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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
4.38KNew |
$73.5K - $77.5K
|
4.38K
$74.1K
|
|
|
May 13, 2025
Q1 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
3.93K+ 3.02% |
$65.8K - $69.5K
|
134K
$2.26M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
3.8K+ 5.36% |
$63.6K - $67.2K
|
74.6K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
3.62K+ 1.39% |
$60.6K - $63.9K
|
264K
$4.45M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.48K+ 1.82% |
$58.4K - $61.6K
|
195K
$3.29M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.11K+ 3.42% |
$52.2K - $55.1K
|
94.2K
$1.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.07K+ 7.06% |
$51.5K - $54.3K
|
46.5K
$786K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.93K+ 146650.0% |
$49.2K - $51.9K
|
2.94K
$49.6K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.62KNew |
$43.9K - $46.3K
|
2.62K
$44.3K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.41K+ 24.61% |
$40.4K - $42.7K
|
12.2K
$206K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.13K+ 14.78% |
$35.6K - $37.6K
|
16.5K
$279K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2K+ 19.05% |
$33.5K - $35.4K
|
12.5K
$211K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2KNew |
$33.5K - $35.4K
|
2K
$33.8K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1.47K+ 1.86% |
$24.6K - $26K
|
80.2K
$1.36M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.45K+ 24.81% |
$24.3K - $25.6K
|
7.28K
$123K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.32K+ 0.81% |
$22.1K - $23.4K
|
163K
$2.76M
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.12K+ 1.1% |
$18.8K - $19.9K
|
103K
$1.74M
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
965+ 4.33% |
$16.2K - $17.1K
|
23.3K
$393K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
817+ 5.03% |
$13.7K - $14.5K
|
17.1K
$288K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
779+ 1.42% |
$13.1K - $13.8K
|
55.8K
$943K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
767+ 1.81% |
$12.9K - $13.6K
|
43K
$727K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
763New |
$12.8K - $13.5K
|
763
$12.9K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
676+ 1.06% |
$11.3K - $12K
|
64.7K
$1.09M
|
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
489+ 1.48% |
$8.2K - $8.65K
|
33.6K
$568K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
414+ 0.71% |
$6.94K - $7.32K
|
58.6K
$990K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
369+ 0.15% |
$6.18K - $6.53K
|
239K
$4.04M
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
303+ 2.5% |
$5.08K - $5.36K
|
12.4K
$210K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
300+ 56.29% |
$5.03K - $5.31K
|
833
$14.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
297+ 2.03% |
$4.98K - $5.25K
|
15K
$253K
|
|
|
Apr 24, 2025
Q1 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
259+ 1.89% |
$4.34K - $4.58K
|
14K
$237K
|
|
|
May 09, 2025
Q1 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
250+ 1.29% |
$4.19K - $4.42K
|
19.6K
$331K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
200+ 1.48% |
$3.35K - $3.54K
|
13.7K
$232K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
200+ 2.48% |
$3.35K - $3.54K
|
8.28K
$140K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
103+ 0.64% |
$1.73K - $1.82K
|
16.3K
$275K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
100+ 50.0% |
$1.68K - $1.77K
|
300
$5.07K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
92+ 0.09% |
$1.54K - $1.63K
|
97K
$1.64M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
88New |
$1.47K - $1.56K
|
88
$1.49K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
71+ 0.15% |
$1.19K - $1.26K
|
45.9K
$776K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
52+ 5200.0% |
$872 - $920
|
53
$896
|
|
|
May 08, 2025
Q1 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
22+ 0.04% |
$369 - $389
|
58.2K
$983K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
21+ 0.05% |
$352 - $371
|
40.6K
$686K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
9+ 0.18% |
$151 - $159
|
5.09K
$86.1K
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
6+ 2.55% |
$101 - $106
|
241
$4.07K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
2+ 0.63% |
$33.5 - $35.4
|
318
$5.37K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 1.21% |
$33.5 - $35.4
|
167
$2.82K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-74- 0.1% |
$1.24K - $1.31K
|
77.6K
$1.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
SELL
|
- |
-117- 1.13% |
$1.96K - $2.07K
|
10.2K
$173K
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-154- 0.52% |
$2.58K - $2.72K
|
29.7K
$501K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-173- 0.28% |
$2.9K - $3.06K
|
61K
$1.03M
|