Purchases and Sales Made in Q1 2023 in Vaneck ETF Tr Preferred Securi (PFXF)
This table provides information about the institutional ownership of Vaneck ETF Tr Preferred Securi (PFXF) during Q1 2023. The information is specifically focused on institutions that hold shares of VANECK ETF TR PREFERRED SECURI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 05, 2023
Q1 2023
|
State Of Wisconsin Board Of Commissioners Of Public Lands
Madison, WI |
BUY
|
- |
1.55MNew |
$26M - $28.8M
|
1.55M
$27.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
388K+ 184.51% |
$6.52M - $7.21M
|
598K
$10.6M
|
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
291KNew |
$4.9M - $5.41M
|
291K
$5.16M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
276K+ 33.64% |
$4.64M - $5.13M
|
1.1M
$19.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
213KNew |
$3.58M - $3.95M
|
213K
$3.77M
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
143K+ 27.86% |
$2.41M - $2.66M
|
657K
$11.6M
|
|
|
Apr 27, 2023
Q1 2023
|
My Wealth Management Inc.
|
BUY
|
- |
142K+ 18.04% |
$2.39M - $2.64M
|
931K
$16.5M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
121K+ 43.41% |
$2.04M - $2.25M
|
401K
$7.09M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
114KNew |
$1.92M - $2.12M
|
114K
$2.02M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
112K+ 13.47% |
$1.88M - $2.08M
|
944K
$16.7M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
107KNew |
$1.79M - $1.98M
|
107K
$1.89M
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
102KNew |
$1.72M - $1.9M
|
102K
$1.81M
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
90.6K+ 503588.88% |
$1.52M - $1.68M
|
90.7K
$1.61M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
75.6K+ 22.21% |
$1.27M - $1.4M
|
416K
$7.36M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
68.1K+ 612.24% |
$1.14M - $1.27M
|
79.2K
$1.4M
|
|
|
Apr 04, 2023
Q1 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
62.2K+ 74.23% |
$1.04M - $1.15M
|
146K
$2.58M
|
|
|
Apr 18, 2023
Q1 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
61.1K+ 8.17% |
$1.03M - $1.13M
|
809K
$14.3M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
45.2KNew |
$760K - $840K
|
45.2K
$801K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
39.4K+ 16.54% |
$662K - $732K
|
278K
$4.92M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
31.4K+ 10.9% |
$527K - $583K
|
319K
$5.65M
|
|
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
31.2KNew |
$524K - $580K
|
31.2K
$553K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.5KNew |
$429K - $474K
|
25.5K
$452K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24.8K+ 9.3% |
$416K - $460K
|
291K
$5.15M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
22.4KNew |
$376K - $416K
|
22.4K
$396K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
19.3K+ 38.02% |
$325K - $359K
|
70.2K
$1.24M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.8K+ 178.88% |
$315K - $348K
|
29.2K
$518K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
18.4K+ 19.53% |
$309K - $341K
|
112K
$1.99M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15.1K+ 313.05% |
$254K - $281K
|
19.9K
$353K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.8K+ 4.08% |
$231K - $256K
|
351K
$6.22M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.6KNew |
$212K - $234K
|
12.6K
$224K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.4K+ 19.68% |
$208K - $230K
|
75.4K
$1.34M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12.1KNew |
$204K - $225K
|
12.1K
$215K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.9K+ 10.74% |
$201K - $222K
|
123K
$2.18M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11KNew |
$185K - $205K
|
11K
$195K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
10.3K+ 5.35% |
$173K - $192K
|
203K
$3.6M
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
10.1K+ 14.56% |
$170K - $188K
|
79.7K
$1.41M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.1KNew |
$170K - $188K
|
10.1K
$179K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.87K+ 13.29% |
$166K - $183K
|
84.1K
$1.49M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
8.94KNew |
$150K - $166K
|
8.94K
$158K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.32K+ 8.08% |
$140K - $154K
|
111K
$1.97M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
7.1K+ 5.65% |
$119K - $132K
|
133K
$2.35M
|
|
|
May 10, 2023
Q1 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
6.79K+ 8.37% |
$114K - $126K
|
87.8K
$1.56M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.29K+ 3.71% |
$88.9K - $98.3K
|
148K
$2.62M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
4.86K+ 170.94% |
$81.7K - $90.3K
|
7.7K
$136K
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.59K+ 10.88% |
$77.2K - $85.4K
|
46.8K
$829K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.14K+ 2.42% |
$69.6K - $76.9K
|
175K
$3.1M
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2.85K+ 8.53% |
$47.8K - $52.9K
|
36.2K
$641K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
2.79K+ 63.09% |
$47K - $51.9K
|
7.22K
$128K
|
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
2.69K+ 2.22% |
$45.2K - $50K
|
124K
$2.19M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.4K+ 187.37% |
$40.4K - $44.7K
|
3.69K
$65.3K
|