Purchases and Sales Made in Q4 2024 in Vaneck ETF Tr Preferred Securi (PFXF)
This table provides information about the institutional ownership of Vaneck ETF Tr Preferred Securi (PFXF) during Q4 2024. 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, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.49MNew |
$42.9M - $45.9M
|
2.49M
$43M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
54.3K+ 109.71% |
$934K - $999K
|
104K
$1.79M
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
46.4K+ 3.67% |
$798K - $854K
|
1.31M
$22.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Guild Investment Management, Inc.
|
BUY
|
- |
43.7KNew |
$752K - $804K
|
43.7K
$754K
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
32.4KNew |
$558K - $597K
|
32.4K
$560K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
26.1KNew |
$449K - $480K
|
26.1K
$451K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
23K+ 14.98% |
$395K - $423K
|
176K
$3.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
22.9K+ 5.64% |
$393K - $421K
|
428K
$7.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
21.4K+ 97.14% |
$369K - $394K
|
43.5K
$751K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
20.3K+ 31.06% |
$349K - $374K
|
85.6K
$1.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
18.7K+ 10.06% |
$322K - $345K
|
205K
$3.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
16.9K+ 38.3% |
$290K - $310K
|
60.9K
$1.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
14.4KNew |
$248K - $265K
|
14.4K
$249K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
14.2K+ 8.98% |
$245K - $262K
|
173K
$2.99M
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
11.4KNew |
$196K - $209K
|
11.4K
$196K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
10.7K+ 3.65% |
$184K - $196K
|
303K
$5.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.26K+ 10.77% |
$142K - $152K
|
85K
$1.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
7.54K+ 2.78% |
$130K - $139K
|
278K
$4.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
7.33K+ 5.04% |
$126K - $135K
|
153K
$2.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.2K+ 38.92% |
$107K - $114K
|
22.1K
$382K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.78K+ 9.13% |
$99.5K - $106K
|
69.1K
$1.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
4.19K+ 9.33% |
$72K - $77.1K
|
49K
$847K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
2.81K+ 3.26% |
$48.4K - $51.7K
|
88.9K
$1.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
2.79K+ 1.75% |
$48K - $51.3K
|
162K
$2.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.62K+ 2.62% |
$45K - $48.2K
|
102K
$1.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
2.44KNew |
$42K - $45K
|
2.44K
$42.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.21K+ 29.11% |
$38K - $40.7K
|
9.8K
$169K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.95K+ 3.47% |
$33.6K - $35.9K
|
58.2K
$1M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.95K+ 1.97% |
$33.5K - $35.9K
|
101K
$1.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.84K+ 0.97% |
$31.6K - $33.8K
|
191K
$3.31M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.67K+ 2.41% |
$28.7K - $30.7K
|
70.8K
$1.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.64K+ 7.32% |
$28.2K - $30.2K
|
24.1K
$416K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
605New |
$10.4K - $11.1K
|
605
$10.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
586New |
$10.1K - $10.8K
|
586
$10.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
518+ 3.31% |
$8.91K - $9.54K
|
16.2K
$280K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
346+ 0.55% |
$5.95K - $6.37K
|
62.9K
$1.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
316New |
$5.44K - $5.82K
|
316
$5.46K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
222+ 2.01% |
$3.82K - $4.09K
|
11.3K
$194K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
199+ 3.53% |
$3.42K - $3.66K
|
5.83K
$101K
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
120+ 0.21% |
$2.07K - $2.21K
|
58.1K
$1M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
112+ 0.28% |
$1.93K - $2.06K
|
40.6K
$701K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
100+ 100.0% |
$1.72K - $1.84K
|
200
$3.45K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
50+ 0.99% |
$861 - $921
|
5.08K
$87.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
41+ 0.3% |
$706 - $755
|
13.7K
$237K
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
12+ 0.08% |
$207 - $221
|
15.5K
$268K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
9+ 0.09% |
$155 - $166
|
10.1K
$175K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
4+ 1.73% |
$68.8 - $73.6
|
235
$4.06K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- -0.0% |
$17.2 - $18.4
|
73.3K
$1.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-56- 0.09% |
$964 - $1.03K
|
64.8K
$1.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-92- 0.31% |
$1.58K - $1.69K
|
29.8K
$515K
|