Purchases and Sales Made in Q4 2023 in Vaneck ETF Tr Semiconductor Et (SMH)
This table provides information about the institutional ownership of Vaneck ETF Tr Semiconductor Et (SMH) during Q4 2023. The information is specifically focused on institutions that hold shares of VANECK ETF TR SEMICONDUCTOR ET.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-180- 0.99% |
$24.7K - $31.7K
|
18.1K
$4.67M
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-184- 6.92% |
$25.3K - $32.4K
|
2.48K
$639K
|
|
Jan 12, 2024
Q4 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-185- 5.61% |
$25.4K - $32.5K
|
3.12K
$804K
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-193- 11.55% |
$26.5K - $33.9K
|
1.48K
$382K
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-200- 6.25% |
$27.5K - $35.2K
|
3K
$775K
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-216- 0.58% |
$29.7K - $38K
|
37.2K
$9.61M
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-222- 73.03% |
$30.5K - $39K
|
82
$21.2K
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-249- 28.46% |
$34.2K - $43.8K
|
626
$162K
|
|
Jan 12, 2024
Q4 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-257- 13.42% |
$35.3K - $45.2K
|
1.66K
$428K
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-267- 7.6% |
$36.7K - $47K
|
3.25K
$838K
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-270- 11.11% |
$37.1K - $47.5K
|
2.16K
$558K
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-274- 2.98% |
$37.7K - $48.2K
|
8.92K
$2.3M
|
|
Feb 22, 2024
Q4 2023
|
Peterson Wealth Management
|
SELL
|
- |
-274- 1.81% |
$37.7K - $48.2K
|
14.8K
$3.83M
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-280- 6.07% |
$38.5K - $49.2K
|
4.34K
$1.12M
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-295- 2.16% |
$40.6K - $51.9K
|
13.4K
$3.45M
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-300- 11.04% |
$41.2K - $52.8K
|
2.42K
$624K
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-348- 8.58% |
$47.8K - $61.2K
|
3.71K
$958K
|
|
Feb 12, 2024
Q4 2023
|
Westwood Wealth Management
|
SELL
|
- |
-350- 2.14% |
$48.1K - $61.6K
|
16K
$4.13M
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-362- 7.27% |
$49.8K - $63.7K
|
4.62K
$1.19M
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-370- 5.97% |
$50.9K - $65.1K
|
5.83K
$1.5M
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-377- 4.18% |
$51.8K - $66.3K
|
8.64K
$2.23M
|
|
Jan 10, 2024
Q4 2023
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-414- 1.53% |
$56.9K - $72.8K
|
26.7K
$6.89M
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-426- 0.46% |
$58.6K - $74.9K
|
92K
$23.8M
|
|
Jan 26, 2024
Q4 2023
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-437- 20.58% |
$60.1K - $76.9K
|
1.69K
$435K
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-479- 15.57% |
$65.8K - $84.2K
|
2.6K
$671K
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-490- 13.21% |
$67.4K - $86.2K
|
3.22K
$831K
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-514- 76.26% |
$70.7K - $90.4K
|
160
$41.3K
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-530- 4.14% |
$72.9K - $93.2K
|
12.3K
$3.17M
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-545- 1.72% |
$74.9K - $95.8K
|
31.1K
$8.03M
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-560- 9.0% |
$77K - $98.5K
|
5.67K
$1.46M
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-671- 2.54% |
$92.2K - $118K
|
25.8K
$6.65M
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-698- 36.89% |
$95.9K - $123K
|
1.19K
$308K
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-713- 32.74% |
$98K - $125K
|
1.47K
$378K
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-717- 6.8% |
$98.6K - $126K
|
9.83K
$2.54M
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-718- 9.29% |
$98.7K - $126K
|
7.01K
$1.81M
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-720- 11.88% |
$99K - $127K
|
5.34K
$1.38M
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-735- 23.72% |
$101K - $129K
|
2.36K
$610K
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-767- 14.62% |
$105K - $135K
|
4.48K
$1.16M
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-780- 7.93% |
$107K - $137K
|
9.06K
$2.34M
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-786- 4.22% |
$108K - $138K
|
17.8K
$4.61M
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-828- 7.33% |
$114K - $146K
|
10.5K
$2.7M
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-834- 5.58% |
$115K - $147K
|
14.1K
$3.65M
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-837- 25.92% |
$115K - $147K
|
2.39K
$618K
|
|
Feb 14, 2024
Q4 2023
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-881- 3.37% |
$121K - $155K
|
25.2K
$6.52M
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.12K- 47.77% |
$153K - $196K
|
1.22K
$315K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.14K- 0.66% |
$157K - $200K
|
173K
$44.6M
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.23K- 11.55% |
$169K - $216K
|
9.4K
$2.43M
|
|
Feb 12, 2024
Q4 2023
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-1.4K- 47.38% |
$192K - $245K
|
1.55K
$400K
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-1.44KClosed |
$198K - $253K
|
0
$0
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.47K- 39.24% |
$202K - $258K
|
2.27K
$587K
|