Purchases and Sales Made in Q1 2023 in Vaneck ETF Tr Investment Grade (FLTR)
This table provides information about the institutional ownership of Vaneck ETF Tr Investment Grade (FLTR) during Q1 2023. The information is specifically focused on institutions that hold shares of VANECK ETF TR INVESTMENT GRADE.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3K+ 750.0% |
$73.9K - $76K
|
3.4K
$86.7K
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.76K+ 32.04% |
$68K - $70K
|
11.4K
$290K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
2.29K+ 55.03% |
$56.4K - $58K
|
6.45K
$165K
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
1.46KNew |
$35.8K - $36.8K
|
1.46K
$37.1K
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
1.38K+ 6.05% |
$34K - $34.9K
|
24.2K
$617K
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.34K+ 43.4% |
$32.9K - $33.8K
|
4.41K
$112K
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.32K+ 3.21% |
$32.6K - $33.5K
|
42.6K
$1.09M
|
|
Apr 25, 2023
Q1 2023
|
Coho Partners, Ltd.
|
BUY
|
- |
1.09K+ 0.23% |
$26.9K - $27.7K
|
485K
$12.4M
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.03K+ 31.84% |
$25.3K - $26K
|
4.25K
$108K
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
1K+ 2710.81% |
$24.7K - $25.4K
|
1.04K
$26.5K
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
970+ 1.87% |
$23.9K - $24.6K
|
52.8K
$1.35M
|
|
Aug 29, 2023
Q1 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
964+ 8.78% |
$23.7K - $24.4K
|
11.9K
$304K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
959+ 16.77% |
$23.6K - $24.3K
|
6.68K
$170K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
808+ 3.26% |
$19.9K - $20.5K
|
25.6K
$653K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
780+ 3900.0% |
$19.2K - $19.7K
|
800
$20.4K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
688+ 3.58% |
$16.9K - $17.4K
|
19.9K
$507K
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
637New |
$15.7K - $16.1K
|
637
$16.2K
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
512+ 3.32% |
$12.6K - $13K
|
15.9K
$406K
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
465+ 1.64% |
$11.4K - $11.8K
|
28.8K
$735K
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
362+ 1.73% |
$8.91K - $9.17K
|
21.3K
$542K
|
|
Apr 06, 2023
Q1 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
182+ 1.6% |
$4.48K - $4.61K
|
11.6K
$295K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
126+ 1260.0% |
$3.1K - $3.19K
|
136
$3.47K
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
118+ 0.87% |
$2.91K - $2.99K
|
13.7K
$350K
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
100+ 0.3% |
$2.46K - $2.53K
|
33.1K
$843K
|
|
May 02, 2023
Q1 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
77+ 0.26% |
$1.9K - $1.95K
|
29.6K
$754K
|
|
Apr 25, 2023
Q1 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
25+ 0.03% |
$616 - $633
|
84.7K
$2.16M
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
14+ 1.34% |
$345 - $354
|
1.06K
$26.9K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7+ 1.27% |
$172 - $177
|
559
$14.2K
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
4New |
$98.5 - $101
|
4
$102
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-15- 0.08% |
$369 - $380
|
19.3K
$491K
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-97- 2.79% |
$2.39K - $2.46K
|
3.38K
$86.1K
|
|
Apr 28, 2023
Q1 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-229- 0.37% |
$5.64K - $5.8K
|
61.8K
$1.58M
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-538- 72.9% |
$13.2K - $13.6K
|
200
$5.1K
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-780- 97.5% |
$19.2K - $19.7K
|
20
$510
|
|
May 04, 2023
Q1 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-865- 6.16% |
$21.3K - $21.9K
|
13.2K
$336K
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-910- 1.98% |
$22.4K - $23K
|
45K
$1.15M
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-993- 1.66% |
$24.4K - $25.1K
|
58.8K
$1.5M
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1K- 16.67% |
$24.6K - $25.3K
|
5K
$127K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.15K- 0.34% |
$28.4K - $29.2K
|
337K
$8.58M
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.42K- 2.81% |
$35K - $36K
|
49.1K
$1.25M
|
|
May 03, 2023
Q1 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-1.42K- 3.66% |
$35K - $36K
|
37.4K
$954K
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.48K- 4.27% |
$36.5K - $37.6K
|
33.3K
$848K
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.84K- 9.98% |
$45.4K - $46.6K
|
16.6K
$424K
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.86K- 6.41% |
$45.7K - $47K
|
27.1K
$691K
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.88K- 11.52% |
$46.4K - $47.7K
|
14.5K
$369K
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-2.72K- 0.45% |
$66.9K - $68.8K
|
599K
$15.3M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.85K- 3.2% |
$70.2K - $72.2K
|
86.2K
$2.2M
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-2.91K- 59.26% |
$71.6K - $73.7K
|
2K
$51K
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-4.13K- 2.25% |
$102K - $105K
|
179K
$4.57M
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-4.5K- 45.92% |
$111K - $114K
|
5.3K
$135K
|