Purchases and Sales Made in Q1 2023 in Vaneck Morningstar Wide Moat E (MOAT)
This table provides information about the institutional ownership of Vaneck Morningstar Wide Moat E (MOAT) during Q1 2023. 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 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.26KNew |
$278K - $324K
|
4.26K
$365K
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.04K+ 32.54% |
$264K - $308K
|
16.5K
$1.41M
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.01KNew |
$261K - $305K
|
4.01K
$344K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.87K+ 2.64% |
$252K - $295K
|
151K
$12.9M
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.83K+ 96.01% |
$250K - $291K
|
7.81K
$670K
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.65K+ 25.78% |
$238K - $278K
|
17.8K
$1.53M
|
|
May 03, 2023
Q1 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
3.59KNew |
$234K - $273K
|
3.59K
$308K
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.48KNew |
$227K - $265K
|
3.48K
$298K
|
|
Apr 19, 2023
Q1 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.36KNew |
$219K - $255K
|
3.36K
$288K
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.35KNew |
$219K - $255K
|
3.35K
$288K
|
|
May 10, 2023
Q1 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
3.33KNew |
$217K - $254K
|
3.33K
$286K
|
|
May 16, 2023
Q1 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
3.32K+ 5.5% |
$216K - $252K
|
63.6K
$5.46M
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.16K+ 5.91% |
$206K - $240K
|
56.5K
$4.85M
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.13K+ 66.26% |
$204K - $239K
|
7.86K
$675K
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.12KNew |
$204K - $238K
|
3.12K
$268K
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
3.08K+ 68.36% |
$201K - $234K
|
7.57K
$650K
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.07K+ 12.62% |
$200K - $233K
|
27.4K
$2.35M
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.04K+ 18.37% |
$198K - $231K
|
19.6K
$1.68M
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
3.02KNew |
$197K - $230K
|
3.02K
$259K
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2.94K+ 81.64% |
$191K - $223K
|
6.53K
$561K
|
|
Apr 11, 2023
Q1 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
2.87KNew |
$187K - $218K
|
2.87K
$246K
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.81KNew |
$183K - $214K
|
2.81K
$241K
|
|
May 15, 2023
Q1 2023
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
2.8KNew |
$182K - $213K
|
2.8K
$240K
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.78K+ 9.94% |
$182K - $212K
|
30.8K
$2.64M
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
2.52K+ 5.64% |
$164K - $192K
|
47.1K
$4.05M
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
2.48K+ 4.87% |
$162K - $189K
|
53.4K
$4.58M
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.29K+ 4.61% |
$149K - $174K
|
51.9K
$4.46M
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.25K+ 20.54% |
$147K - $171K
|
13.2K
$1.13M
|
|
Jan 16, 2024
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
2.23K+ 6.41% |
$146K - $170K
|
37.1K
$3.18M
|
|
Oct 19, 2023
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
2.23K+ 6.41% |
$146K - $170K
|
37.1K
$3.18M
|
|
May 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
2.2KNew |
$144K - $167K
|
2.2K
$189K
|
|
Apr 21, 2023
Q1 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
2.18K+ 18.45% |
$142K - $166K
|
14K
$1.2M
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.07K+ 29.54% |
$135K - $158K
|
9.09K
$780K
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2KNew |
$131K - $152K
|
2K
$172K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.94K+ 6.34% |
$126K - $147K
|
32.5K
$2.79M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.9K+ 1.24% |
$124K - $144K
|
155K
$13.3M
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
1.74K+ 12.82% |
$114K - $132K
|
15.3K
$1.31M
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.5K+ 38.45% |
$97.9K - $114K
|
5.4K
$464K
|
|
May 08, 2023
Q1 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
1.45K+ 5.64% |
$94.3K - $110K
|
27.1K
$2.32M
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.35K+ 3.0% |
$87.7K - $102K
|
46.2K
$3.97M
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.29K+ 38.87% |
$83.8K - $97.8K
|
4.59K
$394K
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.21K+ 17.69% |
$79K - $92.2K
|
8.06K
$692K
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.19K+ 0.74% |
$77.4K - $90.3K
|
162K
$13.9M
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.09KNew |
$70.8K - $82.6K
|
1.09K
$93.1K
|
|
May 15, 2023
Q1 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
1K+ 1.55% |
$65.2K - $76.1K
|
65.6K
$5.63M
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
926New |
$60.4K - $70.5K
|
926
$79.5K
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
895+ 19.59% |
$58.4K - $68.1K
|
5.46K
$469K
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
870+ 125.9% |
$56.8K - $66.2K
|
1.56K
$134K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
761+ 99.48% |
$49.6K - $57.9K
|
1.53K
$131K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
730+ 6.26% |
$47.6K - $55.6K
|
12.4K
$1.06M
|