Latest Institutional Transactions on Vaneck ETF Tr Investment Grade (FLTR)
This table provides information on the latest institutional transactions involving Vaneck ETF Tr Investment Grade (FLTR) 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 |
---|---|---|---|---|---|---|---|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-5.37K- 93.06% |
$135K - $136K
|
400
$10.2K
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
806+ 2.04% |
$20.2K - $20.4K
|
40.4K
$1.03M
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
12.4KNew |
$312K - $314K
|
12.4K
$316K
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-1.8K- 64.52% |
$45.2K - $45.5K
|
990
$25.2K
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-105KClosed |
$2.63M - $2.65M
|
0
$0
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
1+ 2.56% |
$25.1 - $25.3
|
40
$1.02K
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-907- 67.84% |
$22.8K - $22.9K
|
430
$10.9K
|
|
Q3 2023 | |||||||
Jan 26, 2024
Q3 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
30.3KNew |
$762K - $768K
|
30.3K
$771K
|
|
Nov 14, 2023
Q3 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
36.5K+ 4.78% |
$918K - $925K
|
801K
$20.3M
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
3.14K+ 3.23% |
$78.8K - $79.4K
|
100K
$2.55M
|
|
Nov 14, 2023
Q3 2023
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
402KNew |
$10.1M - $10.2M
|
402K
$10.2M
|
|
Nov 13, 2023
Q3 2023
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
30KNew |
$754K - $759K
|
30K
$762K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
529New |
$13.3K - $13.4K
|
529
$13.4K
|
|
Nov 13, 2023
Q3 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-8.37K- 19.0% |
$210K - $212K
|
35.7K
$906K
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.06K- 6.75% |
$26.6K - $26.8K
|
14.6K
$372K
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-15K- 35.67% |
$378K - $381K
|
27.1K
$689K
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
10.1KNew |
$253K - $255K
|
10.1K
$256K
|
|
Oct 25, 2023
Q3 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
13KNew |
$326K - $328K
|
13K
$329K
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-6.54K- 1.61% |
$164K - $166K
|
400K
$10.2M
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
70+ 0.55% |
$1.76K - $1.77K
|
12.9K
$327K
|
|
Oct 23, 2023
Q3 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-218- 16.1% |
$5.48K - $5.52K
|
1.14K
$28.9K
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.77K- 1.05% |
$44.5K - $44.8K
|
167K
$4.23M
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
400+ 3.32% |
$10K - $10.1K
|
12.5K
$316K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
289New |
$7.26K - $7.31K
|
289
$7.34K
|
|
Oct 10, 2023
Q3 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.91K- 10.14% |
$48K - $48.3K
|
16.9K
$430K
|
|
Q2 2023 | |||||||
Feb 13, 2025
Q2 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-12.5KClosed |
$310K - $314K
|
0
$0
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
178+ 0.89% |
$4.43K - $4.49K
|
20.2K
$513K
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
6.52KNew |
$162K - $165K
|
6.52K
$166K
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-4.72K- 5.5% |
$117K - $119K
|
81K
$2.06M
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.73KNew |
$43K - $43.7K
|
1.73K
$44K
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.5K- 28.3% |
$37.3K - $37.9K
|
3.8K
$96.6K
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
192+ 2.38% |
$4.77K - $4.85K
|
8.26K
$210K
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-40- 4.17% |
$994 - $1.01K
|
920
$23.4K
|
|
Aug 04, 2023
Q2 2023
|
Price Capital Management, Inc.
Lafayette, LA |
BUY
|
- |
150KNew |
$3.73M - $3.79M
|
150K
$3.81M
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
27.7K+ 145.5% |
$687K - $698K
|
46.7K
$1.19M
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-439- 1.17% |
$10.9K - $11.1K
|
37K
$940K
|
|
Jul 26, 2023
Q2 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-400- 1.71% |
$9.94K - $10.1K
|
23K
$584K
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-960- 18.67% |
$23.9K - $24.2K
|
4.18K
$106K
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
1.21KNew |
$30K - $30.5K
|
1.21K
$30.7K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
True North Advisors, LLC
|
BUY
|
- |
11.5KNew |
$283K - $291K
|
11.5K
$292K
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
11.3KNew |
$278K - $286K
|
11.3K
$287K
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-11.8KClosed |
$290K - $299K
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
959+ 16.77% |
$23.6K - $24.3K
|
6.68K
$170K
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-4.62K- 30.13% |
$114K - $117K
|
10.7K
$272K
|
|
Apr 25, 2023
Q1 2023
|
Coho Partners, Ltd.
|
BUY
|
- |
1.09K+ 0.23% |
$26.9K - $27.7K
|
485K
$12.3M
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-7.87K- 38.07% |
$194K - $199K
|
12.8K
$325K
|
|
Q4 2022 | |||||||
Oct 02, 2023
Q4 2022
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
62.1KNew |
$1.53M - $1.55M
|
62.1K
$1.58M
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-47.1K- 72.59% |
$1.16M - $1.18M
|
17.8K
$452K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-3.35K- 9.94% |
$82.8K - $83.7K
|
30.4K
$772K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
450New |
$11.1K - $11.2K
|
450
$11.4K
|