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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
50New |
$858 - $899
|
50
$877
|
|
| Q4 2023 | |||||||
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
29.4KNew |
$461K - $512K
|
29.4K
$515K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
13.2KNew |
$207K - $229K
|
13.2K
$231K
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
11.8K+ 72.85% |
$185K - $205K
|
28K
$491K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
10.1KNew |
$159K - $177K
|
10.1K
$178K
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
10.1KNew |
$158K - $175K
|
10.1K
$176K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.62KNew |
$41.1K - $45.5K
|
2.62K
$45.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
300+ 2.88% |
$4.71K - $5.22K
|
10.7K
$188K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
34New |
$534 - $592
|
34
$596
|
|
| Q3 2023 | |||||||
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
50KNew |
$836K - $882K
|
50K
$877K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
14.4KNew |
$240K - $254K
|
14.4K
$252K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1KNew |
$16.7K - $17.6K
|
1K
$17.5K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
22.1KNew |
$374K - $391K
|
22.1K
$388K
|
|
|
Jul 25, 2023
Q2 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
10.8KNew |
$182K - $191K
|
10.8K
$189K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
10.5KNew |
$178K - $186K
|
10.5K
$184K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
291KNew |
$4.9M - $5.41M
|
291K
$5.11M
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
2.32KNew |
$39K - $43.1K
|
2.32K
$40.7K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
747New |
$12.6K - $13.9K
|
747
$13.1K
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
560New |
$9.41K - $10.4K
|
560
$9.82K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
500New |
$8.41K - $9.29K
|
500
$8.77K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
145New |
$2.44K - $2.69K
|
145
$2.54K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
125+ 27.78% |
$2.1K - $2.32K
|
575
$10.1K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
100New |
$1.68K - $1.86K
|
100
$1.75K
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
203KNew |
$3.33M - $3.58M
|
203K
$3.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
12KNew |
$196K - $211K
|
12K
$210K
|
|
|
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 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
300New |
$4.92K - $5.3K
|
300
$5.26K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
105New |
$1.72K - $1.85K
|
105
$1.84K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
77New |
$1.26K - $1.36K
|
77
$1.35K
|
|
| Q3 2022 | |||||||
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
150KNew |
$2.57M - $2.93M
|
150K
$2.62M
|
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
16.2KNew |
$278K - $317K
|
16.2K
$284K
|
|
|
Oct 21, 2022
Q3 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
4.86K+ 1.83% |
$83.4K - $95.2K
|
270K
$4.74M
|
|
|
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
|
|
| Q2 2022 | |||||||
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
162KNew |
$2.88M - $3.3M
|
162K
$2.84M
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
17KNew |
$302K - $347K
|
17K
$299K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.4K+ 258.19% |
$60.4K - $69.3K
|
4.72K
$82.8K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
2.5KNew |
$44.3K - $50.9K
|
2.5K
$43.9K
|
|
|
Jul 11, 2022
Q2 2022
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.07K+ 7.84% |
$36.7K - $42.1K
|
28.5K
$499K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.52KNew |
$26.9K - $30.8K
|
1.52K
$26.6K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
800New |
$14.2K - $16.3K
|
800
$14K
|
|
|
Aug 08, 2022
Q2 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
481+ 0.43% |
$8.53K - $9.79K
|
111K
$1.95M
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
10KNew |
$195K - $218K
|
10K
$175K
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2.5KNew |
$48.8K - $54.6K
|
2.5K
$43.9K
|
|
|
May 16, 2022
Q1 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1.49KNew |
$29.1K - $32.5K
|
1.49K
$26.1K
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
510New |
$9.95K - $11.1K
|
510
$8.95K
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.11KNew |
$23.3K - $24.4K
|
1.11K
$19.5K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
17.4K+ 36.78% |
$366K - $377K
|
64.7K
$1.13M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
17.4KNew |
$365K - $377K
|
17.4K
$305K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
522+ 104.4% |
$8.09K - $10K
|
1.02K
$17.9K
|
|
| Q4 2019 | |||||||
|
Jan 23, 2020
Q4 2019
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
CALL |
1.81MNew |
$35.8M - $36.9M
|
1.81M
$31.7M
|
|