Purchases and Sales Made in Q4 2023 in Vaneck Cef Muni Income ETF (XMPT)
This table provides information about the institutional ownership of Vaneck Cef Muni Income ETF (XMPT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
909KNew |
$16.4M - $19.4M
|
909K
$20.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
560KNew |
$10.1M - $12M
|
560K
$12.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
407K+ 51.59% |
$7.33M - $8.71M
|
1.2M
$27.2M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
55.3K+ 25.88% |
$996K - $1.18M
|
269K
$6.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
42K+ 198.88% |
$757K - $899K
|
63.1K
$1.44M
|
|
|
Feb 06, 2024
Q4 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
38.4KNew |
$692K - $822K
|
38.4K
$874K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
32.9K+ 3.84% |
$593K - $705K
|
891K
$20.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
24.7KNew |
$444K - $528K
|
24.7K
$561K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23.5KNew |
$423K - $502K
|
23.5K
$534K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
15.4K+ 43.92% |
$277K - $330K
|
50.5K
$1.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.3KNew |
$186K - $221K
|
10.3K
$235K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
10.1KNew |
$182K - $216K
|
10.1K
$229K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
9.71KNew |
$175K - $208K
|
9.71K
$221K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.08K+ 3.1% |
$146K - $173K
|
269K
$6.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.06K+ 17.19% |
$73.1K - $86.8K
|
27.7K
$630K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.53K+ 6.69% |
$63.5K - $75.5K
|
56.2K
$1.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.26K+ 16.79% |
$58.7K - $69.8K
|
22.7K
$516K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2K+ 133.31% |
$36K - $42.8K
|
3.5K
$79.7K
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
1.64K+ 8.67% |
$29.5K - $35K
|
20.5K
$467K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.13KNew |
$20.4K - $24.3K
|
1.13K
$25.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
707+ 2.41% |
$12.7K - $15.1K
|
30.1K
$684K
|
|
|
Jan 24, 2024
Q4 2023
|
Hedeker Wealth, LLC
|
BUY
|
- |
562+ 1.18% |
$10.1K - $12K
|
48.2K
$1.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
503+ 5.5% |
$9.06K - $10.8K
|
9.65K
$220K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
190+ 1.06% |
$3.42K - $4.07K
|
18.1K
$413K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
82+ 0.7% |
$1.48K - $1.75K
|
11.7K
$267K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
13+ 38.24% |
$234 - $278
|
47
$1.07K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4+ 0.76% |
$72 - $85.6
|
529
$12K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-11- 68.75% |
$198 - $235
|
5
$114
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-32- 1.29% |
$576 - $685
|
2.45K
$55.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-59- 6.94% |
$1.06K - $1.26K
|
791
$18K
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-110- 0.61% |
$1.98K - $2.35K
|
17.8K
$406K
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-735- 0.3% |
$13.2K - $15.7K
|
241K
$5.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-1.22K- 1.57% |
$21.9K - $26K
|
75.9K
$1.73M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.53K- 2.24% |
$27.6K - $32.8K
|
66.9K
$1.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.3K- 1.09% |
$41.5K - $49.3K
|
208K
$4.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-12K- 23.84% |
$217K - $258K
|
38.5K
$876K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-12.3K- 52.07% |
$222K - $264K
|
11.4K
$259K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-15K- 13.22% |
$271K - $321K
|
98.6K
$2.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-18.3K- 17.39% |
$330K - $392K
|
87.1K
$1.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-31.3K- 1.65% |
$563K - $669K
|
1.86M
$42.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-52K- 34.78% |
$937K - $1.11M
|
97.5K
$2.22M
|