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
|
Darrow Company, Inc.
|
BUY
|
- |
8.4K+ 5.13% |
$693K - $755K
|
172K
$14.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
8.31K+ 24.02% |
$686K - $747K
|
42.9K
$3.68M
|
|
|
May 13, 2024
Q1 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
8.19K+ 1.4% |
$676K - $736K
|
595K
$51.1M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
7.99K+ 5.49% |
$660K - $718K
|
154K
$13.2M
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
7.95K+ 12.25% |
$657K - $715K
|
72.9K
$6.25M
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
7.88K+ 3.23% |
$651K - $709K
|
252K
$21.6M
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
7.82K+ 153.14% |
$646K - $703K
|
12.9K
$1.11M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7.54K+ 10.71% |
$623K - $678K
|
77.9K
$6.69M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7.51K+ 46.5% |
$620K - $675K
|
23.7K
$2.03M
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
7.39K+ 3.54% |
$611K - $665K
|
216K
$18.6M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.32K+ 10.41% |
$605K - $658K
|
77.7K
$6.67M
|
|
|
May 10, 2024
Q1 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
7.1KNew |
$586K - $638K
|
7.1K
$610K
|
|
|
Apr 09, 2024
Q1 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
6.97K+ 5.55% |
$576K - $627K
|
133K
$11.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
6.65K+ 5.03% |
$549K - $597K
|
139K
$11.9M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.63K+ 13.45% |
$548K - $596K
|
56K
$4.8M
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
6.52K+ 3.13% |
$538K - $586K
|
215K
$18.4M
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
6.29KNew |
$520K - $566K
|
6.29K
$540K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.28K+ 6.25% |
$518K - $564K
|
107K
$9.16M
|
|
|
Apr 17, 2024
Q1 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
6.23K+ 28.09% |
$514K - $560K
|
28.4K
$2.44M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
6.11K+ 10.33% |
$504K - $549K
|
65.2K
$5.6M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.1KNew |
$503K - $548K
|
6.1K
$523K
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
5.88K+ 17.41% |
$485K - $528K
|
39.6K
$3.4M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
5.85K+ 12.86% |
$483K - $526K
|
51.4K
$4.41M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.77K+ 12.78% |
$477K - $519K
|
51K
$4.37M
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
BUY
|
- |
5.62K+ 11.65% |
$464K - $505K
|
53.8K
$4.62M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
5.54KNew |
$457K - $498K
|
5.54K
$476K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.5K+ 13.77% |
$454K - $495K
|
45.5K
$3.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
5.4KNew |
$446K - $485K
|
5.4K
$464K
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
5.39K+ 68.85% |
$445K - $485K
|
13.2K
$1.14M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.39K+ 4.58% |
$445K - $485K
|
123K
$10.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
BUY
|
- |
5.39K+ 1.21% |
$445K - $484K
|
452K
$38.8M
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.32K+ 1.49% |
$440K - $479K
|
364K
$31.2M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.26K+ 39.01% |
$434K - $473K
|
18.7K
$1.61M
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
5.17K+ 5.31% |
$427K - $465K
|
103K
$8.81M
|
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
5K+ 10.06% |
$413K - $450K
|
54.7K
$4.69M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
4.94K+ 155.84% |
$408K - $444K
|
8.11K
$696K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
4.79K+ 55.45% |
$395K - $430K
|
13.4K
$1.15M
|
|
|
Apr 18, 2024
Q1 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
4.72KNew |
$390K - $424K
|
4.72K
$405K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.68KNew |
$387K - $421K
|
4.68K
$402K
|
|
|
Jul 24, 2024
Q1 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
4.62K+ 11.35% |
$381K - $415K
|
45.3K
$3.89M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.6K+ 1.34% |
$380K - $413K
|
348K
$29.9M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.52K+ 12.71% |
$373K - $406K
|
40.1K
$3.44M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
4.43K+ 17.41% |
$365K - $398K
|
29.8K
$2.56M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.35K+ 40.21% |
$359K - $391K
|
15.2K
$1.3M
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
4.33K+ 67.15% |
$357K - $389K
|
10.8K
$925K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
4.22K+ 5.02% |
$349K - $379K
|
88.4K
$7.58M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
4.2K+ 14.49% |
$347K - $377K
|
33.2K
$2.85M
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
4.18K+ 33.05% |
$345K - $376K
|
16.8K
$1.45M
|
|
|
May 13, 2024
Q1 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
4.03KNew |
$332K - $362K
|
4.03K
$346K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.93K+ 48.68% |
$324K - $353K
|
12K
$1.03M
|