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 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
132New |
$1.48K - $1.64K
|
132
$1.49K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
269New |
$3.01K - $3.35K
|
269
$3.04K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
17.8KNew |
$199K - $222K
|
17.8K
$201K
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
BUY
|
- |
2.84KNew |
$31.8K - $35.4K
|
2.84K
$32.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.2KNew |
$114K - $127K
|
10.2K
$116K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-6K- 80.0% |
$67.1K - $74.8K
|
1.5K
$16.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
539+ 3.99% |
$6.03K - $6.72K
|
14K
$159K
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
10.1KNew |
$113K - $125K
|
10.1K
$114K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-430- 7.52% |
$4.38K - $5.16K
|
5.29K
$59.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
2.75KNew |
$28K - $33K
|
2.75K
$31K
|
|
|
Aug 03, 2023
Q2 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-47.7K- 94.91% |
$485K - $573K
|
2.56K
$28.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
468+ 3.86% |
$4.76K - $5.62K
|
12.6K
$142K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
20.5KNew |
$208K - $246K
|
20.5K
$231K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.16K- 8.88% |
$11.8K - $13.9K
|
11.9K
$134K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-86- 0.81% |
$875 - $1.03K
|
10.6K
$120K
|
|
| Q1 2023 | |||||||
|
Jul 10, 2024
Q1 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-781- 5.74% |
$8.07K - $10.9K
|
12.8K
$145K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1KNew |
$10.3K - $14K
|
1K
$11.3K
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-7.67K- 42.68% |
$79.3K - $107K
|
10.3K
$116K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3.55KNew |
$36.6K - $49.5K
|
3.55K
$40K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
683+ 6.74% |
$7.06K - $9.53K
|
10.8K
$122K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.55KNew |
$36.6K - $49.5K
|
3.55K
$40K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
14.7K+ 10.37% |
$152K - $205K
|
157K
$1.77M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.51KNew |
$25.9K - $35K
|
2.51K
$28.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
560New |
$5.78K - $7.81K
|
560
$6.32K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
241New |
$2.49K - $3.36K
|
241
$2.72K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
367New |
$3.79K - $5.12K
|
367
$4.14K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
69+ 1.14% |
$702 - $903
|
6.1K
$68.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
585New |
$5.96K - $7.66K
|
585
$6.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.8KNew |
$18.3K - $23.6K
|
1.8K
$20.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
53.8KNew |
$548K - $704K
|
53.8K
$608K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
211New |
$2.15K - $2.76K
|
211
$2.38K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-57- 61.29% |
$580 - $746
|
36
$406
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
34.4KNew |
$350K - $450K
|
34.4K
$388K
|
|
|
Feb 09, 2023
Q4 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
6.37K+ 6.25% |
$64.8K - $83.3K
|
108K
$1.22M
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
1+ 5.56% |
$10.2 - $13.1
|
19
$215
|
|
|
Jan 19, 2023
Q4 2022
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
5K+ 33.33% |
$50.9K - $65.5K
|
20K
$226K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
872New |
$8.88K - $11.4K
|
872
$9.84K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-162- 24.36% |
$1.79K - $2.54K
|
503
$5.68K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
100New |
$1.11K - $1.57K
|
100
$1.13K
|
|
|
Nov 09, 2022
Q3 2022
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
725+ 3.85% |
$8.01K - $11.4K
|
19.6K
$221K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
BUY
|
- |
685New |
$7.57K - $10.8K
|
685
$7.73K
|
|
|
Nov 01, 2022
Q3 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
7.5KNew |
$82.9K - $118K
|
7.5K
$84.7K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-479- 4.39% |
$5.29K - $7.52K
|
10.4K
$118K
|
|
|
Oct 21, 2022
Q3 2022
|
Rb Capital Management, LLC
|
SELL
|
- |
-4.59K- 29.86% |
$50.7K - $72.1K
|
10.8K
$122K
|
|
| Q2 2022 | |||||||
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
3.96KNew |
$49.4K - $66.7K
|
3.96K
$44.7K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
518New |
$6.45K - $8.72K
|
518
$5.85K
|
|
|
Aug 15, 2022
Q2 2022
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-12.5KClosed |
$156K - $210K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
225New |
$2.8K - $3.79K
|
225
$2.54K
|
|
|
Aug 12, 2022
Q2 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-58.8KClosed |
$732K - $989K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-20KClosed |
$249K - $337K
|
0
$0
|
|