Purchases and Sales Made in Q3 2023 in Vaneck Intermediate Muni ETF (ITM)
This table provides information about the institutional ownership of Vaneck Intermediate Muni ETF (ITM) during Q3 2023. The information is specifically focused on institutions that hold shares of VANECK INTERMEDIATE MUNI ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-2.31K- 95.26% |
$102K - $107K
|
115
$5.34K
|
|
|
Nov 14, 2023
Q3 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-2.89K- 3.15% |
$127K - $134K
|
88.7K
$4.12M
|
|
|
Oct 25, 2023
Q3 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-2.92K- 6.28% |
$129K - $135K
|
43.5K
$2.02M
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.93K- 7.09% |
$129K - $136K
|
38.4K
$1.78M
|
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.43K- 8.06% |
$151K - $159K
|
39.2K
$1.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.08K- 9.47% |
$180K - $189K
|
39K
$1.81M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.19K- 4.31% |
$185K - $194K
|
93.2K
$4.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.38K- 4.11% |
$193K - $203K
|
102K
$4.75M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.49K- 4.0% |
$198K - $208K
|
108K
$5M
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-5.17K- 43.72% |
$228K - $240K
|
6.66K
$310K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.39K- 27.58% |
$238K - $250K
|
14.2K
$658K
|
|
|
Oct 30, 2023
Q3 2023
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-7.82K- 15.44% |
$345K - $362K
|
42.8K
$1.99M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.91K- 8.33% |
$349K - $366K
|
87K
$4.04M
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-8.56K- 10.04% |
$377K - $396K
|
76.6K
$3.56M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-10.6K- 4.63% |
$466K - $490K
|
218K
$10.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-12.2K- 30.04% |
$539K - $566K
|
28.5K
$1.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-12.7K- 7.0% |
$560K - $588K
|
169K
$7.83M
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-13.7K- 4.89% |
$603K - $633K
|
266K
$12.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-17.8K- 44.8% |
$783K - $823K
|
21.9K
$1.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-21.3K- 9.41% |
$940K - $987K
|
205K
$9.53M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-33.2K- 40.77% |
$1.47M - $1.54M
|
48.3K
$2.24M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-67.5K- 12.15% |
$2.98M - $3.12M
|
488K
$22.7M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-81.6K- 88.44% |
$3.6M - $3.78M
|
10.7K
$495K
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-204K- 70.0% |
$9M - $9.45M
|
87.4K
$4.06M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-344K- 89.46% |
$15.2M - $16M
|
40.6K
$1.89M
|