Purchases and Sales Made in Q1 2021 in Vaneck Morningstar Wide Moat E (MOAT)
This table provides information about the institutional ownership of Vaneck Morningstar Wide Moat E (MOAT) during Q1 2021. The information is specifically focused on institutions that hold shares of VANECK MORNINGSTAR WIDE MOAT E.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2021
Q1 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
13K+ 78.8% |
N/A
|
29.6K
$2.54M
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
BUY
|
- |
12.4K+ 1.71% |
N/A
|
733K
$62.9M
|
|
Apr 15, 2021
Q1 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
10.6KNew |
N/A
|
10.6K
$914K
|
|
May 14, 2021
Q1 2021
|
Brown Advisory Inc
|
BUY
|
- |
10.4KNew |
N/A
|
10.4K
$892K
|
|
Jan 02, 2024
Q1 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
9.77K+ 843.26% |
N/A
|
10.9K
$938K
|
|
May 05, 2021
Q1 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
9.42K+ 2.98% |
N/A
|
325K
$27.9M
|
|
May 17, 2021
Q1 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.02K+ 4.58% |
N/A
|
206K
$17.7M
|
|
May 14, 2021
Q1 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
8.5K+ 24.51% |
N/A
|
43.2K
$3.71M
|
|
May 11, 2021
Q1 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.41K+ 13.79% |
N/A
|
69.4K
$5.96M
|
|
May 14, 2021
Q1 2021
|
Covington Capital Management
|
BUY
|
- |
8.16K+ 4.75% |
N/A
|
180K
$15.4M
|
|
May 17, 2021
Q1 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.01K+ 105.88% |
N/A
|
15.6K
$1.34M
|
|
May 14, 2021
Q1 2021
|
Apexium Financial, LP
|
BUY
|
- |
7.91K+ 7.21% |
N/A
|
118K
$10.1M
|
|
May 07, 2021
Q1 2021
|
Clarus Group, Inc.
|
BUY
|
- |
7.47KNew |
N/A
|
7.47K
$641K
|
|
May 07, 2021
Q1 2021
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
7.41K+ 26.2% |
N/A
|
35.7K
$3.06M
|
|
May 17, 2021
Q1 2021
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
7.37KNew |
N/A
|
7.37K
$633K
|
|
May 13, 2021
Q1 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.76K+ 15.53% |
N/A
|
50.3K
$4.32M
|
|
May 13, 2021
Q1 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.69KNew |
N/A
|
6.69K
$574K
|
|
Apr 26, 2021
Q1 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
6.41K+ 9.81% |
N/A
|
71.8K
$6.16M
|
|
Apr 20, 2021
Q1 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
6.4K+ 31.53% |
N/A
|
26.7K
$2.29M
|
|
Apr 19, 2021
Q1 2021
|
Barnett & Company, Inc.
|
BUY
|
- |
6.37K+ 7.3% |
N/A
|
93.7K
$8.04M
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.34K+ 17.06% |
N/A
|
43.5K
$3.73M
|
|
May 14, 2021
Q1 2021
|
Stephens Inc
|
BUY
|
- |
6.26K+ 4.91% |
N/A
|
134K
$11.5M
|
|
May 14, 2021
Q1 2021
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
6.09K+ 84.45% |
N/A
|
13.3K
$1.14M
|
|
May 04, 2021
Q1 2021
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
5.79K+ 5.27% |
N/A
|
116K
$9.92M
|
|
May 17, 2021
Q1 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.7K+ 22.67% |
N/A
|
30.8K
$2.65M
|
|
May 10, 2021
Q1 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.65K+ 5.62% |
N/A
|
106K
$9.12M
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.6K+ 3.97% |
N/A
|
147K
$12.6M
|
|
Apr 16, 2021
Q1 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
5.22KNew |
N/A
|
5.22K
$448K
|
|
Apr 27, 2021
Q1 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
5.22K+ 27.24% |
N/A
|
24.4K
$2.09M
|
|
Apr 28, 2021
Q1 2021
|
Bcs Wealth Management
|
BUY
|
- |
4.94K+ 35.23% |
N/A
|
19K
$1.63M
|
|
May 17, 2021
Q1 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
4.85K+ 2.86% |
N/A
|
175K
$15M
|
|
May 17, 2021
Q1 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.6K+ 14.4% |
N/A
|
36.6K
$3.14M
|
|
Jan 27, 2023
Q1 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.6K+ 14.4% |
N/A
|
36.6K
$3.14M
|
|
May 03, 2021
Q1 2021
|
Jnba Financial Advisors
|
BUY
|
- |
4.52K+ 0.5% |
N/A
|
903K
$77.5M
|
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.25K+ 9.74% |
N/A
|
47.9K
$4.11M
|
|
May 17, 2021
Q1 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.02KNew |
N/A
|
4.02K
$345K
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.02K+ 804.0% |
N/A
|
4.52K
$388K
|
|
May 14, 2021
Q1 2021
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
3.93KNew |
N/A
|
3.93K
$337K
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
3.63K+ 7.35% |
N/A
|
53.1K
$4.56M
|
|
May 14, 2021
Q1 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
3.55KNew |
N/A
|
3.55K
$305K
|
|
Apr 22, 2021
Q1 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
3.15KNew |
N/A
|
3.15K
$270K
|
|
May 13, 2021
Q1 2021
|
Wolff Financial Management LLC
|
BUY
|
- |
3.09KNew |
N/A
|
3.09K
$265K
|
|
Apr 20, 2021
Q1 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
3.01KNew |
N/A
|
3.01K
$258K
|
|
May 14, 2021
Q1 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.91KNew |
N/A
|
2.91K
$250K
|
|
May 14, 2021
Q1 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.88K+ 4.96% |
N/A
|
61K
$5.24M
|
|
May 04, 2021
Q1 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
2.67KNew |
N/A
|
2.67K
$230K
|
|
Jul 08, 2021
Q1 2021
|
Smith Anglin Financial, LLC
|
BUY
|
- |
2.51K+ 0.75% |
N/A
|
339K
$29.1M
|
|
Apr 22, 2021
Q1 2021
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
2.31KNew |
N/A
|
2.31K
$198K
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.95K+ 1.0% |
N/A
|
197K
$16.9M
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
1.91KNew |
N/A
|
1.91K
$164K
|