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 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
100+ 100.0% |
$1.72K - $1.84K
|
200
$3.38K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
76+ 0.12% |
$1.31K - $1.4K
|
63.3K
$1.07M
|
|
Feb 14, 2025
Q4 2024
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
50New |
$861 - $921
|
50
$845
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
50+ 0.99% |
$861 - $921
|
5.08K
$85.9K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
50+ 7.75% |
$861 - $921
|
695
$11.7K
|
|
Jan 16, 2025
Q4 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
41+ 0.3% |
$706 - $755
|
13.7K
$232K
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
12+ 0.08% |
$207 - $221
|
15.5K
$262K
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
9+ 0.09% |
$155 - $166
|
10.1K
$171K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5+ 3.13% |
$86.1 - $92.1
|
165
$2.79K
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
4+ 1.73% |
$68.8 - $73.6
|
235
$3.97K
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$17.2 - $18.4
|
1
$16.9
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- -0.0% |
$17.2 - $18.4
|
73.3K
$1.24M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-56- 0.09% |
$964 - $1.03K
|
64.8K
$1.09M
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-92- 0.31% |
$1.58K - $1.69K
|
29.8K
$503K
|
|
Feb 04, 2025
Q4 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-101- 0.65% |
$1.74K - $1.86K
|
15.4K
$261K
|
|
Feb 12, 2025
Q4 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-151- 1.27% |
$2.6K - $2.78K
|
11.7K
$198K
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-201- 1.26% |
$3.46K - $3.7K
|
15.8K
$267K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-206- 0.56% |
$3.55K - $3.79K
|
36.5K
$616K
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-215- 0.74% |
$3.7K - $3.96K
|
29K
$489K
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-233- 0.28% |
$4.01K - $4.29K
|
82.3K
$1.39M
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-265- 1.8% |
$4.56K - $4.88K
|
14.5K
$245K
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-325- 50.0% |
$5.59K - $5.98K
|
325
$5.49K
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-380- 29.62% |
$6.54K - $7K
|
903
$15.3K
|
|
Feb 12, 2025
Q4 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-450- 3.41% |
$7.74K - $8.28K
|
12.8K
$215K
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-464- 0.84% |
$7.99K - $8.54K
|
54.5K
$920K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-479- 11.69% |
$8.24K - $8.82K
|
3.62K
$61.1K
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-972- 1.1% |
$16.7K - $17.9K
|
87.8K
$1.48M
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-975- 2.43% |
$16.8K - $17.9K
|
39.2K
$662K
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-1.41K- 14.87% |
$24.3K - $26K
|
8.08K
$136K
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.9K- 48.68% |
$32.6K - $34.9K
|
2K
$33.8K
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.9K- 10.25% |
$32.7K - $35K
|
16.6K
$281K
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.04K- 7.42% |
$35K - $37.5K
|
25.4K
$429K
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
SELL
|
- |
-2.5K- 5.83% |
$43K - $46K
|
40.4K
$682K
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.65K- 2.83% |
$45.6K - $48.8K
|
91K
$1.54M
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.78K- 0.73% |
$47.8K - $51.1K
|
376K
$6.36M
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.88K- 15.05% |
$49.6K - $53K
|
16.3K
$275K
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.93K- 99.93% |
$50.5K - $54K
|
2
$33.8
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.12K- 1.63% |
$53.6K - $57.4K
|
188K
$3.17M
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.12K- 18.58% |
$53.6K - $57.4K
|
13.7K
$231K
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-3.18K- 3.03% |
$54.8K - $58.6K
|
102K
$1.72M
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-3.67K- 8.84% |
$63.2K - $67.6K
|
37.9K
$640K
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-4.5K- 15.15% |
$77.4K - $82.8K
|
25.2K
$426K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.81K- 2.88% |
$82.8K - $88.6K
|
162K
$2.74M
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-8.56K- 35.25% |
$147K - $158K
|
15.7K
$266K
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-9.13K- 4.48% |
$157K - $168K
|
195K
$3.29M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-10.6K- 16.15% |
$182K - $195K
|
55K
$930K
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-10.6K- 6.97% |
$183K - $196K
|
142K
$2.4M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12K- 11.04% |
$207K - $222K
|
96.9K
$1.64M
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-16K- 29.85% |
$275K - $294K
|
37.5K
$634K
|