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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.57K+ 490.87% |
$77.8K - $84K
|
5.5K
$98.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.15K+ 11.53% |
$70.6K - $76.2K
|
40.1K
$721K
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
3.97K+ 5.52% |
$67.6K - $73K
|
75.9K
$1.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
3.33K+ 8.02% |
$56.7K - $61.3K
|
44.9K
$807K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3K+ 11.73% |
$51.1K - $55.2K
|
28.6K
$514K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.7K+ 2.8% |
$45.9K - $49.6K
|
98.8K
$1.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
2.69K+ 20.17% |
$45.7K - $49.4K
|
16K
$288K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.51K+ 12.83% |
$42.7K - $46.1K
|
22K
$396K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.42K+ 1.55% |
$41.2K - $44.5K
|
159K
$2.85M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.25K+ 22.11% |
$38.2K - $41.3K
|
12.4K
$223K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.21K+ 16.13% |
$37.7K - $40.7K
|
15.9K
$286K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2KNew |
$34K - $36.8K
|
2K
$36K
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1.66K+ 1.96% |
$28.2K - $30.4K
|
86.1K
$1.55M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1.57KNew |
$26.8K - $28.9K
|
1.57K
$28.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
1.13K+ 5.64% |
$19.2K - $20.7K
|
21.1K
$380K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
1.11K+ 14.99% |
$18.9K - $20.4K
|
8.53K
$153K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
1KNew |
$17K - $18.4K
|
1K
$18K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
971+ 1.76% |
$16.5K - $17.9K
|
56.2K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
645New |
$11K - $11.9K
|
645
$11.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
529New |
$9K - $9.73K
|
529
$9.51K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
334+ 16.7% |
$5.68K - $6.14K
|
2.33K
$42K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
325+ 100.0% |
$5.53K - $5.98K
|
650
$11.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
220+ 1.65% |
$3.74K - $4.05K
|
13.5K
$243K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
170+ 1.1% |
$2.89K - $3.13K
|
15.7K
$282K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
140New |
$2.38K - $2.57K
|
140
$2.52K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
90+ 2.36% |
$1.53K - $1.66K
|
3.9K
$70.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
77New |
$1.31K - $1.42K
|
77
$1.38K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
71+ 0.17% |
$1.21K - $1.31K
|
41.6K
$747K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
63+ 1.82% |
$1.07K - $1.16K
|
3.52K
$63.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
62+ 0.49% |
$1.06K - $1.14K
|
12.7K
$228K
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
62+ 0.49% |
$1.06K - $1.14K
|
12.7K
$228K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
56+ 0.14% |
$953 - $1.03K
|
40.5K
$728K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
26+ 0.52% |
$443 - $478
|
5.03K
$90.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
15+ 0.15% |
$255 - $276
|
10.1K
$182K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 1.91% |
$51.1 - $55.2
|
160
$2.88K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-7- 0.01% |
$119 - $129
|
93.7K
$1.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-44- 0.28% |
$749 - $809
|
15.6K
$280K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-106- 0.19% |
$1.8K - $1.95K
|
54.9K
$988K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-113- 21.77% |
$1.92K - $2.08K
|
406
$7.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-113- 0.72% |
$1.92K - $2.08K
|
15.5K
$279K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-133- 0.89% |
$2.26K - $2.45K
|
14.8K
$265K
|
|
|
Oct 11, 2024
Q3 2024
|
Delta Capital Management LLC
|
SELL
|
- |
-180- 0.42% |
$3.06K - $3.31K
|
42.9K
$771K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-200- 9.52% |
$3.4K - $3.68K
|
1.9K
$34.2K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-206- 0.46% |
$3.51K - $3.79K
|
44.6K
$802K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-210- 2.17% |
$3.57K - $3.86K
|
9.49K
$171K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-215- 0.73% |
$3.66K - $3.95K
|
29.2K
$524K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-263- 6.03% |
$4.48K - $4.84K
|
4.1K
$73.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-300- 1.0% |
$5.11K - $5.52K
|
29.7K
$534K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-368- 75.88% |
$6.26K - $6.77K
|
117
$2.1K
|