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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
1.11K+ 58.9% |
$18.2K - $19.6K
|
2.99K
$53.7K
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
933+ 2.88% |
$15.3K - $16.5K
|
33.4K
$600K
|
|
|
Jan 10, 2023
Q4 2022
|
Signature Wealth Management Group
|
BUY
|
- |
847+ 1.26% |
$13.9K - $14.9K
|
67.8K
$1.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
810+ 2.77% |
$13.3K - $14.3K
|
30K
$539K
|
|
|
Jan 19, 2023
Q4 2022
|
Plimoth Trust CO LLC
|
BUY
|
- |
590+ 0.58% |
$9.67K - $10.4K
|
103K
$1.85M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
556+ 17.38% |
$9.11K - $9.81K
|
3.76K
$67.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
555+ 17.72% |
$9.1K - $9.8K
|
3.69K
$66.3K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
450New |
$7.38K - $7.94K
|
450
$8.09K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
300New |
$4.92K - $5.3K
|
300
$5.39K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
134+ 1.19% |
$2.2K - $2.37K
|
11.4K
$205K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
105New |
$1.72K - $1.85K
|
105
$1.89K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
100New |
$1.64K - $1.76K
|
100
$1.8K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
87+ 1.84% |
$1.43K - $1.54K
|
4.83K
$86.8K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
77New |
$1.26K - $1.36K
|
77
$1.38K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
73+ 2.4% |
$1.2K - $1.29K
|
3.12K
$56.1K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
15+ 0.09% |
$246 - $265
|
17.4K
$312K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
9+ 0.17% |
$148 - $159
|
5.46K
$98.2K
|
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
BUY
|
- |
4+ 0.8% |
$65.6 - $70.6
|
505
$9.08K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-148- 23.2% |
$2.43K - $2.61K
|
490
$8.81K
|
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-150- 1.31% |
$2.46K - $2.65K
|
11.3K
$203K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-225- 42.86% |
$3.69K - $3.97K
|
300
$5.39K
|
|
|
Feb 14, 2023
Q4 2022
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-286- 2.0% |
$4.69K - $5.05K
|
14K
$252K
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-300- 1.2% |
$4.92K - $5.3K
|
24.7K
$445K
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-300- 6.69% |
$4.92K - $5.3K
|
4.18K
$75.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-770- 8.31% |
$12.6K - $13.6K
|
8.49K
$153K
|
|
|
Jan 05, 2023
Q4 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-801- 0.95% |
$13.1K - $14.1K
|
83.7K
$1.51M
|
|
|
Aug 11, 2023
Q4 2022
|
Rs Crum Inc.
|
SELL
|
- |
-1.19K- 0.51% |
$19.5K - $21K
|
230K
$4.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.6K- 78.78% |
$26.2K - $28.2K
|
431
$7.75K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.68K- 13.36% |
$27.5K - $29.6K
|
10.9K
$196K
|
|
|
Feb 14, 2023
Q4 2022
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-1.7K- 9.83% |
$27.9K - $30K
|
15.6K
$280K
|
|
|
Jan 09, 2023
Q4 2022
|
Grandview Asset Management LLC
|
SELL
|
- |
-1.7K- 8.53% |
$27.9K - $30K
|
18.2K
$328K
|
|
|
Feb 13, 2023
Q4 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-2.1K- 6.61% |
$34.4K - $37.1K
|
29.7K
$533K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.32K- 11.52% |
$38.1K - $41K
|
17.8K
$321K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.41K- 3.68% |
$55.8K - $60.1K
|
89.1K
$1.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.42K- 4.81% |
$56K - $60.3K
|
67.6K
$1.22M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-3.7K- 20.65% |
$60.6K - $65.3K
|
14.2K
$256K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.98K- 25.99% |
$65.3K - $70.3K
|
11.3K
$204K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-4.25K- 15.71% |
$69.6K - $75K
|
22.8K
$410K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.31K- 19.61% |
$70.6K - $76K
|
17.7K
$317K
|
|
|
Feb 01, 2023
Q4 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-5.83K- 29.77% |
$95.5K - $103K
|
13.7K
$247K
|
|
|
Feb 07, 2023
Q4 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-5.84K- 7.49% |
$95.6K - $103K
|
72K
$1.29M
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-6.13K- 19.48% |
$100K - $108K
|
25.3K
$456K
|
|
|
Feb 13, 2023
Q4 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-6.44K- 5.05% |
$106K - $114K
|
121K
$2.18M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.82K- 1.96% |
$112K - $120K
|
340K
$6.12M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.85K- 97.93% |
$112K - $121K
|
145
$2.61K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.03K- 40.15% |
$115K - $124K
|
10.5K
$188K
|
|
|
Jan 20, 2023
Q4 2022
|
Tanager Wealth Management LLP
|
SELL
|
- |
-7.23K- 4.69% |
$119K - $128K
|
147K
$2.64M
|
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
SELL
|
- |
-8.09K- 35.08% |
$133K - $143K
|
15K
$269K
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
SELL
|
- |
-8.88K- 18.83% |
$146K - $157K
|
38.3K
$688K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-9.03K- 46.55% |
$148K - $159K
|
10.4K
$186K
|