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 |
|---|---|---|---|---|---|---|---|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
17.3KNew |
$1.43M - $1.55M
|
17.3K
$1.48M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
17.2K+ 10.0% |
$1.42M - $1.55M
|
190K
$16.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
17.1K+ 2.5% |
$1.41M - $1.53M
|
699K
$60M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
17K+ 6.24% |
$1.4M - $1.53M
|
289K
$24.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
16.6K+ 5.45% |
$1.37M - $1.49M
|
322K
$27.6M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
16.6KNew |
$1.37M - $1.49M
|
16.6K
$1.42M
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
16K+ 7.38% |
$1.32M - $1.44M
|
233K
$20M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
15.7K+ 290.92% |
$1.3M - $1.41M
|
21.1K
$1.82M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
15.1K+ 1543.73% |
$1.25M - $1.36M
|
16.1K
$1.38M
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
15K+ 7.37% |
$1.24M - $1.34M
|
218K
$18.7M
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
14.8K+ 364.13% |
$1.22M - $1.33M
|
18.9K
$1.62M
|
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
14.8KNew |
$1.22M - $1.33M
|
14.8K
$1.27M
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
14.7KNew |
$1.22M - $1.32M
|
14.7K
$1.26M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
14.4K+ 610.49% |
$1.19M - $1.3M
|
16.8K
$1.44M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
14.1K+ 56.72% |
$1.17M - $1.27M
|
39.1K
$3.35M
|
|
|
Apr 15, 2024
Q1 2024
|
Harbor Group, Inc.
|
BUY
|
- |
13.6K+ 4.01% |
$1.13M - $1.23M
|
353K
$30.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
13.4K+ 15.59% |
$1.11M - $1.21M
|
99.7K
$8.56M
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
BUY
|
- |
13.3K+ 21.22% |
$1.1M - $1.19M
|
75.8K
$6.51M
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
13.3K+ 167.41% |
$1.09M - $1.19M
|
21.2K
$1.82M
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
BUY
|
- |
13.2K+ 2.7% |
$1.09M - $1.19M
|
504K
$43.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
13KNew |
$1.08M - $1.17M
|
13K
$1.12M
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
12.8K+ 475.97% |
$1.06M - $1.15M
|
15.5K
$1.33M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
12.5K+ 418.66% |
$1.03M - $1.12M
|
15.5K
$1.33M
|
|
|
Apr 11, 2024
Q1 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
12.4K+ 43.76% |
$1.03M - $1.12M
|
40.8K
$3.5M
|
|
|
May 13, 2024
Q1 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
12.3K+ 2.87% |
$1.02M - $1.11M
|
440K
$37.8M
|
|
|
May 09, 2024
Q1 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
12.2K+ 5.68% |
$1.01M - $1.1M
|
228K
$19.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
12K+ 2.77% |
$989K - $1.08M
|
445K
$38.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
11.8K+ 20.46% |
$971K - $1.06M
|
69.2K
$5.94M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.7KNew |
$968K - $1.05M
|
11.7K
$1.01M
|
|
|
Apr 29, 2024
Q1 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
11.4K+ 64.17% |
$941K - $1.02M
|
29.1K
$2.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
11.3K+ 19.74% |
$935K - $1.02M
|
68.7K
$5.9M
|
|
|
May 03, 2024
Q1 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
11.3K+ 14.7% |
$932K - $1.01M
|
88K
$7.55M
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
11.3KNew |
$931K - $1.01M
|
11.3K
$968K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
11.1K+ 34.64% |
$919K - $1M
|
43.2K
$3.71M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
10.9K+ 30.79% |
$904K - $984K
|
46.5K
$3.99M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.9K+ 10.14% |
$900K - $980K
|
118K
$10.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
BUY
|
- |
10.8K+ 70.51% |
$895K - $975K
|
26.2K
$2.25M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
10.7K+ 226.78% |
$880K - $958K
|
15.4K
$1.32M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9.97K+ 8.68% |
$823K - $896K
|
125K
$10.7M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.96K+ 274.46% |
$822K - $895K
|
13.6K
$1.17M
|
|
|
Apr 12, 2024
Q1 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
9.63K+ 17.53% |
$795K - $866K
|
64.6K
$5.54M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
9.61K+ 44.4% |
$793K - $864K
|
31.2K
$2.68M
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
9.5K+ 103.71% |
$784K - $854K
|
18.7K
$1.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
9.23K+ 4.97% |
$762K - $830K
|
195K
$16.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
8.96K+ 7.22% |
$740K - $805K
|
133K
$11.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
8.82K+ 13.82% |
$729K - $793K
|
72.7K
$6.24M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
8.77K+ 17.96% |
$724K - $788K
|
57.6K
$4.94M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
8.69K+ 168.84% |
$717K - $781K
|
13.8K
$1.19M
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
8.64K+ 7.95% |
$713K - $777K
|
117K
$10.1M
|
|
|
May 13, 2024
Q1 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
8.42K+ 4.12% |
$695K - $757K
|
213K
$18.3M
|