Q1 2023 13F Holders as of 31 Mar 2023
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Type / Class
-
Equity / RATE PREFERRED
-
Number of holders
-
59
-
Total 13F shares, excl. options
-
4,817,409
-
Shares change
-
-668,183
-
Total reported value, excl. options
-
$110,049,790
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Value change
-
-$15,279,578
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Number of buys
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36
-
Number of sells
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22
-
Price
-
$22.86
Institutional Holders of GLOBAL X FDS - RATE PREFERRED (PFFV) as of Q1 2023
As of 31 Mar 2023 GLOBAL X FDS - RATE PREFERRED (PFFV) had 59 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 4,817,409 shares of stock of the company.
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 table shows 59 institutional shareholders of the security as of 31 Mar 2023.
| 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.