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 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-215- 0.67% |
$3.62K - $3.79K
|
31.9K
$574K
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
SELL
|
- |
-249- 1.64% |
$4.19K - $4.39K
|
14.9K
$268K
|
|
|
Aug 23, 2024
Q2 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-250- 1.86% |
$4.21K - $4.41K
|
13.2K
$237K
|
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-264- 2.06% |
$4.45K - $4.66K
|
12.5K
$225K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-467- 0.9% |
$7.86K - $8.24K
|
51.3K
$921K
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-482- 1.15% |
$8.12K - $8.5K
|
41.5K
$746K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-484- 98.98% |
$8.15K - $8.54K
|
5
$89.9
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-659- 6.36% |
$11.1K - $11.6K
|
9.7K
$174K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-771- 1.73% |
$13K - $13.6K
|
43.9K
$789K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-792- 0.38% |
$13.3K - $14K
|
208K
$3.74M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-800- 0.57% |
$13.5K - $14.1K
|
139K
$2.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Delta Capital Management LLC
|
SELL
|
- |
-1K- 2.27% |
$16.8K - $17.6K
|
43.1K
$775K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-1.01K- 66.12% |
$17.1K - $17.9K
|
519
$9.33K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.29K- 11.42% |
$21.8K - $22.8K
|
10K
$180K
|
|
|
Jul 24, 2024
Q2 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.75K- 1.57% |
$29.5K - $30.9K
|
109K
$1.97M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.79K- 32.61% |
$30.2K - $31.6K
|
3.71K
$66.6K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.81K- 1.51% |
$30.5K - $32K
|
118K
$2.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-2.25K- 15.1% |
$37.8K - $39.6K
|
12.6K
$227K
|
|
|
Jul 15, 2024
Q2 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-2.26K- 1.31% |
$38K - $39.8K
|
170K
$3.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.92K- 58.04% |
$49.2K - $51.5K
|
2.11K
$38K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-3.2K- 38.55% |
$53.9K - $56.4K
|
5.1K
$91.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-4.23K- 9.39% |
$71.2K - $74.6K
|
40.8K
$734K
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-4.48K- 13.07% |
$75.4K - $78.9K
|
29.8K
$535K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.61K- 7.05% |
$77.7K - $81.4K
|
60.8K
$1.09M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-5.16K- 5.85% |
$86.8K - $90.9K
|
82.9K
$1.49M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-5.95K- 12.83% |
$100K - $105K
|
40.4K
$727K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.3K- 50.44% |
$106K - $111K
|
6.19K
$111K
|
|
|
Jul 30, 2024
Q2 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-6.37K- 29.1% |
$107K - $112K
|
15.5K
$279K
|
|
|
Jul 23, 2024
Q2 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-7.17K- 99.13% |
$121K - $127K
|
63
$1.13K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-9.07K- 20.78% |
$153K - $160K
|
34.6K
$621K
|
|
|
Jul 10, 2024
Q2 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-9.49K- 35.97% |
$160K - $167K
|
16.9K
$304K
|
|
|
Aug 13, 2024
Q2 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-10.6K- 36.92% |
$178K - $186K
|
18.1K
$325K
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-12.4K- 31.18% |
$210K - $219K
|
27.5K
$494K
|
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-13.9K- 6.47% |
$235K - $246K
|
202K
$3.62M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-15.2K- 14.76% |
$255K - $267K
|
87.5K
$1.57M
|
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-21.1K- 25.69% |
$355K - $372K
|
61K
$1.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-28.4K- 53.22% |
$478K - $501K
|
24.9K
$449K
|
|
|
Jul 11, 2024
Q2 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-59.1K- 41.17% |
$995K - $1.04M
|
84.4K
$1.52M
|
|
|
Aug 07, 2024
Q2 2024
|
My Wealth Management Inc.
|
SELL
|
- |
-87.6K- 33.99% |
$1.48M - $1.55M
|
170K
$3.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-93.4K- 2.51% |
$1.57M - $1.65M
|
3.62M
$65.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-264K- 57.7% |
$4.44M - $4.65M
|
193K
$3.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-275K- 8.76% |
$4.62M - $4.84M
|
2.86M
$51.4M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-275K- 8.76% |
$4.62M - $4.84M
|
2.86M
$51.4M
|