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 |
---|---|---|---|---|---|---|---|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.63KClosed |
$63.1K - $71.6K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-3.1KClosed |
$53.9K - $61.2K
|
0
$0
|
|
Q3 2021 | |||||||
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-10.9KClosed |
$200K - $215K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-23.3KClosed |
$428K - $459K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
BUY
|
- |
19KNew |
$349K - $374K
|
19K
$200K
|
|
Nov 15, 2021
Q3 2021
|
Lion Street Advisors, LLC
|
SELL
|
- |
-200Closed |
$3.67K - $3.93K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Imc Chicago, LLC
|
SELL
|
- |
-21KClosed |
$386K - $414K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-31.1KClosed |
$569K - $611K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
SELL
|
- |
-4- 0.08% |
$73.3 - $78.7
|
5.26K
$55.2K
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-37.5KClosed |
$687K - $737K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
8New |
$146 - $164
|
8
$83.9
|
|
Aug 05, 2021
Q2 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-131Closed |
$2.39K - $2.69K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-29.7KClosed |
$541K - $611K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-25.5KClosed |
$464K - $523K
|
0
$0
|
|
Q1 2021 | |||||||
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
200+ 50.0% |
$3.24K - $3.85K
|
600
$6.29K
|
|
May 12, 2021
Q1 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-10.6KClosed |
$171K - $204K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-30KClosed |
$485K - $577K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Ieq Capital, LLC
|
SELL
|
- |
-1.93MClosed |
$31.2M - $37.1M
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-1.89KClosed |
$30.6K - $36.4K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-15.7KClosed |
$253K - $302K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-591Closed |
$7.93K - $10.1K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-14.2KClosed |
$190K - $242K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-78.6KClosed |
$1.05M - $1.35M
|
0
$0
|
|
Feb 01, 2021
Q4 2020
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-30KClosed |
$402K - $514K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-325Closed |
$3.99K - $4.71K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.02KClosed |
$24.8K - $29.3K
|
0
$0
|
|
Nov 04, 2020
Q3 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-72.5KClosed |
$890K - $1.05M
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.15KClosed |
$26.3K - $31.1K
|
0
$0
|
|
Oct 30, 2020
Q3 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-222Closed |
$2.72K - $3.21K
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Xr Securities LLC
|
SELL
|
- |
-33.1KClosed |
$406K - $479K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 12, 2020
Q2 2020
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-231Closed |
$1.72K - $3.56K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-40.9KClosed |
$305K - $630K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11.6KClosed |
$86.7K - $179K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-100Closed |
$746 - $1.54K
|
0
$0
|
|
Jul 16, 2020
Q2 2020
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-7Closed |
$52.2 - $108
|
0
$0
|
|
Jul 09, 2020
Q2 2020
|
Arden Trust CO
|
SELL
|
- |
-1.52KClosed |
$11.3K - $23.4K
|
0
$0
|
|
Q1 2020 | |||||||
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-427- 65.69% |
$3.47K - $11.1K
|
223
$2.34K
|
|
May 15, 2020
Q1 2020
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-8.36KClosed |
$67.9K - $217K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-151KClosed |
$1.23M - $3.92M
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-15.7KClosed |
$128K - $407K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Morris Capital Advisors, LLC
|
SELL
|
- |
-15.1KClosed |
$123K - $392K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-600Closed |
$4.87K - $15.6K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Peak Financial Management, Inc.
|
SELL
|
- |
-8.65KClosed |
$70.3K - $224K
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-8.63KClosed |
$70.1K - $224K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 13, 2020
Q4 2019
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-362Closed |
$8.16K - $9K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 13, 2019
Q3 2019
|
Private Capital Group, LLC
|
SELL
|
- |
-108Closed |
$2.42K - $2.53K
|
0
$0
|
|
Nov 07, 2019
Q3 2019
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-12Closed |
$269 - $281
|
0
$0
|
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.88KClosed |
$42.3K - $44K
|
0
$0
|
|
Oct 09, 2019
Q3 2019
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-5.89KClosed |
$132K - $138K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 20, 2019
Q2 2019
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-251Closed |
N/A
|
0
$0
|