Purchases and Sales Made in Q1 2023 in Vaneck Short Muni ETF (SMB)
This table provides information about the institutional ownership of Vaneck Short Muni ETF (SMB) during Q1 2023. The information is specifically focused on institutions that hold shares of VANECK SHORT MUNI ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-5.85K- 29.01% |
$97.7K - $100K
|
14.3K
$245K
|
|
Apr 18, 2023
Q1 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-6.01K- 36.93% |
$100K - $103K
|
10.3K
$176K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.32K- 25.16% |
$106K - $108K
|
18.8K
$322K
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-7.15K- 15.63% |
$119K - $122K
|
38.6K
$661K
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.7K- 15.12% |
$145K - $149K
|
48.9K
$837K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.75K- 22.37% |
$146K - $149K
|
30.4K
$520K
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-10.5K- 7.81% |
$175K - $179K
|
123K
$2.11M
|
|
May 11, 2023
Q1 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-11K- 51.16% |
$184K - $188K
|
10.5K
$180K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11.7K- 26.42% |
$195K - $199K
|
32.5K
$556K
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-16K- 28.33% |
$268K - $274K
|
40.6K
$695K
|
|
Apr 04, 2023
Q1 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-17K- 6.01% |
$283K - $290K
|
265K
$4.54M
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-18K- 11.24% |
$301K - $308K
|
142K
$2.44M
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-19.5K- 3.74% |
$326K - $333K
|
502K
$8.6M
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-20K- 33.37% |
$334K - $342K
|
39.9K
$684K
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-29.7K- 9.8% |
$496K - $508K
|
273K
$4.68M
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-30.1K- 15.05% |
$503K - $514K
|
170K
$2.91M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-38.5K- 29.52% |
$643K - $658K
|
92K
$1.58M
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-55K- 87.1% |
$919K - $940K
|
8.15K
$140K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-68.5K- 12.05% |
$1.14M - $1.17M
|
500K
$8.57M
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-103K- 27.68% |
$1.71M - $1.75M
|
268K
$4.59M
|
|
Apr 27, 2023
Q1 2023
|
Leisure Capital Management
|
SELL
|
- |
-158K- 81.16% |
$2.64M - $2.7M
|
36.7K
$628K
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-209K- 35.32% |
$3.48M - $3.57M
|
382K
$6.54M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-226K- 36.69% |
$3.78M - $3.86M
|
390K
$6.68M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.17M- 36.57% |
$19.5M - $19.9M
|
2.02M
$34.6M
|