Purchases and Sales Made in Q4 2023 in Vaneck High Yield Muni ETF (HYD)
This table provides information about the institutional ownership of Vaneck High Yield Muni ETF (HYD) during Q4 2023. The information is specifically focused on institutions that hold shares of VANECK HIGH YIELD MUNI ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
22.9KNew |
$1.09M - $1.19M
|
22.9K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
21.8KNew |
$1.04M - $1.13M
|
21.8K
$1.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
20.9KNew |
$996K - $1.08M
|
20.9K
$1.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
20KNew |
$952K - $1.03M
|
20K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
19.9K+ 103.94% |
$947K - $1.03M
|
39.1K
$2.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
19.9K+ 2.36% |
$946K - $1.03M
|
861K
$44.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
18.8KNew |
$893K - $971K
|
18.8K
$967K
|
|
|
Jan 25, 2024
Q4 2023
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
16.9KNew |
$804K - $874K
|
16.9K
$871K
|
|
|
Feb 06, 2024
Q4 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
16.1K+ 114.81% |
$767K - $834K
|
30.1K
$1.55M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
15.9KNew |
$755K - $821K
|
15.9K
$818K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
15.5K+ 33.09% |
$738K - $803K
|
62.4K
$3.22M
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
15.5K+ 35.53% |
$738K - $803K
|
59.2K
$3.05M
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
15.5K+ 10.34% |
$738K - $802K
|
165K
$8.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
14.7KNew |
$698K - $759K
|
14.7K
$756K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
14KNew |
$665K - $723K
|
14K
$720K
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
14KNew |
$665K - $723K
|
14K
$720K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
13.4KNew |
$637K - $693K
|
13.4K
$690K
|
|
|
Feb 07, 2024
Q4 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
13.3KNew |
$632K - $687K
|
13.3K
$684K
|
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
11.8KNew |
$562K - $611K
|
11.8K
$608K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
10K+ 587.1% |
$476K - $518K
|
11.7K
$604K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
9.52K+ 288.11% |
$453K - $493K
|
12.8K
$661K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
9.04KNew |
$430K - $468K
|
9.04K
$466K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
9KNew |
$428K - $466K
|
9K
$464K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.88K+ 10.38% |
$422K - $459K
|
94.4K
$4.87M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.33KNew |
$396K - $431K
|
8.33K
$429K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
8.27K+ 15.05% |
$393K - $428K
|
63.2K
$3.26M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
8.21KNew |
$391K - $425K
|
8.21K
$423K
|
|
|
Feb 09, 2024
Q4 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
8.15KNew |
$388K - $422K
|
8.15K
$420K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.07KNew |
$384K - $418K
|
8.07K
$416K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
7.97KNew |
$379K - $412K
|
7.97K
$411K
|
|
|
Jan 19, 2024
Q4 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
7.9KNew |
$376K - $409K
|
7.9K
$407K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
7.81K+ 47.18% |
$372K - $404K
|
24.4K
$1.26M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
7.58KNew |
$361K - $392K
|
7.58K
$391K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.53K+ 84.29% |
$358K - $389K
|
16.5K
$848K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.52K+ 20.7% |
$358K - $389K
|
43.8K
$2.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
7.51K+ 58.2% |
$357K - $388K
|
20.4K
$1.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.49K+ 173.4% |
$356K - $387K
|
11.8K
$609K
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
7.49K+ 11.38% |
$356K - $387K
|
73.3K
$3.78M
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
7.37K+ 76.31% |
$351K - $381K
|
17K
$878K
|
|
|
Feb 06, 2024
Q4 2023
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
6.56KNew |
$312K - $339K
|
6.56K
$338K
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
6.38KNew |
$304K - $330K
|
6.38K
$329K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.23K+ 53.73% |
$297K - $322K
|
17.8K
$919K
|
|
|
Feb 13, 2024
Q4 2023
|
Lansing Street Advisors
|
BUY
|
- |
6.21KNew |
$295K - $321K
|
6.21K
$320K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
6.06K+ 83.7% |
$289K - $314K
|
13.3K
$686K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.03KNew |
$287K - $312K
|
6.03K
$311K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.99KNew |
$285K - $310K
|
5.99K
$309K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
5.74K+ 128.04% |
$273K - $297K
|
10.2K
$526K
|
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
5.32KNew |
$253K - $275K
|
5.32K
$274K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
5.25KNew |
$250K - $272K
|
5.25K
$271K
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
BUY
|
- |
4.96KNew |
$236K - $257K
|
4.96K
$256K
|