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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
2.32KNew |
$39K - $43.1K
|
2.32K
$41.7K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
2.26KNew |
$38K - $42K
|
2.26K
$40.6K
|
|
|
Apr 14, 2023
Q1 2023
|
Signature Wealth Management Group
|
BUY
|
- |
2.25K+ 3.32% |
$37.9K - $41.9K
|
70.1K
$1.26M
|
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2.05K+ 8.11% |
$34.5K - $38.2K
|
27.4K
$492K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.71K+ 15.7% |
$28.7K - $31.8K
|
12.6K
$227K
|
|
|
May 03, 2023
Q1 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1.5K+ 9.81% |
$25.2K - $27.9K
|
16.8K
$302K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.31K+ 40.84% |
$22K - $24.3K
|
4.51K
$81K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.27K+ 18.08% |
$21.3K - $23.6K
|
8.3K
$149K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
1.24KNew |
$20.8K - $23K
|
1.24K
$22.2K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
747New |
$12.6K - $13.9K
|
747
$13.4K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
655+ 1.89% |
$11K - $12.2K
|
35.4K
$636K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
565+ 4.95% |
$9.5K - $10.5K
|
12K
$216K
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
560New |
$9.41K - $10.4K
|
560
$10.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
505New |
$8.49K - $9.38K
|
505
$9.08K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
500New |
$8.41K - $9.29K
|
500
$8.99K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
335+ 0.55% |
$5.63K - $6.22K
|
60.7K
$1.09M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
209+ 1.2% |
$3.51K - $3.88K
|
17.6K
$317K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
149+ 2.41% |
$2.5K - $2.77K
|
6.34K
$114K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
145New |
$2.44K - $2.69K
|
145
$2.61K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
125+ 27.78% |
$2.1K - $2.32K
|
575
$10.3K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
100New |
$1.68K - $1.86K
|
100
$1.8K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
19+ 0.61% |
$319 - $353
|
3.14K
$56.4K
|
|
|
May 12, 2023
Q1 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
4+ 0.01% |
$67.2 - $74.3
|
33.6K
$604K
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
BUY
|
- |
2+ 0.4% |
$33.6 - $37.2
|
507
$9.12K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-2- 0.41% |
$33.6 - $37.2
|
488
$8.77K
|
|
|
Apr 13, 2023
Q1 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-14- 0.08% |
$235 - $260
|
18.2K
$328K
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-29- 0.06% |
$487 - $539
|
48.6K
$875K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-115- 0.66% |
$1.93K - $2.14K
|
17.2K
$310K
|
|
|
Apr 19, 2023
Q1 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-146- 0.68% |
$2.45K - $2.71K
|
21.3K
$384K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-252- 21.41% |
$4.24K - $4.68K
|
925
$16.6K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-279- 3.72% |
$4.69K - $5.18K
|
7.22K
$130K
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-292- 10.35% |
$4.91K - $5.43K
|
2.53K
$45.5K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-350- 1.92% |
$5.88K - $6.5K
|
17.8K
$321K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-467- 2.77% |
$7.85K - $8.68K
|
16.4K
$295K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-500- 9.12% |
$8.41K - $9.29K
|
4.98K
$89.5K
|
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-550- 4.88% |
$9.25K - $10.2K
|
10.7K
$193K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-582- 1.94% |
$9.78K - $10.8K
|
29.4K
$529K
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-700- 4.92% |
$11.8K - $13K
|
13.5K
$243K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-862- 3.9% |
$14.5K - $16K
|
21.2K
$381K
|
|
|
May 12, 2023
Q1 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-900- 5.77% |
$15.1K - $16.7K
|
14.7K
$264K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.06K- 6.01% |
$17.8K - $19.7K
|
16.6K
$298K
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.06K- 6.49% |
$17.9K - $19.7K
|
15.3K
$275K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-1.68K- 56.34% |
$28.3K - $31.3K
|
1.31K
$23.5K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.03K- 1.27% |
$34.1K - $37.6K
|
158K
$2.84M
|
|
|
May 03, 2023
Q1 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-2.53K- 7.25% |
$42.5K - $47K
|
32.3K
$582K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.69K- 11.78% |
$45.1K - $49.9K
|
20.1K
$362K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.69K- 3.02% |
$45.2K - $50K
|
86.4K
$1.55M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.49K- 41.03% |
$58.6K - $64.8K
|
5.01K
$90.1K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-4K- 43.44% |
$67.2K - $74.3K
|
5.2K
$93.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.24K- 23.75% |
$71.2K - $78.7K
|
13.6K
$245K
|