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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
28+ 0.83% |
$480 - $503
|
3.4K
$60.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
18+ 0.12% |
$309 - $324
|
15.1K
$268K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13+ 0.07% |
$223 - $234
|
18.4K
$326K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10+ 0.09% |
$172 - $180
|
10.7K
$190K
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
7+ 0.04% |
$120 - $126
|
17.1K
$303K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
5+ 1.03% |
$85.8 - $89.9
|
489
$8.66K
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
BUY
|
- |
3+ 0.57% |
$51.5 - $53.9
|
533
$9.44K
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
1+ 0.01% |
$17.2 - $18
|
13.4K
$237K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-12- 1.61% |
$206 - $216
|
735
$13K
|
|
|
Apr 22, 2024
Q1 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-114- 0.72% |
$1.96K - $2.05K
|
15.8K
$280K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-125- 0.09% |
$2.15K - $2.25K
|
143K
$2.54M
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-250- 0.83% |
$4.29K - $4.5K
|
30K
$531K
|
|
|
Apr 30, 2024
Q1 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-300- 3.98% |
$5.15K - $5.39K
|
7.24K
$128K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-317- 2.33% |
$5.44K - $5.7K
|
13.3K
$236K
|
|
|
Apr 22, 2024
Q1 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-318- 0.44% |
$5.46K - $5.72K
|
71.7K
$1.27M
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
SELL
|
- |
-439- 0.58% |
$7.53K - $7.89K
|
75.6K
$1.34M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-495- 3.4% |
$8.49K - $8.9K
|
14.1K
$249K
|
|
|
Apr 15, 2024
Q1 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-738- 0.89% |
$12.7K - $13.3K
|
82.1K
$1.45M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.01K- 2.35% |
$17.3K - $18.2K
|
42K
$744K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.02K- 5.29% |
$17.5K - $18.3K
|
18.2K
$323K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1.02K- 89.39% |
$17.5K - $18.3K
|
121
$2.14K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-1.14K- 9.88% |
$19.5K - $20.4K
|
10.4K
$183K
|
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-1.3K- 11.5% |
$22.3K - $23.4K
|
10K
$177K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.77K- 0.43% |
$30.3K - $31.8K
|
411K
$7.28M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.8K- 1.72% |
$30.8K - $32.3K
|
103K
$1.82M
|
|
|
Apr 30, 2024
Q1 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-1.84K- 1.06% |
$31.6K - $33.1K
|
173K
$3.06M
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.95K- 3.62% |
$33.5K - $35.1K
|
51.9K
$920K
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-2.28K- 2.01% |
$39.2K - $41K
|
111K
$1.97M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.38K- 0.52% |
$40.8K - $42.7K
|
457K
$8.1M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-2.48K- 83.9% |
$42.5K - $44.5K
|
475
$8.41K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.24K- 22.24% |
$55.5K - $58.2K
|
11.3K
$200K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-3.28K- 1.85% |
$56.3K - $58.9K
|
174K
$3.08M
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-4.94K- 5.31% |
$84.7K - $88.8K
|
88.1K
$1.56M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.36K- 10.95% |
$92K - $96.4K
|
43.6K
$773K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-7.93K- 18.8% |
$136K - $143K
|
34.2K
$606K
|
|
|
Apr 08, 2024
Q1 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-8.62K- 24.64% |
$148K - $155K
|
26.4K
$467K
|
|
|
Apr 30, 2024
Q1 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-9.29K- 29.77% |
$159K - $167K
|
21.9K
$388K
|
|
|
Apr 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-12.2K- 21.31% |
$209K - $219K
|
45K
$798K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-18.6K- 1.54% |
$319K - $334K
|
1.19M
$21.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-28.3K- 11.59% |
$485K - $508K
|
216K
$3.82M
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-56.7K- 58.71% |
$974K - $1.02M
|
39.9K
$707K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-76.9K- 45.64% |
$1.32M - $1.38M
|
91.6K
$1.62M
|
|
|
May 13, 2024
Q1 2024
|
My Wealth Management Inc.
|
SELL
|
- |
-690K- 72.81% |
$11.8M - $12.4M
|
258K
$4.57M
|