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 |
---|---|---|---|---|---|---|---|
Jul 26, 2024
Q2 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-1.64K- 4.06% |
$17K - $18.9K
|
38.8K
$407K
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
9New |
$93.4 - $104
|
9
$94.4
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
98.9KNew |
$1.03M - $1.14M
|
98.9K
$1.04M
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
30KNew |
$311K - $346K
|
30K
$315K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11KNew |
$117K - $131K
|
11K
$116K
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-15.4K- 38.95% |
$164K - $183K
|
24.1K
$253K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
24.9K+ 99.03% |
$265K - $296K
|
50.1K
$526K
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
12.2KNew |
$130K - $144K
|
12.2K
$128K
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.4KNew |
$14.9K - $16.6K
|
1.4K
$14.7K
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
375New |
$3.99K - $4.45K
|
375
$3.93K
|
|
May 02, 2024
Q1 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-1.64K- 2.3% |
$17.4K - $19.4K
|
69.5K
$729K
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
25New |
$266 - $297
|
25
$262
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.3KNew |
$131K - $146K
|
12.3K
$129K
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
21.3KNew |
$226K - $253K
|
21.3K
$223K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-893Closed |
$8.42K - $11.2K
|
0
$0
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
19KNew |
$179K - $238K
|
19K
$200K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.94KNew |
$27.7K - $36.7K
|
2.94K
$30.8K
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
13.3KNew |
$126K - $167K
|
13.3K
$140K
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
600New |
$5.66K - $7.51K
|
600
$6.29K
|
|
Feb 05, 2024
Q4 2023
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
19KNew |
$179K - $238K
|
19K
$199K
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
14.8KNew |
$139K - $185K
|
14.8K
$155K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
365New |
$3.44K - $4.57K
|
365
$3.83K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
PUT |
-500- 13.51% |
$4.72K - $6.26K
|
3.2K
$33.6K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
700+ 233.33% |
$6.6K - $8.76K
|
1K
$10.5K
|
|
Jan 17, 2024
Q4 2023
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-9.33K- 48.28% |
$88K - $117K
|
10K
$105K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14+ 0.05% |
$132 - $175
|
27.8K
$291K
|
|
Q3 2023 | |||||||
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
132New |
$1.48K - $1.64K
|
132
$1.38K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
269New |
$3.01K - $3.35K
|
269
$2.82K
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
17.8KNew |
$199K - $222K
|
17.8K
$187K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.2KNew |
$114K - $127K
|
10.2K
$107K
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
BUY
|
- |
2.84KNew |
$31.8K - $35.4K
|
2.84K
$29.8K
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-6K- 80.0% |
$67.1K - $74.8K
|
1.5K
$15.7K
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
539+ 3.99% |
$6.03K - $6.72K
|
14K
$147K
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
10.1KNew |
$113K - $125K
|
10.1K
$106K
|
|
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
$55.5K
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
468+ 3.86% |
$4.76K - $5.62K
|
12.6K
$132K
|
|
Aug 03, 2023
Q2 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-47.7K- 94.91% |
$485K - $573K
|
2.56K
$26.8K
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
2.75KNew |
$28K - $33K
|
2.75K
$28.8K
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
20.5KNew |
$208K - $246K
|
20.5K
$215K
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.16K- 8.88% |
$11.8K - $13.9K
|
11.9K
$125K
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-86- 0.81% |
$875 - $1.03K
|
10.6K
$111K
|
|
Q1 2023 | |||||||
Jul 10, 2024
Q1 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-781- 5.74% |
$8.07K - $10.9K
|
12.8K
$135K
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1KNew |
$10.3K - $14K
|
1K
$10.5K
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3.55KNew |
$36.6K - $49.5K
|
3.55K
$37.2K
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-7.67K- 42.68% |
$79.3K - $107K
|
10.3K
$108K
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
683+ 6.74% |
$7.06K - $9.53K
|
10.8K
$113K
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.55KNew |
$36.6K - $49.5K
|
3.55K
$37.2K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.51KNew |
$25.9K - $35K
|
2.51K
$26.3K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
560New |
$5.78K - $7.81K
|
560
$5.87K
|