Latest Institutional Transactions on Vaneck ETF Tr Preferred Securi (PFXF)
This table provides information on the latest institutional transactions involving Vaneck ETF Tr Preferred Securi (PFXF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-4.38K- 4.01% |
$74.6K - $80.6K
|
105K
$1.89M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.6K- 3.03% |
$27.2K - $29.4K
|
51.1K
$919K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
25.4K+ 136.56% |
$432K - $467K
|
44K
$791K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-14.2K- 16.2% |
$241K - $261K
|
73.3K
$1.32M
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-2.03K- 6.37% |
$34.6K - $37.4K
|
29.9K
$538K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
529New |
$9K - $9.73K
|
529
$9.51K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.85M+ 550282.56% |
$65.6M - $70.8M
|
3.85M
$69.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
92.4K+ 7.89% |
$1.57M - $1.7M
|
1.26M
$22.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
6.16K+ 4.43% |
$105K - $113K
|
145K
$2.61M
|
|
|
Oct 21, 2024
Q3 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-113- 0.72% |
$1.92K - $2.08K
|
15.5K
$279K
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-620- 1.52% |
$10.6K - $11.4K
|
40.2K
$723K
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
3.33K+ 8.02% |
$56.7K - $61.3K
|
44.9K
$807K
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1.66K+ 1.96% |
$28.2K - $30.4K
|
86.1K
$1.55M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
334K+ 26.65% |
$5.69M - $6.15M
|
1.59M
$28.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
39.7K+ 5.62% |
$675K - $729K
|
745K
$13.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-37.3K- 7.7% |
$635K - $687K
|
448K
$8.05M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
63+ 1.82% |
$1.07K - $1.16K
|
3.52K
$63.3K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.85K+ 3.18% |
$99.6K - $108K
|
190K
$3.41M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-215- 0.73% |
$3.66K - $3.95K
|
29.2K
$524K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.5K+ 19.06% |
$179K - $193K
|
65.6K
$1.18M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
170+ 1.1% |
$2.89K - $3.13K
|
15.7K
$282K
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
62.5KNew |
$1.06M - $1.15M
|
62.5K
$1.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
15+ 0.15% |
$255 - $276
|
10.1K
$182K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-133- 0.89% |
$2.26K - $2.45K
|
14.8K
$265K
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
3.97K+ 5.52% |
$67.6K - $73K
|
75.9K
$1.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
13.7KNew |
$233K - $252K
|
13.7K
$246K
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
19.9KNew |
$338K - $365K
|
19.9K
$357K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.55K- 7.54% |
$43.4K - $46.9K
|
31.3K
$562K
|
|
|
Oct 11, 2024
Q3 2024
|
Delta Capital Management LLC
|
SELL
|
- |
-180- 0.42% |
$3.06K - $3.31K
|
42.9K
$771K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-37.1K- 65.99% |
$632K - $683K
|
19.1K
$344K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.35K- 7.89% |
$40K - $43.2K
|
27.4K
$493K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
13.1K+ 4.7% |
$224K - $242K
|
293K
$5.26M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-17.8K- 10.44% |
$303K - $327K
|
153K
$2.74M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
11.6K+ 7.01% |
$198K - $214K
|
178K
$3.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-106- 0.19% |
$1.8K - $1.95K
|
54.9K
$988K
|
|
|
Oct 04, 2024
Q3 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-671- 4.99% |
$11.4K - $12.3K
|
12.8K
$230K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.51K+ 12.83% |
$42.7K - $46.1K
|
22K
$396K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-7- 0.01% |
$119 - $129
|
93.7K
$1.68M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
31.2K+ 8.07% |
$530K - $573K
|
417K
$7.5M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.27K- 5.37% |
$21.6K - $23.4K
|
22.4K
$403K
|
|
| Q2 2024 | |||||||
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
13.4KNew |
$226K - $237K
|
13.4K
$241K
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
28.8KNew |
$484K - $507K
|
28.8K
$517K
|
|
|
Aug 23, 2024
Q2 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-250- 1.86% |
$4.21K - $4.41K
|
13.2K
$237K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
285New |
$4.8K - $5.03K
|
285
$5.12K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
45.2KNew |
$760K - $796K
|
45.2K
$812K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
11.6KNew |
$195K - $205K
|
11.6K
$209K
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
CALL |
-500- 3.23% |
$8.42K - $8.82K
|
15K
$270K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.29K- 11.42% |
$21.8K - $22.8K
|
10K
$180K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.92K- 58.04% |
$49.2K - $51.5K
|
2.11K
$38K
|
|