Latest Institutional Transactions on Vaneck ETF Tr (CLOI)
This table provides information on the latest institutional transactions involving Vaneck ETF Tr (CLOI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
160+ 1.39% |
$8.43K - $8.5K
|
11.6K
$618K
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
205New |
$10.8K - $10.9K
|
205
$10.9K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
243+ 3.29% |
$12.8K - $12.9K
|
7.62K
$405K
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
10.6KNew |
$560K - $564K
|
10.6K
$564K
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
2.16K+ 7.88% |
$114K - $115K
|
29.6K
$1.57M
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-10K- 33.42% |
$529K - $534K
|
20K
$1.06M
|
|
Jan 23, 2025
Q4 2024
|
Ferguson Shapiro LLC
|
SELL
|
- |
-48.8K- 33.55% |
$2.57M - $2.59M
|
96.7K
$5.13M
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
4.6KNew |
$242K - $244K
|
4.6K
$244K
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
375New |
$19.8K - $19.9K
|
375
$19.9K
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
16.5K+ 6.8% |
$868K - $875K
|
259K
$13.7M
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-11.2K- 22.86% |
$591K - $596K
|
37.8K
$2.01M
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
4.98K+ 13.31% |
$263K - $265K
|
42.4K
$2.25M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.58KNew |
$505K - $509K
|
9.58K
$509K
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
27.4KNew |
$1.44M - $1.46M
|
27.4K
$1.46M
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
500+ 12.5% |
$26.4K - $26.6K
|
4.5K
$239K
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
72.4K+ 50.86% |
$3.81M - $3.85M
|
215K
$11.4M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.05K+ 15.53% |
$161K - $162K
|
22.7K
$1.2M
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
52.9K+ 546.63% |
$2.79M - $2.81M
|
62.5K
$3.32M
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
237New |
$12.5K - $12.6K
|
237
$12.6K
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-2.74K- 9.07% |
$145K - $146K
|
27.5K
$1.46M
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.71K+ 29.8% |
$90K - $90.8K
|
7.44K
$395K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10.2KNew |
$536K - $541K
|
10.2K
$540K
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-1.25K- 5.36% |
$65.9K - $66.5K
|
22.1K
$1.17M
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
944KNew |
$49.7M - $50.2M
|
944K
$50.1M
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
18+ 2.3% |
$949 - $957
|
802
$42.6K
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
4.34K+ 35.79% |
$228K - $230K
|
16.4K
$874K
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
322K+ 53.21% |
$17M - $17.1M
|
926K
$49.2M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
228KNew |
$12M - $12.1M
|
228K
$12.1M
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
4.7K+ 3588.55% |
$248K - $250K
|
4.83K
$257K
|
|
Q3 2024 | |||||||
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-30K- 93.85% |
$1.58M - $1.59M
|
1.96K
$104K
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.87KNew |
$204K - $205K
|
3.87K
$205K
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
37.3KNew |
$1.96M - $1.98M
|
37.3K
$1.98M
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
915+ 8.2% |
$48.2K - $48.5K
|
12.1K
$641K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.85K+ 93.0% |
$255K - $257K
|
10.1K
$534K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.4K+ 12.77% |
$861K - $868K
|
144K
$7.67M
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.47KNew |
$130K - $131K
|
2.47K
$131K
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-20.6K- 2.96% |
$1.09M - $1.1M
|
677K
$36M
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
8.38KNew |
$441K - $444K
|
8.38K
$445K
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
8.67K+ 15.95% |
$456K - $460K
|
63K
$3.35M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.13K+ 7607.14% |
$112K - $113K
|
2.16K
$115K
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.79KNew |
$94.1K - $94.8K
|
1.79K
$95K
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.16K- 31.67% |
$114K - $114K
|
4.65K
$247K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-7.14K- 88.15% |
$376K - $379K
|
960
$51K
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
176KNew |
$9.28M - $9.35M
|
176K
$9.37M
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.05K+ 35.23% |
$108K - $109K
|
7.87K
$418K
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
BUY
|
- |
110K+ 229.43% |
$5.79M - $5.83M
|
158K
$8.38M
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
362+ 144.8% |
$19.1K - $19.2K
|
612
$32.5K
|
|
Nov 14, 2024
Q3 2024
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
36.5KNew |
$1.92M - $1.94M
|
36.5K
$1.94M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-12.1K- 19.83% |
$636K - $640K
|
48.8K
$2.59M
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
14New |
$737 - $743
|
14
$744
|