Purchases and Sales Made in Q1 2023 in Vaneck ETF Tr Semiconductor Et (SMH)
This table provides information about the institutional ownership of Vaneck ETF Tr Semiconductor Et (SMH) during Q1 2023. The information is specifically focused on institutions that hold shares of VANECK ETF TR SEMICONDUCTOR ET.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
50+ 0.24% |
$10.1K - $13.2K
|
20.9K
$5.47M
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
50+ 1250.0% |
$10.1K - $13.2K
|
54
$14.1K
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
48New |
$9.67K - $12.6K
|
48
$12.6K
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
48+ 2.3% |
$9.67K - $12.6K
|
2.14K
$558K
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
39New |
$7.85K - $10.3K
|
39
$10.2K
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
37+ 3.48% |
$7.45K - $9.74K
|
1.1K
$287K
|
|
Apr 13, 2023
Q1 2023
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
36+ 0.83% |
$7.25K - $9.47K
|
4.36K
$1.14M
|
|
Apr 21, 2023
Q1 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
30+ 2.21% |
$6.04K - $7.9K
|
1.39K
$363K
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
26New |
$5.24K - $6.84K
|
26
$6.8K
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
25New |
$5.03K - $6.58K
|
25
$6.54K
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
25+ 42.37% |
$5.03K - $6.58K
|
84
$22K
|
|
May 10, 2023
Q1 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
25+ 2.5% |
$5.03K - $6.58K
|
1.02K
$268K
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
24+ 200.0% |
$4.83K - $6.32K
|
36
$9.42K
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
20+ 0.28% |
$4.03K - $5.26K
|
7.24K
$1.89M
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
20New |
$4.03K - $5.26K
|
20
$5.23K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
18+ 257.14% |
$3.62K - $4.74K
|
25
$6.54K
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
18+ 0.31% |
$3.62K - $4.74K
|
5.87K
$1.54M
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
BUY
|
- |
17+ 0.88% |
$3.42K - $4.47K
|
1.95K
$509K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
17New |
$3.42K - $4.47K
|
17
$4.45K
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
12New |
$2.42K - $3.16K
|
12
$3.14K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
12New |
$2.42K - $3.16K
|
12
$3.14K
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
10+ 0.94% |
$2.01K - $2.63K
|
1.07K
$280K
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
10+ 0.16% |
$2.01K - $2.63K
|
6.21K
$1.62M
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
10New |
$2.01K - $2.63K
|
10
$2.62K
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
8New |
$1.61K - $2.11K
|
8
$2.09K
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
7New |
$1.41K - $1.84K
|
7
$1.83K
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7+ 2.31% |
$1.41K - $1.84K
|
310
$81.1K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2+ 5.26% |
$403 - $526
|
40
$10.5K
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2+ 0.18% |
$403 - $526
|
1.09K
$285K
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2New |
$403 - $526
|
2
$523
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1- 0.08% |
$201 - $263
|
1.21K
$317K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1- 0.15% |
$201 - $263
|
682
$178K
|
|
Apr 14, 2023
Q1 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-5- 0.16% |
$1.01K - $1.32K
|
3.03K
$793K
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5- 20.0% |
$1.01K - $1.32K
|
20
$5.23K
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-5- 0.08% |
$1.01K - $1.32K
|
6.47K
$1.69M
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-6- 0.43% |
$1.21K - $1.58K
|
1.39K
$364K
|
|
Apr 24, 2023
Q1 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-10- 0.35% |
$2.01K - $2.63K
|
2.81K
$735K
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-15- 0.24% |
$3.02K - $3.95K
|
6.21K
$1.62M
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-18- 2.65% |
$3.62K - $4.74K
|
661
$173K
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-18- 0.16% |
$3.62K - $4.74K
|
11.6K
$3.03M
|
|
Sep 06, 2024
Q1 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-22- 1.73% |
$4.43K - $5.79K
|
1.25K
$327K
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-25- 0.84% |
$5.03K - $6.58K
|
2.96K
$773K
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-25- 2.91% |
$5.03K - $6.58K
|
833
$218K
|
|
Apr 17, 2023
Q1 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-28- 1.63% |
$5.64K - $7.37K
|
1.69K
$442K
|
|
May 12, 2023
Q1 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-28- 0.53% |
$5.64K - $7.37K
|
5.24K
$1.37M
|
|
May 08, 2023
Q1 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-30- 0.23% |
$6.04K - $7.9K
|
13.3K
$3.47M
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-33- 4.3% |
$6.65K - $8.69K
|
734
$192K
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-35- 3.14% |
$7.05K - $9.21K
|
1.08K
$282K
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-38- 10.33% |
$7.65K - $10K
|
330
$86.3K
|