Purchases and Sales Made in Q1 2023 in Vaneck ETF Tr Fallen Angel Hig (ANGL)
This table provides information about the institutional ownership of Vaneck ETF Tr Fallen Angel Hig (ANGL) during Q1 2023. The information is specifically focused on institutions that hold shares of VANECK ETF TR FALLEN ANGEL HIG.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.33M+ 409.03% |
$90M - $94.1M
|
4.14M
$120M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
765KNew |
$20.7M - $21.6M
|
765K
$22.2M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
733K+ 2365.42% |
$19.8M - $20.7M
|
764K
$22.2M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
641K+ 64.77% |
$17.3M - $18.1M
|
1.63M
$47.4M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
573K+ 174.48% |
$15.5M - $16.2M
|
901K
$26.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Signify Wealth
|
BUY
|
- |
526KNew |
$14.2M - $14.9M
|
526K
$15.3M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
349K+ 14.77% |
$9.44M - $9.87M
|
2.71M
$78.8M
|
|
|
May 15, 2023
Q1 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
345KNew |
$9.35M - $9.77M
|
345K
$10M
|
|
|
Apr 27, 2023
Q1 2023
|
Toews Corp
|
BUY
|
- |
330KNew |
$8.94M - $9.35M
|
330K
$9.6M
|
|
|
Feb 02, 2024
Q1 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
304KNew |
$8.24M - $8.61M
|
304K
$8.84M
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
289K+ 256054.88% |
$7.83M - $8.19M
|
289K
$8.41M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
238K+ 218.22% |
$6.43M - $6.73M
|
347K
$10.1M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
157K+ 683956.5% |
$4.26M - $4.45M
|
157K
$4.57M
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
150KNew |
$4.06M - $4.24M
|
150K
$4.36M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
146K+ 187.94% |
$3.96M - $4.14M
|
224K
$6.52M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
139K+ 79.71% |
$3.75M - $3.92M
|
313K
$9.08M
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
132K+ 62.15% |
$3.57M - $3.73M
|
344K
$9.99M
|
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
131KNew |
$3.54M - $3.7M
|
131K
$3.8M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
130K+ 13.54% |
$3.51M - $3.67M
|
1.09M
$31.6M
|
|
|
May 15, 2023
Q1 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
123KNew |
$3.33M - $3.48M
|
123K
$3.58M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
118K+ 126.41% |
$3.18M - $3.33M
|
211K
$6.12M
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
110K+ 5.57% |
$2.98M - $3.11M
|
2.09M
$60.6M
|
|
|
May 09, 2023
Q1 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
105K+ 998.19% |
$2.85M - $2.98M
|
116K
$3.37M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
95.9K+ 68.78% |
$2.6M - $2.71M
|
235K
$6.84M
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
87.7KNew |
$2.37M - $2.48M
|
87.7K
$2.55M
|
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
85.7KNew |
$2.32M - $2.43M
|
85.7K
$2.49M
|
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
84.7K+ 59.47% |
$2.29M - $2.4M
|
227K
$6.6M
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
81.2KNew |
$2.2M - $2.3M
|
81.2K
$2.36M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
77K+ 34.32% |
$2.08M - $2.18M
|
301K
$8.76M
|
|
|
May 08, 2023
Q1 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
73.1K+ 375.76% |
$1.98M - $2.07M
|
92.5K
$2.69M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
72.3K+ 10.77% |
$1.96M - $2.04M
|
743K
$21.6M
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
70.2KNew |
$1.9M - $1.99M
|
70.2K
$2.04M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
68K+ 44.11% |
$1.84M - $1.92M
|
222K
$6.46M
|
|
|
Apr 27, 2023
Q1 2023
|
My Wealth Management Inc.
|
BUY
|
- |
65.9K+ 22.06% |
$1.78M - $1.86M
|
365K
$10.6M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
58.2K+ 71.36% |
$1.58M - $1.65M
|
140K
$4.06M
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
55.2K+ 29.8% |
$1.49M - $1.56M
|
240K
$6.98M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
50.8K+ 17.61% |
$1.37M - $1.44M
|
339K
$9.85M
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
49.2K+ 175867.86% |
$1.33M - $1.39M
|
49.3K
$1.43M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
49.1K+ 35.25% |
$1.33M - $1.39M
|
188K
$5.48M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
48.6K+ 73.34% |
$1.31M - $1.37M
|
115K
$3.34M
|
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
44.3KNew |
$1.2M - $1.25M
|
44.3K
$1.29M
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
44.2K+ 47.14% |
$1.2M - $1.25M
|
138K
$4.01M
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
44KNew |
$1.19M - $1.24M
|
44K
$1.28M
|
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
41.5K+ 85.55% |
$1.12M - $1.17M
|
90.1K
$2.62M
|
|
|
May 10, 2023
Q1 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
41.3KNew |
$1.12M - $1.17M
|
41.3K
$1.2M
|
|
|
May 15, 2023
Q1 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
39.3K+ 19.93% |
$1.06M - $1.11M
|
236K
$6.86M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
38.5K+ 13.59% |
$1.04M - $1.09M
|
322K
$9.36M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
37.9KNew |
$1.03M - $1.07M
|
37.9K
$1.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
36KNew |
$974K - $1.02M
|
36K
$1.05M
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
35.1KNew |
$950K - $994K
|
35.1K
$1.02M
|