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 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
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.69K- 12.26% |
$635K - $691K
|
55K
$4.73M
|
|
|
Apr 10, 2024
Q1 2024
|
Ferguson Shapiro LLC
|
SELL
|
- |
-7.72K- 10.48% |
$638K - $694K
|
66K
$5.66M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-8.2K- 29.67% |
$677K - $737K
|
19.4K
$1.67M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.71K- 64.31% |
$719K - $783K
|
4.83K
$415K
|
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-8.92K- 9.56% |
$737K - $802K
|
84.4K
$7.24M
|
|
|
May 03, 2024
Q1 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-8.97K- 66.54% |
$741K - $807K
|
4.51K
$387K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-9.07K- 16.32% |
$749K - $815K
|
46.5K
$3.99M
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
SELL
|
- |
-13.2K- 2.23% |
$1.09M - $1.18M
|
578K
$49.7M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-13.3K- 27.8% |
$1.1M - $1.2M
|
34.5K
$2.96M
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-13.6K- 9.09% |
$1.12M - $1.22M
|
136K
$11.7M
|
|
|
May 15, 2024
Q1 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-13.7K- 43.44% |
$1.13M - $1.23M
|
17.8K
$1.53M
|
|
|
Apr 15, 2024
Q1 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-13.7K- 21.04% |
$1.13M - $1.23M
|
51.6K
$4.43M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-14.1K- 5.53% |
$1.16M - $1.27M
|
240K
$20.6M
|
|
|
May 02, 2024
Q1 2024
|
Smart Money Group LLC
|
SELL
|
- |
-14.2K- 4.11% |
$1.17M - $1.27M
|
330K
$28.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-14.8K- 7.28% |
$1.23M - $1.33M
|
189K
$16.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-15K- 30.45% |
$1.24M - $1.35M
|
34.3K
$2.94M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-16.7K- 22.59% |
$1.38M - $1.5M
|
57.2K
$4.91M
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-18.3K- 7.55% |
$1.51M - $1.65M
|
225K
$19.3M
|
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-21.9K- 18.93% |
$1.81M - $1.97M
|
93.7K
$8.04M
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-24.6K- 31.22% |
$2.03M - $2.21M
|
54.1K
$4.65M
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-27K- 33.03% |
$2.23M - $2.43M
|
54.7K
$4.7M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-28.3K- 22.36% |
$2.34M - $2.55M
|
98.4K
$8.45M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-33.9K- 40.06% |
$2.8M - $3.05M
|
50.7K
$4.35M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-42.6K- 17.94% |
$3.51M - $3.83M
|
195K
$16.7M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-53.6K- 29.35% |
$4.43M - $4.82M
|
129K
$11.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-64.5K- 72.4% |
$5.33M - $5.8M
|
24.6K
$2.11M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-67.7K- 7.85% |
$5.59M - $6.08M
|
794K
$68.2M
|
|
|
May 08, 2024
Q1 2024
|
Abrdn PLC
|
SELL
|
- |
-78.1K- 48.43% |
$6.45M - $7.02M
|
83.2K
$7.14M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-118K- 83.0% |
$9.78M - $10.6M
|
24.2K
$2.08M
|
|
|
Apr 22, 2024
Q1 2024
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-125K- 59.59% |
$10.4M - $11.3M
|
85.1K
$7.3M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-126K- 96.36% |
$10.4M - $11.3M
|
4.76K
$409K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-195K- 11.32% |
$16.1M - $17.6M
|
1.53M
$131M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-207K- 98.84% |
$17.1M - $18.6M
|
2.42K
$208K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-302K- 31.89% |
$24.9M - $27.1M
|
644K
$55.3M
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-532K- 95.07% |
$43.9M - $47.8M
|
27.6K
$2.37M
|