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Get Institutions for : 
Global X Superincome Preferred (SPFF)  
$9.06 0.00 (-0.04%) as of 4:30 Fri 4/26


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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  : 
0.38 (4.39%)  




 
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 1489 - 2023-12-31 741,963 $6,737,000 -30,174
   Sound Income Strategies LLC 79 - 2024-03-31 475,352 $4,497,000 51,805
   WELLS FARGO & CO/MN 2075 - 2023-12-31 430,810 $3,912,000 -507,265
   BANK OF AMERICA CORP /DE/ 3170 - 2023-12-31 354,844 $3,222,000 -18,261
   MORGAN STANLEY 4489 - 2023-12-31 189,150 $1,717,000 -41,867
   UBS Group AG 3016 - 2023-12-31 177,982 $1,616,000 -5,427
   ENVESTNET ASSET MANAGEMENT INC 2635 - 2023-12-31 164,445 $1,493,000 -51,708
   ADVISORY SERVICES NETWORK, LLC 608 - 2023-12-31 116,148 $1,055,000 1,704
   ROYAL BANK OF CANADA 3102 - 2023-12-31 107,832 $979,000 105,793
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3146 - 2023-12-31 84,417 $767,000 38,311
   OLD MISSION CAPITAL LLC 506 *New 2023-12-31 82,105 $746,000 82,105
   Cetera Investment Advisers 1326 - 2023-12-31 73,972 $672,000 2,835
   CITADEL ADVISORS LLC 3516 - 2023-12-31 60,167 $546,000 -82,757
   Advisor Group Holdings Inc. 3125 - 2023-12-31 57,593 $523,000 -6,024
   DAVIDSON D A & CO 952 - 2023-12-31 54,363 $494,000 4,523
   Goss Wealth Management LLC 1292 - 2023-12-31 52,015 $472,000 -3,577
   RAYMOND JAMES & ASSOCIATES 3071 - 2024-03-31 47,815 $452,000 7,295
   Kingsview Wealth Management LLC 682 - 2023-12-31 44,500 $404,000 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 1697 - 2023-12-31 31,332 $295,000 -1,592
   Global Retirement Partners LLC 759 - 2024-03-31 22,931 $217,000 0
   TRANSCEND WEALTH COLLECTIVE LLC 475 - 2023-12-31 19,017 $173,000 0
   MML INVESTORS SERVICES LLC 2328 - 2023-12-31 18,755 $170,000 -36,061
   Mutual Advisors LLC 957 - 2023-12-31 18,654 $169,000 -675
   MEADOWBROOK INVESTMENT ADVISORS LLC 126 *New 2023-12-31 15,945 $145,000 15,945
   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
   COMMONWEALTH EQUITY SERVICES LLC. 3548 - 2023-12-31 13,731 $125,000 -2,074
   COMERICA BANK 2436 - 2023-12-31 13,054 $119,000 1,754
   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 180 - 2023-12-31 10,000 $91,000 0
   Parallel Advisors LLC 1825 - 2023-12-31 2,500 $23,000 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
   Beacon Capital Management LLC 528 - 2023-12-31 1,186 $10,000 -4
   Founders Financial Alliance LLC 433 - 2023-12-31 1,040 $9,000 0
   Fortis Group Advisors LLC 311 - 2023-12-31 1,000 $9,000 500
   Ahrens Investment Partners LLC 656 *New 2023-03-31 1,000 $9,000 1,000
   PRINCIPAL SECURITIES INC. 2288 - 2023-12-31 968 $9,000 0
   Financial Gravity Wealth Inc. 423 - 2023-12-31 728 $6,000 0
   Creekmur Asset Management LLC - 2023-12-31 466 $4,000 0
   PROVENCE WEALTH MANAGEMENT GROUP 386 - 2023-12-31 341 $3,000 0
   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 1577 - 2023-12-31 62 $1,000 0
   HIGHTOWER ADVISORS, LLC 3352 *Closed 2023-12-31 0 $0 -104,127
   PFG Advisors 614 *Closed 2023-12-31 0 $0 -11,567
   JANE STREET GROUP LLC 5507 *Closed 2023-12-31 0 $0 -56,055
   Ronald Blue Trust Inc. 2591 *New 2023-12-31 54 $0 54
   PROEQUITIES INC. 7618 - 2023-12-31 0 $0 -245
   HRT FINANCIAL LLC 2777 *Closed 2023-12-31 0 $0 -11,210
   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

  56 Records found
  1    
  Page 1 of 1
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