Purchases and Sales Made in Q2 2022 in Vaneck ETF Tr Preferred Securi (PFXF)
This table provides information about the institutional ownership of Vaneck ETF Tr Preferred Securi (PFXF) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Jan 12, 2024
Q2 2022
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
1.96MNew |
$34.7M - $39.8M
|
1.96M
$35.2M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
300K+ 105.72% |
$5.33M - $6.11M
|
584K
$10.5M
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
244K+ 1025.27% |
$4.32M - $4.96M
|
268K
$4.81M
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
162KNew |
$2.88M - $3.3M
|
162K
$2.92M
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
100K+ 20.89% |
$1.78M - $2.04M
|
581K
$10.5M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
94.3K+ 39.01% |
$1.67M - $1.92M
|
336K
$6.04M
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
70.4K+ 634.88% |
$1.25M - $1.43M
|
81.4K
$1.46M
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
46.8K+ 77.71% |
$831K - $953K
|
107K
$1.93M
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
45.7K+ 18.24% |
$811K - $930K
|
296K
$5.33M
|
|
Jul 27, 2022
Q2 2022
|
Rs Crum Inc.
|
BUY
|
- |
43.6KNew |
$773K - $887K
|
43.6K
$784K
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
35.3K+ 188.18% |
$627K - $719K
|
54.1K
$973K
|
|
Aug 02, 2022
Q2 2022
|
Tanager Wealth Management LLP
|
BUY
|
- |
34.8K+ 25.1% |
$618K - $709K
|
174K
$3.12M
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
27.4K+ 18.82% |
$486K - $558K
|
173K
$3.11M
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24.4K+ 11.57% |
$433K - $497K
|
235K
$4.23M
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
18.5K+ 78.75% |
$328K - $376K
|
42K
$755K
|
|
Aug 01, 2022
Q2 2022
|
My Wealth Management Inc.
|
BUY
|
- |
18.3KNew |
$325K - $373K
|
18.3K
$329K
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
17KNew |
$302K - $347K
|
17K
$306K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
15.8K+ 23.63% |
$280K - $321K
|
82.5K
$1.48M
|
|
Aug 01, 2022
Q2 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
15.3KNew |
$271K - $311K
|
15.3K
$275K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.8K+ 9.89% |
$245K - $281K
|
154K
$2.76M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.3K+ 7.85% |
$219K - $251K
|
170K
$3.05M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
10.7KNew |
$190K - $218K
|
10.7K
$193K
|
|
Jul 26, 2022
Q2 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
10.7K+ 5.16% |
$189K - $217K
|
217K
$3.91M
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
10.3K+ 7.83% |
$183K - $209K
|
142K
$2.55M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.58K+ 1.55% |
$170K - $195K
|
627K
$11.3M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.58K+ 1.55% |
$170K - $195K
|
627K
$11.3M
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.12K+ 95.76% |
$126K - $145K
|
14.6K
$262K
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.75KNew |
$120K - $137K
|
6.75K
$121K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.23K+ 7.2% |
$110K - $127K
|
92.7K
$1.67M
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
5.48KNew |
$97.2K - $112K
|
5.48K
$98.5K
|
|
Jul 15, 2022
Q2 2022
|
Delta Capital Management LLC
|
BUY
|
- |
5.42K+ 12.8% |
$96.2K - $110K
|
47.8K
$859K
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.92K+ 2.88% |
$69.5K - $79.7K
|
140K
$2.51M
|
|
Jul 15, 2022
Q2 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
3.51K+ 6.33% |
$62.2K - $71.3K
|
58.9K
$1.06M
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.4K+ 258.19% |
$60.4K - $69.3K
|
4.72K
$84.9K
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.32K+ 3.68% |
$59K - $67.6K
|
93.6K
$1.68M
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.06KNew |
$54.2K - $62.2K
|
3.06K
$54.9K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.68K+ 367.45% |
$47.5K - $54.4K
|
3.4K
$61.2K
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
2.5KNew |
$44.3K - $50.9K
|
2.5K
$45K
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.38KNew |
$42.3K - $48.5K
|
2.38K
$42.8K
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
2.24K+ 1.79% |
$39.8K - $45.6K
|
128K
$2.3M
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.24K+ 1.73% |
$39.6K - $45.5K
|
132K
$2.37M
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.16K+ 79.34% |
$38.3K - $43.9K
|
4.88K
$87.7K
|
|
Jul 11, 2022
Q2 2022
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.07K+ 7.84% |
$36.7K - $42.1K
|
28.5K
$512K
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.52KNew |
$26.9K - $30.8K
|
1.52K
$27.2K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.34K+ 52.88% |
$23.8K - $27.3K
|
3.88K
$69.7K
|
|
Aug 12, 2022
Q2 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.22K+ 1.56% |
$21.6K - $24.7K
|
79.4K
$1.43M
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
800+ 12.92% |
$14.2K - $16.3K
|
6.99K
$126K
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
800New |
$14.2K - $16.3K
|
800
$14.4K
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
676+ 3.16% |
$12K - $13.8K
|
22.1K
$396K
|
|
Aug 05, 2022
Q2 2022
|
Mainstay Capital Management LLC
|
BUY
|
- |
673+ 2.17% |
$11.9K - $13.7K
|
31.7K
$569K
|