Purchases and Sales Made in Q3 2022 in Vaneck ETF Tr Preferred Securi (PFXF)
This table provides information about the institutional ownership of Vaneck ETF Tr Preferred Securi (PFXF) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-151- 0.54% |
$2.59K - $2.96K
|
27.9K
$502K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-316- 21.17% |
$5.42K - $6.19K
|
1.18K
$21.2K
|
|
Nov 07, 2022
Q3 2022
|
Essex LLC
|
SELL
|
- |
-500- 2.12% |
$8.58K - $9.8K
|
23.1K
$415K
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-545- 3.43% |
$9.35K - $10.7K
|
15.3K
$276K
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-600- 1.65% |
$10.3K - $11.8K
|
35.7K
$642K
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-752- 0.54% |
$12.9K - $14.7K
|
139K
$2.5M
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-775- 9.97% |
$13.3K - $15.2K
|
7K
$126K
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-800- 11.44% |
$13.7K - $15.7K
|
6.19K
$111K
|
|
Nov 14, 2022
Q3 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-800- 2.46% |
$13.7K - $15.7K
|
31.8K
$571K
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-864- 5.94% |
$14.8K - $16.9K
|
13.7K
$246K
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-950- 50.0% |
$16.3K - $18.6K
|
950
$17.1K
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-1K- 3.84% |
$17.2K - $19.6K
|
25K
$450K
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-1.39K- 42.53% |
$23.9K - $27.3K
|
1.88K
$33.8K
|
|
Nov 07, 2022
Q3 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.4K- 1.77% |
$24K - $27.4K
|
77.9K
$1.4M
|
|
Nov 10, 2022
Q3 2022
|
Staley Capital Advisers Inc
|
SELL
|
- |
-1.5K- 11.72% |
$25.7K - $29.4K
|
11.3K
$203K
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.68K- 12.93% |
$28.8K - $32.9K
|
11.3K
$203K
|
|
Oct 12, 2022
Q3 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.74K- 8.14% |
$29.8K - $34K
|
19.6K
$352K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.79K- 12.47% |
$30.7K - $35.1K
|
12.6K
$226K
|
|
Oct 13, 2022
Q3 2022
|
Delta Capital Management LLC
|
SELL
|
- |
-1.9K- 3.98% |
$32.6K - $37.2K
|
45.9K
$825K
|
|
Oct 11, 2022
Q3 2022
|
Grandview Asset Management LLC
|
SELL
|
- |
-2.01K- 9.17% |
$34.6K - $39.5K
|
20K
$359K
|
|
Oct 13, 2022
Q3 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-2.02K- 5.86% |
$34.7K - $39.6K
|
32.4K
$583K
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.67K- 10.84% |
$45.8K - $52.3K
|
22K
$395K
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.85K- 58.36% |
$48.9K - $55.8K
|
2.03K
$36.5K
|
|
Oct 26, 2022
Q3 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-3.5K- 2.33% |
$60.1K - $68.6K
|
147K
$2.64M
|
|
Oct 13, 2022
Q3 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-4.04K- 4.56% |
$69.3K - $79.1K
|
84.5K
$1.52M
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.15K- 0.71% |
$71.3K - $81.4K
|
577K
$10.4M
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-4.71K- 25.53% |
$80.7K - $92.2K
|
13.7K
$247K
|
|
Nov 04, 2022
Q3 2022
|
Cypress Capital Group
|
SELL
|
- |
-5.25K- 10.01% |
$90.1K - $103K
|
47.2K
$848K
|
|
Nov 14, 2022
Q3 2022
|
Rs Crum Inc.
|
SELL
|
- |
-7.22K- 16.56% |
$124K - $141K
|
36.4K
$654K
|
|
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-7.52K- 13.26% |
$129K - $147K
|
49.2K
$884K
|
|
Nov 14, 2022
Q3 2022
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-7.75K- 9.76% |
$133K - $152K
|
71.6K
$1.29M
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-8.05K- 64.21% |
$138K - $158K
|
4.48K
$80.6K
|
|
Oct 20, 2022
Q3 2022
|
Sfmg, LLC
|
SELL
|
- |
-10.9K- 42.54% |
$188K - $214K
|
14.8K
$266K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.2K- 7.34% |
$210K - $239K
|
154K
$2.78M
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-12.4K- 31.4% |
$212K - $243K
|
27K
$486K
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-13.1K- 5.57% |
$225K - $257K
|
222K
$4M
|
|
Nov 15, 2022
Q3 2022
|
Mainstay Capital Management LLC
|
SELL
|
- |
-14.9K- 47.09% |
$256K - $292K
|
16.8K
$301K
|
|
Oct 26, 2022
Q3 2022
|
Tanager Wealth Management LLP
|
SELL
|
- |
-19.6K- 11.3% |
$337K - $384K
|
154K
$2.77M
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-22K- 99.84% |
$378K - $431K
|
35
$629
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-22.6K- 2.65% |
$387K - $442K
|
828K
$14.9M
|
|
Oct 21, 2022
Q3 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-24.4K- 11.24% |
$419K - $479K
|
193K
$3.47M
|
|
Oct 26, 2022
Q3 2022
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-47.1K- 80.05% |
$809K - $923K
|
11.7K
$211K
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-60.9K- 10.42% |
$1.04M - $1.19M
|
523K
$9.41M
|
|
Nov 08, 2022
Q3 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-65K- 30.83% |
$1.11M - $1.27M
|
146K
$2.62M
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-247K- 92.46% |
$4.25M - $4.85M
|
20.2K
$363K
|
|
Nov 14, 2022
Q3 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-355K- 49.77% |
$6.1M - $6.96M
|
359K
$6.45M
|
|
Jan 12, 2024
Q3 2022
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-1.96MClosed |
$33.6M - $38.3M
|
0
$0
|