Purchases and Sales Made in Q1 2024 in Vaneck ETF Tr Preferred Securi (PFXF)
This table provides information about the institutional ownership of Vaneck ETF Tr Preferred Securi (PFXF) during Q1 2024. 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 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.76K+ 17.82% |
$116K - $121K
|
44.7K
$791K
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
6.48K+ 4.09% |
$111K - $116K
|
165K
$2.92M
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
6.37K+ 5.2% |
$109K - $114K
|
129K
$2.28M
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.3K+ 101.78% |
$108K - $113K
|
12.5K
$221K
|
|
Apr 12, 2024
Q1 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
6.3K+ 18.68% |
$108K - $113K
|
40K
$709K
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.88KNew |
$101K - $106K
|
5.88K
$104K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.83K+ 5.1% |
$100K - $105K
|
120K
$2.13M
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5.5KNew |
$94.4K - $98.9K
|
5.5K
$97.4K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5K+ 51.79% |
$85.8K - $89.9K
|
14.7K
$260K
|
|
May 15, 2024
Q1 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
4.9K+ 2.62% |
$84K - $88K
|
192K
$3.39M
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.32K+ 2.98% |
$74K - $77.6K
|
149K
$2.64M
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.08K+ 428.12% |
$70K - $73.4K
|
5.03K
$89.1K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.32K+ 6.46% |
$56.9K - $59.6K
|
54.6K
$968K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.15K+ 1.53% |
$54K - $56.6K
|
209K
$3.7M
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.9KNew |
$49.8K - $52.2K
|
2.9K
$51.4K
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2.79K+ 6.6% |
$47.9K - $50.2K
|
45.1K
$798K
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.46KNew |
$42.2K - $44.2K
|
2.46K
$43.6K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.81K+ 8.67% |
$31K - $32.5K
|
22.6K
$401K
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.7K+ 2.45% |
$29.1K - $30.5K
|
70.9K
$1.26M
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.68K+ 5.5% |
$28.9K - $30.2K
|
32.3K
$571K
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.59K+ 13.75% |
$27.2K - $28.5K
|
13.1K
$232K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.32KNew |
$22.7K - $23.8K
|
1.32K
$23.4K
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
1.25K+ 445.2% |
$21.5K - $22.5K
|
1.53K
$27.1K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.17KNew |
$20K - $21K
|
1.17K
$20.7K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.14KNew |
$19.5K - $20.4K
|
1.14K
$20.1K
|
|
Apr 15, 2024
Q1 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
865+ 6.34% |
$14.8K - $15.6K
|
14.5K
$257K
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
761+ 3.39% |
$13.1K - $13.7K
|
23.2K
$412K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
682+ 6.13% |
$11.7K - $12.3K
|
11.8K
$209K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
621+ 0.45% |
$10.7K - $11.2K
|
140K
$2.48M
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
620+ 3.37% |
$10.6K - $11.1K
|
19K
$337K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
567+ 61.3% |
$9.73K - $10.2K
|
1.49K
$26.4K
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
374+ 3.01% |
$6.42K - $6.72K
|
12.8K
$226K
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
355New |
$6.09K - $6.38K
|
355
$6.29K
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
336New |
$5.77K - $6.04K
|
336
$5.95K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
296+ 31.79% |
$5.08K - $5.32K
|
1.23K
$21.7K
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
293+ 7.2% |
$5.03K - $5.27K
|
4.36K
$77.2K
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
250New |
$4.29K - $4.5K
|
250
$4.43K
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
210+ 0.35% |
$3.6K - $3.78K
|
61K
$1.08M
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
204+ 24.0% |
$3.5K - $3.67K
|
1.05K
$18.7K
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
200+ 4.18% |
$3.43K - $3.6K
|
4.99K
$88.3K
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
199+ 0.48% |
$3.41K - $3.58K
|
42K
$743K
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
199+ 0.7% |
$3.41K - $3.58K
|
28.6K
$507K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
157+ 52.33% |
$2.69K - $2.82K
|
457
$8.09K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
99New |
$1.7K - $1.78K
|
99
$1.75K
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
76+ 0.5% |
$1.3K - $1.37K
|
15.4K
$272K
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
75New |
$1.29K - $1.35K
|
75
$1.33K
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
66New |
$1.13K - $1.19K
|
66
$1.17K
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
57+ 0.12% |
$978 - $1.02K
|
46.4K
$821K
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
50New |
$858 - $899
|
50
$886
|
|
Apr 11, 2024
Q1 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
29+ 0.02% |
$498 - $521
|
144K
$2.54M
|