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 30, 2024
Q1 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
51.8KNew |
$4.28M - $4.66M
|
51.8K
$4.45M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
51K+ 8.58% |
$4.21M - $4.58M
|
644K
$55.3M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
50.4K+ 39.72% |
$4.16M - $4.53M
|
177K
$15.2M
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
48K+ 200.97% |
$3.97M - $4.32M
|
71.9K
$6.17M
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
45.9K+ 23.82% |
$3.79M - $4.13M
|
239K
$20.5M
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
BUY
|
- |
43.9KNew |
$3.63M - $3.95M
|
43.9K
$3.77M
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
43.2K+ 33.25% |
$3.57M - $3.89M
|
173K
$14.9M
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
43.1K+ 277.64% |
$3.56M - $3.88M
|
58.7K
$5.04M
|
|
May 14, 2024
Q1 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
39.5KNew |
$3.26M - $3.55M
|
39.5K
$3.39M
|
|
May 13, 2024
Q1 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
39.5K+ 525.59% |
$3.26M - $3.55M
|
47K
$4.03M
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
39.4K+ 46.27% |
$3.25M - $3.54M
|
124K
$10.7M
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
38.3KNew |
$3.16M - $3.45M
|
38.3K
$3.29M
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
38.2K+ 4879.82% |
$3.16M - $3.43M
|
39K
$3.35M
|
|
Apr 15, 2024
Q1 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
36.9K+ 53.34% |
$3.05M - $3.32M
|
106K
$9.1M
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
36.5K+ 17.34% |
$3.01M - $3.28M
|
247K
$21.2M
|
|
May 14, 2024
Q1 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
35.8KNew |
$2.96M - $3.22M
|
35.8K
$3.07M
|
|
May 14, 2024
Q1 2024
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
35.4K+ 9.53% |
$2.93M - $3.19M
|
407K
$35M
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
34.6K+ 37.53% |
$2.85M - $3.11M
|
127K
$10.9M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
32.7K+ 11.43% |
$2.7M - $2.94M
|
319K
$27.4M
|
|
Nov 14, 2024
Q1 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
30.3K+ 37.73% |
$2.5M - $2.72M
|
110K
$9.48M
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
29.4KNew |
$2.43M - $2.65M
|
29.4K
$2.53M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
29.2K+ 6.95% |
$2.41M - $2.62M
|
450K
$38.6M
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
28.4K+ 9.95% |
$2.34M - $2.55M
|
314K
$26.9M
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
28.2K+ 25.53% |
$2.33M - $2.53M
|
139K
$11.9M
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
27.9K+ 92.69% |
$2.31M - $2.51M
|
58.1K
$4.98M
|
|
Apr 16, 2024
Q1 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
27.5K+ 39.67% |
$2.27M - $2.47M
|
96.8K
$8.31M
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
26.8K+ 686.81% |
$2.21M - $2.41M
|
30.7K
$2.64M
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
26.6K+ 12.24% |
$2.2M - $2.39M
|
244K
$20.9M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.5K+ 3.24% |
$2.19M - $2.38M
|
845K
$72.6M
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
26.3KNew |
$2.17M - $2.36M
|
26.3K
$2.25M
|
|
May 01, 2024
Q1 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
25.8K+ 6.54% |
$2.13M - $2.32M
|
420K
$36.1M
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
24.5KNew |
$2.03M - $2.21M
|
24.5K
$2.11M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23.9K+ 177.24% |
$1.98M - $2.15M
|
37.5K
$3.22M
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
23.8K+ 81.2% |
$1.97M - $2.14M
|
53.2K
$4.57M
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
23.7KNew |
$1.95M - $2.13M
|
23.7K
$2.03M
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
23.6K+ 3.07% |
$1.95M - $2.12M
|
791K
$67.9M
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
23KNew |
$1.9M - $2.06M
|
23K
$1.97M
|
|
Apr 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
22.5K+ 4.83% |
$1.86M - $2.02M
|
487K
$41.8M
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
21.8K+ 3332.37% |
$1.8M - $1.96M
|
22.5K
$1.93M
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
21.7K+ 428.7% |
$1.79M - $1.95M
|
26.7K
$2.29M
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
21.6K+ 13.42% |
$1.79M - $1.94M
|
183K
$15.7M
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
21.1K+ 4.05% |
$1.74M - $1.9M
|
542K
$46.5M
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
21.1K+ 6.02% |
$1.74M - $1.9M
|
371K
$31.9M
|
|
May 02, 2024
Q1 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
21K+ 35.99% |
$1.73M - $1.89M
|
79.3K
$6.81M
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
19.5K+ 494.16% |
$1.61M - $1.76M
|
23.5K
$2.02M
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
18.9K+ 34.45% |
$1.56M - $1.7M
|
73.7K
$6.32M
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
17.8K+ 21.81% |
$1.47M - $1.6M
|
99.7K
$8.56M
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
17.7K+ 5.6% |
$1.46M - $1.59M
|
334K
$28.7M
|
|
Apr 09, 2024
Q1 2024
|
Madden Securities Corp
|
BUY
|
- |
17.5KNew |
$1.45M - $1.58M
|
17.5K
$1.51M
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
17.5K+ 12.47% |
$1.44M - $1.57M
|
158K
$13.5M
|