Purchases and Sales Made in Q4 2023 in Vaneck ETF Tr Preferred Securi (PFXF)
This table provides information about the institutional ownership of Vaneck ETF Tr Preferred Securi (PFXF) during Q4 2023. 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, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.04M+ 112.42% |
$16.4M - $18.2M
|
1.97M
$35.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
873K+ 46.84% |
$13.7M - $15.2M
|
2.74M
$49.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
398K+ 29.44% |
$6.24M - $6.92M
|
1.75M
$31.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
187KNew |
$2.94M - $3.26M
|
187K
$3.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
187KNew |
$2.93M - $3.25M
|
187K
$3.36M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
177KNew |
$2.78M - $3.08M
|
177K
$3.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
162KNew |
$2.54M - $2.82M
|
162K
$2.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
156KNew |
$2.45M - $2.71M
|
156K
$2.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
132K+ 1153.7% |
$2.07M - $2.3M
|
144K
$2.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Rs Crum Inc.
|
BUY
|
- |
132K+ 11.64% |
$2.07M - $2.29M
|
1.26M
$22.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
117K+ 12.02% |
$1.83M - $2.03M
|
1.09M
$19.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
81.7K+ 18.32% |
$1.28M - $1.42M
|
528K
$9.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
64.9K+ 14.72% |
$1.02M - $1.13M
|
506K
$9.09M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
54.8K+ 26.43% |
$861K - $954K
|
262K
$4.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
53.9KNew |
$846K - $938K
|
53.9K
$969K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
50.4K+ 20.49% |
$792K - $878K
|
297K
$5.33M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
40.4KNew |
$635K - $704K
|
40.4K
$727K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
40K+ 31.11% |
$628K - $696K
|
169K
$3.03M
|
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
33.7KNew |
$529K - $587K
|
33.7K
$606K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
29.4KNew |
$461K - $512K
|
29.4K
$528K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
29.4KNew |
$461K - $512K
|
29.4K
$528K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
24.5KNew |
$385K - $427K
|
24.5K
$441K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
21.3K+ 8.88% |
$334K - $371K
|
261K
$4.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
20K+ 24.32% |
$314K - $348K
|
102K
$1.84M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.3KNew |
$240K - $266K
|
15.3K
$275K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
14.7KNew |
$231K - $256K
|
14.7K
$264K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
14.4K+ 4.52% |
$226K - $251K
|
333K
$5.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
13.4K+ 247.78% |
$210K - $233K
|
18.8K
$338K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
13.2KNew |
$207K - $229K
|
13.2K
$237K
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
12.9K+ 73.34% |
$203K - $225K
|
30.6K
$550K
|
|
|
Jan 18, 2024
Q4 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
12.6K+ 8.62% |
$197K - $219K
|
158K
$2.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
12.5KNew |
$196K - $217K
|
12.5K
$224K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
12.5KNew |
$196K - $217K
|
12.5K
$224K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12.2K+ 9.21% |
$192K - $213K
|
145K
$2.61M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.1K+ 1.01% |
$190K - $210K
|
1.21M
$21.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
11.8KNew |
$185K - $206K
|
11.8K
$212K
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
11.8K+ 72.85% |
$185K - $205K
|
28K
$503K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
11.6K+ 5.1% |
$181K - $201K
|
238K
$4.28M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.1KNew |
$175K - $194K
|
11.1K
$200K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
10.7K+ 5.82% |
$168K - $187K
|
195K
$3.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10.5KNew |
$165K - $183K
|
10.5K
$189K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
10.1KNew |
$159K - $177K
|
10.1K
$182K
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
10.1KNew |
$158K - $175K
|
10.1K
$181K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
9.55K+ 9.96% |
$150K - $166K
|
105K
$1.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
8.75K+ 23.3% |
$137K - $152K
|
46.3K
$833K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
7.93K+ 57.85% |
$125K - $138K
|
21.6K
$389K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
7.54KNew |
$118K - $131K
|
7.54K
$135K
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
6.77K+ 19.34% |
$106K - $118K
|
41.8K
$751K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.4KNew |
$84.8K - $94K
|
5.4K
$97.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5K+ 47.02% |
$78.5K - $87K
|
15.6K
$281K
|