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Get Institutions for : 
Global X Superincome Preferred (SPFF)  
$9.18 0.01 (0.16%) as of 4:30 Fri 5/17


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 45    2
Total shares held : 
 3,891,979  
% of shares held : 
 23.52%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -7  
Amount of shares held : 
 -646,705  
% of shares held change : 
   -3.91%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $8.66  
Last Quarter's Ending Price : 
 $9.08  
Last Quarter's Average Price : 
 $8.68  
Change from last quarter's     
avg. price to the last closing  : 
0.50 (5.71%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 98,104
 2.52%
 
Increased Positions :
12
 261,669
 6.72%
 
Unchanged Positions :
13
 114,392
 2.94%
 
Decreased Positions :
17
-789,763
-20.29%
 
Closed Positions :
5
-216,715
-5.57%
 
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
   LPL FINANCIAL CORP 1532 - 2024-03-31 757,299 $7,164,000 15,336
   Sound Income Strategies LLC 79 - 2024-03-31 475,352 $4,497,000 51,805
   WELLS FARGO & CO/MN 2058 - 2024-03-31 458,004 $4,333,000 27,194
   BANK OF AMERICA CORP /DE/ 3577 - 2024-03-31 223,834 $2,117,000 -131,010
   MORGAN STANLEY 4523 - 2024-03-31 188,054 $1,779,000 -1,096
   ENVESTNET ASSET MANAGEMENT INC 2651 - 2024-03-31 183,946 $1,740,000 19,501
   UBS Group AG 3135 - 2024-03-31 171,387 $1,621,000 -6,595
   Cetera Investment Advisers 1063 - 2024-03-31 72,690 $688,000 -1,282
   CITADEL ADVISORS LLC 3588 - 2024-03-31 60,864 $576,000 697
   ROYAL BANK OF CANADA 3424 - 2024-03-31 55,779 $527,000 -52,053
   Advisor Group Holdings Inc. 2963 - 2024-03-31 49,865 $472,000 -7,728
   RAYMOND JAMES & ASSOCIATES 3071 - 2024-03-31 47,815 $452,000 7,295
   Goss Wealth Management LLC 1397 - 2024-03-31 47,038 $445,000 -4,977
   Kingsview Wealth Management LLC 709 - 2024-03-31 44,500 $421,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2628 - 2024-03-31 33,990 $322,000 -47
   Ellis Investment Partners LLC 176 - 2024-03-31 32,058 $303,000 208
   AE Wealth Management LLC 986 - 2024-03-31 28,406 $269,000 -2,926
   MML INVESTORS SERVICES LLC 2265 - 2024-03-31 24,522 $232,000 5,767
   Global Retirement Partners LLC 759 - 2024-03-31 22,931 $217,000 0
   TRANSCEND WEALTH COLLECTIVE LLC 503 - 2024-03-31 19,017 $180,000 0
   ADVISORY SERVICES NETWORK, LLC 1360 - 2024-03-31 18,671 $177,000 -97,477
   Mutual Advisors LLC 1037 - 2024-03-31 18,654 $176,000 0
   MEADOWBROOK INVESTMENT ADVISORS LLC 125 - 2024-03-31 15,945 $151,000 0
   Eagle Strategies LLC 259 *New 2024-03-31 15,000 $142,000 15,000
   PINNACLE ASSOCIATES LTD 807 - 2024-03-31 13,928 $132,000 0
   COMERICA BANK 2461 - 2024-03-31 13,054 $123,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 3730 - 2024-03-31 11,475 $109,000 -2,256
   Mountain Capital Investment Advisors Inc 45 *New 2024-03-31 11,046 $103,000 11,046
   GenWealth Group Inc. 65 - 2024-03-31 10,628 $101,000 0
   IVC Wealth Advisors LLC 162 - 2024-03-31 10,450 $99,000 0
   WealthBridge Capital Management LLC 191 - 2024-03-31 10,000 $95,000 0
   Future Financial Wealth Managment LLC 350 *New 2024-03-31 2,000 $19,000 2,000
   HARBOUR INVESTMENTS INC. 2064 - 2023-12-31 1,331 $12,000 -601
   PRINCIPAL SECURITIES INC. 2270 - 2024-03-31 1,170 $11,000 202
   Beacon Capital Management LLC 558 - 2024-03-31 1,186 $11,000 0
   Founders Financial Alliance LLC 478 - 2024-03-31 1,040 $10,000 0
   PNC FINANCIAL SERVICES GROUP INC 3718 *New 2024-03-31 1,000 $9,000 1,000
   Ahrens Investment Partners LLC 656 *New 2023-03-31 1,000 $9,000 1,000
   Fortis Group Advisors LLC 376 - 2024-03-31 500 $5,000 -500
   PROVENCE WEALTH MANAGEMENT GROUP 386 - 2023-12-31 341 $3,000 0
   Creekmur Asset Management LLC 626 - 2024-03-31 355 $3,000 -111
   GRADIENT INVESTMENTS LLC 818 - 2024-03-31 178 $2,000 -3,475
   AdvisorNet Financial Inc 1567 - 2024-03-31 230 $2,000 0
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1673 - 2024-03-31 62 $1,000 0
   OLD MISSION CAPITAL LLC 876 *Closed 2024-03-31 0 $0 -82,105
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5643 *Closed 2024-03-31 0 $0 -84,417
   PROEQUITIES INC. 7248 - 2024-03-31 0 $0 0
   Ronald Blue Trust Inc. 2538 *Closed 2024-03-31 0 $0 -54
   Financial Gravity Wealth Inc. 1235 *Closed 2024-03-31 0 $0 -728
   Parallel Advisors LLC 3425 *Closed 2024-03-31 0 $0 -2,500
   DAVIDSON D A & CO 1428 *Closed 2024-03-31 0 $0 -54,363
   Hennion & Walsh Asset Management Inc. 890 *Closed 2024-03-31 0 $0 -359,201
   Newbridge Financial Services Group Inc. 1336 *Closed 2024-03-31 0 $0 -572
  53 Records found
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