Purchases and Sales Made in Q4 2023 in Vaneck ETF Tr Investment Grade (FLTR)
This table provides information about the institutional ownership of Vaneck ETF Tr Investment Grade (FLTR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-527- 48.22% |
$13.2K - $13.3K
|
566
$14.4K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-584- 1.4% |
$14.7K - $14.8K
|
41K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-585- 1.89% |
$14.7K - $14.8K
|
30.4K
$775K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-649- 1.42% |
$16.3K - $16.4K
|
45K
$1.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-660- 1.57% |
$16.6K - $16.7K
|
41.4K
$1.06M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-838- 0.62% |
$21K - $21.2K
|
134K
$3.41M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-907- 67.84% |
$22.8K - $22.9K
|
430
$11K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-930- 5.94% |
$23.3K - $23.5K
|
14.7K
$376K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.35K- 0.87% |
$33.9K - $34.1K
|
153K
$3.9M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.35K- 0.72% |
$33.9K - $34.1K
|
186K
$4.74M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.45K- 5.74% |
$36.3K - $36.5K
|
23.7K
$605K
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.58K- 10.06% |
$39.7K - $39.9K
|
14.1K
$360K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-1.8K- 64.52% |
$45.2K - $45.5K
|
990
$25.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-1.95K- 8.93% |
$48.9K - $49.2K
|
19.8K
$506K
|
|
|
Feb 13, 2024
Q4 2023
|
Anson Capital, Inc.
|
SELL
|
- |
-2.19K- 4.21% |
$55K - $55.4K
|
49.9K
$1.27M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.41K- 98.81% |
$60.5K - $60.9K
|
29
$739
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-2.45K- 49.64% |
$61.6K - $62K
|
2.49K
$63.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-2.8K- 3.86% |
$70.2K - $70.6K
|
69.7K
$1.78M
|
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-3.07K- 15.96% |
$77K - $77.4K
|
16.1K
$412K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-3.08K- 11.15% |
$77.3K - $77.8K
|
24.6K
$626K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.48K- 11.27% |
$87.4K - $88K
|
27.4K
$699K
|
|
|
Jan 22, 2024
Q4 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-4.65K- 5.95% |
$117K - $117K
|
73.5K
$1.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-5.37K- 93.06% |
$135K - $136K
|
400
$10.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-6.19K- 7.63% |
$155K - $156K
|
74.8K
$1.91M
|
|
|
Feb 14, 2024
Q4 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-6.53K- 5.81% |
$164K - $165K
|
106K
$2.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-7.66K- 14.83% |
$192K - $194K
|
44K
$1.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.88K- 6.21% |
$223K - $224K
|
134K
$3.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-11.1K- 99.95% |
$279K - $280K
|
6
$153
|
|
|
Jan 26, 2024
Q4 2023
|
White Pine Investment CO
|
SELL
|
- |
-12K- 5.85% |
$301K - $303K
|
193K
$4.92M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-14.1K- 7.58% |
$355K - $357K
|
172K
$4.39M
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-16.9K- 62.96% |
$423K - $426K
|
9.91K
$253K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-20K- 10.88% |
$501K - $505K
|
164K
$4.17M
|
|
|
Jan 17, 2024
Q4 2023
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-21.2K- 5.47% |
$532K - $535K
|
366K
$9.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-21.8K- 57.78% |
$547K - $550K
|
15.9K
$406K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-24K- 39.78% |
$601K - $605K
|
36.3K
$924K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-33.2K- 0.87% |
$832K - $838K
|
3.78M
$96.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-50.7K- 1.92% |
$1.27M - $1.28M
|
2.6M
$66.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-67.3K- 16.04% |
$1.69M - $1.7M
|
352K
$8.98M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-80.3K- 15.14% |
$2.02M - $2.03M
|
450K
$11.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-83.7K- 9.93% |
$2.1M - $2.11M
|
759K
$19.3M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-83.7K- 9.93% |
$2.1M - $2.11M
|
759K
$19.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-105KClosed |
$2.63M - $2.65M
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-114K- 12.95% |
$2.86M - $2.88M
|
765K
$19.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-122K- 29.5% |
$3.06M - $3.08M
|
291K
$7.42M
|
|
|
Jan 22, 2024
Q4 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-185K- 47.25% |
$4.65M - $4.68M
|
207K
$5.28M
|
|
|
Jan 11, 2024
Q4 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-348K- 19.02% |
$8.73M - $8.78M
|
1.48M
$37.7M
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-350K- 80.39% |
$8.8M - $8.85M
|
85.5K
$2.18M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-600K- 27.5% |
$15.1M - $15.2M
|
1.58M
$40.3M
|