Purchases and Sales Made in Q4 2022 in Vaneck Intermediate Muni ETF (ITM)
This table provides information about the institutional ownership of Vaneck Intermediate Muni ETF (ITM) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
4.8KNew |
$208K - $221K
|
4.8K
$219K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.74KNew |
$206K - $218K
|
4.74K
$216K
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.74KNew |
$206K - $218K
|
4.74K
$216K
|
|
Feb 13, 2023
Q4 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
4.72KNew |
$205K - $218K
|
4.72K
$215K
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.71K+ 17.27% |
$204K - $217K
|
32K
$1.46M
|
|
Jan 30, 2023
Q4 2022
|
Gen Trust, LLC
|
BUY
|
- |
4.3K+ 16.83% |
$187K - $198K
|
29.9K
$1.36M
|
|
Feb 01, 2023
Q4 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
4.28KNew |
$186K - $197K
|
4.28K
$195K
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
3.81K+ 11.53% |
$165K - $175K
|
36.8K
$1.68M
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.77K+ 5.39% |
$164K - $174K
|
73.8K
$3.36M
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
3.39K+ 28.94% |
$147K - $156K
|
15.1K
$687K
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.09K+ 12.24% |
$134K - $142K
|
28.3K
$1.29M
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
2.12KNew |
$92.1K - $97.8K
|
2.12K
$96.8K
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.57K+ 633.06% |
$68.1K - $72.3K
|
1.82K
$82.8K
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.42K+ 13.29% |
$61.4K - $65.2K
|
12.1K
$550K
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.37K+ 16.96% |
$59.2K - $62.9K
|
9.41K
$429K
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.17K+ 9.46% |
$50.7K - $53.8K
|
13.5K
$616K
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.12K+ 65.76% |
$48.4K - $51.4K
|
2.81K
$128K
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
750New |
$32.5K - $34.5K
|
750
$34.2K
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
506+ 6.99% |
$22K - $23.3K
|
7.75K
$353K
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
478New |
$20.7K - $22K
|
478
$21.8K
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
390+ 2.44% |
$16.9K - $18K
|
16.4K
$745K
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
317New |
$13.8K - $14.6K
|
317
$14.4K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
300+ 98.68% |
$13K - $13.8K
|
604
$27.5K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
267New |
$11.6K - $12.3K
|
267
$12.2K
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
225+ 1.46% |
$9.76K - $10.4K
|
15.7K
$713K
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
160+ 2.78% |
$6.94K - $7.37K
|
5.91K
$269K
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
137+ 1.67% |
$5.94K - $6.31K
|
8.36K
$381K
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
54+ 6.41% |
$2.34K - $2.49K
|
896
$40.8K
|
|
Feb 14, 2023
Q4 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
40+ 0.51% |
$1.74K - $1.84K
|
7.81K
$356K
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
40+ 0.5% |
$1.74K - $1.84K
|
7.98K
$364K
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
6+ 0.09% |
$260 - $276
|
6.42K
$292K
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1+ 0.01% |
$43.4 - $46.1
|
9.17K
$418K
|
|
Feb 10, 2023
Q4 2022
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-69- 0.92% |
$2.99K - $3.18K
|
7.47K
$340K
|
|
Jan 17, 2023
Q4 2022
|
Innova Wealth Partners
|
SELL
|
- |
-75- 0.83% |
$3.25K - $3.45K
|
8.94K
$407K
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-129- 12.59% |
$5.6K - $5.94K
|
896
$40.8K
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
SELL
|
- |
-400- 4.74% |
$17.4K - $18.4K
|
8.03K
$366K
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-436- 30.83% |
$18.9K - $20.1K
|
978
$44.6K
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-617- 2.92% |
$26.8K - $28.4K
|
20.5K
$934K
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-621- 3.76% |
$26.9K - $28.6K
|
15.9K
$724K
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-624- 6.63% |
$27.1K - $28.7K
|
8.78K
$400K
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-806- 1.99% |
$35K - $37.1K
|
39.7K
$1.81M
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-833Closed |
$36.1K - $38.4K
|
0
$0
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-950- 98.04% |
$41.2K - $43.7K
|
19
$866
|
|
Jan 20, 2023
Q4 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-1.13K- 2.07% |
$49K - $52K
|
53.4K
$2.43M
|
|
Feb 06, 2023
Q4 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.19K- 15.09% |
$51.5K - $54.7K
|
6.68K
$304K
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1.41K- 4.64% |
$61K - $64.8K
|
28.9K
$1.32M
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-1.52K- 21.0% |
$65.7K - $69.8K
|
5.7K
$260K
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-1.83K- 14.41% |
$79.3K - $84.1K
|
10.9K
$495K
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-1.96K- 8.15% |
$85K - $90.2K
|
22.1K
$1.01M
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.1K- 23.29% |
$90.9K - $96.5K
|
6.9K
$314K
|