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
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.36K+ 5.78% |
$73.8K - $77.2K
|
79.8K
$1.43M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.2K+ 84.81% |
$71K - $74.3K
|
9.15K
$165K
|
|
|
Jul 10, 2023
Q2 2023
|
Signature Wealth Management Group
|
BUY
|
- |
4.08K+ 5.82% |
$69K - $72.2K
|
74.2K
$1.33M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.31K+ 1.66% |
$55.9K - $58.5K
|
202K
$3.64M
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.9K+ 3.2% |
$49K - $51.3K
|
93.6K
$1.68M
|
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2.73K+ 7.54% |
$46.2K - $48.3K
|
38.9K
$700K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
2.42K+ 33.57% |
$41K - $42.9K
|
9.64K
$173K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.1KNew |
$35.5K - $37.1K
|
2.1K
$37.8K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.9K+ 2.7% |
$32K - $33.5K
|
72.1K
$1.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.77K+ 3.77% |
$29.9K - $31.3K
|
48.6K
$874K
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
1.5K+ 1.15% |
$25.4K - $26.5K
|
132K
$2.37M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.48K+ 8.36% |
$25K - $26.1K
|
19.1K
$344K
|
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.34K+ 4.89% |
$22.7K - $23.7K
|
28.7K
$517K
|
|
|
Aug 03, 2023
Q2 2023
|
Van Eck Associates Corp
|
BUY
|
- |
1.27K+ 50.0% |
$21.4K - $22.4K
|
3.8K
$68.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
1.08K+ 21.69% |
$18.3K - $19.1K
|
6.06K
$109K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
1.01K+ 9.1% |
$17.1K - $17.9K
|
12.2K
$219K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1K+ 9.9% |
$16.9K - $17.7K
|
11.1K
$200K
|
|
|
Aug 08, 2023
Q2 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
1K+ 3.37% |
$16.9K - $17.7K
|
30.7K
$551K
|
|
|
Aug 11, 2023
Q2 2023
|
Delta Capital Management LLC
|
BUY
|
- |
700+ 1.53% |
$11.8K - $12.4K
|
46.6K
$838K
|
|
|
Aug 07, 2023
Q2 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
505+ 4.71% |
$8.54K - $8.93K
|
11.2K
$202K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
484New |
$8.18K - $8.56K
|
484
$8.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
404+ 32.66% |
$6.83K - $7.15K
|
1.64K
$29.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
402+ 3.19% |
$6.8K - $7.11K
|
13K
$234K
|
|
|
Jul 25, 2023
Q2 2023
|
Mainstay Capital Management LLC
|
BUY
|
- |
160+ 0.49% |
$2.71K - $2.83K
|
32.5K
$584K
|
|
|
Jul 11, 2023
Q2 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
143+ 0.67% |
$2.42K - $2.53K
|
21.5K
$386K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
66+ 2.1% |
$1.12K - $1.17K
|
3.2K
$57.6K
|
|
|
Aug 02, 2023
Q2 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
63+ 0.07% |
$1.07K - $1.11K
|
87.9K
$1.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
12New |
$203 - $212
|
12
$216
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
BUY
|
- |
7+ 1.38% |
$118 - $124
|
514
$9.24K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1- 0.2% |
$16.9 - $17.7
|
487
$8.76K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-12- 1.21% |
$203 - $212
|
979
$17.6K
|
|
|
Jul 18, 2023
Q2 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-32- 0.02% |
$541 - $566
|
146K
$2.62M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-145Closed |
$2.45K - $2.57K
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-149- 2.35% |
$2.52K - $2.64K
|
6.19K
$111K
|
|
|
Aug 11, 2023
Q2 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-200- 1.36% |
$3.38K - $3.54K
|
14.5K
$261K
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
SELL
|
- |
-267- 1.55% |
$4.51K - $4.72K
|
17K
$305K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-556- 14.8% |
$9.4K - $9.84K
|
3.2K
$57.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-629- 4.11% |
$10.6K - $11.1K
|
14.7K
$264K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-700- 5.66% |
$11.8K - $12.4K
|
11.7K
$210K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.27K- 30.35% |
$21.5K - $22.5K
|
2.91K
$52.4K
|
|
|
Jul 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.91K- 1.94% |
$32.2K - $33.7K
|
96.4K
$1.73M
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-2.84K- 2.3% |
$48.1K - $50.3K
|
121K
$2.17M
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
SELL
|
- |
-2.86K- 8.56% |
$48.3K - $50.5K
|
30.5K
$549K
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-3.19K- 18.98% |
$53.9K - $56.3K
|
13.6K
$245K
|
|
|
Aug 11, 2023
Q2 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-3.2K- 10.25% |
$54.1K - $56.6K
|
28K
$503K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.69K- 2.5% |
$62.4K - $65.3K
|
144K
$2.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.75K- 6.18% |
$63.4K - $66.3K
|
56.9K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.08K- 4.72% |
$69K - $72.2K
|
82.4K
$1.48M
|
|
|
Jul 07, 2023
Q2 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-4.1K- 22.48% |
$69.3K - $72.5K
|
14.1K
$254K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.54K- 29.55% |
$128K - $133K
|
18K
$323K
|