Gradient Investments LLC Vaneck ETF Tr Mtg Reit Income Transaction History

Gradient Investments LLC

$4.41 Billion
Q2 2025

A detailed history of Gradient Investments LLC transactions in Vaneck ETF Tr Mtg Reit Income stock. As of the latest transaction made, Gradient Investments LLC holds 683,668 shares of MORT stock, worth $7.17 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

683,668

Previous 644,462 6.08%

Holding current value

$7.17 Million

Previous $7.1 Million 0.99%

% of portfolio

0.16%

Previous 0.18%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 08, 2025	BUY	$9.19 - $10.76 $360,303 - $421,856	39,206 Added 6.08%	683,668 $7.17 Million
Q1 2025 Apr 09, 2025	BUY	$10.35 - $11.79 $415,904 - $473,769	40,184 Added 6.65%	644,462 $7.1 Million
Q4 2024 Jan 21, 2025	BUY	$10.44 - $11.67 $373,574 - $417,587	35,783 Added 6.29%	604,278 $6.42 Million
Q3 2024 Oct 15, 2024	BUY	$10.79 - $12.29 $393,403 - $448,093	36,460 Added 6.85%	568,495 $6.86 Million
Q2 2024 Jul 18, 2024	BUY	$10.38 - $11.53 $5.52 Million - $6.13 Million	531,311 Added 73385.5%	532,035 $5.95 Million
Q2 2023 Jul 11, 2023	SELL	$10.18 - $12.01 $20 - $24	-2 Reduced 0.28%	724 $8,000
Q1 2023 Apr 17, 2023	SELL	$10.33 - $13.95 $785 - $1,060	-76 Reduced 9.48%	726 $8,000
Q4 2022 Jan 10, 2023	SELL	$10.18 - $13.09 $34,388 - $44,218	-3,378 Reduced 80.81%	802 $0
Q3 2022 Oct 14, 2022	SELL	$11.05 - $15.7 $3.11 Million - $4.42 Million	-281,770 Reduced 98.54%	4,180 $46,000
Q2 2022 Jul 11, 2022	SELL	$12.46 - $16.83 $2,591 - $3,500	-208 Reduced 0.07%	285,950 $4 Million
Q1 2022 May 26, 2022	SELL	$16.04 - $18.42 $7.08 Million - $8.13 Million	-441,264 Reduced 60.66%	286,158 $4.89 Million
Q4 2021 Jan 12, 2022	BUY	$17.39 - $19.73 $186,820 - $211,959	10,743 Added 1.5%	727,422 $13.1 Million
Q3 2021 Oct 18, 2021	BUY	$18.33 - $19.67 $657,753 - $705,838	35,884 Added 5.27%	716,679 $13.6 Million
Q2 2021 Jul 12, 2021	BUY	$18.22 - $20.56 $2.14 Million - $2.42 Million	117,702 Added 20.9%	680,795 $13.5 Million
Q1 2021 Apr 21, 2021	SELL	$16.18 - $19.26 $3.98 Million - $4.74 Million	-245,928 Reduced 30.4%	563,093 $10.7 Million
Q4 2020 Jan 08, 2021	SELL	$13.41 - $17.13 $145,538 - $185,911	-10,853 Reduced 1.32%	809,021 $11.3 Million
Q3 2020 Oct 06, 2020	SELL	$12.27 - $14.48 $129,190 - $152,459	-10,529 Reduced 1.27%	819,874 $11.4 Million
Q2 2020 Jul 10, 2020	BUY	$7.46 - $15.4 $2.27 Million - $4.7 Million	304,932 Added 58.03%	830,403 $11.2 Million
Q1 2020 Apr 07, 2020	SELL	$8.12 - $25.93 $139,282 - $444,777	-17,153 Reduced 3.16%	525,471 $5.26 Million
Q4 2019 Jan 15, 2020	BUY	$22.54 - $24.86 $6.86 Million - $7.56 Million	304,164 Added 127.55%	542,624 $13 Million
Q3 2019 Oct 10, 2019	BUY	$22.43 - $23.38 $936,990 - $976,676	41,774 Added 21.24%	238,460 $5.55 Million
Q2 2019 Jul 16, 2019	BUY	N/A	35,623 Added 22.12%	196,686 $4.56 Million
Q1 2019 Apr 11, 2019	SELL	N/A	-23,276 Reduced 12.63%	161,063 $3.8 Million
Q4 2018 Jan 18, 2019	SELL	N/A	-7,014 Reduced 3.67%	184,339 $3.93 Million
Q3 2018 Oct 11, 2018	SELL	N/A	-12,713 Reduced 6.23%	191,353 $4.59 Million
Q2 2018 Aug 09, 2018	SELL	N/A	-14,178 Reduced 6.5%	204,066 $4.87 Million
Q1 2018 Apr 11, 2018	SELL	N/A	-19,584 Reduced 8.23%	218,244 $5.02 Million
Q4 2017 Feb 07, 2018	SELL	N/A	-14,152 Reduced 5.62%	237,828 $5.73 Million
Q3 2017 Oct 16, 2017	BUY	N/A	251,980	251,980 $6.37 Million

Others Institutions Holding MORT

# of Institutions

Shares Held

6.68M

Call Options Held

17.4K

Put Options Held

17.4K

View Full List

About VANECK ETF TR MTG REIT INCOME

Ticker MORT
Sector ETFs
Industry ETFs

More about MORT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gradient Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gradient Investments LLC with notifications on news.

Account

Gradient Investments LLC Vaneck ETF Tr Mtg Reit Income Transaction History