Purchases and Sales Made in Q4 2023 in Vaneck Intermediate Muni ETF (ITM)
This table provides information about the institutional ownership of Vaneck Intermediate Muni ETF (ITM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.75M+ 63.0% |
$76.1M - $82.6M
|
4.54M
$208M
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
982KNew |
$42.6M - $46.3M
|
982K
$45.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
604K+ 3.87% |
$26.2M - $28.5M
|
16.2M
$745M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
603KNew |
$26.2M - $28.4M
|
603K
$27.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
413KNew |
$17.9M - $19.4M
|
413K
$18.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
251K+ 34.84% |
$10.9M - $11.8M
|
972K
$44.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
249K+ 51.1% |
$10.8M - $11.7M
|
737K
$33.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
219K+ 768.58% |
$9.52M - $10.3M
|
248K
$11.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
165K+ 97.93% |
$7.17M - $7.78M
|
334K
$15.3M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
152K+ 26.09% |
$6.62M - $7.18M
|
737K
$33.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
112K+ 45.57% |
$4.85M - $5.26M
|
357K
$16.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
106KNew |
$4.61M - $5M
|
106K
$4.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
87.7KNew |
$3.81M - $4.13M
|
87.7K
$4.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
70.2K+ 228.32% |
$3.05M - $3.31M
|
101K
$4.63M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
56.5K+ 36.71% |
$2.45M - $2.66M
|
210K
$9.65M
|
|
|
Feb 06, 2024
Q4 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
52.2KNew |
$2.27M - $2.46M
|
52.2K
$2.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
51.6K+ 126.07% |
$2.24M - $2.43M
|
92.5K
$4.25M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
47.7K+ 55.97% |
$2.07M - $2.25M
|
133K
$6.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
45.6KNew |
$1.98M - $2.15M
|
45.6K
$2.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
40.7KNew |
$1.77M - $1.92M
|
40.7K
$1.87M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
39.6KNew |
$1.72M - $1.87M
|
39.6K
$1.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
38K+ 1262.22% |
$1.65M - $1.79M
|
41K
$1.88M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
BUY
|
- |
35.6K+ 16.34% |
$1.54M - $1.68M
|
253K
$11.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
30.6K+ 4.93% |
$1.33M - $1.44M
|
651K
$29.9M
|
|
|
Feb 09, 2024
Q4 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
27.5KNew |
$1.2M - $1.3M
|
27.5K
$1.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
25.8KNew |
$1.12M - $1.21M
|
25.8K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
24.1K+ 104.43% |
$1.05M - $1.14M
|
47.2K
$2.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Capital Strategies
|
BUY
|
- |
21.5KNew |
$933K - $1.01M
|
21.5K
$987K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
20.1K+ 188.65% |
$873K - $947K
|
30.8K
$1.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
18.6K+ 5.09% |
$806K - $874K
|
383K
$17.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
17.2KNew |
$746K - $809K
|
17.2K
$789K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
15.6K+ 110.38% |
$677K - $734K
|
29.7K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.9KNew |
$603K - $654K
|
13.9K
$637K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.9K+ 43.56% |
$562K - $610K
|
42.7K
$1.96M
|
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
10.8K+ 20.59% |
$470K - $510K
|
63.5K
$2.91M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
10.1KNew |
$440K - $477K
|
10.1K
$465K
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
9.72K+ 25.04% |
$422K - $458K
|
48.5K
$2.23M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
9.71K+ 100.41% |
$421K - $457K
|
19.4K
$889K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.53KNew |
$414K - $449K
|
9.53K
$438K
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
BUY
|
- |
9.28K+ 54.1% |
$403K - $437K
|
26.4K
$1.21M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
7.52KNew |
$327K - $354K
|
7.52K
$345K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.06K+ 24.81% |
$307K - $333K
|
35.5K
$1.63M
|
|
|
Feb 05, 2024
Q4 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
6.84KNew |
$297K - $322K
|
6.84K
$314K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.8K+ 6.66% |
$295K - $320K
|
109K
$5M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.54KNew |
$284K - $308K
|
6.54K
$300K
|
|
|
Feb 12, 2024
Q4 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
6.28KNew |
$273K - $296K
|
6.28K
$288K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.86K+ 31.85% |
$255K - $276K
|
24.3K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
5.56KNew |
$241K - $262K
|
5.56K
$255K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.45KNew |
$237K - $257K
|
5.45K
$250K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.4KNew |
$235K - $254K
|
5.4K
$248K
|