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 |
---|---|---|---|---|---|---|---|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.57K+ 490.87% |
$77.8K - $84K
|
5.5K
$95K
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-368- 75.88% |
$6.26K - $6.77K
|
117
$2.02K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2KNew |
$34K - $36.8K
|
2K
$34.5K
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
20KNew |
$340K - $367K
|
20K
$345K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.25K+ 22.11% |
$38.2K - $41.3K
|
12.4K
$214K
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
140New |
$2.38K - $2.57K
|
140
$2.42K
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-200- 9.52% |
$3.4K - $3.68K
|
1.9K
$32.8K
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
21.6KNew |
$367K - $397K
|
21.6K
$372K
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.6K- 3.03% |
$27.2K - $29.4K
|
51.1K
$883K
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
529New |
$9K - $9.73K
|
529
$9.14K
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.85M+ 550282.56% |
$65.6M - $70.8M
|
3.85M
$66.5M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
39.7K+ 5.62% |
$675K - $729K
|
745K
$12.9M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
334K+ 26.65% |
$5.69M - $6.15M
|
1.59M
$27.4M
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
19.9KNew |
$338K - $365K
|
19.9K
$343K
|
|
Oct 04, 2024
Q3 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-671- 4.99% |
$11.4K - $12.3K
|
12.8K
$221K
|
|
Q2 2024 | |||||||
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
13.4KNew |
$226K - $237K
|
13.4K
$232K
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
28.8KNew |
$484K - $507K
|
28.8K
$497K
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
285New |
$4.8K - $5.03K
|
285
$4.92K
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
CALL |
-500- 3.23% |
$8.42K - $8.82K
|
15K
$259K
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
11.6KNew |
$195K - $205K
|
11.6K
$200K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
46.6KNew |
$784K - $821K
|
46.6K
$804K
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3KNew |
$50.5K - $52.9K
|
3K
$51.8K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-17- 1.14% |
$286 - $300
|
1.48K
$25.5K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.3K- 50.44% |
$106K - $111K
|
6.19K
$107K
|
|
Aug 08, 2024
Q2 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
286KNew |
$4.81M - $5.04M
|
286K
$4.93M
|
|
Aug 07, 2024
Q2 2024
|
My Wealth Management Inc.
|
SELL
|
- |
-87.6K- 33.99% |
$1.48M - $1.55M
|
170K
$2.94M
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-157- 34.35% |
$2.64K - $2.77K
|
300
$5.18K
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
811New |
$13.7K - $14.3K
|
811
$14K
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
BUY
|
- |
3.65K+ 4.82% |
$61.4K - $64.3K
|
79.3K
$1.37M
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
176+ 1.61% |
$2.96K - $3.1K
|
11.1K
$191K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
4+ 3.31% |
$67.4 - $70.6
|
125
$2.16K
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
10.7KNew |
$181K - $189K
|
10.7K
$185K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.79K- 32.61% |
$30.2K - $31.6K
|
3.71K
$64K
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-41- 0.09% |
$690 - $723
|
45K
$778K
|
|
Jul 10, 2024
Q2 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-9.49K- 35.97% |
$160K - $167K
|
16.9K
$292K
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
25.3KNew |
$425K - $446K
|
25.3K
$436K
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
373New |
$6.28K - $6.58K
|
373
$6.44K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
250New |
$4.29K - $4.5K
|
250
$4.32K
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-2.48K- 83.9% |
$42.5K - $44.5K
|
475
$8.2K
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12.9KNew |
$222K - $232K
|
12.9K
$223K
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
50New |
$858 - $899
|
50
$864
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
21.5KNew |
$368K - $386K
|
21.5K
$371K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.81K+ 8.67% |
$31K - $32.5K
|
22.6K
$391K
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
45.7KNew |
$784K - $821K
|
45.7K
$789K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.17KNew |
$20K - $21K
|
1.17K
$20.2K
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-1.3K- 11.5% |
$22.3K - $23.4K
|
10K
$173K
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.46KNew |
$42.2K - $44.2K
|
2.46K
$42.5K
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-495- 3.4% |
$8.49K - $8.9K
|
14.1K
$243K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.14KNew |
$19.5K - $20.4K
|
1.14K
$19.6K
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
7.09K+ 60.35% |
$122K - $128K
|
18.8K
$326K
|