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 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-393- 0.47% |
$6.69K - $7.23K
|
82.5K
$1.48M
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-458- 2.68% |
$7.8K - $8.42K
|
16.7K
$299K
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-485- 3.37% |
$8.25K - $8.92K
|
13.9K
$250K
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-620- 1.52% |
$10.6K - $11.4K
|
40.2K
$723K
|
|
Oct 04, 2024
Q3 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-671- 4.99% |
$11.4K - $12.3K
|
12.8K
$230K
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-722- 5.76% |
$12.3K - $13.3K
|
11.8K
$212K
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-763- 57.72% |
$13K - $14K
|
559
$10.1K
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.27K- 5.37% |
$21.6K - $23.4K
|
22.4K
$403K
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.6K- 3.03% |
$27.2K - $29.4K
|
51.1K
$919K
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-2K- 1.55% |
$34K - $36.8K
|
127K
$2.28M
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-2.03K- 6.37% |
$34.6K - $37.4K
|
29.9K
$538K
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.35K- 7.89% |
$40K - $43.2K
|
27.4K
$493K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.47K- 1.28% |
$42K - $45.3K
|
191K
$3.43M
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.55K- 7.54% |
$43.4K - $46.9K
|
31.3K
$562K
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.64K- 3.68% |
$44.9K - $48.6K
|
69.1K
$1.24M
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.73K- 2.99% |
$46.5K - $50.2K
|
88.7K
$1.6M
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-2.97K- 4.86% |
$50.5K - $54.5K
|
58K
$1.04M
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-3.56K- 93.91% |
$60.7K - $65.5K
|
231
$4.15K
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-4.38K- 4.01% |
$74.6K - $80.6K
|
105K
$1.89M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.95K- 8.73% |
$84.3K - $91.1K
|
51.8K
$931K
|
|
Nov 12, 2024
Q3 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-6.6K- 35.1% |
$112K - $121K
|
12.2K
$219K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.24K- 16.49% |
$123K - $133K
|
36.7K
$659K
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-7.3K- 12.0% |
$124K - $134K
|
53.5K
$962K
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-8.17K- 32.74% |
$139K - $150K
|
16.8K
$302K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.32K- 7.88% |
$159K - $171K
|
109K
$1.96M
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-10.3K- 29.73% |
$175K - $189K
|
24.3K
$437K
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-10.8K- 39.24% |
$183K - $198K
|
16.7K
$300K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-14.2K- 16.2% |
$241K - $261K
|
73.3K
$1.32M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-17.3K- 51.82% |
$294K - $318K
|
16.1K
$289K
|
|
Oct 09, 2024
Q3 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-17.8K- 10.44% |
$303K - $327K
|
153K
$2.74M
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-21.3K- 5.32% |
$362K - $392K
|
379K
$6.82M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-24.7K- 7.02% |
$421K - $455K
|
328K
$5.89M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-37.1K- 65.99% |
$632K - $683K
|
19.1K
$344K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-37.3K- 7.7% |
$635K - $687K
|
448K
$8.05M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-41.1K- 19.77% |
$700K - $757K
|
167K
$3M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-51.5K- 12.72% |
$876K - $947K
|
353K
$6.35M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-52.1K- 12.62% |
$887K - $958K
|
361K
$6.49M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-86.7K- 27.54% |
$1.48M - $1.59M
|
228K
$4.1M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-205K- 5.67% |
$3.5M - $3.78M
|
3.42M
$61.5M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-478K- 32.47% |
$8.13M - $8.78M
|
993K
$17.9M
|