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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
Mainstay Capital Management LLC
|
BUY
|
- |
4.7K+ 17.73% |
$73.8K - $81.8K
|
31.2K
$561K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.31K+ 9.17% |
$67.7K - $75.1K
|
51.3K
$923K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
4.13K+ 23.85% |
$64.8K - $71.9K
|
21.4K
$385K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.89KNew |
$61.1K - $67.7K
|
3.89K
$69.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.32K+ 20.86% |
$52.2K - $57.8K
|
19.2K
$346K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.95KNew |
$46.3K - $51.4K
|
2.95K
$53K
|
|
|
Feb 08, 2024
Q4 2023
|
My Wealth Management Inc.
|
BUY
|
- |
2.74K+ 0.29% |
$43K - $47.6K
|
948K
$17M
|
|
|
Jan 17, 2024
Q4 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
2.74K+ 1.94% |
$42.9K - $47.6K
|
143K
$2.58M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.62KNew |
$41.1K - $45.5K
|
2.62K
$47K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.56K+ 4.08% |
$40.2K - $44.6K
|
65.4K
$1.18M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.37K+ 97.73% |
$37.1K - $41.2K
|
4.79K
$86K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.67K+ 4.4% |
$26.3K - $29.1K
|
39.7K
$713K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.56K+ 7.46% |
$24.5K - $27.2K
|
22.5K
$404K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.52KNew |
$23.8K - $26.4K
|
1.52K
$27.2K
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.23K+ 11.03% |
$19.4K - $21.5K
|
12.4K
$223K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.23K+ 11.69% |
$19.3K - $21.4K
|
11.8K
$211K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.2KNew |
$18.8K - $20.9K
|
1.2K
$21.6K
|
|
|
Jan 22, 2024
Q4 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
1.16K+ 7.85% |
$18.2K - $20.2K
|
15.9K
$286K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.11K+ 5.62% |
$17.4K - $19.3K
|
20.8K
$374K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
1.02K+ 842.15% |
$16K - $17.7K
|
1.14K
$20.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
709+ 2.07% |
$11.1K - $12.3K
|
35K
$629K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
700+ 3.95% |
$11K - $12.2K
|
18.4K
$331K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
600+ 7.79% |
$9.42K - $10.4K
|
8.3K
$149K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
397+ 0.13% |
$6.23K - $6.91K
|
312K
$5.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
355+ 3.18% |
$5.57K - $6.18K
|
11.5K
$207K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
348+ 3.12% |
$5.46K - $6.06K
|
11.5K
$207K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
300New |
$4.71K - $5.22K
|
300
$5.39K
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
300+ 2.88% |
$4.71K - $5.22K
|
10.7K
$193K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
281New |
$4.41K - $4.89K
|
281
$5.05K
|
|
|
Feb 07, 2024
Q4 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
202+ 0.72% |
$3.17K - $3.52K
|
28.4K
$511K
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
185+ 0.44% |
$2.9K - $3.22K
|
42.3K
$760K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
101+ 3.09% |
$1.59K - $1.76K
|
3.37K
$60.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
34New |
$534 - $592
|
34
$611
|
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
18+ 0.13% |
$283 - $313
|
13.4K
$241K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
9+ 1.73% |
$141 - $157
|
530
$9.53K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-2- 0.41% |
$31.4 - $34.8
|
485
$8.72K
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
SELL
|
- |
-13- 0.02% |
$204 - $226
|
76.1K
$1.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-35- 1.72% |
$550 - $609
|
2K
$36K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-35- 0.08% |
$550 - $609
|
43K
$774K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-87- 0.68% |
$1.37K - $1.51K
|
12.6K
$227K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-163- 0.33% |
$2.56K - $2.84K
|
49K
$881K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-216- 5.04% |
$3.39K - $3.76K
|
4.07K
$73.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-232- 23.7% |
$3.64K - $4.04K
|
747
$13.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-369- 2.64% |
$5.79K - $6.42K
|
13.6K
$245K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-575- 44.06% |
$9.03K - $10K
|
730
$13.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-587- 1.99% |
$9.22K - $10.2K
|
28.9K
$520K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-616- 36.93% |
$9.67K - $10.7K
|
1.05K
$18.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-700- 4.95% |
$11K - $12.2K
|
13.5K
$242K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-740- 5.99% |
$11.6K - $12.9K
|
11.6K
$209K
|