Purchases and Sales Made in Q4 2022 in Vaneck Short Muni ETF (SMB)
This table provides information about the institutional ownership of Vaneck Short Muni ETF (SMB) during Q4 2022. The information is specifically focused on institutions that hold shares of VANECK SHORT MUNI ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
812K+ 34.23% |
$13.4M - $13.8M
|
3.19M
$54.5M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
346K+ 155.53% |
$5.71M - $5.86M
|
569K
$9.72M
|
|
Jan 27, 2023
Q4 2022
|
Leisure Capital Management
|
BUY
|
- |
195KNew |
$3.21M - $3.3M
|
195K
$3.33M
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
166K+ 26.31% |
$2.74M - $2.81M
|
797K
$13.6M
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
160KNew |
$2.64M - $2.71M
|
160K
$2.74M
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
128K+ 426.67% |
$2.11M - $2.17M
|
158K
$2.7M
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
125K+ 119.62% |
$2.06M - $2.12M
|
229K
$3.92M
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
97KNew |
$1.6M - $1.64M
|
97K
$1.66M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
80.3KNew |
$1.32M - $1.36M
|
80.3K
$1.37M
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
38.6KNew |
$637K - $654K
|
38.6K
$660K
|
|
Feb 07, 2023
Q4 2022
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
33KNew |
$544K - $559K
|
33K
$564K
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
22.5K+ 6.72% |
$370K - $381K
|
357K
$6.1M
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22.3K+ 14.54% |
$368K - $378K
|
176K
$3M
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
20.5KNew |
$338K - $348K
|
20.5K
$351K
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
18.3K+ 15.8% |
$301K - $309K
|
134K
$2.29M
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
15.2KNew |
$251K - $257K
|
15.2K
$260K
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
14.3K+ 254.52% |
$236K - $243K
|
20K
$341K
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
12.1KNew |
$200K - $205K
|
12.1K
$207K
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
11.1KNew |
$183K - $188K
|
11.1K
$190K
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
10.8KNew |
$178K - $182K
|
10.8K
$184K
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
10.6KNew |
$175K - $180K
|
10.6K
$181K
|
|
Jan 03, 2023
Q4 2022
|
Impac Tfolio, LLC
|
BUY
|
- |
6.77K+ 7.11% |
$112K - $115K
|
102K
$1.75M
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.71K+ 5.4% |
$111K - $114K
|
131K
$2.24M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.41K+ 30.89% |
$72.8K - $74.7K
|
18.7K
$320K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.41K+ 8.44% |
$72.7K - $74.7K
|
56.6K
$968K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.01K+ 16.43% |
$66.1K - $67.9K
|
28.4K
$485K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.96KNew |
$48.8K - $50.1K
|
2.96K
$50.6K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.39KNew |
$39.3K - $40.4K
|
2.39K
$40.8K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.82KNew |
$30K - $30.9K
|
1.82K
$31.2K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.12K+ 7.25% |
$18.5K - $19K
|
16.6K
$283K
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
995+ 16.98% |
$16.4K - $16.9K
|
6.86K
$117K
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
789+ 4.64% |
$13K - $13.4K
|
17.8K
$304K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
615+ 100.0% |
$10.1K - $10.4K
|
1.23K
$21K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
542New |
$8.94K - $9.18K
|
542
$9.27K
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
326+ 84.46% |
$5.38K - $5.52K
|
712
$12.2K
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
104+ 0.16% |
$1.71K - $1.76K
|
66.2K
$1.13M
|
|
Feb 13, 2023
Q4 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
39+ 0.11% |
$643 - $661
|
36K
$616K
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
31+ 0.05% |
$511 - $525
|
66.4K
$1.13M
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11+ 0.06% |
$181 - $186
|
19.5K
$333K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2New |
$33 - $33.9
|
2
$34.2
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-10- 0.05% |
$165 - $169
|
18.2K
$311K
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-154- 0.76% |
$2.54K - $2.61K
|
20.1K
$344K
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-300- 2.65% |
$4.95K - $5.08K
|
11K
$188K
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-431- 37.71% |
$7.11K - $7.3K
|
712
$12.2K
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-500- 7.74% |
$8.25K - $8.47K
|
5.96K
$102K
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-747- 4.34% |
$12.3K - $12.7K
|
16.5K
$282K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-777- 3.0% |
$12.8K - $13.2K
|
25.1K
$430K
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.13K- 2.61% |
$18.6K - $19.1K
|
42.1K
$720K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.47K- 18.39% |
$24.3K - $25K
|
6.54K
$112K
|