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 |
---|---|---|---|---|---|---|---|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
2.8K+ 46.12% |
$46.7K - $49.3K
|
8.86K
$159K
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.42KNew |
$40.4K - $42.7K
|
2.42K
$43.5K
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.03K+ 2.82% |
$33.9K - $35.8K
|
74.1K
$1.33M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.5KNew |
$25.1K - $26.4K
|
1.5K
$27K
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
1.5K+ 15.52% |
$25K - $26.4K
|
11.1K
$200K
|
|
Nov 01, 2023
Q3 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.23K+ 7.46% |
$20.5K - $21.6K
|
17.6K
$317K
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.22K+ 3.34% |
$20.3K - $21.4K
|
37.6K
$675K
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.17K+ 5.92% |
$19.6K - $20.6K
|
20.9K
$376K
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1KNew |
$16.7K - $17.6K
|
1K
$18K
|
|
Nov 13, 2023
Q3 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
1K+ 3.26% |
$16.7K - $17.6K
|
31.7K
$569K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
941+ 7841.67% |
$15.7K - $16.6K
|
953
$17.1K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
850New |
$14.2K - $15K
|
850
$15.3K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
740+ 6.37% |
$12.4K - $13K
|
12.4K
$222K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
712+ 7.96% |
$11.9K - $12.6K
|
9.65K
$174K
|
|
Oct 13, 2023
Q3 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
683+ 4.86% |
$11.4K - $12K
|
14.8K
$265K
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
541+ 2.42% |
$9.04K - $9.54K
|
22.9K
$411K
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
500+ 0.38% |
$8.36K - $8.82K
|
132K
$2.38M
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
432+ 3.19% |
$7.22K - $7.62K
|
14K
$252K
|
|
Oct 10, 2023
Q3 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
420+ 1.96% |
$7.02K - $7.4K
|
21.9K
$394K
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
216+ 0.77% |
$3.61K - $3.81K
|
28.2K
$507K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
200+ 2.19% |
$3.34K - $3.53K
|
9.35K
$168K
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
69+ 2.15% |
$1.15K - $1.22K
|
3.27K
$58.8K
|
|
Oct 16, 2023
Q3 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
66+ 0.08% |
$1.1K - $1.16K
|
88K
$1.58M
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
35+ 1.75% |
$585 - $617
|
2.04K
$36.6K
|
|
Oct 20, 2023
Q3 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
21+ 0.01% |
$351 - $370
|
146K
$2.62M
|
|
Oct 20, 2023
Q3 2023
|
West Branch Capital LLC
|
BUY
|
- |
7+ 1.36% |
$117 - $123
|
521
$9.37K
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4New |
$66.8 - $70.5
|
4
$71.9
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-50- 0.45% |
$836 - $882
|
11.2K
$201K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-214- 0.26% |
$3.58K - $3.77K
|
82.2K
$1.48M
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
SELL
|
- |
-230- 1.36% |
$3.84K - $4.05K
|
16.7K
$301K
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-255- 0.74% |
$4.26K - $4.5K
|
34.3K
$616K
|
|
Nov 15, 2023
Q3 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-350- 2.41% |
$5.85K - $6.17K
|
14.2K
$254K
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-539- 1.48% |
$9.01K - $9.5K
|
36K
$647K
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-711- 5.85% |
$11.9K - $12.5K
|
11.5K
$206K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-725- 14.47% |
$12.1K - $12.8K
|
4.28K
$77K
|
|
Oct 27, 2023
Q3 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-747- 5.28% |
$12.5K - $13.2K
|
13.4K
$241K
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-852- 5.8% |
$14.2K - $15K
|
13.8K
$249K
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1K- 7.35% |
$16.7K - $17.6K
|
12.6K
$227K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.15K- 17.29% |
$19.2K - $20.3K
|
5.5K
$98.9K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.4K- 7.32% |
$23.4K - $24.7K
|
17.7K
$319K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.4K- 38.08% |
$23.5K - $24.8K
|
2.28K
$41K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.4K- 38.08% |
$23.5K - $24.8K
|
2.28K
$41K
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.7K- 8.4% |
$28.4K - $30K
|
18.5K
$333K
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-2.02K- 15.28% |
$33.7K - $35.5K
|
11.2K
$201K
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.1K- 11.77% |
$35.1K - $37K
|
15.7K
$283K
|
|
Oct 30, 2023
Q3 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-2.42K- 2.0% |
$40.5K - $42.7K
|
119K
$2.13M
|
|
Oct 20, 2023
Q3 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-2.5K- 5.37% |
$41.8K - $44.1K
|
44.1K
$793K
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.72K- 4.14% |
$45.4K - $47.9K
|
62.8K
$1.13M
|