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 15, 2023
Q1 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-4.51K- 6.43% |
$111K - $114K
|
65.6K
$1.67M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-4.62K- 30.13% |
$114K - $117K
|
10.7K
$273K
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-4.63K- 2.67% |
$114K - $117K
|
169K
$4.31M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.64K- 2.85% |
$114K - $118K
|
158K
$4.04M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.72K- 2.9% |
$116K - $120K
|
158K
$4.04M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.01K- 23.07% |
$148K - $152K
|
20K
$510K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-6.94K- 8.0% |
$171K - $176K
|
79.8K
$2.03M
|
|
|
Apr 21, 2023
Q1 2023
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-6.96K- 1.27% |
$171K - $176K
|
543K
$13.8M
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-7.41K- 5.31% |
$183K - $188K
|
132K
$3.37M
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-7.87K- 38.07% |
$194K - $199K
|
12.8K
$326K
|
|
|
Apr 24, 2023
Q1 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-8K- 25.48% |
$197K - $203K
|
23.4K
$596K
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-11.2K- 19.75% |
$275K - $283K
|
45.4K
$1.16M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-11.2K- 7.49% |
$275K - $283K
|
138K
$3.51M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-11.8KClosed |
$290K - $299K
|
0
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-13.4K- 72.23% |
$329K - $339K
|
5.14K
$131K
|
|
|
Apr 14, 2023
Q1 2023
|
White Pine Investment CO
|
SELL
|
- |
-16.1K- 6.03% |
$397K - $409K
|
252K
$6.41M
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-17K- 16.52% |
$418K - $429K
|
85.7K
$2.19M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-17.6K- 5.97% |
$433K - $445K
|
277K
$7.05M
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-19.8K- 4.09% |
$487K - $501K
|
464K
$11.8M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-21.5K- 53.05% |
$529K - $544K
|
19K
$484K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-22.5K- 14.18% |
$554K - $570K
|
136K
$3.47M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-23.1K- 16.67% |
$569K - $586K
|
116K
$2.95M
|
|
|
May 11, 2023
Q1 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-23.3K- 6.76% |
$574K - $590K
|
322K
$8.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-25K- 9.86% |
$615K - $632K
|
228K
$5.81M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-31.4K- 35.12% |
$773K - $795K
|
58K
$1.48M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-34.8K- 6.86% |
$857K - $881K
|
473K
$12M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-36.2K- 64.52% |
$891K - $916K
|
19.9K
$507K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-42.7K- 16.61% |
$1.05M - $1.08M
|
215K
$5.47M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-46.6K- 83.77% |
$1.15M - $1.18M
|
9.03K
$230K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-66.4K- 5.52% |
$1.63M - $1.68M
|
1.14M
$29M
|
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-68.7K- 27.46% |
$1.69M - $1.74M
|
181K
$4.62M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-74.4K- 11.61% |
$1.83M - $1.88M
|
566K
$14.4M
|
|
|
May 04, 2023
Q1 2023
|
Capital Advantage, Inc.
|
SELL
|
- |
-80K- 7.29% |
$1.97M - $2.03M
|
1.02M
$26M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-95.8K- 77.73% |
$2.36M - $2.43M
|
27.4K
$699K
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-101K- 5.71% |
$2.48M - $2.55M
|
1.66M
$42.4M
|
|
|
May 15, 2023
Q1 2023
|
Anson Capital, Inc.
|
SELL
|
- |
-121K- 73.93% |
$2.97M - $3.06M
|
42.6K
$1.09M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-334K- 62.46% |
$8.21M - $8.45M
|
200K
$5.11M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-397K- 12.2% |
$9.77M - $10.1M
|
2.86M
$72.9M
|