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
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1.23K- 16.19% |
$80.4K - $93.8K
|
6.38K
$548K
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.26K- 19.82% |
$81.9K - $95.5K
|
5.08K
$436K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.27K- 6.72% |
$83.1K - $96.9K
|
17.7K
$1.52M
|
|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.29K- 2.49% |
$84K - $98.1K
|
50.5K
$4.33M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.31K- 2.16% |
$85.1K - $99.3K
|
59.1K
$5.07M
|
|
|
May 11, 2023
Q1 2023
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-1.54K- 1.2% |
$100K - $117K
|
127K
$10.9M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.56K- 0.94% |
$102K - $119K
|
164K
$14.1M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.57K- 9.25% |
$102K - $119K
|
15.4K
$1.32M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.72K- 1.51% |
$112K - $131K
|
112K
$9.64M
|
|
|
May 04, 2023
Q1 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-1.77K- 0.34% |
$116K - $135K
|
527K
$45.2M
|
|
|
May 15, 2023
Q1 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-1.88K- 5.52% |
$123K - $143K
|
32.1K
$2.76M
|
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
SELL
|
- |
-1.88K- 7.47% |
$123K - $143K
|
23.3K
$2M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.9K- 3.0% |
$124K - $144K
|
61.3K
$5.26M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.91K- 17.73% |
$125K - $146K
|
8.87K
$761K
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-2K- 16.24% |
$130K - $152K
|
10.3K
$885K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.08K- 1.67% |
$135K - $158K
|
122K
$10.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-2.11K- 3.92% |
$138K - $161K
|
51.8K
$4.44M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.2K- 35.26% |
$144K - $167K
|
4.04K
$347K
|
|
|
May 11, 2023
Q1 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-2.62K- 34.51% |
$171K - $200K
|
4.98K
$427K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.78K- 7.03% |
$181K - $211K
|
36.7K
$3.15M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.94K- 4.44% |
$192K - $224K
|
63.3K
$5.43M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-3.02K- 8.37% |
$197K - $230K
|
33K
$2.83M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-3.06K- 30.28% |
$200K - $233K
|
7.04K
$604K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.36K- 32.63% |
$219K - $256K
|
6.94K
$595K
|
|
|
May 05, 2023
Q1 2023
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-3.46K- 4.01% |
$226K - $264K
|
82.9K
$7.12M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.52K- 71.45% |
$229K - $268K
|
1.41K
$121K
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-3.6K- 42.86% |
$235K - $274K
|
4.8K
$412K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.63K- 43.19% |
$237K - $276K
|
4.77K
$410K
|
|
|
Apr 25, 2023
Q1 2023
|
Iron Financial, LLC
|
SELL
|
- |
-3.97K- 7.67% |
$259K - $302K
|
47.7K
$4.1M
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-4.42K- 1.82% |
$288K - $337K
|
238K
$20.4M
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-4.99K- 0.67% |
$325K - $380K
|
739K
$63.5M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-5.5K- 11.03% |
$359K - $419K
|
44.4K
$3.81M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-5.58K- 72.31% |
$364K - $425K
|
2.14K
$183K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.86K- 12.28% |
$382K - $446K
|
41.8K
$3.59M
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-6.01K- 24.04% |
$392K - $457K
|
19K
$1.63M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-8.32K- 16.44% |
$543K - $634K
|
42.3K
$3.63M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-8.46K- 52.38% |
$552K - $644K
|
7.69K
$660K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-8.57K- 7.23% |
$559K - $653K
|
110K
$9.45M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-8.8K- 3.59% |
$574K - $670K
|
236K
$20.3M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-9.18K- 23.16% |
$599K - $699K
|
30.5K
$2.61M
|
|
|
May 15, 2023
Q1 2023
|
Anson Capital, Inc.
|
SELL
|
- |
-9.59K- 18.11% |
$626K - $730K
|
43.4K
$3.72M
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-9.92K- 16.18% |
$647K - $755K
|
51.4K
$4.41M
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-10K- 3.09% |
$654K - $764K
|
315K
$27M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.3K- 70.43% |
$735K - $858K
|
4.73K
$406K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-11.8KClosed |
$772K - $901K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-12K- 0.76% |
$786K - $917K
|
1.58M
$135M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-12.4K- 52.24% |
$809K - $944K
|
11.3K
$974K
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-12.6K- 3.43% |
$823K - $960K
|
355K
$30.4M
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-12.9K- 80.83% |
$842K - $982K
|
3.06K
$263K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-15.2K- 10.4% |
$990K - $1.15M
|
131K
$11.2M
|