Latest Institutional Transactions on Vaneck ETF Tr Preferred Securi (PFXF)
This table provides information on the latest institutional transactions involving Vaneck ETF Tr Preferred Securi (PFXF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-4.5K- 12.25% |
$75.2K - $79.3K
|
32.2K
$566K
|
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
50KNew |
$836K - $882K
|
50K
$877K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-852- 5.8% |
$14.2K - $15K
|
13.8K
$243K
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
SELL
|
- |
-4.7K- 20.43% |
$78.5K - $82.9K
|
18.3K
$321K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
22.1KNew |
$374K - $391K
|
22.1K
$388K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
10.5KNew |
$178K - $186K
|
10.5K
$184K
|
|
|
Aug 03, 2023
Q2 2023
|
State Of Wisconsin Board Of Commissioners Of Public Lands
Madison, WI |
SELL
|
- |
-22.4K- 1.45% |
$379K - $396K
|
1.53M
$26.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
10.8KNew |
$182K - $191K
|
10.8K
$189K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-700- 5.66% |
$11.8K - $12.4K
|
11.7K
$205K
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-12.8K- 16.04% |
$216K - $226K
|
66.7K
$1.17M
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-4K- 43.44% |
$67.2K - $74.3K
|
5.2K
$91.3K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
100New |
$1.68K - $1.86K
|
100
$1.75K
|
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
291KNew |
$4.9M - $5.41M
|
291K
$5.11M
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
560New |
$9.41K - $10.4K
|
560
$9.82K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
145New |
$2.44K - $2.69K
|
145
$2.54K
|
|
|
May 02, 2023
Q1 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-33.9K- 19.16% |
$570K - $630K
|
143K
$2.51M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
125+ 27.78% |
$2.1K - $2.32K
|
575
$10.1K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
747New |
$12.6K - $13.9K
|
747
$13.1K
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
2.32KNew |
$39K - $43.1K
|
2.32K
$40.7K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
500New |
$8.41K - $9.29K
|
500
$8.77K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
12KNew |
$196K - $211K
|
12K
$210K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
105New |
$1.72K - $1.85K
|
105
$1.84K
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-37.8K- 54.55% |
$620K - $667K
|
31.5K
$553K
|
|
|
Feb 07, 2023
Q4 2022
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
203KNew |
$3.33M - $3.58M
|
203K
$3.56M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3.67KNew |
$60.2K - $64.8K
|
3.67K
$64.4K
|
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
SELL
|
- |
-8.09K- 35.08% |
$133K - $143K
|
15K
$263K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
300New |
$4.92K - $5.3K
|
300
$5.26K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.98K- 25.99% |
$65.3K - $70.3K
|
11.3K
$199K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
77New |
$1.26K - $1.36K
|
77
$1.35K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-151- 0.54% |
$2.59K - $2.96K
|
27.9K
$490K
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-950- 50.0% |
$16.3K - $18.6K
|
950
$16.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.51K+ 25.12% |
$43.1K - $49.2K
|
12.5K
$219K
|
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
16.2KNew |
$278K - $317K
|
16.2K
$284K
|
|
|
Oct 26, 2022
Q3 2022
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-47.1K- 80.05% |
$809K - $923K
|
11.7K
$206K
|
|
|
Oct 21, 2022
Q3 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
4.86K+ 1.83% |
$83.4K - $95.2K
|
270K
$4.74M
|
|
|
Oct 20, 2022
Q3 2022
|
Sfmg, LLC
|
SELL
|
- |
-10.9K- 42.54% |
$188K - $214K
|
14.8K
$259K
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
150KNew |
$2.57M - $2.93M
|
150K
$2.62M
|
|
| Q2 2022 | |||||||
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.27K- 9.83% |
$22.4K - $25.7K
|
11.6K
$204K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-4.46KClosed |
$79.2K - $90.8K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-100Closed |
$1.77K - $2.04K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-17.2KClosed |
$306K - $351K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-400Closed |
$7.1K - $8.14K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-48.1KClosed |
$854K - $980K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-11.5KClosed |
$204K - $234K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-32.1KClosed |
$569K - $652K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
481+ 0.43% |
$8.53K - $9.79K
|
111K
$1.95M
|
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-30.4KClosed |
$539K - $618K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-18.2KClosed |
$322K - $370K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-13.3KClosed |
$236K - $271K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.52KNew |
$26.9K - $30.8K
|
1.52K
$26.6K
|
|