Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / RATE PREFERRED
-
Number of holders
-
26
-
Total 13F shares, excl. options
-
1,005,817
-
Shares change
-
+511,492
-
Total reported value, excl. options
-
$27,897,000
-
Value change
-
+$14,183,790
-
Number of buys
-
24
-
Number of sells
-
-2
-
Price
-
$27.74
Significant Holders of GLOBAL X FDS - RATE PREFERRED (PFFV) as of Q4 2021
27 filings reported holding PFFV - GLOBAL X FDS - RATE PREFERRED as of Q4 2021.
GLOBAL X FDS - RATE PREFERRED (PFFV) has 26 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,005,817 shares
.
Largest 10 shareholders include Paulson Wealth Management Inc. (127,538 shares), Elmwood Wealth Management, Inc. (98,203 shares), Princeton Global Asset Management LLC (94,293 shares), TRUIST FINANCIAL CORP (93,996 shares), Ironsides Asset Advisors, LLC (92,120 shares), Byrne Asset Management LLC (80,050 shares), Change Path, LLC (78,236 shares), BEACON FINANCIAL GROUP (59,479 shares), GSB Wealth Management, LLC (51,511 shares), and CIBC Private Wealth Group, LLC (37,234 shares).
This table shows the top 26 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.