Purchases and Sales Made in Q1 2024 in Vaneck Morningstar Wide Moat E (MOAT)
This table provides information about the institutional ownership of Vaneck Morningstar Wide Moat E (MOAT) during Q1 2024. 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 |
---|---|---|---|---|---|---|---|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.51MNew |
$207M - $226M
|
2.51M
$215M
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
988K+ 12.82% |
$81.6M - $88.8M
|
8.7M
$746M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
988K+ 12.82% |
$81.6M - $88.8M
|
8.7M
$746M
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
724KNew |
$59.8M - $65.1M
|
724K
$62.1M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
605K+ 1193.16% |
$49.9M - $54.4M
|
655K
$56.3M
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
373K+ 57.75% |
$30.8M - $33.5M
|
1.02M
$87.5M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
360K+ 12.46% |
$29.7M - $32.4M
|
3.25M
$279M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
352K+ 4.15% |
$29.1M - $31.7M
|
8.84M
$758M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
315K+ 4.51% |
$26M - $28.3M
|
7.3M
$626M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
279K+ 14.52% |
$23M - $25.1M
|
2.2M
$189M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
252K+ 38.92% |
$20.8M - $22.6M
|
899K
$77.1M
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
248K+ 32.56% |
$20.4M - $22.3M
|
1.01M
$86.5M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
219K+ 8.99% |
$18.1M - $19.7M
|
2.66M
$228M
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
205KNew |
$16.9M - $18.4M
|
205K
$17.6M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
198K+ 12.85% |
$16.4M - $17.8M
|
1.74M
$149M
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
183K+ 115.04% |
$15.1M - $16.5M
|
343K
$29.4M
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
175K+ 2.05% |
$14.4M - $15.7M
|
8.7M
$746M
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
157K+ 2365.09% |
$12.9M - $14.1M
|
163K
$14M
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
148K+ 26.18% |
$12.2M - $13.3M
|
714K
$61.3M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
139K+ 82.55% |
$11.5M - $12.5M
|
307K
$26.3M
|
|
Apr 16, 2024
Q1 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
139K+ 42.75% |
$11.4M - $12.5M
|
463K
$39.7M
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
120K+ 97.95% |
$9.91M - $10.8M
|
243K
$20.8M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
119K+ 31.41% |
$9.85M - $10.7M
|
499K
$42.8M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
119K+ 5.1% |
$9.85M - $10.7M
|
2.46M
$211M
|
|
May 14, 2024
Q1 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
117K+ 1105.26% |
$9.69M - $10.5M
|
128K
$11M
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
108K+ 104.97% |
$8.92M - $9.71M
|
211K
$18.1M
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
104KNew |
$8.58M - $9.34M
|
104K
$8.91M
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
101K+ 93.28% |
$8.33M - $9.07M
|
209K
$17.9M
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
99.2KNew |
$8.19M - $8.92M
|
99.2K
$8.51M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
96.6K+ 4.25% |
$7.98M - $8.68M
|
2.37M
$203M
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
92.9K+ 64.09% |
$7.67M - $8.35M
|
238K
$20.4M
|
|
May 08, 2024
Q1 2024
|
Barings LLC
|
BUY
|
- |
90.2K+ 91.45% |
$7.45M - $8.11M
|
189K
$16.2M
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
86.5K+ 51.81% |
$7.14M - $7.77M
|
253K
$21.7M
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
85.4K+ 60.18% |
$7.05M - $7.67M
|
227K
$19.5M
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
84.6KNew |
$6.99M - $7.61M
|
84.6K
$7.26M
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
78.6K+ 13.03% |
$6.49M - $7.07M
|
682K
$58.6M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
75.5K+ 3.36% |
$6.24M - $6.79M
|
2.32M
$199M
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
73.8K+ 2017.04% |
$6.1M - $6.64M
|
77.5K
$6.65M
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
69K+ 28.88% |
$5.7M - $6.2M
|
308K
$26.4M
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
68K+ 45.02% |
$5.61M - $6.11M
|
219K
$18.8M
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
67K+ 9.55% |
$5.54M - $6.03M
|
769K
$66M
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
64.6K+ 10.15% |
$5.34M - $5.81M
|
701K
$60.2M
|
|
May 15, 2024
Q1 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
60.3KNew |
$4.98M - $5.42M
|
60.3K
$5.17M
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
60.2KNew |
$4.97M - $5.41M
|
60.2K
$5.17M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
59.4K+ 128.46% |
$4.91M - $5.34M
|
106K
$9.07M
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
59.3KNew |
$4.9M - $5.33M
|
59.3K
$5.09M
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
59.1K+ 34.12% |
$4.88M - $5.31M
|
232K
$19.9M
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
55.9K+ 42.28% |
$4.62M - $5.03M
|
188K
$16.1M
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
55.5KNew |
$4.58M - $4.99M
|
55.5K
$4.76M
|
|
May 09, 2024
Q1 2024
|
Ttp Investments, Inc.
|
BUY
|
- |
54.1K+ 15.32% |
$4.47M - $4.87M
|
407K
$35M
|