Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
34.2K+ 38.94% |
$901K - $994K
|
122K
$3.53M
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
32.4KNew |
$852K - $941K
|
32.4K
$935K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
32.1K+ 23.67% |
$845K - $932K
|
168K
$4.84M
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
30.4KNew |
$800K - $883K
|
30.4K
$879K
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
29KNew |
$764K - $843K
|
29K
$838K
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
27.9KNew |
$735K - $811K
|
27.9K
$806K
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
27K+ 37.31% |
$710K - $784K
|
99.3K
$2.87M
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
26.9K+ 243.05% |
$708K - $782K
|
38K
$1.1M
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
BUY
|
- |
25.7K+ 75.79% |
$678K - $748K
|
59.7K
$1.73M
|
|
Jan 18, 2024
Q4 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
25KNew |
$659K - $728K
|
25K
$724K
|
|
Jan 17, 2024
Q4 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
23.2K+ 59.75% |
$611K - $675K
|
62.1K
$1.79M
|
|
Feb 12, 2024
Q4 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
23.2K+ 55.19% |
$611K - $674K
|
65.2K
$1.89M
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
22.8K+ 7.33% |
$601K - $663K
|
334K
$9.65M
|
|
Jan 09, 2024
Q4 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
22.7KNew |
$597K - $659K
|
22.7K
$656K
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
22.4KNew |
$589K - $650K
|
22.4K
$646K
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
22.3K+ 14.46% |
$588K - $649K
|
177K
$5.11M
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
21.3KNew |
$562K - $620K
|
21.3K
$617K
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
21.1K+ 17.27% |
$556K - $614K
|
143K
$4.14M
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
20.5KNew |
$539K - $595K
|
20.5K
$591K
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
19.3KNew |
$507K - $560K
|
19.3K
$557K
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
18.6KNew |
$490K - $541K
|
18.6K
$538K
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
18.6K+ 68.36% |
$489K - $540K
|
45.8K
$1.32M
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
17.2K+ 57.44% |
$453K - $500K
|
47.2K
$1.36M
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
16.7KNew |
$440K - $485K
|
16.7K
$483K
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
16.3K+ 98.84% |
$430K - $475K
|
32.9K
$950K
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
16K+ 61.54% |
$421K - $465K
|
42K
$1.21M
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
15.6K+ 13.61% |
$410K - $452K
|
130K
$3.75M
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
15.4KNew |
$406K - $448K
|
15.4K
$446K
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
15.1KNew |
$398K - $439K
|
15.1K
$437K
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
15.1K+ 14.5% |
$397K - $438K
|
119K
$3.44M
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
14.7KNew |
$386K - $426K
|
14.7K
$424K
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
14KNew |
$368K - $407K
|
14K
$404K
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
12K+ 3.4% |
$315K - $348K
|
364K
$10.5M
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
11.8KNew |
$311K - $343K
|
11.8K
$342K
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
11.7KNew |
$308K - $340K
|
11.7K
$338K
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
11.6K+ 2.39% |
$304K - $336K
|
494K
$14.3M
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.4KNew |
$301K - $333K
|
11.4K
$331K
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
10.7K+ 27.52% |
$280K - $310K
|
49.4K
$1.43M
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10.5K+ 5.15% |
$277K - $306K
|
215K
$6.21M
|
|
Feb 13, 2024
Q4 2023
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
10.4KNew |
$273K - $301K
|
10.4K
$300K
|
|
Jan 25, 2024
Q4 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
10.3KNew |
$272K - $300K
|
10.3K
$298K
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.94K+ 63.25% |
$235K - $260K
|
23.1K
$667K
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
8.77KNew |
$231K - $255K
|
8.77K
$254K
|
|
Feb 14, 2024
Q4 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
8.53K+ 20.86% |
$225K - $248K
|
49.4K
$1.43M
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
8.29K+ 5.42% |
$218K - $241K
|
161K
$4.66M
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
8.16KNew |
$215K - $237K
|
8.16K
$236K
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.15K+ 7.18% |
$215K - $237K
|
122K
$3.52M
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
8.11K+ 56.13% |
$214K - $236K
|
22.6K
$652K
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
7.83K+ 2.86% |
$206K - $227K
|
282K
$8.14M
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
7.43K+ 48.41% |
$196K - $216K
|
22.8K
$658K
|