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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
88New |
$1.47K - $1.56K
|
88
$1.52K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
21.9K+ 14.31% |
$366K - $387K
|
175K
$3.02M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.42K- 10.41% |
$23.8K - $25.2K
|
12.2K
$211K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.41K+ 24.61% |
$40.4K - $42.7K
|
12.2K
$211K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.45K+ 24.81% |
$24.3K - $25.6K
|
7.28K
$126K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
21+ 0.05% |
$352 - $371
|
40.6K
$701K
|
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
31.2K+ 7.28% |
$522K - $551K
|
459K
$7.93M
|
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
489+ 1.48% |
$8.2K - $8.65K
|
33.6K
$580K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-621- 3.93% |
$10.4K - $11K
|
15.2K
$262K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.1K- 21.57% |
$18.4K - $19.5K
|
4K
$69.1K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
200+ 1.48% |
$3.35K - $3.54K
|
13.7K
$237K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
763New |
$12.8K - $13.5K
|
763
$13.2K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
46.9KNew |
$785K - $829K
|
46.9K
$809K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-30.2K- 35.52% |
$506K - $534K
|
54.8K
$946K
|
|
|
May 01, 2025
Q1 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
134KNew |
$2.25M - $2.37M
|
134K
$2.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2K+ 19.05% |
$33.5K - $35.4K
|
12.5K
$216K
|
|
|
Apr 30, 2025
Q1 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-360- 4.83% |
$6.03K - $6.37K
|
7.1K
$123K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
779+ 1.42% |
$13.1K - $13.8K
|
55.8K
$964K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-300- 0.29% |
$5.03K - $5.31K
|
103K
$1.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
119K+ 59.57% |
$2M - $2.11M
|
319K
$5.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
8.51K+ 5.25% |
$143K - $150K
|
171K
$2.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
29K+ 5.26% |
$486K - $513K
|
579K
$10M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.07K- 3.85% |
$17.9K - $18.9K
|
26.6K
$460K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
3.8K+ 5.36% |
$63.6K - $67.2K
|
74.6K
$1.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
7.02K+ 82.35% |
$118K - $124K
|
15.6K
$269K
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
10.6K+ 5.91% |
$178K - $188K
|
191K
$3.29M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
4.38KNew |
$73.5K - $77.5K
|
4.38K
$75.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
8.63K+ 12.49% |
$145K - $153K
|
77.7K
$1.34M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.13K+ 14.78% |
$35.6K - $37.6K
|
16.5K
$285K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
7.7K+ 15.7% |
$129K - $136K
|
56.7K
$980K
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-109K- 8.31% |
$1.83M - $1.93M
|
1.2M
$20.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
100+ 50.0% |
$1.68K - $1.77K
|
300
$5.18K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-5.38K- 18.56% |
$90.1K - $95.1K
|
23.6K
$407K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-14K- 22.93% |
$234K - $247K
|
46.9K
$810K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
297+ 2.03% |
$4.98K - $5.25K
|
15K
$258K
|
|
|
Apr 24, 2025
Q1 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
SELL
|
- |
-117- 1.13% |
$1.96K - $2.07K
|
10.2K
$177K
|
|
|
Apr 24, 2025
Q1 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
259+ 1.89% |
$4.34K - $4.58K
|
14K
$242K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-190Closed |
$3.18K - $3.36K
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
BUY
|
- |
17.5KNew |
$294K - $310K
|
17.5K
$303K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-600- 5.92% |
$10.1K - $10.6K
|
9.54K
$165K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.32K+ 0.81% |
$22.1K - $23.4K
|
163K
$2.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.56K+ 8.19% |
$143K - $151K
|
113K
$1.95M
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-4.1K- 10.44% |
$68.6K - $72.4K
|
35.1K
$607K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-12.9K- 34.11% |
$217K - $229K
|
25K
$431K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
8K+ 2.64% |
$134K - $142K
|
311K
$5.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.79K+ 26.16% |
$97K - $102K
|
27.9K
$482K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-74- 0.1% |
$1.24K - $1.31K
|
77.6K
$1.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
767+ 1.81% |
$12.9K - $13.6K
|
43K
$743K
|
|
|
Apr 16, 2025
Q1 2025
|
Delta Capital Management LLC
|
SELL
|
- |
-2.95K- 7.3% |
$49.4K - $52.2K
|
37.5K
$647K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
300+ 56.29% |
$5.03K - $5.31K
|
833
$14.4K
|