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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
7.93K+ 57.85% |
$125K - $138K
|
21.6K
$389K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-1.02KClosed |
$16K - $17.7K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-575- 44.06% |
$9.03K - $10K
|
730
$13.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
11.8K+ 72.85% |
$185K - $205K
|
28K
$503K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-740- 5.99% |
$11.6K - $12.9K
|
11.6K
$209K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.4KNew |
$84.8K - $94K
|
5.4K
$97.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
13.2KNew |
$207K - $229K
|
13.2K
$237K
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
10.1KNew |
$158K - $175K
|
10.1K
$181K
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-900- 3.58% |
$14.1K - $15.7K
|
24.3K
$436K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-616- 36.93% |
$9.67K - $10.7K
|
1.05K
$18.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.52KNew |
$23.8K - $26.4K
|
1.52K
$27.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.62KNew |
$41.1K - $45.5K
|
2.62K
$47K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
34New |
$534 - $592
|
34
$611
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
300+ 2.88% |
$4.71K - $5.22K
|
10.7K
$193K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
10.1KNew |
$159K - $177K
|
10.1K
$182K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
29.4KNew |
$461K - $512K
|
29.4K
$528K
|
|
| Q3 2023 | |||||||
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.4K- 38.08% |
$23.5K - $24.8K
|
2.28K
$41K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
14.4KNew |
$240K - $254K
|
14.4K
$259K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1KNew |
$16.7K - $17.6K
|
1K
$18K
|
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1K- 7.35% |
$16.7K - $17.6K
|
12.6K
$227K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
541+ 2.42% |
$9.04K - $9.54K
|
22.9K
$411K
|
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
50KNew |
$836K - $882K
|
50K
$899K
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-4.5K- 12.25% |
$75.2K - $79.3K
|
32.2K
$580K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.7K- 8.4% |
$28.4K - $30K
|
18.5K
$333K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-852- 5.8% |
$14.2K - $15K
|
13.8K
$249K
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
SELL
|
- |
-4.7K- 20.43% |
$78.5K - $82.9K
|
18.3K
$329K
|
|
| Q2 2023 | |||||||
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
17KNew |
$287K - $300K
|
17K
$305K
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
22.1KNew |
$374K - $391K
|
22.1K
$398K
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
17.5KNew |
$295K - $309K
|
17.5K
$314K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
10.5KNew |
$178K - $186K
|
10.5K
$189K
|
|
|
Aug 03, 2023
Q2 2023
|
State Of Wisconsin Board Of Commissioners Of Public Lands
Madison, WI |
SELL
|
- |
-22.4K- 1.45% |
$379K - $396K
|
1.53M
$27.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
5.01K+ 30.57% |
$84.8K - $88.7K
|
21.4K
$385K
|
|
|
Jul 25, 2023
Q2 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
10.8KNew |
$182K - $191K
|
10.8K
$194K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-700- 5.66% |
$11.8K - $12.4K
|
11.7K
$210K
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-12.8K- 16.04% |
$216K - $226K
|
66.7K
$1.2M
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-4K- 43.44% |
$67.2K - $74.3K
|
5.2K
$93.6K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12.1KNew |
$204K - $225K
|
12.1K
$218K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
100New |
$1.68K - $1.86K
|
100
$1.8K
|
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
291KNew |
$4.9M - $5.41M
|
291K
$5.24M
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
560New |
$9.41K - $10.4K
|
560
$10.1K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
145New |
$2.44K - $2.69K
|
145
$2.61K
|
|
|
May 02, 2023
Q1 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-33.9K- 19.16% |
$570K - $630K
|
143K
$2.57M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
125+ 27.78% |
$2.1K - $2.32K
|
575
$10.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
505New |
$8.49K - $9.38K
|
505
$9.08K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.32K+ 8.08% |
$140K - $154K
|
111K
$2M
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
747New |
$12.6K - $13.9K
|
747
$13.4K
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
2.32KNew |
$39K - $43.1K
|
2.32K
$41.7K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
500New |
$8.41K - $9.29K
|
500
$8.99K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-286- 2.0% |
$4.69K - $5.05K
|
14K
$252K
|
|
|
Feb 14, 2023
Q4 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
12KNew |
$196K - $211K
|
12K
$215K
|
|