Purchases and Sales Made in Q4 2023 in Vaneck ETF Tr Mtg Reit Income (MORT)
This table provides information about the institutional ownership of Vaneck ETF Tr Mtg Reit Income (MORT) during Q4 2023. The information is specifically focused on institutions that hold shares of VANECK ETF TR MTG REIT INCOME .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1M+ 226.67% |
$9.44M - $12.5M
|
1.44M
$15.9M
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
257KNew |
$2.42M - $3.22M
|
257K
$2.84M
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
163KNew |
$1.54M - $2.04M
|
163K
$1.8M
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
143K+ 41.18% |
$1.35M - $1.79M
|
490K
$5.42M
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
89.7K+ 21.16% |
$845K - $1.12M
|
513K
$5.67M
|
|
Feb 09, 2024
Q4 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
88.5KNew |
$834K - $1.11M
|
88.5K
$978K
|
|
Jan 12, 2024
Q4 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
71.1KNew |
$670K - $890K
|
71.1K
$786K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
42.9KNew |
$404K - $537K
|
42.9K
$474K
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
39.5KNew |
$373K - $495K
|
39.5K
$437K
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
24.8KNew |
$234K - $310K
|
24.8K
$274K
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
23.5K+ 26.3% |
$222K - $295K
|
113K
$1.25M
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
19KNew |
$179K - $238K
|
19K
$210K
|
|
Feb 05, 2024
Q4 2023
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
19KNew |
$179K - $238K
|
19K
$210K
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
14.8KNew |
$139K - $185K
|
14.8K
$163K
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
14.4KNew |
$135K - $180K
|
14.4K
$159K
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
13.3KNew |
$126K - $167K
|
13.3K
$147K
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.8KNew |
$121K - $161K
|
12.8K
$142K
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.9KNew |
$112K - $149K
|
11.9K
$131K
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.9KNew |
$112K - $149K
|
11.9K
$131K
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
11KNew |
$104K - $138K
|
11K
$122K
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.7K+ 77.44% |
$101K - $134K
|
24.4K
$270K
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.6KNew |
$99.6K - $132K
|
10.6K
$117K
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10.4KNew |
$97.9K - $130K
|
10.4K
$115K
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
8.9K+ 17.37% |
$83.9K - $111K
|
60.1K
$664K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.45K+ 50.51% |
$79.7K - $106K
|
25.2K
$278K
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.25K+ 22.29% |
$77.8K - $103K
|
45.3K
$500K
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
6.88K+ 31.5% |
$64.9K - $86.2K
|
28.7K
$317K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.94KNew |
$27.7K - $36.7K
|
2.94K
$32.4K
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.9K+ 15.32% |
$27.4K - $36.3K
|
21.9K
$241K
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
2.76K+ 9.02% |
$26.1K - $34.6K
|
33.4K
$369K
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.16K+ 14.85% |
$20.4K - $27.1K
|
16.7K
$185K
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.92K+ 8.03% |
$18.1K - $24.1K
|
25.9K
$286K
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.73K+ 4.24% |
$16.3K - $21.7K
|
42.5K
$470K
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
847+ 1.68% |
$7.99K - $10.6K
|
51.4K
$568K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
700+ 233.33% |
$6.6K - $8.76K
|
1K
$11.1K
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
600New |
$5.66K - $7.51K
|
600
$6.63K
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
367+ 1.46% |
$3.46K - $4.59K
|
25.5K
$282K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
365New |
$3.44K - $4.57K
|
365
$4.03K
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
200New |
$1.89K - $2.5K
|
200
$2.21K
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
60+ 0.49% |
$566 - $751
|
12.4K
$137K
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
21+ 6.38% |
$198 - $263
|
350
$3.87K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14+ 0.05% |
$132 - $175
|
27.8K
$307K
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5+ 1.08% |
$47.2 - $62.6
|
470
$5.19K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-99- 32.67% |
$934 - $1.24K
|
204
$2.25K
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-185- 1.12% |
$1.74K - $2.32K
|
16.3K
$180K
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-893Closed |
$8.42K - $11.2K
|
0
$0
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.98K- 99.97% |
$28.1K - $37.3K
|
1
$11.1
|
|
Feb 12, 2024
Q4 2023
|
Adams Wealth Management
|
SELL
|
- |
-7.2K- 32.6% |
$67.9K - $90.2K
|
14.9K
$165K
|
|
Jan 17, 2024
Q4 2023
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-9.33K- 48.28% |
$88K - $117K
|
10K
$111K
|