Purchases and Sales Made in Q4 2023 in Vaneck Intermediate Muni ETF (ITM)
This table provides information about the institutional ownership of Vaneck Intermediate Muni ETF (ITM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.4KNew |
$235K - $254K
|
5.4K
$248K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.2K+ 14.76% |
$226K - $245K
|
40.5K
$1.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.75KNew |
$206K - $224K
|
4.75K
$218K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.7KNew |
$204K - $221K
|
4.7K
$215K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.4KNew |
$191K - $207K
|
4.4K
$202K
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
4.32KNew |
$188K - $204K
|
4.32K
$198K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
3.87K+ 31.59% |
$168K - $182K
|
16.1K
$739K
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
3.8K+ 24.28% |
$165K - $179K
|
19.5K
$891K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
3.37KNew |
$146K - $159K
|
3.37K
$155K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
3.23K+ 2.52% |
$140K - $152K
|
131K
$6.02M
|
|
|
Jan 26, 2024
Q4 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
3.22K+ 58.72% |
$140K - $152K
|
8.71K
$399K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.59K+ 101.41% |
$112K - $122K
|
5.14K
$236K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.29K+ 47.43% |
$99.5K - $108K
|
7.12K
$326K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.23K+ 7.11% |
$96.7K - $105K
|
33.6K
$1.54M
|
|
|
Jan 18, 2024
Q4 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
1.96K+ 8.12% |
$85.2K - $92.5K
|
26.1K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.66K+ 14.83% |
$72.1K - $78.2K
|
12.9K
$589K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.13KNew |
$48.8K - $53K
|
1.13K
$51.6K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.11KNew |
$48.4K - $52.5K
|
1.11K
$51.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
976New |
$42.4K - $46K
|
976
$44.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
794New |
$34.5K - $37.4K
|
794
$36.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
735+ 6.9% |
$31.9K - $34.6K
|
11.4K
$522K
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
655+ 6.79% |
$28.4K - $30.9K
|
10.3K
$472K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
620New |
$26.9K - $29.2K
|
620
$28.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
312New |
$13.5K - $14.7K
|
312
$14.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
240New |
$10.4K - $11.3K
|
240
$11K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
137+ 0.69% |
$5.95K - $6.45K
|
20.1K
$922K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
112New |
$4.86K - $5.28K
|
112
$5.13K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
86+ 1.12% |
$3.73K - $4.05K
|
7.76K
$356K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
65+ 0.67% |
$2.82K - $3.06K
|
9.74K
$447K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
59+ 0.63% |
$2.56K - $2.78K
|
9.5K
$435K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
56+ 16.28% |
$2.43K - $2.64K
|
400
$18.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
47+ 0.64% |
$2.04K - $2.21K
|
7.45K
$341K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
33+ 0.44% |
$1.43K - $1.55K
|
7.5K
$344K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
30+ 0.21% |
$1.3K - $1.41K
|
14.2K
$650K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
21+ 0.42% |
$912 - $989
|
4.97K
$228K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
20New |
$868 - $942
|
20
$917
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
5+ 0.78% |
$217 - $236
|
645
$29.6K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2+ 0.02% |
$86.8 - $94.2
|
9.18K
$421K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-80- 56.34% |
$3.47K - $3.77K
|
62
$2.84K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-104- 1.18% |
$4.52K - $4.9K
|
8.75K
$401K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-119- 9.02% |
$5.17K - $5.61K
|
1.2K
$55K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-134- 99.26% |
$5.82K - $6.31K
|
1
$45.8
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-228Closed |
$9.9K - $10.7K
|
0
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-247- 78.41% |
$10.7K - $11.6K
|
68
$3.12K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-320- 6.82% |
$13.9K - $15.1K
|
4.37K
$200K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-356- 1.88% |
$15.5K - $16.8K
|
18.5K
$850K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-367- 39.93% |
$15.9K - $17.3K
|
552
$25.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-428- 1.12% |
$18.6K - $20.2K
|
37.9K
$1.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-470- 0.97% |
$20.4K - $22.1K
|
48.2K
$2.21M
|
|
|
Jan 11, 2024
Q4 2023
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-556- 1.3% |
$24.1K - $26.2K
|
42.3K
$1.94M
|