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 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-12.8K- 23.26% |
$210K - $226K
|
42.2K
$759K
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-13.7K- 9.52% |
$225K - $242K
|
130K
$2.34M
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-17.5K- 49.02% |
$287K - $309K
|
18.2K
$327K
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-18.6K- 14.18% |
$304K - $328K
|
112K
$2.02M
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-21.6K- 16.15% |
$355K - $382K
|
112K
$2.02M
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-21.9K- 25.42% |
$358K - $386K
|
64.1K
$1.15M
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-24.1K- 21.07% |
$396K - $426K
|
90.4K
$1.63M
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-28.7K- 52.42% |
$470K - $506K
|
26K
$468K
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-37.8K- 54.55% |
$620K - $667K
|
31.5K
$566K
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-38.1K- 53.14% |
$624K - $672K
|
33.6K
$604K
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-45.3K- 30.87% |
$742K - $799K
|
101K
$1.82M
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-65.2K- 52.4% |
$1.07M - $1.15M
|
59.3K
$1.07M
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-97K- 66.59% |
$1.59M - $1.71M
|
48.7K
$875K
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-114K- 31.92% |
$1.88M - $2.02M
|
244K
$4.39M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-133K- 38.69% |
$2.18M - $2.34M
|
210K
$3.78M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-398K- 76.01% |
$6.52M - $7.02M
|
126K
$2.26M
|