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 |
---|---|---|---|---|---|---|---|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
4.85K+ 82.18% |
$231K - $251K
|
10.8K
$554K
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.64KNew |
$221K - $240K
|
4.64K
$239K
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
4.49K+ 13.32% |
$214K - $232K
|
38.2K
$1.97M
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.44KNew |
$211K - $230K
|
4.44K
$229K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.23K+ 10.31% |
$201K - $219K
|
45.2K
$2.33M
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.14K+ 44.91% |
$197K - $214K
|
13.3K
$688K
|
|
Jan 29, 2024
Q4 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
4.03KNew |
$192K - $208K
|
4.03K
$208K
|
|
Feb 14, 2024
Q4 2023
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
3.99KNew |
$190K - $206K
|
3.99K
$205K
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.93K+ 26.74% |
$187K - $203K
|
18.6K
$959K
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.89K+ 32.73% |
$185K - $201K
|
15.8K
$814K
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
3.6KNew |
$171K - $186K
|
3.6K
$186K
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
3.51K+ 15.39% |
$167K - $182K
|
26.4K
$1.36M
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.92K+ 3.86% |
$139K - $151K
|
78.5K
$4.05M
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
2.51K+ 51.05% |
$119K - $130K
|
7.42K
$383K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.11K+ 549.74% |
$100K - $109K
|
2.5K
$129K
|
|
Jan 24, 2024
Q4 2023
|
Sofi Wealth, LLC
|
BUY
|
- |
1.97K+ 3.12% |
$93.7K - $102K
|
65.1K
$3.36M
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.96K+ 9.8% |
$93.3K - $101K
|
22K
$1.13M
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
1.76K+ 8.33% |
$83.7K - $91K
|
22.9K
$1.18M
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.41K+ 12.06% |
$67.3K - $73.2K
|
13.1K
$677K
|
|
Feb 01, 2024
Q4 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
1.17K+ 18.87% |
$55.6K - $60.5K
|
7.37K
$380K
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.12KNew |
$53.1K - $57.7K
|
1.12K
$57.5K
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
1.11K+ 1.02% |
$52.8K - $57.4K
|
110K
$5.66M
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.1K+ 26.76% |
$52.3K - $56.9K
|
5.21K
$269K
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.1KNew |
$52.3K - $56.9K
|
1.1K
$56.7K
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.07K+ 8.23% |
$50.7K - $55.2K
|
14K
$723K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
858+ 9.96% |
$40.8K - $44.4K
|
9.47K
$488K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
847+ 11.85% |
$40.3K - $43.8K
|
7.99K
$412K
|
|
Jan 30, 2024
Q4 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
728+ 7.92% |
$34.6K - $37.7K
|
9.92K
$511K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
700New |
$33.3K - $36.2K
|
700
$36.1K
|
|
Jan 12, 2024
Q4 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
697+ 1.44% |
$33.2K - $36.1K
|
49.1K
$2.53M
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
607+ 3.94% |
$28.9K - $31.4K
|
16K
$825K
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
535+ 15.0% |
$25.5K - $27.7K
|
4.1K
$211K
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
524New |
$24.9K - $27.1K
|
524
$27K
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
485+ 2.67% |
$23.1K - $25.1K
|
18.6K
$960K
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
464+ 3.04% |
$22.1K - $24K
|
15.8K
$812K
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
438New |
$20.8K - $22.7K
|
438
$22.6K
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
420New |
$20K - $21.7K
|
420
$21.6K
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
411New |
$19.6K - $21.3K
|
411
$21.2K
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
322+ 170.37% |
$15.3K - $16.7K
|
511
$26.3K
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
315+ 2.26% |
$15K - $16.3K
|
14.2K
$734K
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
292+ 4.6% |
$13.9K - $15.1K
|
6.65K
$343K
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
261+ 3.3% |
$12.4K - $13.5K
|
8.18K
$421K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
243+ 44.18% |
$11.6K - $12.6K
|
793
$40.9K
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
242+ 930.77% |
$11.5K - $12.5K
|
268
$13.8K
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
229+ 0.98% |
$10.9K - $11.8K
|
23.6K
$1.22M
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
201New |
$9.56K - $10.4K
|
201
$10.4K
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
179+ 4.66% |
$8.52K - $9.26K
|
4.02K
$207K
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
177+ 0.91% |
$8.42K - $9.16K
|
19.6K
$1.01M
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
121+ 89.63% |
$5.76K - $6.26K
|
256
$13.2K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
113New |
$5.38K - $5.85K
|
113
$5.82K
|