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 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.93K- 14.55% |
$48.9K - $51.6K
|
17.2K
$309K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.46K- 11.62% |
$57.9K - $61.1K
|
26.3K
$474K
|
|
|
Oct 20, 2023
Q3 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-3.67K- 3.81% |
$61.3K - $64.7K
|
92.7K
$1.67M
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-4.5K- 12.25% |
$75.2K - $79.3K
|
32.2K
$580K
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
SELL
|
- |
-4.7K- 20.43% |
$78.5K - $82.9K
|
18.3K
$329K
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
SELL
|
- |
-5.36K- 17.55% |
$89.5K - $94.4K
|
25.2K
$452K
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-5.38K- 17.27% |
$89.8K - $94.8K
|
25.7K
$463K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-5.55K- 76.9% |
$92.8K - $97.9K
|
1.67K
$30K
|
|
|
Oct 26, 2023
Q3 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-6.01K- 18.5% |
$100K - $106K
|
26.5K
$476K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.19K- 0.87% |
$120K - $127K
|
821K
$14.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-7.73K- 13.59% |
$129K - $136K
|
49.2K
$884K
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-14.6K- 5.63% |
$244K - $258K
|
245K
$4.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-15.7K- 10.86% |
$262K - $276K
|
129K
$2.31M
|
|
|
Nov 14, 2023
Q3 2023
|
My Wealth Management Inc.
|
SELL
|
- |
-18.7K- 1.94% |
$312K - $330K
|
945K
$17M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-19.1K- 39.23% |
$319K - $336K
|
29.5K
$531K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-26.9K- 33.75% |
$450K - $475K
|
52.9K
$950K
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-33.5K- 20.11% |
$560K - $591K
|
133K
$2.39M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-320K- 95.9% |
$5.36M - $5.65M
|
13.7K
$246K
|
|
|
Oct 10, 2023
Q3 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-362K- 90.97% |
$6.06M - $6.39M
|
36K
$647K
|