Purchases and Sales Made in Q4 2022 in Vaneck Cef Muni Income ETF (XMPT)
This table provides information about the institutional ownership of Vaneck Cef Muni Income ETF (XMPT) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
685KNew |
$13.6M - $15.2M
|
685K
$14.7M
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
417K+ 406.67% |
$8.25M - $9.23M
|
519K
$11.1M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
368K+ 21839.74% |
$7.28M - $8.15M
|
370K
$7.93M
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
119KNew |
$2.35M - $2.63M
|
119K
$2.55M
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
101K+ 267.46% |
$2M - $2.23M
|
139K
$2.97M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
85.9K+ 45.76% |
$1.7M - $1.9M
|
274K
$5.87M
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
54.6KNew |
$1.08M - $1.21M
|
54.6K
$1.17M
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
49.6K+ 169.53% |
$981K - $1.1M
|
78.9K
$1.69M
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
43.7K+ 111.49% |
$864K - $967K
|
82.8K
$1.78M
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
32.8KNew |
$649K - $727K
|
32.8K
$704K
|
|
Jan 17, 2023
Q4 2022
|
Qp Wealth Management, LLC
|
BUY
|
- |
29.8K+ 138.14% |
$590K - $660K
|
51.4K
$1.1M
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
25.4KNew |
$501K - $561K
|
25.4K
$544K
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
17.8KNew |
$352K - $394K
|
17.8K
$381K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.9KNew |
$314K - $351K
|
15.9K
$340K
|
|
Jan 30, 2023
Q4 2022
|
Cross Staff Investments Inc
|
BUY
|
- |
15K+ 62.5% |
$297K - $332K
|
39K
$836K
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13KNew |
$258K - $289K
|
13K
$280K
|
|
Jan 20, 2023
Q4 2022
|
Straight Path Wealth Management
|
BUY
|
- |
10.1KNew |
$200K - $224K
|
10.1K
$217K
|
|
Nov 30, 2023
Q4 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
8.51KNew |
$168K - $188K
|
8.51K
$182K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7KNew |
$138K - $155K
|
7K
$150K
|
|
Feb 09, 2023
Q4 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
5.69K+ 6.03% |
$113K - $126K
|
100K
$2.15M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.57K+ 10.12% |
$110K - $123K
|
60.6K
$1.3M
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
3.78KNew |
$74.7K - $83.6K
|
3.78K
$81K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
3K+ 314.47% |
$59.3K - $66.4K
|
3.95K
$84.8K
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.93K+ 33.8% |
$57.9K - $64.8K
|
11.6K
$249K
|
|
Feb 14, 2023
Q4 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
2.56K+ 8.47% |
$50.6K - $56.7K
|
32.8K
$703K
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.92K+ 8.87% |
$37.9K - $42.4K
|
23.5K
$505K
|
|
Jan 18, 2023
Q4 2022
|
Madrona Financial Services, LLC
|
BUY
|
- |
1.1K+ 6.14% |
$21.8K - $24.4K
|
19K
$408K
|
|
Feb 08, 2023
Q4 2022
|
Van Eck Associates Corp
|
BUY
|
- |
381+ 16.19% |
$7.54K - $8.44K
|
2.73K
$58.6K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
240New |
$4.75K - $5.31K
|
240
$5.15K
|
|
Feb 08, 2023
Q4 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
158+ 1.62% |
$3.13K - $3.5K
|
9.9K
$212K
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
95+ 4.41% |
$1.88K - $2.1K
|
2.25K
$48.2K
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
48New |
$949 - $1.06K
|
48
$1.03K
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
BUY
|
- |
3+ 1.78% |
$59.3 - $66.4
|
172
$3.69K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-3- 0.36% |
$59.3 - $66.4
|
828
$17.8K
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-160- 16.19% |
$3.16K - $3.54K
|
828
$17.8K
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-206- 7.35% |
$4.07K - $4.56K
|
2.6K
$55.7K
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-666- 4.13% |
$13.2K - $14.7K
|
15.5K
$332K
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-667- 68.98% |
$13.2K - $14.8K
|
300
$6.43K
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.3K- 7.97% |
$25.6K - $28.7K
|
15K
$321K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.43K- 8.06% |
$67.8K - $75.9K
|
39.1K
$838K
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.07K- 25.73% |
$80.6K - $90.2K
|
11.8K
$252K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.89K- 5.62% |
$96.7K - $108K
|
82.1K
$1.76M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.64K- 33.26% |
$112K - $125K
|
11.3K
$243K
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-7.21K- 28.72% |
$143K - $160K
|
17.9K
$383K
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-13.2K- 54.56% |
$261K - $292K
|
11K
$236K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-15.7K- 36.61% |
$311K - $348K
|
27.3K
$584K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-27.1K- 56.55% |
$536K - $600K
|
20.8K
$446K
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-43.6K- 13.85% |
$863K - $966K
|
271K
$5.82M
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-85.6K- 94.6% |
$1.69M - $1.9M
|
4.89K
$105K
|