor Group LLC 2013 - 2023-12-31 8,988 $208,000 -12
   MULTIFINANCIAL SECURITIES CORP 1613 - 2023-12-31 8,996 $208,000 8,996
   Stratos Wealth Partners LTD. 1260 *New 2024-03-31 8,639 $205,000 8,639
   HARBOUR INVESTMENTS INC. 891 - 2023-12-31 7,910 $183,000 0
   CWM LLC 1557 - 2024-03-31 7,478 $177,000 0
   GeoWealth Management LLC 527 - 2023-12-31 7,225 $168,000 -199
   Capital Investment Advisory Services LLC 532 *New 2024-03-31 5,285 $125,000 5,285
   UBS Group AG 4831 - 2023-12-31 5,276 $122,000 5,276
   Goss Wealth Management LLC 1907 - 2023-12-31 4,639 $107,000 15
   AYRSHIRE ASSOCIATES INC 249 *New 2023-12-31 4,500 $104,000 4,500
   PRIVATE TRUST CO NA 934 - 2024-03-31 3,443 $82,000 30
   J P MORGAN CHASE & CO 4628 - 2023-12-31 3,023 $70,000 3,023
   ADVISORY SERVICES NETWORK, LLC 1951 *New 2023-12-31 2,350 $54,000 2,350
   CREATIVE FINANCIAL DESIGNS INC /ADV 741 - 2023-12-31 1,651 $38,000 -217
   WELLS FARGO & CO/MN 4926 - 2023-12-31 1,000 $23,000 -5,200
   FRANKLIN RESOURCES INC 2502 - 2023-12-31 885 $20,000 0
   FTB Advisors Inc. 1513 - 2024-03-31 525 $12,000 57
   Aptus Capital Advisors LLC 782 - 2023-12-31 484 $11,000 0
   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 2872 *New 2023-12-31 45 $1,000 45
   ROYAL BANK OF CANADA 6410 - 2023-12-31 21 $0 -8,000
   PROEQUITIES INC. 4738 - 2023-12-31 0 $0 0
   CITADEL ADVISORS LLC 5835 *Closed 2023-12-31 0 $0 -32,612
   BENJAMIN F. EDWARDS & COMPANY INC. 2102 *Closed 2023-12-31 0 $0 -2,000
   ATTICUS WEALTH MANAGEMENT LLC 553 *Closed 2024-03-31 0 $0 -50
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6426 *Closed 2023-12-31 0 $0 -11,596
   Columbus Macro LLC 187 *Closed 2024-03-31 0 $0 -101,955
   Ford Financial Group Inc. 84 *Closed 2023-03-31 0 $0 -15,008
  72 Records found
  1    
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