Purchases and Sales Made in Q4 2023 in Vaneck Long Muni ETF (MLN)
This table provides information about the institutional ownership of Vaneck Long Muni ETF (MLN) during Q4 2023. The information is specifically focused on institutions that hold shares of VANECK LONG MUNI ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
797+ 2.23% |
$12.9K - $14.6K
|
36.5K
$667K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
746New |
$12.1K - $13.6K
|
746
$13.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
710New |
$11.5K - $13K
|
710
$13K
|
|
|
Jan 24, 2024
Q4 2023
|
Hedeker Wealth, LLC
|
BUY
|
- |
669+ 0.97% |
$10.8K - $12.2K
|
69.6K
$1.27M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
357+ 463.64% |
$5.78K - $6.52K
|
434
$7.92K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
161+ 1.0% |
$2.6K - $2.94K
|
16.3K
$297K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
83+ 4.35% |
$1.34K - $1.52K
|
1.99K
$36.3K
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
77New |
$1.25K - $1.41K
|
77
$1.41K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
13+ 0.91% |
$210 - $238
|
1.44K
$26.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
13+ 0.91% |
$210 - $238
|
1.44K
$26.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
10+ 0.89% |
$162 - $183
|
1.13K
$20.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-97- 0.24% |
$1.57K - $1.77K
|
40.9K
$747K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-290- 0.12% |
$4.69K - $5.3K
|
243K
$4.43M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.03K- 0.6% |
$16.7K - $18.9K
|
170K
$3.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-1.4K- 0.31% |
$22.6K - $25.5K
|
452K
$8.25M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.42K- 36.66% |
$23K - $26K
|
2.46K
$44.9K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-2.53K- 6.17% |
$41K - $46.3K
|
38.5K
$703K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.79K- 8.04% |
$45.1K - $51K
|
31.9K
$583K
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-3.42K- 16.93% |
$55.3K - $62.5K
|
16.8K
$306K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-4.84K- 11.0% |
$78.3K - $88.4K
|
39.1K
$714K
|
|
|
Jan 11, 2024
Q4 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-5.34K- 16.62% |
$86.4K - $97.5K
|
26.8K
$489K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-6.51K- 8.89% |
$105K - $119K
|
66.7K
$1.22M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-6.51K- 8.89% |
$105K - $119K
|
66.7K
$1.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-9.94K- 19.29% |
$161K - $182K
|
41.6K
$760K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.8K- 6.49% |
$192K - $216K
|
171K
$3.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-15.4K- 50.8% |
$250K - $282K
|
15K
$273K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-20.5K- 39.08% |
$331K - $374K
|
31.9K
$583K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-28.3K- 10.79% |
$458K - $518K
|
234K
$4.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-31.2K- 22.66% |
$505K - $571K
|
107K
$1.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-35.5K- 61.15% |
$574K - $649K
|
22.6K
$412K
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-37.2K- 31.02% |
$602K - $680K
|
82.7K
$1.51M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-39.5K- 27.46% |
$639K - $721K
|
104K
$1.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-40.8K- 14.38% |
$660K - $745K
|
243K
$4.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-50K- 72.28% |
$809K - $913K
|
19.2K
$350K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-98.3K- 88.77% |
$1.59M - $1.8M
|
12.4K
$227K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-98.3K- 24.79% |
$1.59M - $1.8M
|
298K
$5.45M
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-98.7K- 21.43% |
$1.6M - $1.8M
|
362K
$6.61M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-128K- 31.26% |
$2.07M - $2.34M
|
282K
$5.15M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-131K- 13.21% |
$2.12M - $2.4M
|
861K
$15.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-209K- 59.21% |
$3.38M - $3.82M
|
144K
$2.63M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-287K- 15.29% |
$4.65M - $5.25M
|
1.59M
$29.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-289K- 25.13% |
$4.68M - $5.28M
|
861K
$15.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-385K- 99.46% |
$6.23M - $7.04M
|
2.08K
$37.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-762K- 56.22% |
$12.3M - $13.9M
|
593K
$10.8M
|