Purchases and Sales Made in Q3 2023 in Vaneck ETF Tr Preferred Securi (PFXF)
This table provides information about the institutional ownership of Vaneck ETF Tr Preferred Securi (PFXF) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 09, 2023
Q3 2023
|
Rs Crum Inc.
|
BUY
|
- |
901K+ 389.06% |
$15M - $15.9M
|
1.13M
$20.4M
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
528K+ 118.97% |
$8.82M - $9.3M
|
971K
$17.5M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
447K+ 31.52% |
$7.47M - $7.88M
|
1.86M
$33.5M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
365K+ 43.96% |
$6.1M - $6.44M
|
1.2M
$21.5M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
346K+ 84.02% |
$5.79M - $6.11M
|
759K
$13.6M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
312K+ 231.8% |
$5.21M - $5.49M
|
446K
$8.02M
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
290K+ 41.88% |
$4.84M - $5.11M
|
982K
$17.7M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
252K+ 56.91% |
$4.21M - $4.45M
|
695K
$12.5M
|
|
Oct 10, 2023
Q3 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
141KNew |
$2.35M - $2.48M
|
141K
$2.53M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
117KNew |
$1.95M - $2.06M
|
117K
$2.1M
|
|
Nov 08, 2023
Q3 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
98.7K+ 11.52% |
$1.65M - $1.74M
|
955K
$17.2M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
93.9K+ 27.05% |
$1.57M - $1.65M
|
441K
$7.93M
|
|
Dec 05, 2023
Q3 2023
|
Advisory Resource Group
|
BUY
|
- |
76.1KNew |
$1.27M - $1.34M
|
76.1K
$1.37M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
75.1K+ 5.89% |
$1.25M - $1.32M
|
1.35M
$24.3M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
71.6K+ 39.21% |
$1.2M - $1.26M
|
254K
$4.57M
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
51.9K+ 33.38% |
$867K - $915K
|
207K
$3.73M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
50.4K+ 26.63% |
$843K - $889K
|
240K
$4.31M
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
50KNew |
$836K - $882K
|
50K
$899K
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
46.2K+ 33.45% |
$771K - $814K
|
184K
$3.31M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
45.8KNew |
$765K - $807K
|
45.8K
$823K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
38.2K+ 18.39% |
$639K - $674K
|
246K
$4.43M
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
37.7KNew |
$630K - $664K
|
37.7K
$678K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
27K+ 8.26% |
$451K - $476K
|
354K
$6.36M
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
22.9KNew |
$382K - $403K
|
22.9K
$411K
|
|
Oct 12, 2023
Q3 2023
|
Brendel Financial Advisors LLC
|
BUY
|
- |
22.4K+ 14.56% |
$374K - $394K
|
176K
$3.16M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
18.1KNew |
$302K - $318K
|
18.1K
$325K
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
17.3KNew |
$289K - $305K
|
17.3K
$311K
|
|
Nov 14, 2023
Q3 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
16.2KNew |
$270K - $285K
|
16.2K
$291K
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
14.7K+ 12.42% |
$245K - $259K
|
133K
$2.39M
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
14.4KNew |
$240K - $254K
|
14.4K
$259K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
14K+ 42.26% |
$233K - $246K
|
47K
$845K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.3K+ 6.58% |
$223K - $235K
|
216K
$3.88M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
12.7KNew |
$213K - $224K
|
12.7K
$229K
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
12.7KNew |
$212K - $223K
|
12.7K
$228K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.5K+ 4.18% |
$209K - $220K
|
311K
$5.6M
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
12.3K+ 5.73% |
$205K - $217K
|
227K
$4.07M
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.8K+ 285.78% |
$197K - $208K
|
15.9K
$286K
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11.1K+ 14.59% |
$186K - $196K
|
87.4K
$1.57M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.6KNew |
$178K - $187K
|
10.6K
$191K
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
10.5KNew |
$176K - $186K
|
10.5K
$189K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.32K+ 6.35% |
$139K - $147K
|
139K
$2.5M
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
8.3K+ 9.47% |
$139K - $146K
|
95.9K
$1.72M
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.24K+ 2.65% |
$138K - $145K
|
319K
$5.73M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.72K+ 51.66% |
$112K - $118K
|
19.7K
$355K
|
|
Oct 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
6.27K+ 21.84% |
$105K - $111K
|
35K
$629K
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5.4KNew |
$90.2K - $95.2K
|
5.4K
$97.1K
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.43K+ 13.2% |
$74K - $78.1K
|
38K
$683K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.59K+ 3.83% |
$59.9K - $63.2K
|
97.1K
$1.75M
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
3.16K+ 8.11% |
$52.8K - $55.7K
|
42.1K
$757K
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.08K+ 7.69% |
$51.4K - $54.2K
|
43.1K
$774K
|