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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-104K- 10.25% |
$2.75M - $3.03M
|
913K
$26.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-106K- 24.24% |
$2.79M - $3.08M
|
332K
$9.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-117K- 4.84% |
$3.07M - $3.39M
|
2.29M
$66.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-136K- 19.49% |
$3.59M - $3.96M
|
564K
$16.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Cypress Financial Planning LLC
|
SELL
|
- |
-143K- 72.79% |
$3.76M - $4.14M
|
53.3K
$1.55M
|
|
|
Feb 08, 2024
Q4 2023
|
My Wealth Management Inc.
|
SELL
|
- |
-146K- 39.32% |
$3.84M - $4.24M
|
225K
$6.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Services Advisory Inc
|
SELL
|
- |
-160K- 47.04% |
$4.21M - $4.64M
|
180K
$5.23M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-178K- 42.83% |
$4.69M - $5.18M
|
238K
$6.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-230K- 99.94% |
$6.06M - $6.68M
|
128
$3.72K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-230K- 69.9% |
$6.07M - $6.7M
|
99.3K
$2.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-318K- 27.22% |
$8.38M - $9.25M
|
851K
$24.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-321K- 85.04% |
$8.46M - $9.33M
|
56.5K
$1.64M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-321K- 80.88% |
$8.46M - $9.33M
|
75.9K
$2.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-377K- 32.84% |
$9.94M - $11M
|
772K
$22.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-430K- 30.69% |
$11.3M - $12.5M
|
972K
$28.2M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-744K- 24.5% |
$19.6M - $21.6M
|
2.29M
$66.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.59M- 19.79% |
$41.9M - $46.2M
|
6.45M
$187M
|