Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / RATE PREFERRED
-
Total 13F shares
-
4,817,409
-
Share change
-
-669,775
-
Total reported value
-
$110,049,790
-
Price per share
-
$22.86
-
Number of holders
-
59
-
Value change
-
-$15,315,962
-
Number of buys
-
35
-
Number of sells
-
22
Institutional Holders of GLOBAL X FDS - RATE PREFERRED (PFFV) as of Q1 2023
As of 31 Mar 2023,
GLOBAL X FDS - RATE PREFERRED (PFFV) was held by
59 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,817,409 shares.
The largest 10 holders included
Gradient Investments LLC, Bard Financial Services, Inc., MORGAN STANLEY, Bedel Financial Consulting, Inc., ENVESTNET ASSET MANAGEMENT INC, Cetera Investment Advisers, LPL Financial LLC, TRUIST FINANCIAL CORP, Princeton Global Asset Management LLC, and Paulson Wealth Management Inc..
This page lists
59
institutional shareholders reporting positions in this security
for the Q1 2023 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.