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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Gen Trust, LLC
|
SELL
|
- |
-610- 2.45% |
$26.5K - $28.7K
|
24.3K
$1.12M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-798- 11.98% |
$34.6K - $37.6K
|
5.86K
$269K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-940- 11.5% |
$40.8K - $44.3K
|
7.24K
$332K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
SELL
|
- |
-974- 13.09% |
$42.3K - $45.9K
|
6.47K
$297K
|
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.08K- 2.23% |
$47K - $51K
|
47.5K
$2.18M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-1.25K- 16.48% |
$54.3K - $58.9K
|
6.33K
$291K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.35K- 3.47% |
$58.7K - $63.7K
|
37.7K
$1.73M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.55K- 45.34% |
$67.3K - $73.1K
|
1.87K
$85.9K
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
SELL
|
- |
-1.63K- 20.51% |
$70.9K - $76.9K
|
6.32K
$290K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.7K- 4.04% |
$73.8K - $80K
|
40.4K
$1.85M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.92K- 20.43% |
$83.5K - $90.6K
|
7.49K
$344K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.96K- 83.03% |
$85K - $92.2K
|
400
$18.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-2.17K- 14.3% |
$94K - $102K
|
13K
$596K
|
|
|
Feb 07, 2024
Q4 2023
|
Innova Wealth Partners
|
SELL
|
- |
-2.19K- 25.06% |
$94.9K - $103K
|
6.54K
$300K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.03K- 65.88% |
$131K - $143K
|
1.57K
$71.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.19K- 21.64% |
$138K - $150K
|
11.5K
$530K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.36K- 6.05% |
$146K - $158K
|
52.1K
$2.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-3.5K- 27.36% |
$152K - $165K
|
9.29K
$427K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.84K- 17.56% |
$167K - $181K
|
18K
$828K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-4.76K- 15.25% |
$207K - $224K
|
26.4K
$1.21M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.84K- 45.19% |
$210K - $228K
|
5.88K
$270K
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-5.03K- 0.8% |
$218K - $237K
|
626K
$28.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.39K- 5.93% |
$277K - $301K
|
101K
$4.65M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.77K- 42.8% |
$294K - $319K
|
9.05K
$416K
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-7.87K- 27.64% |
$342K - $371K
|
20.6K
$946K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8.29K- 10.12% |
$360K - $391K
|
73.6K
$3.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-8.63K- 4.91% |
$375K - $407K
|
167K
$7.68M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-10.6K- 11.38% |
$461K - $500K
|
82.6K
$3.79M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-11.5K- 28.37% |
$500K - $543K
|
29.1K
$1.34M
|
|
|
Feb 06, 2024
Q4 2023
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-11.6K- 20.89% |
$504K - $547K
|
43.9K
$2.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-13.2K- 0.9% |
$574K - $622K
|
1.45M
$66.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-14.9K- 68.96% |
$647K - $702K
|
6.7K
$308K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-15.5K- 22.85% |
$671K - $728K
|
52.2K
$2.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-16.5K- 42.2% |
$718K - $779K
|
22.6K
$1.04M
|
|
|
Jan 31, 2024
Q4 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-17K- 39.14% |
$740K - $803K
|
26.5K
$1.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-19K- 7.14% |
$824K - $894K
|
247K
$11.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-21.4K- 20.99% |
$931K - $1.01M
|
80.7K
$3.71M
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-23.1K- 13.73% |
$1M - $1.09M
|
145K
$6.66M
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-24.5K- 12.54% |
$1.07M - $1.16M
|
171K
$7.86M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-26.1K- 16.82% |
$1.13M - $1.23M
|
129K
$5.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-27K- 4.26% |
$1.17M - $1.27M
|
607K
$27.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-30.4K- 39.65% |
$1.32M - $1.43M
|
46.2K
$2.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-34.9K- 40.13% |
$1.52M - $1.64M
|
52.1K
$2.39M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-35.2K- 72.94% |
$1.53M - $1.66M
|
13.1K
$600K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-39.8K- 17.71% |
$1.73M - $1.87M
|
185K
$8.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-40.2K- 19.61% |
$1.75M - $1.89M
|
165K
$7.57M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-44K- 40.19% |
$1.91M - $2.07M
|
65.5K
$3.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-44.6K- 50.21% |
$1.93M - $2.1M
|
44.2K
$2.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-69.4K- 27.27% |
$3.01M - $3.27M
|
185K
$8.49M
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-83.1K- 89.03% |
$3.61M - $3.92M
|
10.3K
$471K
|