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 26, 2023
Q1 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-4.46K- 4.34% |
$75K - $82.9K
|
98.3K
$1.77M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-4.52K- 18.25% |
$75.9K - $83.9K
|
20.2K
$364K
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
SELL
|
- |
-4.92K- 12.84% |
$82.6K - $91.3K
|
33.4K
$600K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-5.1K- 12.25% |
$85.7K - $94.7K
|
36.5K
$657K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-6.96K- 10.3% |
$117K - $129K
|
60.6K
$1.09M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.97K- 26.79% |
$117K - $130K
|
19.1K
$343K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-9.49K- 14.79% |
$159K - $176K
|
54.7K
$983K
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-10.2K- 20.75% |
$172K - $190K
|
39K
$701K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11K- 5.25% |
$185K - $205K
|
199K
$3.58M
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-13.9K- 19.28% |
$233K - $258K
|
58.1K
$1.05M
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-17.7K- 5.89% |
$297K - $329K
|
283K
$5.08M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-18.4K- 16.34% |
$309K - $341K
|
94K
$1.69M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-21.1K- 2.98% |
$355K - $393K
|
689K
$12.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-21.8K- 21.55% |
$367K - $406K
|
79.5K
$1.43M
|
|
|
Aug 11, 2023
Q1 2023
|
Rs Crum Inc.
|
SELL
|
- |
-24.3K- 10.56% |
$409K - $452K
|
206K
$3.7M
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-33.2K- 13.58% |
$557K - $616K
|
211K
$3.79M
|
|
|
May 02, 2023
Q1 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-33.9K- 19.16% |
$570K - $630K
|
143K
$2.57M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-36.9K- 28.2% |
$621K - $686K
|
94K
$1.69M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-48.1K- 81.19% |
$809K - $894K
|
11.1K
$200K
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-90.4K- 99.98% |
$1.52M - $1.68M
|
18
$324
|