Purchases and Sales Made in Q1 2024 in Vaneck Cef Muni Income ETF (XMPT)
This table provides information about the institutional ownership of Vaneck Cef Muni Income ETF (XMPT) during Q1 2024. 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 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
193K+ 10.38% |
$4.02M - $4.18M
|
2.05M
$46.8M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
71.2K+ 34.17% |
$1.48M - $1.54M
|
280K
$6.37M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
69.8K+ 212.01% |
$1.45M - $1.51M
|
103K
$2.34M
|
|
|
May 08, 2024
Q1 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
60.4K+ 157.2% |
$1.26M - $1.31M
|
98.8K
$2.25M
|
|
|
Apr 16, 2024
Q1 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
51K+ 5.61% |
$1.06M - $1.1M
|
960K
$21.8M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
40.1K+ 4.5% |
$834K - $868K
|
931K
$21.2M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
31.6KNew |
$658K - $684K
|
31.6K
$720K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
24.1KNew |
$501K - $522K
|
24.1K
$548K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15.5KNew |
$322K - $335K
|
15.5K
$352K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
13.9K+ 50.14% |
$289K - $300K
|
41.5K
$945K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.9K+ 6.05% |
$269K - $280K
|
227K
$5.16M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
11.7KNew |
$243K - $253K
|
11.7K
$266K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.3K+ 45.25% |
$213K - $222K
|
32.9K
$750K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
10.2KNew |
$211K - $220K
|
10.2K
$231K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.42K+ 14.97% |
$175K - $182K
|
64.6K
$1.47M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
8.21K+ 3.41% |
$171K - $178K
|
249K
$5.67M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.77K+ 68.36% |
$162K - $168K
|
19.1K
$436K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.34K+ 24.39% |
$153K - $159K
|
37.4K
$851K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.9K+ 11.69% |
$123K - $128K
|
56.4K
$1.28M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.92K+ 3.35% |
$60.7K - $63.1K
|
90K
$2.05M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.07KNew |
$43K - $44.8K
|
2.07K
$47K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
596New |
$12.4K - $12.9K
|
596
$13.6K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
300New |
$6.24K - $6.5K
|
300
$6.83K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
234+ 23400.0% |
$4.87K - $5.07K
|
235
$5.35K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
217+ 0.88% |
$4.52K - $4.7K
|
24.9K
$566K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
200+ 1.1% |
$4.16K - $4.33K
|
18.3K
$417K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
77+ 3.15% |
$1.6K - $1.67K
|
2.52K
$57.4K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
5New |
$104 - $108
|
5
$114
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-13- 0.06% |
$271 - $281
|
20.5K
$467K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-31- 65.96% |
$645 - $671
|
16
$364
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-43- 8.13% |
$895 - $931
|
486
$11.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-113- 14.29% |
$2.35K - $2.45K
|
678
$15.4K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-194- 5.54% |
$4.04K - $4.2K
|
3.31K
$75.3K
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-214- 1.2% |
$4.45K - $4.63K
|
17.6K
$401K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.33K- 11.35% |
$27.7K - $28.8K
|
10.4K
$237K
|
|
|
Apr 22, 2024
Q1 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-1.46K- 4.56% |
$30.4K - $31.6K
|
30.5K
$695K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.8K- 18.6% |
$37.4K - $38.9K
|
7.86K
$179K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.14K- 6.55% |
$86.1K - $89.6K
|
59K
$1.34M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.22K- 6.67% |
$87.8K - $91.3K
|
59K
$1.34M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.85K- 4.91% |
$101K - $105K
|
93.8K
$2.13M
|
|
|
Apr 18, 2024
Q1 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-5.48K- 11.37% |
$114K - $119K
|
42.7K
$971K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.15K- 0.77% |
$190K - $198K
|
1.19M
$27M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-15.5KClosed |
$322K - $335K
|
0
$0
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-35.2K- 46.4% |
$733K - $763K
|
40.7K
$926K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-42.4K- 15.75% |
$882K - $917K
|
227K
$5.16M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-42.4K- 15.75% |
$882K - $917K
|
227K
$5.16M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-80.8K- 82.89% |
$1.68M - $1.75M
|
16.7K
$380K
|
|
|
May 15, 2024
Q1 2024
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-506K- 90.43% |
$10.5M - $11M
|
53.6K
$1.22M
|