Purchases and Sales Made in Q1 2025 in Vaneck ETF Tr Preferred Securi (PFXF)
This table provides information about the institutional ownership of Vaneck ETF Tr Preferred Securi (PFXF) during Q1 2025. The information is specifically focused on institutions that hold shares of VANECK ETF TR PREFERRED SECURI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
285K+ 13.13% |
$4.78M - $5.04M
|
2.46M
$41.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
219KNew |
$3.66M - $3.87M
|
219K
$3.7M
|
|
|
May 01, 2025
Q1 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
134KNew |
$2.25M - $2.37M
|
134K
$2.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
119K+ 59.57% |
$2M - $2.11M
|
319K
$5.39M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
80.6K+ 42.9% |
$1.35M - $1.43M
|
268K
$4.54M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
77.3K+ 92.33% |
$1.3M - $1.37M
|
161K
$2.72M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
77.2K+ 677.04% |
$1.29M - $1.37M
|
88.6K
$1.5M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
72.4K+ 35.32% |
$1.21M - $1.28M
|
277K
$4.69M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
62.2K+ 5.81% |
$1.04M - $1.1M
|
1.13M
$19.1M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
60.5KNew |
$1.01M - $1.07M
|
60.5K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
47.6K+ 1.41% |
$797K - $841K
|
3.42M
$57.8M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
46.9KNew |
$785K - $829K
|
46.9K
$792K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
32.2K+ 18.26% |
$540K - $570K
|
209K
$3.53M
|
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
31.2K+ 7.28% |
$522K - $551K
|
459K
$7.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
29K+ 5.26% |
$486K - $513K
|
579K
$9.79M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
28.1KNew |
$470K - $496K
|
28.1K
$474K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
27.6K+ 932.8% |
$462K - $488K
|
30.5K
$516K
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
26.9KNew |
$451K - $476K
|
26.9K
$455K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
26.8KNew |
$450K - $475K
|
26.8K
$454K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
23.8K+ 43.4% |
$400K - $422K
|
78.8K
$1.33M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
23.6K+ 6.78% |
$395K - $417K
|
371K
$6.27M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23.5K+ 5.15% |
$394K - $416K
|
480K
$8.11M
|
|
|
May 20, 2025
Q1 2025
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
22KNew |
$368K - $389K
|
22K
$371K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
21.9K+ 14.31% |
$366K - $387K
|
175K
$2.95M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
20.6K+ 11.93% |
$346K - $365K
|
194K
$3.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
20.3K+ 178.24% |
$340K - $359K
|
31.6K
$535K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
18.4KNew |
$309K - $326K
|
18.4K
$311K
|
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
BUY
|
- |
17.5KNew |
$294K - $310K
|
17.5K
$297K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
17.5K+ 4.64% |
$293K - $309K
|
394K
$6.66M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
16.6K+ 24.86% |
$278K - $293K
|
83.2K
$1.41M
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
BUY
|
- |
16KNew |
$268K - $283K
|
16K
$270K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
15.5KNew |
$260K - $274K
|
15.5K
$262K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
15KNew |
$252K - $266K
|
15K
$254K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.8KNew |
$247K - $261K
|
14.8K
$249K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11.1K+ 64.12% |
$186K - $196K
|
28.4K
$480K
|
|
|
May 08, 2025
Q1 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
10.9K+ 33.62% |
$183K - $193K
|
43.3K
$732K
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
10.6K+ 5.91% |
$178K - $188K
|
191K
$3.22M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
8.63K+ 12.49% |
$145K - $153K
|
77.7K
$1.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.56K+ 8.19% |
$143K - $151K
|
113K
$1.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
8.51K+ 5.25% |
$143K - $150K
|
171K
$2.88M
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
8.36K+ 9.76% |
$140K - $148K
|
94K
$1.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
8K+ 2.64% |
$134K - $142K
|
311K
$5.26M
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
7.7K+ 15.7% |
$129K - $136K
|
56.7K
$959K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
7.02K+ 82.35% |
$118K - $124K
|
15.6K
$263K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.34K+ 9.78% |
$106K - $112K
|
71.1K
$1.2M
|
|
|
May 09, 2025
Q1 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
6.16K+ 2.21% |
$103K - $109K
|
284K
$4.81M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.79K+ 26.16% |
$97K - $102K
|
27.9K
$472K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.76K+ 7.44% |
$96.6K - $102K
|
83.2K
$1.41M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
5.41KNew |
$90.6K - $95.7K
|
5.41K
$91.4K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.22K+ 5.18% |
$87.4K - $92.3K
|
106K
$1.79M
|