Latest Institutional Transactions on Vaneck ETF Tr (CLOI)
This table provides information on the latest institutional transactions involving Vaneck ETF Tr (CLOI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
9.13KNew |
$481K - $486K
|
9.13K
$484K
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
3.13K+ 12.08% |
$165K - $166K
|
29K
$1.54M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.94K+ 65.93% |
$155K - $156K
|
7.41K
$392K
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
38.4K+ 120.03% |
$2.02M - $2.04M
|
70.4K
$3.73M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
91+ 0.05% |
$4.79K - $4.84K
|
200K
$10.6M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.57K+ 19.65% |
$82.7K - $83.5K
|
9.56K
$506K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
103K+ 287.81% |
$5.45M - $5.5M
|
139K
$7.38M
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-8.02K- 18.91% |
$423K - $427K
|
34.4K
$1.82M
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
571+ 51.72% |
$30.1K - $30.4K
|
1.68K
$88.7K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.51K- 9.92% |
$79.3K - $80K
|
13.7K
$723K
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-7- 0.65% |
$369 - $372
|
1.07K
$56.6K
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
2.85K+ 9.62% |
$150K - $151K
|
32.5K
$1.72M
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
1K+ 21.79% |
$52.8K - $53.3K
|
5.61K
$297K
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-750- 12.04% |
$39.5K - $39.9K
|
5.48K
$290K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
3+ 1.21% |
$158 - $159
|
251
$13.3K
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
10.6K+ 8.27% |
$558K - $563K
|
139K
$7.34M
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.72KNew |
$249K - $251K
|
4.72K
$250K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.15K+ 16.93% |
$113K - $114K
|
14.9K
$787K
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
61+ 50.41% |
$3.21K - $3.24K
|
182
$9.64K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
2.6KNew |
$137K - $138K
|
2.6K
$138K
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
13+ 1300.0% |
$685 - $691
|
14
$741
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
5+ 0.19% |
$263 - $266
|
2.67K
$142K
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
87.6KNew |
$4.62M - $4.66M
|
87.6K
$4.64M
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
71.5K+ 31.32% |
$3.77M - $3.8M
|
300K
$15.9M
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-134- 1.76% |
$7.06K - $7.12K
|
7.49K
$397K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
416K+ 601.6% |
$21.9M - $22.1M
|
485K
$25.7M
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
622New |
$32.8K - $33.1K
|
622
$32.9K
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
29.2KNew |
$1.54M - $1.55M
|
29.2K
$1.55M
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.38K+ 19.29% |
$230K - $233K
|
27.1K
$1.43M
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
11.9K+ 53.69% |
$625K - $631K
|
34K
$1.8M
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
18.4K+ 26.1% |
$970K - $978K
|
88.9K
$4.71M
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
95.6K+ 125.58% |
$5.04M - $5.08M
|
172K
$9.09M
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
14.8KNew |
$779K - $786K
|
14.8K
$783K
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
6.47KNew |
$341K - $344K
|
6.47K
$343K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-901- 19.51% |
$47.5K - $47.9K
|
3.72K
$197K
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-36- 0.54% |
$1.9K - $1.91K
|
6.65K
$352K
|
|
Apr 23, 2025
Q1 2025
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
BUY
|
- |
161K+ 1751.37% |
$8.46M - $8.54M
|
170K
$8.99M
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
54New |
$2.84K - $2.87K
|
54
$2.86K
|
|
Apr 23, 2025
Q1 2025
|
Ferguson Shapiro LLC
|
BUY
|
- |
66.3K+ 68.63% |
$3.5M - $3.53M
|
163K
$8.63M
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
8.56KNew |
$451K - $455K
|
8.56K
$453K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
171+ 6.95% |
$9.01K - $9.09K
|
2.63K
$139K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
81K+ 428.18% |
$4.27M - $4.31M
|
99.9K
$5.29M
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
5.98KNew |
$315K - $318K
|
5.98K
$317K
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
19.6K+ 118.65% |
$1.03M - $1.04M
|
36.1K
$1.91M
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-20- 0.23% |
$1.05K - $1.06K
|
8.5K
$450K
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
10.6KNew |
$557K - $563K
|
10.6K
$560K
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.93KNew |
$260K - $262K
|
4.93K
$261K
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
4.49KNew |
$236K - $238K
|
4.49K
$238K
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-311- 6.76% |
$16.4K - $16.5K
|
4.29K
$227K
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
7.73K+ 12.36% |
$407K - $411K
|
70.3K
$3.72M
|