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
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.6K- 24.69% |
$76.7K - $77.8K
|
14K
$241K
|
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-4.87K- 2.66% |
$81K - $82.2K
|
178K
$3.04M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-5.11K- 3.21% |
$85.1K - $86.4K
|
154K
$2.64M
|
|
|
Oct 10, 2023
Q3 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-5.17K- 1.91% |
$86.1K - $87.4K
|
265K
$4.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.48K- 1.24% |
$124K - $126K
|
595K
$10.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-8.83K- 10.12% |
$147K - $149K
|
78.4K
$1.34M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-8.83K- 10.12% |
$147K - $149K
|
78.4K
$1.34M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-10.6KClosed |
$176K - $178K
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-16.8K- 28.82% |
$280K - $284K
|
41.5K
$711K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-20.8K- 10.48% |
$346K - $351K
|
177K
$3.04M
|
|
|
Oct 19, 2023
Q3 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-23.4K- 35.3% |
$389K - $395K
|
42.8K
$734K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-24.2K- 6.42% |
$403K - $409K
|
353K
$6.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-25.9K- 8.85% |
$431K - $437K
|
267K
$4.57M
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-29.6K- 16.42% |
$492K - $499K
|
150K
$2.58M
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-41.1K- 40.29% |
$684K - $694K
|
60.9K
$1.04M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-45.7K- 46.64% |
$761K - $772K
|
52.3K
$896K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-53.6K- 63.62% |
$892K - $905K
|
30.6K
$525K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-66.9K- 14.48% |
$1.11M - $1.13M
|
395K
$6.77M
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-74.1K- 52.77% |
$1.23M - $1.25M
|
66.3K
$1.14M
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-94K- 88.06% |
$1.56M - $1.59M
|
12.7K
$218K
|