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 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
105New |
$1.72K - $1.85K
|
105
$1.89K
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-37.8K- 54.55% |
$620K - $667K
|
31.5K
$566K
|
|
Feb 07, 2023
Q4 2022
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
203KNew |
$3.33M - $3.58M
|
203K
$3.65M
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3.67KNew |
$60.2K - $64.8K
|
3.67K
$66K
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
SELL
|
- |
-8.09K- 35.08% |
$133K - $143K
|
15K
$269K
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
300New |
$4.92K - $5.3K
|
300
$5.39K
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.98K- 25.99% |
$65.3K - $70.3K
|
11.3K
$204K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
77New |
$1.26K - $1.36K
|
77
$1.38K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-151- 0.54% |
$2.59K - $2.96K
|
27.9K
$502K
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.51K+ 25.12% |
$43.1K - $49.2K
|
12.5K
$225K
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-950- 50.0% |
$16.3K - $18.6K
|
950
$17.1K
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
16.2KNew |
$278K - $317K
|
16.2K
$291K
|
|
Oct 26, 2022
Q3 2022
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-47.1K- 80.05% |
$809K - $923K
|
11.7K
$211K
|
|
Oct 21, 2022
Q3 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
4.86K+ 1.83% |
$83.4K - $95.2K
|
270K
$4.86M
|
|
Oct 20, 2022
Q3 2022
|
Sfmg, LLC
|
SELL
|
- |
-10.9K- 42.54% |
$188K - $214K
|
14.8K
$266K
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
150KNew |
$2.57M - $2.93M
|
150K
$2.69M
|
|
Q2 2022 | |||||||
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.27K- 9.83% |
$22.4K - $25.7K
|
11.6K
$209K
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-100Closed |
$1.77K - $2.04K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-4.46KClosed |
$79.2K - $90.8K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
500New |
$8.87K - $10.2K
|
500
$8.99K
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-17.2KClosed |
$306K - $351K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-400Closed |
$7.1K - $8.14K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-48.1KClosed |
$854K - $980K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-11.5KClosed |
$204K - $234K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-32.1KClosed |
$569K - $652K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-18.2KClosed |
$322K - $370K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-30.4KClosed |
$539K - $618K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
481+ 0.43% |
$8.53K - $9.79K
|
111K
$2M
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.52KNew |
$26.9K - $30.8K
|
1.52K
$27.2K
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-900Closed |
$16K - $18.3K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-13.3KClosed |
$236K - $271K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
800New |
$14.2K - $16.3K
|
800
$14.4K
|
|
Aug 01, 2022
Q2 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-10.9KClosed |
$194K - $222K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.4K+ 258.19% |
$60.4K - $69.3K
|
4.72K
$84.9K
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
17KNew |
$302K - $347K
|
17K
$306K
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
162KNew |
$2.88M - $3.3M
|
162K
$2.92M
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
2.5KNew |
$44.3K - $50.9K
|
2.5K
$45K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.28KClosed |
$40.4K - $46.4K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.07K+ 7.84% |
$36.7K - $42.1K
|
28.5K
$512K
|
|
Jul 11, 2022
Q2 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-631Closed |
$11.2K - $12.8K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Swm Advisors
|
SELL
|
- |
-2.4K- 16.88% |
$42.6K - $48.9K
|
11.8K
$213K
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-935Closed |
$16.6K - $19K
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1.49KNew |
$29.1K - $32.5K
|
1.49K
$26.8K
|
|
May 16, 2022
Q1 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-11.2KClosed |
$219K - $245K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.2KClosed |
$23.4K - $26.2K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-29.2KClosed |
$570K - $638K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-53.2K- 88.67% |
$1.04M - $1.16M
|
6.8K
$122K
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
10KNew |
$195K - $218K
|
10K
$180K
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
510New |
$9.95K - $11.1K
|
510
$9.17K
|
|
May 11, 2022
Q1 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-4.5KClosed |
$87.8K - $98.2K
|
0
$0
|