Purchases and Sales Made in Q1 2023 in Vaneck Cef Muni Income ETF (XMPT)
This table provides information about the institutional ownership of Vaneck Cef Muni Income ETF (XMPT) during Q1 2023. The information is specifically focused on institutions that hold shares of VANECK CEF MUNI INCOME ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
1.05M+ 282.94% |
$22M - $23.7M
|
1.42M
$30.4M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
245K+ 47.2% |
$5.16M - $5.55M
|
765K
$16.4M
|
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
68K+ 86.27% |
$1.43M - $1.54M
|
147K
$3.15M
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
60K+ 8.76% |
$1.26M - $1.36M
|
745K
$16M
|
|
|
Apr 16, 2024
Q1 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
51K+ 5.61% |
$1.07M - $1.15M
|
960K
$20.6M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
47.3K+ 34.14% |
$996K - $1.07M
|
186K
$3.99M
|
|
|
Apr 18, 2023
Q1 2023
|
Hedeker Wealth, LLC
|
BUY
|
- |
28.2KNew |
$593K - $638K
|
28.2K
$605K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20.9K+ 25.19% |
$439K - $472K
|
104K
$2.22M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
19.8K+ 7.31% |
$418K - $449K
|
291K
$6.24M
|
|
|
Apr 19, 2023
Q1 2023
|
Simpli Fi, Inc.
|
BUY
|
- |
19.1KNew |
$402K - $432K
|
19.1K
$409K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.32KNew |
$196K - $211K
|
9.32K
$200K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.25K+ 36.39% |
$195K - $209K
|
34.7K
$743K
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
7.04K+ 39.37% |
$148K - $159K
|
24.9K
$534K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.88K+ 4.95% |
$124K - $133K
|
125K
$2.68M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
5.67K+ 10.38% |
$119K - $128K
|
60.3K
$1.29M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.36K+ 19.65% |
$113K - $121K
|
32.6K
$699K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.02K+ 12.85% |
$106K - $114K
|
44.1K
$946K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4KNew |
$84.2K - $90.6K
|
4K
$85.8K
|
|
|
Apr 25, 2023
Q1 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
3.99K+ 7.77% |
$84K - $90.4K
|
55.4K
$1.19M
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
2.2K+ 80.43% |
$46.3K - $49.8K
|
4.93K
$106K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.11K+ 2.57% |
$44.3K - $47.7K
|
84.2K
$1.81M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.63K+ 14.02% |
$34.2K - $36.8K
|
13.2K
$283K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.58KNew |
$33.1K - $35.7K
|
1.58K
$33.8K
|
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.01K+ 1.0% |
$21.1K - $22.8K
|
101K
$2.17M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
889+ 4.27% |
$18.7K - $20.1K
|
21.7K
$465K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
372New |
$7.83K - $8.42K
|
372
$7.98K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
160+ 19.32% |
$3.37K - $3.62K
|
988
$21.2K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
160+ 19.32% |
$3.37K - $3.62K
|
988
$21.2K
|
|
|
Apr 26, 2023
Q1 2023
|
Straight Path Wealth Management
|
BUY
|
- |
116+ 1.15% |
$2.44K - $2.63K
|
10.2K
$219K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
110+ 4.89% |
$2.31K - $2.49K
|
2.36K
$50.6K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
106+ 44.17% |
$2.23K - $2.4K
|
346
$7.42K
|
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
66+ 0.67% |
$1.39K - $1.49K
|
9.97K
$214K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 0.04% |
$21 - $22.6
|
2.6K
$55.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-50- 1.26% |
$1.05K - $1.13K
|
3.9K
$83.7K
|
|
|
May 11, 2023
Q1 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-64- 0.34% |
$1.35K - $1.45K
|
19K
$407K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-402- 1.71% |
$8.46K - $9.1K
|
23.1K
$496K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.61K- 10.16% |
$33.9K - $36.5K
|
14.3K
$306K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.19K- 19.35% |
$46.1K - $49.6K
|
9.13K
$196K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.42K- 16.15% |
$50.9K - $54.7K
|
12.5K
$269K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.27K- 5.39% |
$68.8K - $74K
|
57.4K
$1.23M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.39K- 13.36% |
$71.2K - $76.7K
|
22K
$471K
|
|
|
Apr 25, 2023
Q1 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-3.64K- 11.09% |
$76.6K - $82.4K
|
29.2K
$626K
|
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-7.06K- 82.95% |
$149K - $160K
|
1.45K
$31.1K
|
|
|
May 15, 2023
Q1 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-13.8K- 42.25% |
$291K - $313K
|
18.9K
$406K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-79K- 28.85% |
$1.66M - $1.79M
|
195K
$4.18M
|