Purchases and Sales Made in Q4 2023 in Vaneck ETF Tr Semiconductor Et (SMH)
This table provides information about the institutional ownership of Vaneck ETF Tr Semiconductor Et (SMH) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
2.24K+ 1.35% |
$308K - $395K
|
168K
$41.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.23KNew |
$306K - $392K
|
2.23K
$551K
|
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
2.21K+ 6.76% |
$304K - $389K
|
34.9K
$8.63M
|
|
|
Jan 10, 2024
Q4 2023
|
New England Professional Planning Group Inc.
|
BUY
|
- |
2.21KNew |
$303K - $388K
|
2.21K
$545K
|
|
|
Jan 22, 2024
Q4 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
2.19KNew |
$300K - $384K
|
2.19K
$540K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.18K+ 11.93% |
$300K - $383K
|
20.4K
$5.05M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.15K+ 38.12% |
$295K - $378K
|
7.78K
$1.92M
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
2.13K+ 91.07% |
$293K - $375K
|
4.47K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
2.07KNew |
$284K - $364K
|
2.07K
$511K
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
2.07KNew |
$284K - $363K
|
2.07K
$510K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.06KNew |
$284K - $363K
|
2.06K
$510K
|
|
|
Jan 26, 2024
Q4 2023
|
Gruss & Co., LLC
|
BUY
|
- |
2KNew |
$275K - $352K
|
2K
$494K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.99K+ 8.44% |
$274K - $351K
|
25.6K
$6.33M
|
|
|
Mar 12, 2024
Q4 2023
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
1.97KNew |
$271K - $347K
|
1.97K
$488K
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.96KNew |
$269K - $344K
|
1.96K
$483K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.95K+ 27.05% |
$267K - $342K
|
9.14K
$2.26M
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
BUY
|
- |
1.94K+ 18.9% |
$267K - $341K
|
12.2K
$3.02M
|
|
|
Feb 20, 2024
Q4 2023
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
1.93KNew |
$266K - $340K
|
1.93K
$478K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.93K+ 2057.45% |
$266K - $340K
|
2.03K
$501K
|
|
|
Feb 12, 2024
Q4 2023
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
1.92KNew |
$264K - $337K
|
1.92K
$474K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.88KNew |
$259K - $331K
|
1.88K
$465K
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
1.85K+ 10.54% |
$255K - $326K
|
19.4K
$4.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
1.85K+ 18.2% |
$254K - $326K
|
12K
$2.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
1.84K+ 277.56% |
$253K - $324K
|
2.51K
$620K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.81K+ 2.86% |
$249K - $319K
|
65.1K
$16.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.77KNew |
$244K - $312K
|
1.77K
$438K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.74KNew |
$239K - $305K
|
1.74K
$429K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.74K+ 6.13% |
$239K - $305K
|
30.1K
$7.43M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1.74KNew |
$238K - $305K
|
1.74K
$429K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.73KNew |
$238K - $305K
|
1.73K
$429K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.73KNew |
$238K - $305K
|
1.73K
$428K
|
|
|
Feb 05, 2024
Q4 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
1.73K+ 12.47% |
$238K - $304K
|
15.6K
$3.86M
|
|
|
Jan 23, 2024
Q4 2023
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1.72KNew |
$236K - $302K
|
1.72K
$424K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.71KNew |
$235K - $300K
|
1.71K
$422K
|
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
1.7KNew |
$234K - $299K
|
1.7K
$420K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.7K+ 11.5% |
$233K - $298K
|
16.4K
$4.07M
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
1.69KNew |
$233K - $298K
|
1.69K
$418K
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.65KNew |
$227K - $290K
|
1.65K
$408K
|
|
|
Feb 07, 2024
Q4 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
1.63KNew |
$224K - $287K
|
1.63K
$403K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.62K+ 22.33% |
$223K - $286K
|
8.9K
$2.2M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.6KNew |
$220K - $282K
|
1.6K
$396K
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.6KNew |
$220K - $281K
|
1.6K
$395K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
1.59K+ 262.05% |
$218K - $279K
|
2.19K
$542K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
1.57KNew |
$216K - $276K
|
1.57K
$388K
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.55K+ 5.61% |
$213K - $273K
|
29.2K
$7.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.54KNew |
$212K - $271K
|
1.54K
$380K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.53KNew |
$210K - $269K
|
1.53K
$378K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
1.53KNew |
$210K - $269K
|
1.53K
$377K
|
|
|
Jan 10, 2025
Q4 2023
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.52KNew |
$209K - $267K
|
1.52K
$375K
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.51KNew |
$207K - $265K
|
1.51K
$372K
|