Purchases and Sales Made in Q4 2022 in Vaneck ETF Tr Preferred Securi (PFXF)
This table provides information about the institutional ownership of Vaneck ETF Tr Preferred Securi (PFXF) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2023
Q4 2022
|
Tanager Wealth Management LLP
|
BUY
|
- |
601K+ 409.22% |
$9.85M - $10.6M
|
748K
$13.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
364K+ 243.33% |
$5.97M - $6.43M
|
514K
$9.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
203KNew |
$3.33M - $3.58M
|
203K
$3.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
185K+ 194.64% |
$3.02M - $3.26M
|
279K
$4.95M
|
|
|
Jan 30, 2023
Q4 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
177KNew |
$2.9M - $3.12M
|
177K
$3.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
133K+ 23.05% |
$2.18M - $2.35M
|
710K
$12.6M
|
|
|
Jan 30, 2023
Q4 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
108K+ 55.74% |
$1.76M - $1.9M
|
300K
$5.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
101K+ 53.81% |
$1.65M - $1.78M
|
288K
$5.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
89.5K+ 50.66% |
$1.47M - $1.58M
|
266K
$4.72M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
88.9K+ 35.76% |
$1.46M - $1.57M
|
337K
$5.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
81KNew |
$1.33M - $1.43M
|
81K
$1.44M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
60.4KNew |
$990K - $1.07M
|
60.4K
$1.07M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
55.7K+ 36.06% |
$913K - $983K
|
210K
$3.72M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
50.9KNew |
$834K - $898K
|
50.9K
$901K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
34.7KNew |
$569K - $613K
|
34.7K
$615K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
30.9KNew |
$506K - $545K
|
30.9K
$547K
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
30.8K+ 42.75% |
$505K - $544K
|
103K
$1.82M
|
|
|
Feb 02, 2023
Q4 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
21.5KNew |
$352K - $379K
|
21.5K
$380K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.5KNew |
$335K - $361K
|
20.5K
$362K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
20.5K+ 11.87% |
$335K - $361K
|
193K
$3.41M
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
20.1KNew |
$330K - $355K
|
20.1K
$357K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
19.2K+ 20.92% |
$315K - $340K
|
111K
$1.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Mainstay Capital Management LLC
|
BUY
|
- |
18.1K+ 108.12% |
$297K - $320K
|
34.9K
$618K
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
16.9KNew |
$276K - $298K
|
16.9K
$299K
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
16.4KNew |
$268K - $289K
|
16.4K
$290K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.9K+ 7.15% |
$260K - $280K
|
238K
$4.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.5K+ 1.8% |
$238K - $256K
|
821K
$14.5M
|
|
|
Feb 01, 2023
Q4 2022
|
My Wealth Management Inc.
|
BUY
|
- |
13.3K+ 1.72% |
$218K - $235K
|
788K
$14M
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
13K+ 23.02% |
$213K - $230K
|
69.5K
$1.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
12KNew |
$196K - $211K
|
12K
$212K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11.1KNew |
$182K - $196K
|
11.1K
$197K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
10.8KNew |
$176K - $190K
|
10.8K
$190K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
9.48K+ 29.48% |
$155K - $167K
|
41.6K
$737K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
8.61K+ 287.0% |
$141K - $152K
|
11.6K
$206K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.45K+ 12.85% |
$139K - $149K
|
74.3K
$1.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
7.03KNew |
$115K - $124K
|
7.03K
$124K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.18K+ 10.86% |
$101K - $109K
|
63K
$1.12M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
5.74K+ 35.14% |
$94.1K - $101K
|
22.1K
$391K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.95KNew |
$81.2K - $87.4K
|
4.95K
$87.7K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
4.86K+ 2.92% |
$79.6K - $85.7K
|
171K
$3.03M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.13K+ 0.5% |
$67.7K - $72.9K
|
832K
$14.7M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.75K+ 27.39% |
$61.5K - $66.2K
|
17.4K
$309K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3.67KNew |
$60.2K - $64.8K
|
3.67K
$65K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
3.5K+ 87.5% |
$57.4K - $61.8K
|
7.5K
$133K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.5K+ 2.51% |
$57.3K - $61.7K
|
143K
$2.53M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
2.84KNew |
$46.6K - $50.2K
|
2.84K
$50.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Van Eck Associates Corp
|
BUY
|
- |
2.34K+ 481.86% |
$38.3K - $41.2K
|
2.82K
$50K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
1.74K+ 64.63% |
$28.5K - $30.7K
|
4.43K
$78.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.49K+ 0.94% |
$24.4K - $26.2K
|
160K
$2.84M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.18KNew |
$19.4K - $20.9K
|
1.18K
$21K
|