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 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-48- 12.87% |
$1.26K - $1.39K
|
325
$9.44K
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-48- 94.12% |
$1.26K - $1.39K
|
3
$87.2
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-50- 10.31% |
$1.32K - $1.45K
|
435
$12.6K
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-69- 95.83% |
$1.82K - $2.01K
|
3
$87.2
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-78- 2.69% |
$2.05K - $2.27K
|
2.82K
$82K
|
|
Jan 18, 2024
Q4 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-132- 1.2% |
$3.48K - $3.84K
|
10.9K
$316K
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-140- 75.68% |
$3.69K - $4.07K
|
45
$1.31K
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-140- 75.68% |
$3.69K - $4.07K
|
45
$1.31K
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-156- 0.58% |
$4.11K - $4.53K
|
26.9K
$780K
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-233- 1.59% |
$6.13K - $6.77K
|
14.4K
$418K
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-247- 91.82% |
$6.5K - $7.18K
|
22
$639
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-255- 0.88% |
$6.71K - $7.41K
|
28.6K
$831K
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-315- 1.0% |
$8.29K - $9.15K
|
31.1K
$904K
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-480- 4.86% |
$12.6K - $13.9K
|
9.4K
$273K
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-556- 1.66% |
$14.6K - $16.2K
|
33K
$957K
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-600- 7.45% |
$15.8K - $17.4K
|
7.45K
$216K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-605- 11.95% |
$15.9K - $17.6K
|
4.46K
$130K
|
|
Jan 19, 2024
Q4 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-633- 0.75% |
$16.7K - $18.4K
|
84.1K
$2.44M
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-647- 4.34% |
$17K - $18.8K
|
14.3K
$414K
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-790- 51.77% |
$20.8K - $23K
|
736
$21.4K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-794- 0.21% |
$20.9K - $23.1K
|
380K
$11M
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-808- 2.95% |
$21.3K - $23.5K
|
26.6K
$772K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-816- 80.31% |
$21.5K - $23.7K
|
200
$5.81K
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-848- 12.29% |
$22.3K - $24.6K
|
6.05K
$176K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-966- 2.54% |
$25.4K - $28.1K
|
37K
$1.08M
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-998- 3.26% |
$26.3K - $29K
|
29.6K
$860K
|
|
Jan 05, 2024
Q4 2023
|
Wela Strategies, Inc.
|
SELL
|
- |
-1.06K- 0.65% |
$27.9K - $30.7K
|
162K
$4.72M
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-1.07K- 44.0% |
$28.2K - $31.1K
|
1.36K
$39.6K
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-1.12K- 8.81% |
$29.5K - $32.5K
|
11.6K
$337K
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-1.5K- 10.33% |
$39.5K - $43.6K
|
13K
$378K
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-1.55K- 2.55% |
$40.8K - $45.1K
|
59.2K
$1.72M
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.6K- 7.21% |
$42.1K - $46.5K
|
20.6K
$598K
|
|
Jan 30, 2024
Q4 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-1.67K- 15.14% |
$43.9K - $48.4K
|
9.34K
$271K
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.81K- 6.12% |
$47.7K - $52.6K
|
27.8K
$807K
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-2K- 10.58% |
$52.7K - $58.1K
|
16.9K
$491K
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.1K- 5.71% |
$55.3K - $61K
|
34.7K
$1.01M
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.11K- 14.32% |
$55.4K - $61.2K
|
12.6K
$366K
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.5K- 13.9% |
$65.7K - $72.6K
|
15.5K
$449K
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.56K- 15.29% |
$67.4K - $74.4K
|
14.2K
$412K
|
|
Feb 02, 2024
Q4 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-2.65K- 9.13% |
$69.7K - $77K
|
26.4K
$766K
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-2.73K- 6.64% |
$71.9K - $79.4K
|
38.4K
$1.12M
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-2.87K- 5.46% |
$75.4K - $83.3K
|
49.6K
$1.44M
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-3.4K- 1.63% |
$89.4K - $98.7K
|
205K
$5.96M
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.55K- 10.68% |
$93.4K - $103K
|
29.7K
$862K
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-3.59K- 28.66% |
$94.4K - $104K
|
8.93K
$259K
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
SELL
|
- |
-3.69K- 4.16% |
$97.2K - $107K
|
85K
$2.47M
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.85K- 25.53% |
$101K - $112K
|
11.2K
$326K
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-3.86K- 1.81% |
$102K - $112K
|
209K
$6.08M
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-3.86K- 11.7% |
$102K - $112K
|
29.2K
$847K
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.26K- 1.91% |
$112K - $124K
|
219K
$6.35M
|