Purchases and Sales Made in Q2 2023 in Vaneck Cef Muni Income ETF (XMPT)
This table provides information about the institutional ownership of Vaneck Cef Muni Income ETF (XMPT) during Q2 2023. The information is specifically focused on institutions that hold shares of VANECK CEF MUNI INCOME ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
317K+ 22.36% |
$6.45M - $6.92M
|
1.73M
$37.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
91.1K+ 62.02% |
$1.86M - $1.99M
|
238K
$5.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
52.8K+ 7.08% |
$1.07M - $1.15M
|
798K
$17.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
44.5KNew |
$905K - $971K
|
44.5K
$953K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
24.4K+ 3.19% |
$497K - $533K
|
789K
$16.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.6KNew |
$297K - $318K
|
14.6K
$312K
|
|
|
Jul 21, 2023
Q2 2023
|
Hedeker Wealth, LLC
|
BUY
|
- |
13.1K+ 46.31% |
$266K - $285K
|
41.3K
$884K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
13KNew |
$264K - $283K
|
13K
$278K
|
|
|
Jul 17, 2023
Q2 2023
|
Simpli Fi, Inc.
|
BUY
|
- |
12.6K+ 66.03% |
$257K - $275K
|
31.7K
$680K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12KNew |
$244K - $262K
|
12K
$257K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.63K+ 2.96% |
$176K - $189K
|
300K
$6.43M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
7.77K+ 35.39% |
$158K - $170K
|
29.7K
$638K
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
7.49K+ 32.38% |
$153K - $164K
|
30.6K
$657K
|
|
|
Jul 13, 2023
Q2 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
5.17K+ 9.34% |
$105K - $113K
|
60.5K
$1.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.53K+ 680.65% |
$51.6K - $55.3K
|
2.9K
$62.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.14K+ 9.83% |
$43.5K - $46.6K
|
23.8K
$511K
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
2.02K+ 4.14% |
$41.1K - $44.1K
|
50.8K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.02K+ 2.32% |
$20.8K - $22.3K
|
45.1K
$967K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
104+ 0.3% |
$2.12K - $2.27K
|
34.8K
$745K
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
95+ 0.95% |
$1.93K - $2.07K
|
10.1K
$216K
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
14+ 0.96% |
$285 - $306
|
1.47K
$31.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
6+ 0.25% |
$122 - $131
|
2.37K
$50.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-17- 0.07% |
$346 - $371
|
24.9K
$534K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-76- 4.61% |
$1.55K - $1.66K
|
1.57K
$33.7K
|
|
|
Jul 17, 2023
Q2 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-108- 0.57% |
$2.2K - $2.36K
|
18.9K
$405K
|
|
|
Jul 17, 2023
Q2 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-422- 1.45% |
$8.59K - $9.22K
|
28.8K
$617K
|
|
|
Jul 25, 2023
Q2 2023
|
Straight Path Wealth Management
|
SELL
|
- |
-500- 4.89% |
$10.2K - $10.9K
|
9.72K
$208K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-549- 21.14% |
$11.2K - $12K
|
2.05K
$43.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-933- 6.55% |
$19K - $20.4K
|
13.3K
$286K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.61K- 12.81% |
$32.7K - $35.1K
|
10.9K
$235K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.61K- 19.73% |
$53.1K - $57K
|
10.6K
$228K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-3.63K- 92.88% |
$73.8K - $79.2K
|
278
$5.96K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.81K- 3.05% |
$77.6K - $83.2K
|
121K
$2.59M
|
|
|
Aug 03, 2023
Q2 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-4.2K- 85.06% |
$85.4K - $91.6K
|
737
$15.8K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.79K- 5.68% |
$97.5K - $105K
|
79.5K
$1.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-6.18K- 10.78% |
$126K - $135K
|
51.2K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.61K- 94.27% |
$175K - $188K
|
523
$11.2K
|
|
|
Aug 11, 2023
Q2 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-9.02K- 47.65% |
$184K - $197K
|
9.91K
$212K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-18K- 9.67% |
$366K - $393K
|
168K
$3.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-20.5K- 62.78% |
$417K - $447K
|
12.1K
$260K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-26K- 13.36% |
$530K - $568K
|
169K
$3.62M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-28.5K- 27.48% |
$580K - $622K
|
75.2K
$1.61M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-45.2K- 74.99% |
$920K - $987K
|
15.1K
$323K
|