Purchases and Sales Made in Q2 2023 in Vaneck ETF Tr Preferred Securi (PFXF)
This table provides information about the institutional ownership of Vaneck ETF Tr Preferred Securi (PFXF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
578K+ 164.46% |
$9.77M - $10.2M
|
929K
$16.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
359K+ 427.3% |
$6.08M - $6.36M
|
444K
$7.98M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
332K+ 35.14% |
$5.61M - $5.87M
|
1.28M
$22.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
320K+ 29.16% |
$5.41M - $5.66M
|
1.42M
$25.5M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
300K+ 2788.6% |
$5.07M - $5.3M
|
311K
$5.58M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
232K+ 38.8% |
$3.93M - $4.11M
|
831K
$14.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Rs Crum Inc.
|
BUY
|
- |
195K+ 536.47% |
$3.3M - $3.45M
|
231K
$4.16M
|
|
|
Jul 21, 2023
Q2 2023
|
Brendel Financial Advisors LLC
|
BUY
|
- |
154KNew |
$2.6M - $2.72M
|
154K
$2.76M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
139K+ 20.17% |
$2.35M - $2.46M
|
828K
$14.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
134KNew |
$2.27M - $2.38M
|
134K
$2.42M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
121K+ 57.1% |
$2.05M - $2.15M
|
334K
$6.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
84.7K+ 68.77% |
$1.43M - $1.5M
|
208K
$3.74M
|
|
|
Jul 13, 2023
Q2 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
72.3K+ 22.19% |
$1.22M - $1.28M
|
398K
$7.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
49.2K+ 17.73% |
$832K - $871K
|
327K
$5.88M
|
|
|
Aug 03, 2023
Q2 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
47.9K+ 5.92% |
$810K - $847K
|
856K
$15.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
41.5K+ 36.44% |
$702K - $735K
|
156K
$2.8M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
38.8K+ 49.03% |
$657K - $687K
|
118K
$2.12M
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
35.1K+ 5.35% |
$594K - $621K
|
692K
$12.4M
|
|
|
Jul 31, 2023
Q2 2023
|
My Wealth Management Inc.
|
BUY
|
- |
33.4K+ 3.59% |
$564K - $590K
|
964K
$17.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
31.3K+ 19.78% |
$529K - $553K
|
189K
$3.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
27.8K+ 8.71% |
$470K - $492K
|
347K
$6.24M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
27.4K+ 6.59% |
$463K - $485K
|
443K
$7.97M
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
BUY
|
- |
23KNew |
$389K - $407K
|
23K
$414K
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
22.1KNew |
$374K - $391K
|
22.1K
$398K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
20.9K+ 153.83% |
$354K - $370K
|
34.5K
$621K
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
19KNew |
$321K - $336K
|
19K
$342K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
18.6K+ 16.52% |
$314K - $328K
|
131K
$2.35M
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
17.5KNew |
$295K - $309K
|
17.5K
$314K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
17.2K+ 136.19% |
$291K - $304K
|
29.8K
$536K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
17KNew |
$287K - $300K
|
17K
$305K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16.5K+ 99.21% |
$278K - $291K
|
33.1K
$594K
|
|
|
Aug 01, 2023
Q2 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
16.4KNew |
$278K - $290K
|
16.4K
$295K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
15.6K+ 25.6% |
$263K - $275K
|
76.3K
$1.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.5K+ 76.05% |
$245K - $256K
|
33.6K
$603K
|
|
|
Jul 14, 2023
Q2 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
14.1KNew |
$238K - $249K
|
14.1K
$253K
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
13.6KNew |
$229K - $240K
|
13.6K
$244K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.6K+ 2.9% |
$196K - $205K
|
412K
$7.41M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
11.2K+ 5.51% |
$189K - $198K
|
214K
$3.85M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
10.9K+ 19.93% |
$184K - $193K
|
65.6K
$1.18M
|
|
|
Jul 25, 2023
Q2 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
10.8KNew |
$182K - $191K
|
10.8K
$194K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
10.5KNew |
$178K - $186K
|
10.5K
$189K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.4K+ 86.33% |
$175K - $183K
|
22.3K
$402K
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
BUY
|
- |
7.93K+ 9.95% |
$134K - $140K
|
87.6K
$1.57M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.72K+ 2.65% |
$131K - $137K
|
299K
$5.37M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
7.38K+ 4.21% |
$125K - $130K
|
183K
$3.28M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
6.92K+ 23.54% |
$117K - $122K
|
36.3K
$653K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5.47KNew |
$92.5K - $96.8K
|
5.47K
$98.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
5.32K+ 4.01% |
$90K - $94.2K
|
138K
$2.48M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
5.01K+ 30.57% |
$84.8K - $88.7K
|
21.4K
$385K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.59K+ 12.98% |
$77.7K - $81.3K
|
40K
$719K
|