Purchases and Sales Made in Q3 2023 in Vaneck Short Muni ETF (SMB)
This table provides information about the institutional ownership of Vaneck Short Muni ETF (SMB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
544K+ 1066.63% |
$9.06M - $9.19M
|
595K
$10.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
309K+ 56.27% |
$5.14M - $5.22M
|
858K
$14.7M
|
|
|
Feb 14, 2024
Q3 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
176K+ 57.67% |
$2.92M - $2.97M
|
480K
$8.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
164K+ 141.78% |
$2.73M - $2.77M
|
280K
$4.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
136K+ 48.9% |
$2.27M - $2.3M
|
414K
$7.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
59.3K+ 45.42% |
$988K - $1M
|
190K
$3.25M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
29.7KNew |
$494K - $501K
|
29.7K
$508K
|
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
24K+ 16.69% |
$400K - $406K
|
168K
$2.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
15.2KNew |
$253K - $257K
|
15.2K
$260K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
10.7KNew |
$179K - $181K
|
10.7K
$184K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
10.6KNew |
$177K - $180K
|
10.6K
$182K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.2KNew |
$170K - $173K
|
10.2K
$175K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
10KNew |
$167K - $169K
|
10K
$171K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.25K+ 2.65% |
$154K - $156K
|
359K
$6.14M
|
|
|
Oct 10, 2023
Q3 2023
|
Impac Tfolio, LLC
|
BUY
|
- |
6.98K+ 6.14% |
$116K - $118K
|
121K
$2.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.26K+ 11.17% |
$87.6K - $88.8K
|
52.4K
$897K
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
4.47K+ 42.17% |
$74.4K - $75.5K
|
15.1K
$258K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3.33K+ 11.72% |
$55.4K - $56.2K
|
31.7K
$543K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.22K+ 10.69% |
$37K - $37.5K
|
23K
$394K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.96K+ 82.26% |
$32.7K - $33.1K
|
4.35K
$74.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.53K+ 13.62% |
$25.5K - $25.9K
|
12.8K
$219K
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.47K+ 1.91% |
$24.4K - $24.8K
|
78.2K
$1.34M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.41K+ 4.96% |
$23.5K - $23.9K
|
30K
$513K
|
|
|
Oct 10, 2023
Q3 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.31K+ 2.51% |
$21.7K - $22K
|
53.2K
$912K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
961+ 0.7% |
$16K - $16.2K
|
138K
$2.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
500+ 0.36% |
$8.33K - $8.45K
|
140K
$2.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
439+ 0.46% |
$7.31K - $7.41K
|
95.6K
$1.64M
|
|
|
Oct 16, 2023
Q3 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
172+ 0.48% |
$2.86K - $2.91K
|
36.3K
$622K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
63+ 0.26% |
$1.05K - $1.06K
|
24.7K
$423K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
53New |
$882 - $895
|
53
$908
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
30+ 0.05% |
$499 - $507
|
66.4K
$1.14M
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
14+ 0.1% |
$233 - $236
|
14.2K
$243K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
9+ 0.02% |
$150 - $152
|
38.6K
$662K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3+ 0.02% |
$49.9 - $50.7
|
17.3K
$296K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-416- 1.65% |
$6.93K - $7.03K
|
24.8K
$424K
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-475- 3.17% |
$7.91K - $8.02K
|
14.5K
$249K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-500- 1.05% |
$8.33K - $8.45K
|
46.9K
$804K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-699- 13.16% |
$11.6K - $11.8K
|
4.61K
$79K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.07K- 2.65% |
$17.7K - $18K
|
39.2K
$671K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.94K- 6.48% |
$32.3K - $32.8K
|
28K
$480K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.02K- 13.55% |
$33.6K - $34.1K
|
12.9K
$220K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.11K- 8.1% |
$35.1K - $35.6K
|
23.9K
$409K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.37K- 35.93% |
$39.4K - $40K
|
4.22K
$72.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.92K- 2.54% |
$48.6K - $49.3K
|
112K
$1.92M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.29K- 9.83% |
$54.7K - $55.5K
|
30.1K
$516K
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.51K- 6.16% |
$58.4K - $59.2K
|
53.4K
$914K
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-3.59K- 12.89% |
$59.8K - $60.6K
|
24.3K
$415K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-4.38K- 49.32% |
$72.9K - $73.9K
|
4.5K
$77.1K
|