Latest Institutional Transactions on Vaneck Short Muni ETF (SMB)
This table provides information on the latest institutional transactions involving Vaneck Short Muni ETF (SMB) 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 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
12.1KNew |
$200K - $205K
|
12.1K
$209K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.82KNew |
$30K - $30.9K
|
1.82K
$31.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
20.5KNew |
$338K - $348K
|
20.5K
$355K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-23.4K- 71.28% |
$386K - $397K
|
9.44K
$163K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.96KNew |
$48.8K - $50.1K
|
2.96K
$51.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
615+ 100.0% |
$10.1K - $10.4K
|
1.23K
$21.3K
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.63K- 35.28% |
$26.9K - $27.6K
|
2.99K
$51.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
128K+ 426.67% |
$2.11M - $2.17M
|
158K
$2.73M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
104+ 0.16% |
$1.71K - $1.76K
|
66.2K
$1.14M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.77K- 20.19% |
$45.7K - $47K
|
11K
$189K
|
|
|
Jan 19, 2023
Q4 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-40.1K- 48.84% |
$661K - $679K
|
42K
$726K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.92K- 18.63% |
$48.2K - $49.5K
|
12.8K
$221K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3.79KNew |
$62.7K - $65.1K
|
3.79K
$65.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
29.3KNew |
$484K - $503K
|
29.3K
$506K
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-554- 99.82% |
$9.16K - $9.52K
|
1
$17.3
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
10.3KNew |
$170K - $176K
|
10.3K
$177K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3.17KNew |
$52.4K - $54.4K
|
3.17K
$54.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
2.2KNew |
$36.4K - $37.8K
|
2.2K
$38K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.04KNew |
$17.2K - $17.9K
|
1.04K
$18K
|
|
|
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-164K- 52.47% |
$2.71M - $2.82M
|
148K
$2.57M
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
420+ 127.27% |
$6.95K - $7.22K
|
750
$13K
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
46+ 0.05% |
$761 - $790
|
99.6K
$1.72M
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
333New |
$5.51K - $5.72K
|
333
$5.75K
|
|
|
Oct 12, 2022
Q3 2022
|
Milestone Advisory Partners
|
SELL
|
- |
-1.46K- 9.49% |
$24.2K - $25.1K
|
14K
$241K
|
|
| Q2 2022 | |||||||
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.7K- 79.16% |
$95.5K - $97.5K
|
1.5K
$25.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$16.8 - $17.1
|
1
$17.3
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-13.6KClosed |
$228K - $233K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-15.2KClosed |
$255K - $260K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-20KClosed |
$336K - $342K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
27.3KNew |
$457K - $466K
|
27.3K
$471K
|
|
|
Aug 11, 2022
Q2 2022
|
Seldon Capital LP
San Francisco, CA |
SELL
|
- |
-26KClosed |
$436K - $445K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-8.69K- 13.83% |
$146K - $149K
|
54.2K
$936K
|
|
|
Aug 10, 2022
Q2 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.95K+ 7.82% |
$32.7K - $33.3K
|
26.9K
$464K
|
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
46+ 0.31% |
$771 - $787
|
15.1K
$261K
|
|
|
Aug 05, 2022
Q2 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
23.9KNew |
$401K - $409K
|
23.9K
$413K
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-3KClosed |
$50.3K - $51.3K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
BUY
|
- |
25KNew |
$419K - $428K
|
25K
$432K
|
|
|
Aug 03, 2022
Q2 2022
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-14.9KClosed |
$251K - $256K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-30.1KClosed |
$505K - $515K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-18KClosed |
$302K - $308K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-10KClosed |
$168K - $171K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Rmr Wealth Builders
|
SELL
|
- |
-19.9K- 19.17% |
$333K - $340K
|
83.7K
$1.45M
|
|
|
Aug 01, 2022
Q2 2022
|
Bray Capital Advisors
|
SELL
|
- |
-9.64KClosed |
$162K - $165K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Advisory Resource Group
|
SELL
|
- |
-17.5KClosed |
$293K - $299K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-983Closed |
$16.5K - $16.8K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 18, 2022
Q1 2022
|
Sawgrass Asset Management LLC
|
BUY
|
- |
21.6KNew |
$369K - $387K
|
21.6K
$374K
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
158KNew |
$2.69M - $2.82M
|
158K
$2.72M
|
|
|
May 16, 2022
Q1 2022
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-7.37KClosed |
$126K - $132K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-3.93KClosed |
$67.1K - $70.3K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-9.04KClosed |
$154K - $162K
|
0
$0
|
|