Purchases and Sales Made in Q1 2024 in Vaneck ETF Tr Preferred Securi (PFXF)
This table provides information about the institutional ownership of Vaneck ETF Tr Preferred Securi (PFXF) during Q1 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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.74M+ 88.38% |
$29.9M - $31.4M
|
3.72M
$65.6M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
398K+ 14.53% |
$6.82M - $7.15M
|
3.14M
$55.4M
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
398K+ 14.53% |
$6.82M - $7.15M
|
3.14M
$55.4M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
332K+ 30.51% |
$5.7M - $5.97M
|
1.42M
$25.1M
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
275K+ 9.6% |
$4.71M - $4.94M
|
3.14M
$55.4M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
252K+ 35.4% |
$4.33M - $4.53M
|
964K
$17M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
198K+ 11.34% |
$3.4M - $3.56M
|
1.95M
$34.4M
|
|
May 01, 2024
Q1 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
182K+ 19.9% |
$3.12M - $3.27M
|
1.1M
$19.4M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
138K+ 26.08% |
$2.36M - $2.48M
|
665K
$11.8M
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
113K+ 43.09% |
$1.94M - $2.03M
|
375K
$6.63M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
101K+ 253.8% |
$1.73M - $1.81M
|
140K
$2.48M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
98.5K+ 31.52% |
$1.69M - $1.77M
|
411K
$7.26M
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
81.9K+ 693.12% |
$1.4M - $1.47M
|
93.7K
$1.65M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
75.9K+ 15.0% |
$1.3M - $1.36M
|
582K
$10.3M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
47.6K+ 18.24% |
$817K - $856K
|
309K
$5.45M
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
45.7KNew |
$784K - $821K
|
45.7K
$807K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
39.1K+ 380.63% |
$670K - $702K
|
49.3K
$871K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
39KNew |
$669K - $701K
|
39K
$689K
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
34.5K+ 183.93% |
$593K - $621K
|
53.3K
$942K
|
|
Apr 25, 2024
Q1 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
32.8K+ 17.49% |
$563K - $590K
|
220K
$3.89M
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
32.1KNew |
$552K - $578K
|
32.1K
$568K
|
|
May 13, 2024
Q1 2024
|
Rs Crum Inc.
|
BUY
|
- |
31.2K+ 2.47% |
$536K - $561K
|
1.3M
$22.9M
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
30.3K+ 123.68% |
$520K - $545K
|
54.8K
$968K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
29.9KNew |
$513K - $537K
|
29.9K
$528K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
29.5K+ 7.62% |
$506K - $530K
|
416K
$7.35M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
26.5K+ 25.97% |
$455K - $477K
|
129K
$2.27M
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
25.2K+ 239.29% |
$432K - $453K
|
35.7K
$630K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
24.5K+ 12.57% |
$420K - $440K
|
219K
$3.87M
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
22.8K+ 78.7% |
$391K - $410K
|
51.7K
$913K
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
22.4K+ 9.39% |
$384K - $402K
|
261K
$4.6M
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
21.5KNew |
$368K - $386K
|
21.5K
$379K
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
18.1KNew |
$311K - $326K
|
18.1K
$320K
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
17.6KNew |
$302K - $316K
|
17.6K
$311K
|
|
May 13, 2024
Q1 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
17.2KNew |
$295K - $309K
|
17.2K
$304K
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
16.1K+ 9.97% |
$277K - $290K
|
178K
$3.14M
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
15.7K+ 73.18% |
$269K - $282K
|
37.1K
$655K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15.1K+ 5.08% |
$259K - $271K
|
312K
$5.5M
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
14.9KNew |
$255K - $268K
|
14.9K
$263K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14K+ 359.96% |
$240K - $252K
|
17.9K
$316K
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12.9KNew |
$222K - $232K
|
12.9K
$228K
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12.8KNew |
$220K - $230K
|
12.8K
$226K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.6K+ 4.06% |
$217K - $227K
|
324K
$5.73M
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
10.9KNew |
$187K - $196K
|
10.9K
$193K
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
10.3K+ 9.81% |
$177K - $186K
|
116K
$2.04M
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
9.3K+ 2.79% |
$160K - $167K
|
342K
$6.05M
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
9.26K+ 10.69% |
$159K - $166K
|
95.8K
$1.69M
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
8.3K+ 691.67% |
$142K - $149K
|
9.5K
$168K
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
8.08K+ 64.76% |
$139K - $145K
|
20.6K
$363K
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
7.09K+ 60.35% |
$122K - $128K
|
18.8K
$333K
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
7K+ 4.49% |
$120K - $126K
|
163K
$2.88M
|