Purchases and Sales Made in Q2 2024 in Vaneck ETF Tr Preferred Securi (PFXF)
This table provides information about the institutional ownership of Vaneck ETF Tr Preferred Securi (PFXF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
1.7MNew |
$28.6M - $29.9M
|
1.7M
$30.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
286KNew |
$4.81M - $5.04M
|
286K
$5.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
214K+ 36.74% |
$3.6M - $3.77M
|
795K
$14.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
161K+ 49.63% |
$2.71M - $2.84M
|
485K
$8.72M
|
|
|
Jul 31, 2024
Q2 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
136K+ 61.8% |
$2.29M - $2.4M
|
356K
$6.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
95.3K+ 43.44% |
$1.6M - $1.68M
|
315K
$5.66M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
93.2K+ 29.91% |
$1.57M - $1.64M
|
405K
$7.28M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
77.2K+ 3.97% |
$1.3M - $1.36M
|
2.02M
$36.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
74.6K+ 6.81% |
$1.26M - $1.32M
|
1.17M
$21.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
65.8K+ 34.37% |
$1.11M - $1.16M
|
257K
$4.63M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
65.1K+ 5.47% |
$1.1M - $1.15M
|
1.25M
$22.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
58K+ 16.92% |
$976K - $1.02M
|
400K
$7.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
56.5K+ 5.86% |
$951K - $997K
|
1.02M
$18.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
56.3KNew |
$948K - $993K
|
56.3K
$1.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
55.2KNew |
$930K - $974K
|
55.2K
$993K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
50.7K+ 3.57% |
$854K - $894K
|
1.47M
$26.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
46.6KNew |
$784K - $821K
|
46.6K
$837K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
45.2KNew |
$760K - $796K
|
45.2K
$812K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
43.6K+ 14.12% |
$734K - $769K
|
352K
$6.34M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
39.8K+ 5.98% |
$671K - $703K
|
705K
$12.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
39.1K+ 30.36% |
$658K - $689K
|
168K
$3.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
33.3KNew |
$562K - $588K
|
33.3K
$600K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
31.9K+ 22.75% |
$537K - $563K
|
172K
$3.1M
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
28.8KNew |
$484K - $507K
|
28.8K
$517K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
26.4K+ 143.66% |
$445K - $466K
|
44.8K
$805K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
25.6KNew |
$431K - $451K
|
25.6K
$460K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
25.3KNew |
$425K - $446K
|
25.3K
$454K
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
21.6K+ 122.98% |
$364K - $382K
|
39.2K
$705K
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
20.9K+ 12.81% |
$351K - $368K
|
184K
$3.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
18.9K+ 7.26% |
$318K - $334K
|
279K
$5.02M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
18.8KNew |
$317K - $332K
|
18.8K
$338K
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
18.6KNew |
$313K - $328K
|
18.6K
$334K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
16.4K+ 14.16% |
$276K - $289K
|
132K
$2.38M
|
|
|
Jul 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
16.1K+ 9.08% |
$272K - $285K
|
194K
$3.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
15.4K+ 74.86% |
$259K - $272K
|
36K
$646K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
14.4KNew |
$242K - $254K
|
14.4K
$259K
|
|
|
Aug 02, 2024
Q2 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
14.1K+ 43.55% |
$237K - $248K
|
46.3K
$833K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.9K+ 3.33% |
$234K - $245K
|
430K
$7.74M
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
13.4KNew |
$226K - $237K
|
13.4K
$241K
|
|
|
Aug 14, 2024
Q2 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
12.6KNew |
$213K - $223K
|
12.6K
$227K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
11.6KNew |
$195K - $205K
|
11.6K
$209K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
10.7K+ 2.86% |
$181K - $189K
|
386K
$6.94M
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
10.7KNew |
$181K - $189K
|
10.7K
$193K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
10.7K+ 181.93% |
$180K - $189K
|
16.6K
$298K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
10.2KNew |
$171K - $179K
|
10.2K
$183K
|
|
|
Aug 08, 2024
Q2 2024
|
Rs Crum Inc.
|
BUY
|
- |
9.73K+ 0.75% |
$164K - $172K
|
1.3M
$23.5M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
8.25K+ 5.75% |
$139K - $145K
|
152K
$2.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.39K+ 14.99% |
$124K - $130K
|
56.7K
$1.02M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.05K+ 4.72% |
$119K - $124K
|
156K
$2.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.72K+ 52.46% |
$113K - $119K
|
19.5K
$351K
|