Purchases and Sales Made in Q4 2023 in Vaneck ETF Tr (CLOI)
This table provides information about the institutional ownership of Vaneck ETF Tr (CLOI) during Q4 2023. The information is specifically focused on institutions that hold shares of VANECK ETF TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
713KNew |
$37M - $37.4M
|
713K
$37.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
200KNew |
$10.4M - $10.5M
|
200K
$10.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
90.9K+ 34.36% |
$4.71M - $4.76M
|
355K
$18.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
37.1K+ 58.93% |
$1.93M - $1.95M
|
100K
$5.32M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
34.5K+ 33.58% |
$1.79M - $1.81M
|
137K
$7.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
33K+ 49.26% |
$1.71M - $1.73M
|
100K
$5.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
26.2K+ 379.4% |
$1.36M - $1.38M
|
33.1K
$1.76M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
14.5KNew |
$753K - $761K
|
14.5K
$770K
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
BUY
|
- |
12.9KNew |
$668K - $675K
|
12.9K
$684K
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
12KNew |
$622K - $629K
|
12K
$636K
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
11.3K+ 26.16% |
$584K - $590K
|
54.3K
$2.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
11K+ 112.97% |
$568K - $574K
|
20.6K
$1.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
10.6KNew |
$548K - $554K
|
10.6K
$561K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
8.22K+ 5.15% |
$427K - $431K
|
168K
$8.92M
|
|
|
Jan 23, 2024
Q4 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
7.51KNew |
$390K - $394K
|
7.51K
$399K
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
7.09KNew |
$368K - $372K
|
7.09K
$376K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
6.21KNew |
$322K - $326K
|
6.21K
$330K
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
BUY
|
- |
6.17KNew |
$320K - $323K
|
6.17K
$327K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.87KNew |
$305K - $308K
|
5.87K
$312K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
4.72K+ 4.08% |
$245K - $248K
|
120K
$6.4M
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
4.49KNew |
$233K - $235K
|
4.49K
$238K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
4.02KNew |
$209K - $211K
|
4.02K
$213K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.77K+ 97.41% |
$195K - $197K
|
7.63K
$405K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
3.38K+ 4.51% |
$175K - $177K
|
78.2K
$4.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.8KNew |
$145K - $147K
|
2.8K
$149K
|
|
|
Feb 12, 2024
Q4 2023
|
Adams Wealth Management
|
BUY
|
- |
2.39K+ 10.99% |
$124K - $125K
|
24.1K
$1.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.33KNew |
$69.2K - $69.9K
|
1.33K
$70.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
1.3K+ 33.15% |
$67.5K - $68.2K
|
5.22K
$277K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
700New |
$36.3K - $36.7K
|
700
$37.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
272+ 697.44% |
$14.1K - $14.3K
|
311
$16.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
218+ 1.5% |
$11.3K - $11.4K
|
14.7K
$782K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
142New |
$7.37K - $7.45K
|
142
$7.54K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
41New |
$2.13K - $2.15K
|
41
$2.18K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
27+ 4.1% |
$1.4K - $1.42K
|
686
$36.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
17+ 0.1% |
$882 - $891
|
16.5K
$878K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
13New |
$675 - $682
|
13
$690
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-65- 0.25% |
$3.37K - $3.41K
|
25.8K
$1.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-574- 90.68% |
$29.8K - $30.1K
|
59
$3.13K
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-975- 11.55% |
$50.6K - $51.1K
|
7.47K
$397K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.76K- 1.34% |
$91.5K - $92.5K
|
129K
$6.87M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.8K- 21.82% |
$613K - $620K
|
42.3K
$2.25M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-34K- 86.41% |
$1.76M - $1.78M
|
5.34K
$284K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-39.5K- 48.82% |
$2.05M - $2.07M
|
41.4K
$2.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-63.2K- 82.73% |
$3.28M - $3.31M
|
13.2K
$701K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-78.1K- 49.77% |
$4.05M - $4.1M
|
78.9K
$4.19M
|