Purchases and Sales Made in Q4 2022 in Vaneck ETF Tr Investment Grade (FLTR)
This table provides information about the institutional ownership of Vaneck ETF Tr Investment Grade (FLTR) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
4.95K+ 21.14% |
$122K - $124K
|
28.4K
$723K
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
4.34K+ 0.14% |
$107K - $108K
|
3.01M
$76.8M
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
4.16KNew |
$103K - $104K
|
4.16K
$106K
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.01K+ 10.77% |
$99.1K - $100K
|
41.3K
$1.05M
|
|
Feb 09, 2023
Q4 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
3.51K+ 0.91% |
$86.7K - $87.6K
|
391K
$9.98M
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2.35K+ 17.72% |
$58K - $58.6K
|
15.6K
$397K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2KNew |
$49.4K - $49.9K
|
2K
$51K
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.73K+ 2.03% |
$42.7K - $43.1K
|
86.7K
$2.21M
|
|
Jan 18, 2023
Q4 2022
|
Madrona Financial Services, LLC
|
BUY
|
- |
1.67K+ 0.49% |
$41.2K - $41.6K
|
345K
$8.79M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.54K+ 14.12% |
$38K - $38.4K
|
12.4K
$317K
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.3K+ 13.27% |
$32.1K - $32.4K
|
11.1K
$283K
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.24K+ 62.76% |
$30.7K - $31K
|
3.23K
$82.2K
|
|
Feb 13, 2023
Q4 2022
|
Pointe Capital Management LLC
|
BUY
|
- |
1.22K+ 0.88% |
$30K - $30.3K
|
140K
$3.56M
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.13KNew |
$28K - $28.3K
|
1.13K
$28.9K
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.09KNew |
$26.8K - $27.1K
|
1.09K
$27.7K
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
548+ 1.69% |
$13.5K - $13.7K
|
33K
$842K
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
460+ 0.92% |
$11.4K - $11.5K
|
50.5K
$1.29M
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
450New |
$11.1K - $11.2K
|
450
$11.5K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
324New |
$8K - $8.08K
|
324
$8.26K
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
295+ 2.15% |
$7.29K - $7.36K
|
14K
$358K
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
225+ 1.13% |
$5.56K - $5.61K
|
20.1K
$513K
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
186+ 2.12% |
$4.59K - $4.64K
|
8.95K
$228K
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
99+ 0.98% |
$2.45K - $2.47K
|
10.2K
$259K
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
91New |
$2.25K - $2.27K
|
91
$2.32K
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
37New |
$914 - $923
|
37
$943
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
13+ 0.06% |
$321 - $324
|
20.7K
$527K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
10New |
$247 - $250
|
10
$255
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
10+ 0.97% |
$247 - $250
|
1.04K
$26.6K
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
10+ 1.37% |
$247 - $250
|
738
$18.8K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8+ 1.47% |
$198 - $200
|
552
$14.1K
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 50.0% |
$24.7 - $25
|
1
$25.5
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-80- 0.05% |
$1.98K - $2K
|
163K
$4.15M
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-100- 1.72% |
$2.47K - $2.5K
|
5.72K
$146K
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-150- 85.71% |
$3.71K - $3.74K
|
25
$637
|
|
Feb 13, 2023
Q4 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-166- 0.56% |
$4.1K - $4.14K
|
29.5K
$752K
|
|
Jan 20, 2023
Q4 2022
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-193- 1.67% |
$4.77K - $4.82K
|
11.4K
$290K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-196- 34.39% |
$4.84K - $4.89K
|
374
$9.53K
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-217- 2.42% |
$5.36K - $5.41K
|
8.76K
$223K
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-257- 0.77% |
$6.35K - $6.41K
|
33K
$841K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-277- 4.39% |
$6.84K - $6.91K
|
6.03K
$154K
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-470- 0.52% |
$11.6K - $11.7K
|
89.4K
$2.28M
|
|
Jan 26, 2023
Q4 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-650- 1.04% |
$16.1K - $16.2K
|
62.1K
$1.58M
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-740- 43.53% |
$18.3K - $18.5K
|
960
$24.5K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-769- 8.18% |
$19K - $19.2K
|
8.63K
$220K
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-845- 76.82% |
$20.9K - $21.1K
|
255
$6.5K
|
|
Feb 14, 2023
Q4 2022
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-1.01K- 1.18% |
$24.9K - $25.1K
|
84.7K
$2.16M
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.41K- 2.31% |
$34.9K - $35.3K
|
59.8K
$1.52M
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.66K- 3.1% |
$41K - $41.4K
|
51.8K
$1.32M
|
|
Jan 11, 2023
Q4 2022
|
Coho Partners, Ltd.
|
SELL
|
- |
-1.67K- 0.34% |
$41.1K - $41.5K
|
484K
$12.3M
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2K- 25.0% |
$49.4K - $49.9K
|
6K
$153K
|