Latest Institutional Purchases of Vaneck ETF Tr Mtg Reit Income (MORT)
This list provides information on the latest institutional transactions involving Vaneck ETF Tr Mtg Reit Income (MORT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
12.2KNew |
$130K - $144K
|
12.2K
$136K
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11KNew |
$117K - $131K
|
11K
$123K
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.4KNew |
$14.9K - $16.6K
|
1.4K
$15.6K
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
375New |
$3.99K - $4.45K
|
375
$4.19K
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
25New |
$266 - $297
|
25
$279
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
18+ 5.94% |
$192 - $214
|
321
$3.58K
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
19KNew |
$179K - $238K
|
19K
$212K
|
|
Feb 05, 2024
Q4 2023
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
19KNew |
$179K - $238K
|
19K
$212K
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
14.8KNew |
$139K - $185K
|
14.8K
$165K
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
13.3KNew |
$126K - $167K
|
13.3K
$149K
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
11KNew |
$104K - $138K
|
11K
$123K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.94KNew |
$27.7K - $36.7K
|
2.94K
$32.8K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
700+ 233.33% |
$6.6K - $8.76K
|
1K
$11.2K
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
600New |
$5.66K - $7.51K
|
600
$6.7K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
365New |
$3.44K - $4.57K
|
365
$4.07K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14+ 0.05% |
$132 - $175
|
27.8K
$310K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
17.8KNew |
$199K - $222K
|
17.8K
$199K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.2KNew |
$114K - $127K
|
10.2K
$114K
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
10.1KNew |
$113K - $125K
|
10.1K
$112K
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
BUY
|
- |
2.84KNew |
$31.8K - $35.4K
|
2.84K
$31.7K
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
539+ 3.99% |
$6.03K - $6.72K
|
14K
$157K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
269New |
$3.01K - $3.35K
|
269
$3K
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
132New |
$1.48K - $1.64K
|
132
$1.47K
|
|
Q2 2023 | |||||||
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
20.5KNew |
$208K - $246K
|
20.5K
$228K
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
2.75KNew |
$28K - $33K
|
2.75K
$30.7K
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
468+ 3.86% |
$4.76K - $5.62K
|
12.6K
$141K
|
|
Q1 2023 | |||||||
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
14.7K+ 10.37% |
$152K - $205K
|
157K
$1.75M
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3.55KNew |
$36.6K - $49.5K
|
3.55K
$39.6K
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.55KNew |
$36.6K - $49.5K
|
3.55K
$39.6K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.51KNew |
$25.9K - $35K
|
2.51K
$28K
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1KNew |
$10.3K - $14K
|
1K
$11.2K
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
683+ 6.74% |
$7.06K - $9.53K
|
10.8K
$121K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
560New |
$5.78K - $7.81K
|
560
$6.25K
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
367New |
$3.79K - $5.12K
|
367
$4.1K
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
241New |
$2.49K - $3.36K
|
241
$2.69K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
53.8KNew |
$548K - $704K
|
53.8K
$601K
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
34.4KNew |
$350K - $450K
|
34.4K
$384K
|
|
Feb 09, 2023
Q4 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
6.37K+ 6.25% |
$64.8K - $83.3K
|
108K
$1.21M
|
|
Jan 19, 2023
Q4 2022
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
5K+ 33.33% |
$50.9K - $65.5K
|
20K
$223K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.8KNew |
$18.3K - $23.6K
|
1.8K
$20.1K
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
872New |
$8.88K - $11.4K
|
872
$9.73K
|
|
Feb 14, 2023
Q4 2022
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
585New |
$5.96K - $7.66K
|
585
$6.53K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
211New |
$2.15K - $2.76K
|
211
$2.35K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
69+ 1.14% |
$702 - $903
|
6.1K
$68.1K
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
1+ 5.56% |
$10.2 - $13.1
|
19
$212
|
|
Q3 2022 | |||||||
Nov 01, 2022
Q3 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
7.5KNew |
$82.9K - $118K
|
7.5K
$83.7K
|
|
Nov 09, 2022
Q3 2022
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
725+ 3.85% |
$8.01K - $11.4K
|
19.6K
$218K
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
BUY
|
- |
685New |
$7.57K - $10.8K
|
685
$7.64K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
100New |
$1.11K - $1.57K
|
100
$1.12K
|