Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / RATE PREFERRED
-
Number of holders
-
14
-
Total 13F shares, excl. options
-
357,267
-
Shares change
-
+171,437
-
Total reported value, excl. options
-
$10,046,000
-
Value change
-
+$4,814,134
-
Number of buys
-
12
-
Number of sells
-
-4
-
Price
-
$28.11
Significant Holders of GLOBAL X FDS - RATE PREFERRED (PFFV) as of Q3 2021
17 filings reported holding PFFV - GLOBAL X FDS - RATE PREFERRED as of Q3 2021.
GLOBAL X FDS - RATE PREFERRED (PFFV) has 14 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 357,267 shares
.
Largest 10 shareholders include Change Path, LLC (84,646 shares), TRUIST FINANCIAL CORP (59,780 shares), BEACON FINANCIAL GROUP (52,121 shares), GSB Wealth Management, LLC (40,966 shares), CIBC Private Wealth Group, LLC (33,584 shares), SeaBridge Investment Advisors LLC (26,752 shares), Texas Yale Capital Corp. (20,165 shares), Firestone Capital Management (10,642 shares), ADVISOR GROUP HOLDINGS, INC. (8,697 shares), and JANE STREET GROUP, LLC (8,088 shares).
This table shows the top 14 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.