Purchases and Sales Made in Q3 2023 in Vaneck Cef Muni Income ETF (XMPT)
This table provides information about the institutional ownership of Vaneck Cef Muni Income ETF (XMPT) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
160K+ 9.21% |
$3M - $3.41M
|
1.89M
$40.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
117KNew |
$2.2M - $2.51M
|
117K
$2.51M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
107KNew |
$2M - $2.28M
|
107K
$2.29M
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
77.2KNew |
$1.45M - $1.65M
|
77.2K
$1.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
74.4K+ 98.9% |
$1.4M - $1.59M
|
150K
$3.21M
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
60K+ 7.52% |
$1.13M - $1.29M
|
858K
$18.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
42.7K+ 25.43% |
$802K - $914K
|
211K
$4.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18KNew |
$337K - $384K
|
18K
$385K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
10.7K+ 82.25% |
$200K - $228K
|
23.6K
$506K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.5K+ 99.09% |
$197K - $225K
|
21.1K
$453K
|
|
|
Nov 07, 2023
Q3 2023
|
Hedeker Wealth, LLC
|
BUY
|
- |
6.34K+ 15.37% |
$119K - $136K
|
47.6K
$1.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.1K+ 45.77% |
$114K - $130K
|
19.4K
$416K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.43K+ 12.02% |
$102K - $116K
|
50.5K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
3.71K+ 1.56% |
$69.7K - $79.4K
|
242K
$5.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.52K+ 2.97% |
$28.5K - $32.5K
|
52.7K
$1.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
314+ 0.9% |
$5.89K - $6.72K
|
35.1K
$752K
|
|
|
Oct 10, 2023
Q3 2023
|
Simpli Fi, Inc.
|
BUY
|
- |
277+ 0.87% |
$5.2K - $5.93K
|
32K
$686K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
113+ 4.78% |
$2.12K - $2.42K
|
2.48K
$53.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
71New |
$1.33K - $1.52K
|
71
$1.52K
|
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
60+ 0.21% |
$1.13K - $1.28K
|
28.8K
$618K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
42New |
$788 - $899
|
42
$900
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
34New |
$638 - $728
|
34
$729
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
12+ 1.21% |
$225 - $257
|
1K
$21.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
BUY
|
- |
5+ 0.68% |
$93.9 - $107
|
742
$15.9K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2+ 0.38% |
$37.5 - $42.8
|
525
$11.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-133- 0.56% |
$2.5K - $2.85K
|
23.7K
$508K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-378- 1.27% |
$7.1K - $8.09K
|
29.4K
$629K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-495- 4.08% |
$9.29K - $10.6K
|
11.6K
$250K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-547- 26.71% |
$10.3K - $11.7K
|
1.5K
$32.2K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-725- 46.03% |
$13.6K - $15.5K
|
850
$18.2K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-1.47KClosed |
$27.5K - $31.4K
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.79K- 16.36% |
$33.6K - $38.3K
|
9.15K
$196K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.34K- 22.9% |
$62.6K - $71.4K
|
11.2K
$241K
|
|
|
Oct 17, 2023
Q3 2023
|
Cross Staff Investments Inc
|
SELL
|
- |
-4K- 10.26% |
$75.1K - $85.6K
|
35K
$750K
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-6.21K- 10.25% |
$117K - $133K
|
54.3K
$1.16M
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-6.95K- 27.9% |
$130K - $149K
|
18K
$385K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.35K- 6.08% |
$138K - $157K
|
114K
$2.44M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11K- 13.9% |
$207K - $236K
|
68.4K
$1.47M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-39K- 12.99% |
$731K - $834K
|
261K
$5.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-63.3K- 37.54% |
$1.19M - $1.36M
|
105K
$2.26M
|