Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / RATE PREFERRED
-
Total 13F shares
-
3,363,811
-
Share change
-
-131,395
-
Total reported value
-
$80,898,828
-
Price per share
-
$24.05
-
Number of holders
-
61
-
Value change
-
-$3,122,297
-
Number of buys
-
33
-
Number of sells
-
25
Institutional Holders of GLOBAL X FDS - RATE PREFERRED (PFFV) as of Q3 2024
As of 30 Sep 2024,
GLOBAL X FDS - RATE PREFERRED (PFFV) was held by
61 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,363,811 shares.
The largest 10 holders included
MORGAN STANLEY, Bedel Financial Consulting, Inc., Leslie Global Wealth, LLC, Creative Planning, Investment Partners Asset Management, Inc., Cambridge Investment Research Advisors, Inc., LPL Financial LLC, Princeton Global Asset Management LLC, ENVESTNET ASSET MANAGEMENT INC, and Rockefeller Capital Management L.P..
This page lists
61
institutional shareholders reporting positions in this security
for the Q3 2024 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.