Purchases and Sales Made in Q3 2023 in Vaneck Intermediate Muni ETF (ITM)
This table provides information about the institutional ownership of Vaneck Intermediate Muni ETF (ITM) during Q3 2023. The information is specifically focused on institutions that hold shares of VANECK INTERMEDIATE MUNI ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
760K+ 37.59% |
$33.5M - $35.2M
|
2.78M
$128M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
673K+ 110.98% |
$29.7M - $31.2M
|
1.28M
$58.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
427KNew |
$18.8M - $19.8M
|
427K
$19.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
232K+ 57.59% |
$10.2M - $10.7M
|
634K
$29.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
183K+ 437.51% |
$8.06M - $8.47M
|
225K
$10.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
135K+ 660.96% |
$5.95M - $6.25M
|
155K
$7.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
129K+ 21.84% |
$5.7M - $5.99M
|
721K
$33.1M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
99.4K+ 974.63% |
$4.38M - $4.6M
|
110K
$5.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
84.5K+ 49.73% |
$3.72M - $3.91M
|
254K
$11.7M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
55.1K+ 7.04% |
$2.43M - $2.55M
|
839K
$38.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
41.5KNew |
$1.83M - $1.92M
|
41.5K
$1.91M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
31.2KNew |
$1.38M - $1.45M
|
31.2K
$1.43M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
30.7KNew |
$1.36M - $1.42M
|
30.7K
$1.41M
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
28.5KNew |
$1.26M - $1.32M
|
28.5K
$1.31M
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
26.6K+ 4.4% |
$1.17M - $1.23M
|
631K
$29M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
24.9K+ 48.15% |
$1.1M - $1.15M
|
76.6K
$3.52M
|
|
|
Nov 07, 2023
Q3 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
24.6K+ 87.92% |
$1.09M - $1.14M
|
52.6K
$2.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
22.3K+ 14.52% |
$984K - $1.03M
|
176K
$8.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
21.1K+ 76.64% |
$930K - $977K
|
48.6K
$2.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.9K+ 1.44% |
$920K - $967K
|
1.47M
$67.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
20.6K+ 5.99% |
$908K - $954K
|
364K
$16.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
18.7K+ 3.11% |
$825K - $867K
|
620K
$28.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
17.5K+ 11.62% |
$772K - $811K
|
168K
$7.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
16.4K+ 14.67% |
$723K - $759K
|
128K
$5.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.3K+ 85.82% |
$718K - $754K
|
35.3K
$1.62M
|
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
16K+ 8.91% |
$706K - $741K
|
196K
$8.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.6K+ 84.22% |
$599K - $629K
|
29.7K
$1.36M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
12.1K+ 13.54% |
$532K - $559K
|
101K
$4.64M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
10.2KNew |
$450K - $472K
|
10.2K
$468K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
10.1K+ 1849.63% |
$445K - $468K
|
10.6K
$489K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
9.67KNew |
$426K - $448K
|
9.67K
$444K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.2K+ 66.24% |
$406K - $426K
|
23.1K
$1.06M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
7.92K+ 16.66% |
$349K - $367K
|
55.5K
$2.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
7.67KNew |
$338K - $355K
|
7.67K
$352K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.24K+ 84.34% |
$319K - $335K
|
15.8K
$727K
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
6.9K+ 128.97% |
$304K - $320K
|
12.3K
$562K
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.42KNew |
$283K - $297K
|
6.42K
$295K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
6.07K+ 43.66% |
$268K - $281K
|
20K
$917K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.06K+ 129.9% |
$267K - $281K
|
10.7K
$492K
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.79KNew |
$255K - $268K
|
5.79K
$266K
|
|
|
Oct 19, 2023
Q3 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
5.53KNew |
$244K - $256K
|
5.53K
$254K
|
|
|
Oct 16, 2023
Q3 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
5.49KNew |
$242K - $254K
|
5.49K
$252K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.83KNew |
$213K - $224K
|
4.83K
$222K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.69KNew |
$207K - $217K
|
4.69K
$215K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4.31K+ 15.94% |
$190K - $200K
|
31.3K
$1.44M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.22K+ 5.0% |
$142K - $149K
|
67.7K
$3.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.94K+ 43.78% |
$129K - $136K
|
9.64K
$443K
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2.31K+ 5.98% |
$102K - $107K
|
40.9K
$1.88M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
1.9K+ 27.32% |
$83.7K - $88K
|
8.85K
$406K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.55K+ 82.94% |
$68.4K - $71.8K
|
3.42K
$157K
|