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
$43.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
104KNew |
$1.8M - $1.92M
|
104K
$1.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
54.3K+ 109.71% |
$934K - $999K
|
104K
$1.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
46.4K+ 3.67% |
$798K - $854K
|
1.31M
$22.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Guild Investment Management, Inc.
|
BUY
|
- |
43.7KNew |
$752K - $804K
|
43.7K
$757K
|
|
|
Feb 10, 2025
Q4 2024
|
Rs Crum Inc.
|
BUY
|
- |
40.2K+ 2.98% |
$692K - $740K
|
1.39M
$24.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
34.3K+ 1.6% |
$590K - $631K
|
2.17M
$37.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
33.1KNew |
$569K - $609K
|
33.1K
$574K
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
32.4KNew |
$558K - $597K
|
32.4K
$562K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
26.1KNew |
$449K - $480K
|
26.1K
$453K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24.6K+ 2891.76% |
$423K - $453K
|
25.4K
$441K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
23K+ 14.98% |
$395K - $423K
|
176K
$3.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
22.9K+ 5.64% |
$393K - $421K
|
428K
$7.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
21.4K+ 97.14% |
$369K - $394K
|
43.5K
$754K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
20.3K+ 31.06% |
$349K - $374K
|
85.6K
$1.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
19.7K+ 25641.56% |
$340K - $363K
|
19.8K
$344K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
18.7K+ 10.06% |
$322K - $345K
|
205K
$3.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
16.9K+ 38.3% |
$290K - $310K
|
60.9K
$1.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
14.4KNew |
$248K - $265K
|
14.4K
$250K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
14.2K+ 8.98% |
$245K - $262K
|
173K
$3M
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
11.4KNew |
$196K - $209K
|
11.4K
$197K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
10.7K+ 3.65% |
$184K - $196K
|
303K
$5.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
10.4KNew |
$178K - $191K
|
10.4K
$180K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.1KNew |
$174K - $187K
|
10.1K
$176K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.75K+ 1.95% |
$151K - $161K
|
457K
$7.92M
|
|
|
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
$4.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
7.33K+ 5.04% |
$126K - $135K
|
153K
$2.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
6.56KNew |
$113K - $121K
|
6.56K
$114K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.2K+ 38.92% |
$107K - $114K
|
22.1K
$384K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.78K+ 9.13% |
$99.5K - $106K
|
69.1K
$1.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
4.43K+ 24.52% |
$76.2K - $81.5K
|
22.5K
$390K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
4.19K+ 9.33% |
$72K - $77.1K
|
49K
$850K
|
|
|
Feb 12, 2025
Q4 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
3.17K+ 22.65% |
$54.6K - $58.4K
|
17.2K
$298K
|
|
|
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
$2.81M
|
|
|
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
$42.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.27K+ 0.69% |
$39.1K - $41.8K
|
330K
$5.72M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.21K+ 29.11% |
$38K - $40.7K
|
9.8K
$170K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.95K+ 3.47% |
$33.6K - $35.9K
|
58.2K
$1.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.95K+ 1.97% |
$33.5K - $35.9K
|
101K
$1.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.84K+ 0.97% |
$31.6K - $33.8K
|
191K
$3.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
BUY
|
- |
1.8K+ 2.37% |
$31K - $33.2K
|
77.7K
$1.35M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.67K+ 2.41% |
$28.7K - $30.7K
|
70.8K
$1.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.64K+ 7.32% |
$28.2K - $30.2K
|
24.1K
$417K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.38K+ 13.79% |
$23.8K - $25.4K
|
11.4K
$198K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
1.02K+ 250.0% |
$17.5K - $18.7K
|
1.42K
$24.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
743+ 31.83% |
$12.8K - $13.7K
|
3.08K
$53.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
605New |
$10.4K - $11.1K
|
605
$10.5K
|