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 |
---|---|---|---|---|---|---|---|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.05K- 13.9% |
$86.6K - $94.3K
|
6.5K
$558K
|
|
Apr 22, 2024
Q1 2024
|
Retireful, LLC
|
SELL
|
- |
-1.06K- 1.33% |
$87.2K - $94.9K
|
78.2K
$6.71M
|
|
Apr 18, 2024
Q1 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-1.07K- 4.32% |
$88.1K - $95.9K
|
23.7K
$2.03M
|
|
Apr 24, 2024
Q1 2024
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-1.07K- 13.74% |
$88.1K - $95.9K
|
6.7K
$575K
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.09K- 76.8% |
$89.9K - $97.9K
|
329
$28.2K
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.2K- 2.04% |
$98.9K - $108K
|
57.6K
$4.95M
|
|
Apr 29, 2024
Q1 2024
|
Lansing Street Advisors
|
SELL
|
- |
-1.2K- 4.59% |
$99.1K - $108K
|
25K
$2.14M
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.22K- 4.33% |
$101K - $110K
|
27K
$2.31M
|
|
May 08, 2024
Q1 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-1.3K- 34.97% |
$107K - $117K
|
2.41K
$207K
|
|
May 10, 2024
Q1 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-1.34K- 1.81% |
$111K - $121K
|
72.9K
$6.26M
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.4K- 4.91% |
$115K - $125K
|
27K
$2.32M
|
|
Apr 22, 2024
Q1 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.53K- 1.58% |
$126K - $137K
|
95.4K
$8.19M
|
|
May 13, 2024
Q1 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-1.55K- 37.31% |
$128K - $139K
|
2.6K
$223K
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.55K- 17.48% |
$128K - $139K
|
7.32K
$628K
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.57K- 34.77% |
$130K - $141K
|
2.94K
$253K
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.69K- 5.98% |
$139K - $152K
|
26.6K
$2.28M
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.77K- 8.98% |
$146K - $159K
|
17.9K
$1.54M
|
|
Apr 23, 2024
Q1 2024
|
Iron Financial, LLC
|
SELL
|
- |
-1.77K- 3.87% |
$146K - $159K
|
43.9K
$3.77M
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.85K- 6.38% |
$153K - $166K
|
27.2K
$2.33M
|
|
Apr 30, 2024
Q1 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-1.89K- 18.56% |
$156K - $170K
|
8.28K
$711K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.01K- 0.22% |
$166K - $180K
|
923K
$79.2M
|
|
Apr 19, 2024
Q1 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-2.07K- 6.06% |
$171K - $186K
|
32.1K
$2.76M
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-2.09K- 20.64% |
$173K - $188K
|
8.04K
$690K
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-2.27K- 4.12% |
$187K - $204K
|
52.7K
$4.53M
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.42KClosed |
$200K - $218K
|
0
$0
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-2.53K- 5.58% |
$209K - $227K
|
42.7K
$3.67M
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-2.53K- 5.29% |
$209K - $227K
|
45.3K
$3.89M
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-2.63K- 4.5% |
$217K - $237K
|
55.9K
$4.8M
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.71K- 4.38% |
$224K - $244K
|
59.1K
$5.08M
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.99K- 4.25% |
$247K - $268K
|
67.2K
$5.77M
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-3.02K- 91.19% |
$250K - $272K
|
292
$25.1K
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-3.13K- 23.0% |
$258K - $281K
|
10.5K
$898K
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-3.17K- 38.06% |
$261K - $285K
|
5.15K
$442K
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-3.52K- 7.37% |
$290K - $316K
|
44.2K
$3.8M
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-3.81K- 3.53% |
$315K - $343K
|
104K
$8.94M
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3.82K- 6.5% |
$316K - $344K
|
55K
$4.72M
|
|
May 01, 2024
Q1 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-4.06K- 38.84% |
$335K - $365K
|
6.39K
$548K
|
|
Apr 17, 2024
Q1 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-4.09K- 3.86% |
$338K - $368K
|
102K
$8.74M
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-4.27K- 21.25% |
$352K - $383K
|
15.8K
$1.36M
|
|
Apr 17, 2024
Q1 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-4.38K- 12.7% |
$362K - $394K
|
30.1K
$2.59M
|
|
Apr 12, 2024
Q1 2024
|
Peak Financial Advisors LLC
|
SELL
|
- |
-4.47K- 7.57% |
$369K - $402K
|
54.6K
$4.69M
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-4.63K- 13.95% |
$382K - $416K
|
28.6K
$2.45M
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4.63K- 89.59% |
$382K - $416K
|
538
$46.2K
|
|
Apr 29, 2024
Q1 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-4.82K- 32.81% |
$398K - $434K
|
9.88K
$848K
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-5.3K- 2.89% |
$438K - $476K
|
178K
$15.3M
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.54K- 1.78% |
$457K - $498K
|
306K
$26.3M
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-5.75K- 4.87% |
$475K - $517K
|
112K
$9.64M
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-7.08K- 3.93% |
$584K - $636K
|
173K
$14.9M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.12K- 5.36% |
$588K - $640K
|
126K
$10.8M
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-7.5K- 5.71% |
$619K - $674K
|
124K
$10.6M
|