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
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.57K- 2.01% |
$26.1K - $26.9K
|
76.7K
$1.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.74K- 7.54% |
$28.8K - $29.7K
|
21.3K
$365K
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.77K- 13.83% |
$29.4K - $30.3K
|
11K
$189K
|
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-3K- 9.68% |
$49.8K - $51.4K
|
28K
$480K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3.08K- 10.06% |
$51.2K - $52.8K
|
27.5K
$472K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.52K- 1.32% |
$58.5K - $60.3K
|
263K
$4.51M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-3.78K- 2.45% |
$62.8K - $64.8K
|
151K
$2.58M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-4.18K- 16.89% |
$69.5K - $71.7K
|
20.6K
$352K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.11K- 1.43% |
$84.9K - $87.7K
|
354K
$6.06M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-5.48K- 13.97% |
$91K - $93.9K
|
33.7K
$578K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.64K- 22.83% |
$93.7K - $96.7K
|
19.1K
$327K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-6.64K- 27.36% |
$110K - $114K
|
17.6K
$302K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.7K- 18.54% |
$145K - $149K
|
38.2K
$655K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-9.91K- 18.96% |
$165K - $170K
|
42.4K
$726K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-15.5K- 4.2% |
$257K - $265K
|
354K
$6.06M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-17.5K- 57.98% |
$290K - $300K
|
12.7K
$217K
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-18.3K- 29.98% |
$303K - $313K
|
42.6K
$730K
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-18.7K- 7.05% |
$310K - $320K
|
246K
$4.22M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-18.8K- 28.3% |
$312K - $322K
|
47.5K
$814K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-27.6K- 24.6% |
$458K - $472K
|
84.5K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-28.7K- 20.51% |
$477K - $492K
|
111K
$1.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-42K- 30.42% |
$697K - $719K
|
96K
$1.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-57.6K- 30.34% |
$957K - $988K
|
132K
$2.27M
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-62.2K- 65.11% |
$1.03M - $1.07M
|
33.4K
$571K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-78.7K- 19.92% |
$1.31M - $1.35M
|
316K
$5.42M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-130K- 15.17% |
$2.16M - $2.23M
|
728K
$12.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-133K- 75.05% |
$2.21M - $2.28M
|
44.3K
$759K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-156K- 8.83% |
$2.59M - $2.68M
|
1.61M
$27.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-252K- 42.4% |
$4.19M - $4.33M
|
343K
$5.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-262K- 93.52% |
$4.35M - $4.49M
|
18.1K
$311K
|