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 04, 2025
Q4 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-101- 0.65% |
$1.74K - $1.86K
|
15.4K
$266K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-201- 1.26% |
$3.46K - $3.7K
|
15.8K
$273K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-206- 0.56% |
$3.55K - $3.79K
|
36.5K
$630K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-215- 0.74% |
$3.7K - $3.96K
|
29K
$500K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-233- 0.28% |
$4.01K - $4.29K
|
82.3K
$1.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-265- 1.8% |
$4.56K - $4.88K
|
14.5K
$250K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-325- 50.0% |
$5.59K - $5.98K
|
325
$5.61K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-464- 0.84% |
$7.99K - $8.54K
|
54.5K
$941K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-479- 11.69% |
$8.24K - $8.82K
|
3.62K
$62.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-975- 2.43% |
$16.8K - $17.9K
|
39.2K
$677K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.04K- 7.42% |
$35K - $37.5K
|
25.4K
$438K
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
SELL
|
- |
-2.5K- 5.83% |
$43K - $46K
|
40.4K
$698K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.93K- 99.93% |
$50.5K - $54K
|
2
$34.5
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.12K- 1.63% |
$53.6K - $57.4K
|
188K
$3.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-3.18K- 3.03% |
$54.8K - $58.6K
|
102K
$1.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-3.67K- 8.84% |
$63.2K - $67.6K
|
37.9K
$654K
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-4.5K- 15.15% |
$77.4K - $82.8K
|
25.2K
$435K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-10.6K- 16.15% |
$182K - $195K
|
55K
$951K
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-10.6K- 6.97% |
$183K - $196K
|
142K
$2.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12K- 11.04% |
$207K - $222K
|
96.9K
$1.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-23.1K- 18.25% |
$398K - $426K
|
104K
$1.79M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-25.9K- 11.48% |
$446K - $477K
|
200K
$3.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-26.2K- 12.69% |
$451K - $482K
|
180K
$3.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-26.2K- 14.77% |
$452K - $483K
|
151K
$2.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-156K- 37.46% |
$2.69M - $2.88M
|
261K
$4.51M
|