Purchases and Sales Made in Q4 2021 in Vaneck ETF Tr Preferred Securi (PFXF)
This table provides information about the institutional ownership of Vaneck ETF Tr Preferred Securi (PFXF) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Tanager Wealth Management LLP
|
BUY
|
- |
145KNew |
$3.04M - $3.18M
|
145K
$2.57M
|
|
|
Feb 16, 2022
Q4 2021
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
134KNew |
$2.81M - $2.93M
|
134K
$2.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
117K+ 23.2% |
$2.46M - $2.57M
|
622K
$11M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
76.3K+ 17.28% |
$1.6M - $1.67M
|
518K
$9.18M
|
|
|
Jan 14, 2022
Q4 2021
|
Stewardship Advisors, LLC
|
BUY
|
- |
70.8KNew |
$1.49M - $1.55M
|
70.8K
$1.25M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
56.8K+ 30.7% |
$1.19M - $1.25M
|
242K
$4.28M
|
|
|
Feb 08, 2022
Q4 2021
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
43.4K+ 38.73% |
$912K - $953K
|
156K
$2.75M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
43.2K+ 50.21% |
$906K - $947K
|
129K
$2.29M
|
|
|
Jan 31, 2022
Q4 2021
|
Sfmg, LLC
|
BUY
|
- |
40.3K+ 226.36% |
$846K - $884K
|
58.1K
$1.03M
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
38K+ 33.54% |
$798K - $834K
|
151K
$2.68M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
37KNew |
$777K - $812K
|
37K
$655K
|
|
|
Jan 14, 2022
Q4 2021
|
Rfg Holdings, Inc.
|
BUY
|
- |
32.2K+ 10.58% |
$677K - $707K
|
337K
$5.96M
|
|
|
May 16, 2022
Q4 2021
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
32.1KNew |
$673K - $703K
|
32.1K
$568K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
30.3K+ 155.24% |
$637K - $666K
|
49.9K
$883K
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
29.7KNew |
$624K - $652K
|
29.7K
$526K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
29.2KNew |
$614K - $642K
|
29.2K
$518K
|
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
28.9KNew |
$606K - $633K
|
28.9K
$511K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
28.8K+ 3.4% |
$606K - $633K
|
877K
$15.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
26.1KNew |
$548K - $573K
|
26.1K
$462K
|
|
|
Jan 21, 2022
Q4 2021
|
Grandview Asset Management LLC
|
BUY
|
- |
25.5KNew |
$536K - $560K
|
25.5K
$452K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
22.7K+ 20.69% |
$477K - $498K
|
132K
$2.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.2KNew |
$403K - $421K
|
19.2K
$340K
|
|
|
Feb 04, 2022
Q4 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
18K+ 13.26% |
$378K - $395K
|
154K
$2.72M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.3K+ 15.35% |
$342K - $357K
|
122K
$2.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
16K+ 5.94% |
$335K - $350K
|
285K
$5.05M
|
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
14.7K+ 16.54% |
$308K - $322K
|
103K
$1.83M
|
|
|
Feb 10, 2022
Q4 2021
|
Swm Advisors
|
BUY
|
- |
14.2KNew |
$299K - $312K
|
14.2K
$252K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
13.9KNew |
$291K - $304K
|
13.9K
$246K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.5K+ 9.34% |
$242K - $253K
|
135K
$2.39M
|
|
|
Jan 10, 2022
Q4 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
10.4KNew |
$219K - $229K
|
10.4K
$185K
|
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
9.97K+ 1.4% |
$209K - $219K
|
723K
$12.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.73K+ 21.92% |
$204K - $213K
|
54.1K
$959K
|
|
|
Jan 13, 2022
Q4 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
9.38KNew |
$197K - $206K
|
9.38K
$166K
|
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
9.21KNew |
$193K - $202K
|
9.21K
$163K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
9.13KNew |
$192K - $200K
|
9.13K
$162K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
8.47K+ 16.35% |
$178K - $186K
|
60.3K
$1.07M
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
8.46K+ 7.05% |
$178K - $186K
|
128K
$2.27M
|
|
|
Feb 02, 2022
Q4 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
7.21K+ 24.73% |
$151K - $158K
|
36.4K
$644K
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
6.81K+ 6.06% |
$143K - $149K
|
119K
$2.11M
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.98K+ 3.91% |
$104K - $109K
|
132K
$2.34M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.66K+ 5.65% |
$97.9K - $102K
|
87.2K
$1.54M
|
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3.84K+ 21.93% |
$80.6K - $84.2K
|
21.3K
$378K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.83KNew |
$80.5K - $84.1K
|
3.83K
$67.8K
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.53K+ 35.6% |
$74.1K - $77.4K
|
13.4K
$238K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.48K+ 16.99% |
$73K - $76.3K
|
23.9K
$424K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
3.42K+ 4.53% |
$71.8K - $75.1K
|
79K
$1.4M
|
|
|
Jun 02, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
3K+ 28.57% |
$63K - $65.8K
|
13.5K
$239K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.89K+ 216.14% |
$60.7K - $63.5K
|
4.23K
$74.9K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.72K+ 26.04% |
$57.1K - $59.6K
|
13.2K
$233K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.71KNew |
$57K - $59.5K
|
2.71K
$48.1K
|