Purchases and Sales Made in Q3 2024 in Vaneck ETF Tr Preferred Securi (PFXF)
This table provides information about the institutional ownership of Vaneck ETF Tr Preferred Securi (PFXF) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.85M+ 550282.56% |
$65.6M - $70.8M
|
3.85M
$69.3M
|
|
Nov 06, 2024
Q3 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
554K+ 32.61% |
$9.42M - $10.2M
|
2.25M
$40.5M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
334K+ 26.65% |
$5.69M - $6.15M
|
1.59M
$28.6M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
328K+ 32.16% |
$5.59M - $6.04M
|
1.35M
$24.3M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
300K+ 10.48% |
$5.1M - $5.51M
|
3.16M
$56.8M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
156K+ 19.67% |
$2.66M - $2.88M
|
952K
$17.1M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
146K+ 84.69% |
$2.48M - $2.68M
|
318K
$5.72M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
112K+ 5.54% |
$1.91M - $2.06M
|
2.14M
$38.4M
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
92.4K+ 7.89% |
$1.57M - $1.7M
|
1.26M
$22.7M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
88K+ 20.45% |
$1.5M - $1.62M
|
518K
$9.32M
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
62.5KNew |
$1.06M - $1.15M
|
62.5K
$1.12M
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
58.2KNew |
$991K - $1.07M
|
58.2K
$1.05M
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
56.2KNew |
$956K - $1.03M
|
56.2K
$1.01M
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
51.5K+ 29.57% |
$877K - $948K
|
226K
$4.06M
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
49K+ 13.76% |
$834K - $902K
|
405K
$7.29M
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
45.8K+ 240.55% |
$780K - $842K
|
64.9K
$1.17M
|
|
Nov 13, 2024
Q3 2024
|
Rs Crum Inc.
|
BUY
|
- |
43.3K+ 3.32% |
$737K - $797K
|
1.35M
$24.2M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
39.7K+ 5.62% |
$675K - $729K
|
745K
$13.4M
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
33K+ 144.84% |
$561K - $607K
|
55.8K
$1M
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
32.9K+ 198.28% |
$560K - $605K
|
49.5K
$890K
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
31.2K+ 8.07% |
$530K - $573K
|
417K
$7.5M
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
30.3K+ 65.45% |
$517K - $558K
|
76.7K
$1.38M
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
25.4K+ 136.56% |
$432K - $467K
|
44K
$791K
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
21.6KNew |
$367K - $397K
|
21.6K
$388K
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
21.6KNew |
$367K - $397K
|
21.6K
$388K
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
21.2K+ 16.07% |
$362K - $391K
|
153K
$2.76M
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
20.1K+ 48.69% |
$341K - $369K
|
61.2K
$1.1M
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
20KNew |
$340K - $367K
|
20K
$359K
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
19.9KNew |
$338K - $365K
|
19.9K
$357K
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
19K+ 41.08% |
$324K - $350K
|
65.3K
$1.17M
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
18.4K+ 10.99% |
$314K - $339K
|
186K
$3.35M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
17K+ 5666.67% |
$289K - $313K
|
17.3K
$311K
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
14.4K+ 36.65% |
$245K - $264K
|
53.6K
$964K
|
|
Oct 15, 2024
Q3 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
13.7KNew |
$233K - $252K
|
13.7K
$246K
|
|
Oct 28, 2024
Q3 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
13.3K+ 5.17% |
$227K - $245K
|
271K
$4.87M
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
13.1K+ 4.7% |
$224K - $242K
|
293K
$5.26M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.4K+ 29.12% |
$212K - $229K
|
55.1K
$992K
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
12.1K+ 23.52% |
$205K - $222K
|
63.3K
$1.14M
|
|
Nov 12, 2024
Q3 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
11.9KNew |
$202K - $219K
|
11.9K
$214K
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
11.6K+ 7.01% |
$198K - $214K
|
178K
$3.2M
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
11KNew |
$188K - $203K
|
11K
$198K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.5K+ 19.06% |
$179K - $193K
|
65.6K
$1.18M
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
9.75K+ 5.02% |
$166K - $179K
|
204K
$3.66M
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
7.56K+ 4.99% |
$129K - $139K
|
159K
$2.86M
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
7.4K+ 11741.27% |
$126K - $136K
|
7.46K
$134K
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
6.31KNew |
$107K - $116K
|
6.31K
$114K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
6.16K+ 4.43% |
$105K - $113K
|
145K
$2.61M
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.85K+ 3.18% |
$99.6K - $108K
|
190K
$3.41M
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
5.63KNew |
$95.9K - $104K
|
5.63K
$101K
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
4.71K+ 2.34% |
$80.1K - $86.6K
|
206K
$3.71M
|