Purchases and Sales Made in Q1 2023 in Vaneck ETF Tr Mtg Reit Income (MORT)
This table provides information about the institutional ownership of Vaneck ETF Tr Mtg Reit Income (MORT) during Q1 2023. The information is specifically focused on institutions that hold shares of VANECK ETF TR MTG REIT INCOME .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
71.9K+ 10.38% |
$743K - $1M
|
765K
$8.54M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
44.8K+ 24.04% |
$463K - $626K
|
231K
$2.58M
|
|
|
May 03, 2023
Q1 2023
|
Adams Wealth Management
|
BUY
|
- |
29.1K+ 25.68% |
$301K - $406K
|
143K
$1.59M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
17.7KNew |
$183K - $248K
|
17.7K
$198K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.4KNew |
$179K - $242K
|
17.4K
$194K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
16.1KNew |
$167K - $225K
|
16.1K
$180K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
14.7K+ 10.37% |
$152K - $205K
|
157K
$1.75M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.5K+ 42.25% |
$149K - $202K
|
48.7K
$544K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.3KNew |
$137K - $185K
|
13.3K
$148K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
13.1K+ 21.39% |
$136K - $183K
|
74.5K
$832K
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
12.2KNew |
$126K - $170K
|
12.2K
$136K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11K+ 5.48% |
$113K - $153K
|
211K
$2.36M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
10.7KNew |
$110K - $149K
|
10.7K
$119K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.6KNew |
$110K - $148K
|
10.6K
$119K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.4KNew |
$108K - $145K
|
10.4K
$116K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9.39K+ 58.59% |
$97K - $131K
|
25.4K
$284K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.68K+ 34.95% |
$58.6K - $79.2K
|
21.9K
$245K
|
|
|
May 03, 2023
Q1 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
4.22K+ 14.2% |
$43.6K - $58.9K
|
34K
$379K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.65K+ 20.12% |
$37.7K - $50.9K
|
21.8K
$243K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3.55KNew |
$36.6K - $49.5K
|
3.55K
$39.6K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.55KNew |
$36.6K - $49.5K
|
3.55K
$39.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.51KNew |
$25.9K - $35K
|
2.51K
$28K
|
|
|
May 10, 2023
Q1 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
1.75KNew |
$18.1K - $24.4K
|
1.75K
$19.5K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.41K+ 2.67% |
$14.6K - $19.7K
|
54.2K
$605K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.11K+ 35.24% |
$11.5K - $15.5K
|
4.27K
$47.7K
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.01K+ 21.4% |
$10.4K - $14.1K
|
5.72K
$63.8K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1KNew |
$10.3K - $14K
|
1K
$11.2K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
683+ 6.74% |
$7.06K - $9.53K
|
10.8K
$121K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
613+ 0.74% |
$6.33K - $8.55K
|
83.6K
$933K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
560New |
$5.78K - $7.81K
|
560
$6.25K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
460New |
$4.75K - $6.42K
|
460
$5.13K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
367New |
$3.79K - $5.12K
|
367
$4.1K
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
354+ 3.0% |
$3.66K - $4.94K
|
12.1K
$135K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
241New |
$2.49K - $3.36K
|
241
$2.69K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
60+ 0.6% |
$620 - $837
|
10.1K
$113K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 0.15% |
$10.3 - $14
|
650
$7.25K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-76- 9.48% |
$785 - $1.06K
|
726
$8.1K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-383- 2.61% |
$3.96K - $5.34K
|
14.3K
$160K
|
|
|
Jul 10, 2024
Q1 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-781- 5.74% |
$8.07K - $10.9K
|
12.8K
$143K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-5.21K- 28.58% |
$53.9K - $72.7K
|
13K
$145K
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-7.41K- 12.86% |
$76.6K - $103K
|
50.2K
$561K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.66K- 62.94% |
$79.1K - $107K
|
4.51K
$50.3K
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-7.67K- 42.68% |
$79.3K - $107K
|
10.3K
$115K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-79.9K- 13.52% |
$825K - $1.11M
|
511K
$5.7M
|