Latest Institutional Transactions on Vaneck ETF Tr Mtg Reit Income (MORT)
This table provides information on the latest institutional transactions involving Vaneck ETF Tr Mtg Reit Income (MORT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.26K- 3.21% |
$23.4K - $26.6K
|
68.1K
$715K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
4New |
$41.4 - $47.2
|
4
$42
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-690- 3.07% |
$7.14K - $8.14K
|
21.8K
$229K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-894- 4.37% |
$9.25K - $10.5K
|
19.6K
$205K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.2K+ 2.77% |
$116K - $132K
|
415K
$4.36M
|
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
472+ 0.5% |
$4.89K - $5.56K
|
94.9K
$996K
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
12.8KNew |
$132K - $151K
|
12.8K
$134K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
14.1KNew |
$145K - $166K
|
14.1K
$147K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17.1K+ 73.25% |
$177K - $202K
|
40.4K
$424K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-5.5K- 34.57% |
$56.9K - $64.8K
|
10.4K
$109K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.4K+ 7.65% |
$14.4K - $16.4K
|
19.6K
$206K
|
|
| Q4 2024 | |||||||
|
Jun 10, 2025
Q4 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-83Closed |
$867 - $969
|
0
$0
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.46K- 15.61% |
$46.5K - $52K
|
24.1K
$253K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
350New |
$3.65K - $4.08K
|
350
$3.67K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
3.85KNew |
$40.2K - $44.9K
|
3.85K
$40.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
640+ 5.17% |
$6.68K - $7.47K
|
13K
$137K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
13KNew |
$136K - $152K
|
13K
$137K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.41K+ 21.99% |
$77.3K - $86.5K
|
41.1K
$431K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
18+ 5.61% |
$188 - $210
|
339
$3.56K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
23.8K+ 947.48% |
$249K - $278K
|
26.4K
$277K
|
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
2.45K+ 37.81% |
$25.6K - $28.6K
|
8.93K
$93.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
129+ 1.23% |
$1.35K - $1.51K
|
10.6K
$112K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
7.04KNew |
$73.5K - $82.2K
|
7.04K
$73.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
2.53K+ 6.33% |
$26.4K - $29.5K
|
42.4K
$445K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
738New |
$7.7K - $8.61K
|
738
$7.74K
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
18KNew |
$188K - $210K
|
18K
$189K
|
|
|
Jan 15, 2025
Q4 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-1.55K- 94.68% |
$16.2K - $18.1K
|
87
$913
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-500- 11.11% |
$5.22K - $5.84K
|
4K
$42K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
21.3KNew |
$222K - $248K
|
21.3K
$223K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.3KNew |
$165K - $188K
|
15.3K
$160K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-22.1K- 62.46% |
$238K - $272K
|
13.3K
$139K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
20.5KNew |
$221K - $252K
|
20.5K
$215K
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
11.1KNew |
$120K - $136K
|
11.1K
$116K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
364New |
$3.93K - $4.47K
|
364
$3.82K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-118- 92.19% |
$1.27K - $1.45K
|
10
$105
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.94K+ 337.53% |
$42.5K - $48.4K
|
5.11K
$53.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-184- 1.58% |
$1.99K - $2.26K
|
11.5K
$120K
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
SELL
|
- |
-184- 1.58% |
$1.99K - $2.26K
|
11.5K
$120K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 0.56% |
$21.6 - $24.6
|
357
$3.74K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.63K- 4.67% |
$28.4K - $32.3K
|
53.6K
$562K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
50+ 20.0% |
$540 - $615
|
300
$3.15K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
267New |
$2.88K - $3.28K
|
267
$2.8K
|
|
| Q2 2024 | |||||||
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
758New |
$7.87K - $8.74K
|
758
$7.95K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-203- 77.19% |
$2.11K - $2.34K
|
60
$629
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9+ 2.57% |
$93.4 - $104
|
359
$3.77K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
413New |
$4.29K - $4.76K
|
413
$4.33K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-42.5KClosed |
$442K - $490K
|
0
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3KNew |
$31.1K - $34.6K
|
3K
$31.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
2+ 10.0% |
$20.8 - $23.1
|
22
$231
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
1KNew |
$10.4K - $11.5K
|
1K
$10.5K
|
|