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 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.55K+ 24.93% |
$76.5K - $80.2K
|
22.8K
$409K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.35K+ 10.36% |
$73.3K - $76.8K
|
46.4K
$834K
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
4.08K+ 10.98% |
$68.6K - $71.9K
|
41.2K
$741K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.7K+ 9.48% |
$62.3K - $65.3K
|
42.7K
$768K
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
BUY
|
- |
3.65K+ 4.82% |
$61.4K - $64.3K
|
79.3K
$1.43M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.01K+ 28.05% |
$50.6K - $53K
|
13.7K
$247K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3KNew |
$50.5K - $52.9K
|
3K
$53.9K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
3K+ 23.73% |
$50.5K - $52.9K
|
15.6K
$281K
|
|
|
Jul 31, 2024
Q2 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
2.8K+ 16.28% |
$47.2K - $49.4K
|
20K
$360K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.77K+ 0.43% |
$29.8K - $31.2K
|
413K
$7.42M
|
|
|
Jul 25, 2024
Q2 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
1.51K+ 3.76% |
$25.4K - $26.6K
|
41.5K
$747K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.44K+ 95.67% |
$24.2K - $25.3K
|
2.94K
$52.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.16K+ 0.7% |
$19.6K - $20.5K
|
166K
$2.99M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
931New |
$15.7K - $16.4K
|
931
$16.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
811New |
$13.7K - $14.3K
|
811
$14.6K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
803+ 1.13% |
$13.5K - $14.2K
|
71.7K
$1.29M
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
780+ 1.5% |
$13.1K - $13.8K
|
52.7K
$948K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
700New |
$11.8K - $12.3K
|
700
$12.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
642+ 22.12% |
$10.8K - $11.3K
|
3.54K
$63.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
614+ 6.46% |
$10.3K - $10.8K
|
10.1K
$182K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
607+ 18.97% |
$10.2K - $10.7K
|
3.81K
$68.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
484+ 0.89% |
$8.15K - $8.54K
|
55.1K
$991K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
456+ 1.96% |
$7.68K - $8.04K
|
23.7K
$426K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
409+ 0.24% |
$6.89K - $7.21K
|
174K
$3.13M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
373New |
$6.28K - $6.58K
|
373
$6.71K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
320+ 0.33% |
$5.39K - $5.64K
|
96.2K
$1.73M
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
285New |
$4.8K - $5.03K
|
285
$5.12K
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
209+ 0.38% |
$3.52K - $3.69K
|
55K
$990K
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Group
|
BUY
|
- |
196+ 0.27% |
$3.3K - $3.46K
|
71.9K
$1.29M
|
|
|
Aug 05, 2024
Q2 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
180+ 1.37% |
$3.03K - $3.18K
|
13.3K
$239K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
176+ 1.61% |
$2.96K - $3.1K
|
11.1K
$199K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
157New |
$2.64K - $2.77K
|
157
$2.82K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
149+ 0.97% |
$2.51K - $2.63K
|
15.5K
$279K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
55+ 1.62% |
$926 - $970
|
3.46K
$62.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
35+ 0.26% |
$589 - $617
|
13.4K
$242K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
28+ 0.03% |
$472 - $494
|
93.7K
$1.68M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
25+ 33.33% |
$421 - $441
|
100
$1.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
22+ 0.44% |
$370 - $388
|
5.01K
$90K
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
6+ 0.04% |
$101 - $106
|
17.1K
$308K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
4+ 3.31% |
$67.4 - $70.6
|
125
$2.25K
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
3+ 0.02% |
$50.5 - $52.9
|
13.3K
$239K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-17- 1.14% |
$286 - $300
|
1.48K
$26.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-30- 8.45% |
$505 - $529
|
325
$5.84K
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-41- 0.09% |
$690 - $723
|
45K
$810K
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-67- 0.05% |
$1.13K - $1.18K
|
129K
$2.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-132- 0.14% |
$2.22K - $2.33K
|
91.5K
$1.64M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-157- 34.35% |
$2.64K - $2.77K
|
300
$5.39K
|
|
|
Jul 18, 2024
Q2 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-184- 1.16% |
$3.1K - $3.25K
|
15.6K
$281K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-204- 19.35% |
$3.44K - $3.6K
|
850
$15.3K
|