Latest Institutional Purchases of Vaneck ETF Tr Mtg Reit Income (MORT)
This list provides information on the latest institutional transactions involving Vaneck ETF Tr Mtg Reit Income (MORT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
585New |
$5.96K - $7.66K
|
585
$6.57K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
211New |
$2.15K - $2.76K
|
211
$2.37K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
69+ 1.14% |
$702 - $903
|
6.1K
$68.5K
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
1+ 5.56% |
$10.2 - $13.1
|
19
$213
|
|
| Q3 2022 | |||||||
|
Nov 01, 2022
Q3 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
7.5KNew |
$82.9K - $118K
|
7.5K
$84.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
725+ 3.85% |
$8.01K - $11.4K
|
19.6K
$220K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
BUY
|
- |
685New |
$7.57K - $10.8K
|
685
$7.69K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
100New |
$1.11K - $1.57K
|
100
$1.12K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
35KNew |
$436K - $589K
|
35K
$393K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
3.96KNew |
$49.4K - $66.7K
|
3.96K
$44.5K
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.5KNew |
$18.7K - $25.2K
|
1.5K
$16.8K
|
|
|
Jul 25, 2022
Q2 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
700New |
$8.72K - $11.8K
|
700
$7.86K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
518New |
$6.45K - $8.72K
|
518
$5.82K
|
|
|
Jul 18, 2022
Q2 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
331+ 1.06% |
$4.12K - $5.57K
|
31.5K
$353K
|
|
|
Aug 15, 2022
Q2 2022
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
225New |
$2.8K - $3.79K
|
225
$2.53K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
22.6KNew |
$363K - $416K
|
22.6K
$254K
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3KNew |
$48.1K - $55.3K
|
3K
$33.7K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
239New |
$3.83K - $4.4K
|
239
$2.68K
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
520New |
$9.04K - $10.3K
|
520
$5.84K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
BUY
|
- |
19KNew |
$349K - $374K
|
19K
$214K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
8New |
$146 - $164
|
8
$89.8
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
200+ 50.0% |
$3.24K - $3.85K
|
600
$6.74K
|
|
| Q2 2019 | |||||||
|
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
183K+ 1247.68% |
N/A
|
197K
$2.22M
|
|
| Q4 2018 | |||||||
|
Feb 21, 2019
Q4 2018
|
Lake Point Wealth Management
|
BUY
|
- |
53New |
N/A
|
53
$595
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
219New |
N/A
|
219
$2.46K
|
|
| Q3 2017 | |||||||
|
Jan 03, 2024
Q3 2017
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.88KNew |
N/A
|
1.88K
$21.1K
|
|
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$11.2
|
|