Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
375+ 3.83% |
$10.2K - $10.5K
|
10.2K
$295K
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
364+ 66.06% |
$9.86K - $10.2K
|
915
$26.6K
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
320+ 3.39% |
$8.67K - $8.95K
|
9.76K
$284K
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
284+ 1.13% |
$7.69K - $7.94K
|
25.4K
$737K
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
220New |
$5.96K - $6.15K
|
220
$6.39K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
187New |
$5.07K - $5.23K
|
187
$5.43K
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
170+ 0.45% |
$4.61K - $4.75K
|
38.1K
$1.11M
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
155New |
$4.2K - $4.33K
|
155
$4.5K
|
|
Jul 10, 2023
Q2 2023
|
David J Yvars Group
|
BUY
|
- |
131+ 1.23% |
$3.55K - $3.66K
|
10.8K
$314K
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
127New |
$3.44K - $3.55K
|
127
$3.69K
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
114+ 1.35% |
$3.09K - $3.19K
|
8.57K
$249K
|
|
Oct 19, 2023
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
100+ 0.32% |
$2.71K - $2.8K
|
31.3K
$910K
|
|
Jan 16, 2024
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
100+ 0.32% |
$2.71K - $2.8K
|
31.3K
$910K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
86New |
$2.33K - $2.4K
|
86
$2.5K
|
|
Jul 11, 2023
Q2 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
82+ 0.56% |
$2.22K - $2.29K
|
14.7K
$428K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
66+ 0.52% |
$1.79K - $1.85K
|
12.6K
$367K
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
61New |
$1.65K - $1.71K
|
61
$1.77K
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
60+ 0.36% |
$1.63K - $1.68K
|
16.7K
$485K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
42+ 323.08% |
$1.14K - $1.17K
|
55
$1.6K
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
38New |
$1.03K - $1.06K
|
38
$1.1K
|
|
Aug 14, 2023
Q2 2023
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
38+ 17.04% |
$1.03K - $1.06K
|
261
$7.58K
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
37+ 0.14% |
$1K - $1.03K
|
26.3K
$765K
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
22+ 1.0% |
$596 - $615
|
2.22K
$64.5K
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
19+ 1.16% |
$515 - $531
|
1.66K
$48.1K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14+ 0.52% |
$379 - $391
|
2.69K
$78.2K
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
4+ 0.39% |
$108 - $112
|
1.04K
$30.1K
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
4+ 1.48% |
$108 - $112
|
274
$7.96K
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-4- 0.05% |
$108 - $112
|
7.4K
$215K
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-23- 0.33% |
$623 - $643
|
6.9K
$200K
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-35- 24.48% |
$948 - $979
|
108
$3.14K
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-36- 0.47% |
$975 - $1.01K
|
7.69K
$224K
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-40- 1.22% |
$1.08K - $1.12K
|
3.23K
$94K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-49- 5.88% |
$1.33K - $1.37K
|
784
$22.8K
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-68- 37.57% |
$1.84K - $1.9K
|
113
$3.28K
|
|
Aug 11, 2023
Q2 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-84- 75.0% |
$2.28K - $2.35K
|
28
$814
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-114- 0.52% |
$3.09K - $3.19K
|
21.7K
$630K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-123- 0.93% |
$3.33K - $3.44K
|
13.1K
$381K
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-168- 1.47% |
$4.55K - $4.7K
|
11.3K
$328K
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-187- 0.27% |
$5.07K - $5.23K
|
70K
$2.03M
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-216- 1.16% |
$5.85K - $6.04K
|
18.4K
$535K
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-266- 2.81% |
$7.21K - $7.44K
|
9.2K
$267K
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-272- 65.54% |
$7.37K - $7.61K
|
143
$4.16K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-294- 2.15% |
$7.96K - $8.22K
|
13.4K
$388K
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
SELL
|
- |
-318- 0.15% |
$8.61K - $8.89K
|
207K
$6.02M
|
|
Aug 08, 2023
Q2 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-395- 2.88% |
$10.7K - $11K
|
13.3K
$387K
|
|
Jul 21, 2023
Q2 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-400- 0.47% |
$10.8K - $11.2K
|
84.8K
$2.46M
|
|
Jul 21, 2023
Q2 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-421- 87.16% |
$11.4K - $11.8K
|
62
$1.8K
|
|
Aug 08, 2023
Q2 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-422- 1.4% |
$11.4K - $11.8K
|
29.7K
$864K
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-432- 3.47% |
$11.7K - $12.1K
|
12K
$349K
|