Purchases and Sales Made in Q3 2023 in Vaneck ETF Tr Semiconductor Et (SMH)
This table provides information about the institutional ownership of Vaneck ETF Tr Semiconductor Et (SMH) during Q3 2023. The information is specifically focused on institutions that hold shares of VANECK ETF TR SEMICONDUCTOR ET.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
375+ 75.0% |
$52.8K - $60.2K
|
875
$229K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
372+ 15.33% |
$52.3K - $59.8K
|
2.8K
$732K
|
|
Nov 08, 2023
Q3 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
370+ 1.36% |
$52.1K - $59.4K
|
27.6K
$7.23M
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
335+ 3.78% |
$47.1K - $53.8K
|
9.19K
$2.4M
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
330+ 100.0% |
$46.4K - $53K
|
660
$173K
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
300+ 9.07% |
$42.2K - $48.2K
|
3.61K
$944K
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
300+ 277.78% |
$42.2K - $48.2K
|
408
$107K
|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
300+ 4.28% |
$42.2K - $48.2K
|
7.31K
$1.91M
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
290+ 10.36% |
$40.8K - $46.6K
|
3.09K
$808K
|
|
Oct 31, 2023
Q3 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
265+ 14.26% |
$37.3K - $42.6K
|
2.12K
$555K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
257New |
$36.2K - $41.3K
|
257
$67.2K
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
257+ 3.66% |
$36.2K - $41.3K
|
7.27K
$1.9M
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
253+ 4.3% |
$35.6K - $40.6K
|
6.14K
$1.61M
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
249+ 40.42% |
$35K - $40K
|
865
$226K
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
215New |
$30.3K - $34.5K
|
215
$56.2K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
213+ 9.15% |
$30K - $34.2K
|
2.54K
$665K
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
207+ 10.08% |
$29.1K - $33.2K
|
2.26K
$591K
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
200+ 250.0% |
$28.1K - $32.1K
|
280
$73.2K
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
196+ 10.3% |
$27.6K - $31.5K
|
2.1K
$549K
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
196+ 166.1% |
$27.6K - $31.5K
|
314
$82.1K
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
189+ 5.41% |
$26.6K - $30.4K
|
3.69K
$964K
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
186+ 4.1% |
$26.2K - $29.9K
|
4.73K
$1.24M
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
BUY
|
- |
180+ 3.02% |
$25.3K - $28.9K
|
6.15K
$1.61M
|
|
Oct 30, 2023
Q3 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
173New |
$24.3K - $27.8K
|
173
$45.2K
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
169+ 13.8% |
$23.8K - $27.1K
|
1.39K
$365K
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
168+ 8.87% |
$23.6K - $27K
|
2.06K
$539K
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
164+ 1.49% |
$23.1K - $26.3K
|
11.2K
$2.93M
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
150+ 7.5% |
$21.1K - $24.1K
|
2.15K
$562K
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
138+ 363.16% |
$19.4K - $22.2K
|
176
$46K
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
137+ 45.07% |
$19.3K - $22K
|
441
$115K
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
130+ 1.25% |
$18.3K - $20.9K
|
10.5K
$2.76M
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
127+ 71.75% |
$17.9K - $20.4K
|
304
$79.5K
|
|
Oct 31, 2023
Q3 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
125+ 1.37% |
$17.6K - $20.1K
|
9.23K
$2.41M
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
120+ 3.24% |
$16.9K - $19.3K
|
3.83K
$1M
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
120+ 5.5% |
$16.9K - $19.3K
|
2.3K
$602K
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
119+ 0.42% |
$16.7K - $19.1K
|
28.2K
$7.37M
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
BUY
|
- |
118New |
$16.6K - $19K
|
118
$30.9K
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
112+ 4.76% |
$15.8K - $18K
|
2.46K
$644K
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
110+ 2.79% |
$15.5K - $17.7K
|
4.06K
$1.06M
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
110+ 9.48% |
$15.5K - $17.7K
|
1.27K
$332K
|
|
Oct 31, 2023
Q3 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
100+ 6.45% |
$14.1K - $16.1K
|
1.65K
$432K
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
100+ 3.07% |
$14.1K - $16.1K
|
3.36K
$878K
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
99New |
$13.9K - $15.9K
|
99
$25.9K
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
93New |
$13.1K - $14.9K
|
93
$24.3K
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
88New |
$12.4K - $14.1K
|
88
$23K
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
88+ 440.0% |
$12.4K - $14.1K
|
108
$28.2K
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
82New |
$11.5K - $13.2K
|
82
$21.4K
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
80+ 32.0% |
$11.3K - $12.8K
|
330
$86.3K
|
|
Oct 05, 2023
Q3 2023
|
Bay Rivers Group
|
BUY
|
- |
79+ 0.29% |
$11.1K - $12.7K
|
27.4K
$7.17M
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
77New |
$10.8K - $12.4K
|
77
$20.1K
|