Purchases and Sales Made in Q4 2023 in Vaneck Short Muni ETF (SMB)
This table provides information about the institutional ownership of Vaneck Short Muni ETF (SMB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
549KNew |
$9.13M - $9.42M
|
549K
$9.41M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
379K+ 710.84% |
$6.3M - $6.5M
|
433K
$7.41M
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
249KNew |
$4.13M - $4.26M
|
249K
$4.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
226K+ 64.01% |
$3.75M - $3.87M
|
579K
$9.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
217KNew |
$3.6M - $3.71M
|
217K
$3.71M
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
150K+ 99.76% |
$2.49M - $2.57M
|
301K
$5.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
148KNew |
$2.45M - $2.53M
|
148K
$2.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
141K+ 34.13% |
$2.35M - $2.42M
|
556K
$9.52M
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
86.6K+ 51.58% |
$1.44M - $1.48M
|
254K
$4.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
56.2KNew |
$934K - $963K
|
56.2K
$963K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
41.7K+ 926.81% |
$693K - $715K
|
46.2K
$791K
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
36.6K+ 7.63% |
$608K - $628K
|
517K
$8.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
26.4K+ 50.37% |
$438K - $452K
|
78.7K
$1.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
25.9KNew |
$431K - $444K
|
25.9K
$444K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17.8K+ 3.0% |
$296K - $306K
|
613K
$10.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
14.3KNew |
$238K - $245K
|
14.3K
$245K
|
|
|
Jan 05, 2024
Q4 2023
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
13.2KNew |
$219K - $226K
|
13.2K
$226K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
11.1KNew |
$185K - $191K
|
11.1K
$191K
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
10.8KNew |
$179K - $184K
|
10.8K
$184K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.83KNew |
$163K - $168K
|
9.83K
$168K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
8K+ 75.16% |
$133K - $137K
|
18.6K
$319K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
7.41K+ 69.05% |
$123K - $127K
|
18.1K
$311K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
6.67K+ 17.27% |
$111K - $114K
|
45.3K
$776K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
5.51K+ 7.02% |
$91.4K - $94.4K
|
83.9K
$1.44M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
5.51K+ 7.02% |
$91.4K - $94.4K
|
83.9K
$1.44M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
4.38KNew |
$72.8K - $75.1K
|
4.38K
$75.1K
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
3.6K+ 6.75% |
$59.7K - $61.6K
|
56.8K
$973K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.07KNew |
$51K - $52.7K
|
3.07K
$52.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.65K+ 8.83% |
$43.9K - $45.3K
|
32.6K
$558K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.95K+ 4.7% |
$32.5K - $33.5K
|
43.5K
$745K
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.9K+ 1.07% |
$31.6K - $32.6K
|
180K
$3.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.7K+ 5.35% |
$28.2K - $29.1K
|
33.4K
$572K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.15K+ 4.1% |
$19.1K - $19.7K
|
29.1K
$499K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
964New |
$16K - $16.5K
|
964
$16.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
648+ 4.61% |
$10.8K - $11.1K
|
14.7K
$252K
|
|
|
Jan 02, 2024
Q4 2023
|
Impac Tfolio, LLC
|
BUY
|
- |
330+ 0.27% |
$5.48K - $5.66K
|
121K
$2.07M
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
44+ 0.07% |
$731 - $754
|
66.5K
$1.14M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
15+ 0.36% |
$249 - $257
|
4.24K
$72.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
15+ 0.11% |
$249 - $257
|
14.2K
$243K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
13+ 0.19% |
$216 - $223
|
6.68K
$114K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4+ 0.02% |
$66.4 - $68.6
|
17.3K
$296K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-82- 0.34% |
$1.36K - $1.41K
|
23.8K
$408K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-120- 0.95% |
$1.99K - $2.06K
|
12.5K
$214K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-120- 0.66% |
$1.99K - $2.06K
|
18.1K
$310K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-160- 3.47% |
$2.66K - $2.74K
|
4.45K
$76.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-300- 14.04% |
$4.98K - $5.14K
|
1.84K
$31.5K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-400- 3.64% |
$6.64K - $6.86K
|
10.6K
$182K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-600- 13.8% |
$9.97K - $10.3K
|
3.75K
$64.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-1.1K- 2.56% |
$18.2K - $18.8K
|
41.7K
$715K
|