Purchases and Sales Made in Q2 2023 in Vaneck Short Muni ETF (SMB)
This table provides information about the institutional ownership of Vaneck Short Muni ETF (SMB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.52K- 7.77% |
$42.2K - $43.1K
|
29.9K
$513K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-3.01K- 25.33% |
$50.3K - $51.4K
|
8.88K
$152K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-3.32K- 11.66% |
$55.5K - $56.7K
|
25.2K
$431K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-3.48K- 14.22% |
$58.1K - $59.3K
|
21K
$359K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.97K- 48.65% |
$66.3K - $67.6K
|
4.19K
$71.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.22K- 1.19% |
$70.5K - $71.9K
|
349K
$5.99M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-12.6K- 12.61% |
$210K - $215K
|
87.2K
$1.49M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-12.6K- 12.61% |
$210K - $215K
|
87.2K
$1.49M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-12.9K- 3.3% |
$215K - $219K
|
377K
$6.46M
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-15.6K- 12.78% |
$261K - $267K
|
107K
$1.83M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-16.3K- 46.99% |
$272K - $277K
|
18.3K
$314K
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-25.5K- 20.62% |
$425K - $434K
|
98K
$1.68M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-28.5K- 19.89% |
$477K - $487K
|
115K
$1.97M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-38.2K- 7.64% |
$639K - $652K
|
462K
$7.91M
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-40.2K- 28.27% |
$672K - $686K
|
102K
$1.75M
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-49.3K- 21.49% |
$823K - $841K
|
180K
$3.08M
|
|
|
Jul 24, 2023
Q2 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-49.7K- 42.9% |
$831K - $848K
|
66.2K
$1.13M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-68.1K- 34.27% |
$1.14M - $1.16M
|
131K
$2.24M
|
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-153K- 45.52% |
$2.55M - $2.6M
|
183K
$3.13M
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-198K- 39.39% |
$3.31M - $3.38M
|
304K
$5.21M
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-242K- 63.25% |
$4.04M - $4.12M
|
140K
$2.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-242K- 28.68% |
$4.05M - $4.13M
|
603K
$10.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-251K- 12.41% |
$4.19M - $4.28M
|
1.77M
$30.3M
|