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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-763- 2.12% |
$12K - $13.3K
|
35.2K
$633K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-858- 0.98% |
$13.5K - $14.9K
|
86.6K
$1.56M
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-900- 3.58% |
$14.1K - $15.7K
|
24.3K
$436K
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-986- 0.4% |
$15.5K - $17.2K
|
244K
$4.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1K- 43.8% |
$15.7K - $17.4K
|
1.28K
$23.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-1.02KClosed |
$16K - $17.7K
|
0
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.17K- 7.44% |
$18.4K - $20.4K
|
14.6K
$262K
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-1.4K- 4.42% |
$22K - $24.4K
|
30.3K
$544K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.44K- 16.25% |
$22.6K - $25.1K
|
7.42K
$133K
|
|
|
Feb 01, 2024
Q4 2023
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-1.58K- 0.9% |
$24.8K - $27.5K
|
174K
$3.14M
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
SELL
|
- |
-1.62K- 9.66% |
$25.4K - $28.2K
|
15.1K
$272K
|
|
|
Feb 05, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-1.69K- 4.69% |
$26.5K - $29.4K
|
34.3K
$616K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.8K- 10.47% |
$28.3K - $31.3K
|
15.4K
$277K
|
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
SELL
|
- |
-2.16K- 2.91% |
$33.9K - $37.6K
|
72K
$1.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-3.87K- 10.27% |
$60.7K - $67.4K
|
33.8K
$608K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-4.14K- 4.26% |
$65K - $72.1K
|
93K
$1.67M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.89K- 6.6% |
$76.8K - $85.2K
|
69.2K
$1.24M
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-5.13K- 4.32% |
$80.5K - $89.2K
|
113K
$2.04M
|
|
|
Jan 31, 2024
Q4 2023
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-5.16K- 5.87% |
$81K - $89.8K
|
82.8K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.79K- 43.16% |
$122K - $136K
|
10.3K
$185K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.88K- 17.2% |
$124K - $137K
|
37.9K
$682K
|
|
|
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-8.24K- 37.64% |
$129K - $143K
|
13.7K
$245K
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-8.64K- 33.57% |
$136K - $150K
|
17.1K
$307K
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-9.8K- 7.42% |
$154K - $171K
|
122K
$2.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.93K- 4.6% |
$156K - $173K
|
206K
$3.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-11.8K- 44.75% |
$185K - $205K
|
14.6K
$262K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-12.2K- 10.47% |
$192K - $213K
|
104K
$1.88M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-23.6K- 68.78% |
$370K - $410K
|
10.7K
$192K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-25K- 17.95% |
$392K - $435K
|
114K
$2.05M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-34.5K- 65.25% |
$541K - $600K
|
18.4K
$330K
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-35.4K- 38.23% |
$556K - $617K
|
57.3K
$1.03M
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-36.5K- 27.41% |
$573K - $635K
|
96.6K
$1.74M
|
|
|
Jan 31, 2024
Q4 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-40.5K- 4.24% |
$636K - $706K
|
915K
$16.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-41.2K- 11.64% |
$646K - $717K
|
313K
$5.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-109K- 13.26% |
$1.71M - $1.9M
|
712K
$12.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-115K- 45.15% |
$1.8M - $2M
|
139K
$2.51M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-123K- 4.3% |
$1.93M - $2.14M
|
2.74M
$49.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-236K- 33.91% |
$3.7M - $4.1M
|
460K
$8.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-372K- 48.99% |
$5.83M - $6.47M
|
387K
$6.96M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-940K- 95.7% |
$14.8M - $16.4M
|
42.2K
$758K
|