Latest Institutional Purchases of Vaneck ETF Tr Preferred Securi (PFXF)
This list provides information on the latest institutional transactions involving Vaneck ETF Tr Preferred Securi (PFXF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
18.1KNew |
$311K - $326K
|
18.1K
$311K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12.9KNew |
$222K - $232K
|
12.9K
$222K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
7.09K+ 60.35% |
$122K - $128K
|
18.8K
$324K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5K+ 51.79% |
$85.8K - $89.9K
|
14.7K
$252K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.46KNew |
$42.2K - $44.2K
|
2.46K
$42.2K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.81K+ 8.67% |
$31K - $32.5K
|
22.6K
$389K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.17KNew |
$20K - $21K
|
1.17K
$20K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.14KNew |
$19.5K - $20.4K
|
1.14K
$19.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
865+ 6.34% |
$14.8K - $15.6K
|
14.5K
$249K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
336New |
$5.77K - $6.04K
|
336
$5.77K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
250New |
$4.29K - $4.5K
|
250
$4.29K
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
66New |
$1.13K - $1.19K
|
66
$1.13K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
50New |
$858 - $899
|
50
$859
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
BUY
|
- |
3+ 0.57% |
$51.5 - $53.9
|
533
$9.15K
|
|
| Q4 2023 | |||||||
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
29.4KNew |
$461K - $512K
|
29.4K
$505K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
13.2KNew |
$207K - $229K
|
13.2K
$226K
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
11.8K+ 72.85% |
$185K - $205K
|
28K
$480K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
10.1KNew |
$159K - $177K
|
10.1K
$174K
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
10.1KNew |
$158K - $175K
|
10.1K
$173K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.4KNew |
$84.8K - $94K
|
5.4K
$92.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.62KNew |
$41.1K - $45.5K
|
2.62K
$44.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.52KNew |
$23.8K - $26.4K
|
1.52K
$26K
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
300+ 2.88% |
$4.71K - $5.22K
|
10.7K
$184K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
34New |
$534 - $592
|
34
$584
|
|
| Q3 2023 | |||||||
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
50KNew |
$836K - $882K
|
50K
$859K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
14.4KNew |
$240K - $254K
|
14.4K
$247K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1KNew |
$16.7K - $17.6K
|
1K
$17.2K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
541+ 2.42% |
$9.04K - $9.54K
|
22.9K
$393K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
22.1KNew |
$374K - $391K
|
22.1K
$380K
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
17.5KNew |
$295K - $309K
|
17.5K
$300K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
17KNew |
$287K - $300K
|
17K
$291K
|
|
|
Jul 25, 2023
Q2 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
10.8KNew |
$182K - $191K
|
10.8K
$185K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
10.5KNew |
$178K - $186K
|
10.5K
$180K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
5.01K+ 30.57% |
$84.8K - $88.7K
|
21.4K
$368K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
291KNew |
$4.9M - $5.41M
|
291K
$5M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.32K+ 8.08% |
$140K - $154K
|
111K
$1.91M
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
2.32KNew |
$39K - $43.1K
|
2.32K
$39.8K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
747New |
$12.6K - $13.9K
|
747
$12.8K
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
560New |
$9.41K - $10.4K
|
560
$9.62K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
505New |
$8.49K - $9.38K
|
505
$8.67K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
500New |
$8.41K - $9.29K
|
500
$8.59K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
145New |
$2.44K - $2.69K
|
145
$2.49K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
125+ 27.78% |
$2.1K - $2.32K
|
575
$9.87K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
100New |
$1.68K - $1.86K
|
100
$1.72K
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
203KNew |
$3.33M - $3.58M
|
203K
$3.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
12KNew |
$196K - $211K
|
12K
$205K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3.67KNew |
$60.2K - $64.8K
|
3.67K
$63K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
300New |
$4.92K - $5.3K
|
300
$5.15K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
105New |
$1.72K - $1.85K
|
105
$1.8K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
77New |
$1.26K - $1.36K
|
77
$1.32K
|
|