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 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
2.28K+ 2.65% |
$188K - $205K
|
88.1K
$7.57M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.28KNew |
$188K - $205K
|
2.28K
$195K
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
2.27KNew |
$188K - $204K
|
2.27K
$195K
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.27K+ 18.48% |
$188K - $204K
|
14.6K
$1.25M
|
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
2.26K+ 3.8% |
$187K - $203K
|
61.7K
$5.3M
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2.25KNew |
$186K - $202K
|
2.25K
$193K
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
BUY
|
- |
2.23KNew |
$184K - $201K
|
2.23K
$192K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.23KNew |
$184K - $200K
|
2.23K
$191K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.21K+ 33.3% |
$182K - $198K
|
8.83K
$758K
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.2K+ 37.48% |
$182K - $198K
|
8.07K
$693K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.12K+ 16.64% |
$175K - $191K
|
14.9K
$1.28M
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
2.12K+ 0.87% |
$175K - $190K
|
246K
$21.1M
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
2.12KNew |
$175K - $190K
|
2.12K
$182K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2K+ 71.28% |
$165K - $180K
|
4.81K
$413K
|
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
1.98K+ 3.85% |
$163K - $178K
|
53.3K
$4.57M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1.95K+ 2.17% |
$161K - $175K
|
91.7K
$7.87M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.94K+ 36.77% |
$160K - $174K
|
7.2K
$618K
|
|
|
May 07, 2024
Q1 2024
|
Anson Capital, Inc.
|
BUY
|
- |
1.88K+ 4.58% |
$156K - $169K
|
43K
$3.69M
|
|
|
Apr 23, 2024
Q1 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
1.85K+ 9.61% |
$153K - $166K
|
21.1K
$1.81M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.82K+ 10.66% |
$150K - $164K
|
18.9K
$1.62M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.76K+ 4.36% |
$146K - $159K
|
42.2K
$3.63M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.74K+ 48.04% |
$143K - $156K
|
5.35K
$459K
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
1.73K+ 20.4% |
$143K - $155K
|
10.2K
$875K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.72K+ 4.49% |
$142K - $155K
|
40.2K
$3.45M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.72K+ 292.01% |
$142K - $154K
|
2.31K
$198K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.71K+ 1.26% |
$141K - $154K
|
137K
$11.8M
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.7K+ 7.71% |
$140K - $153K
|
23.7K
$2.04M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.67K+ 36.13% |
$138K - $150K
|
6.3K
$541K
|
|
|
Apr 26, 2024
Q1 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.63K+ 0.55% |
$134K - $146K
|
296K
$25.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.6K+ 6.9% |
$132K - $144K
|
24.8K
$2.13M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.57K+ 14.3% |
$130K - $142K
|
12.6K
$1.08M
|
|
|
May 02, 2024
Q1 2024
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
1.54K+ 1.52% |
$127K - $138K
|
103K
$8.82M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.51K+ 0.4% |
$124K - $135K
|
380K
$32.6M
|
|
|
May 14, 2024
Q1 2024
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
1.5K+ 10.19% |
$124K - $135K
|
16.2K
$1.39M
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
1.49K+ 60.45% |
$123K - $134K
|
3.96K
$340K
|
|
|
May 13, 2024
Q1 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
1.4K+ 24.3% |
$115K - $126K
|
7.15K
$613K
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.39KNew |
$115K - $125K
|
1.39K
$119K
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.36K+ 51.7% |
$112K - $122K
|
3.98K
$342K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.33K+ 24.25% |
$110K - $120K
|
6.82K
$585K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
1.31K+ 10.61% |
$108K - $117K
|
13.6K
$1.17M
|
|
|
May 08, 2024
Q1 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
1.29K+ 12.04% |
$106K - $116K
|
12K
$1.03M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.25K+ 47.29% |
$103K - $112K
|
3.88K
$333K
|
|
|
Apr 30, 2024
Q1 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
1.24K+ 1.9% |
$102K - $111K
|
66.2K
$5.68M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.22K+ 36.12% |
$101K - $110K
|
4.6K
$395K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.2KNew |
$99.1K - $108K
|
1.2K
$103K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.17K+ 8.59% |
$96.5K - $105K
|
14.8K
$1.27M
|
|
|
May 09, 2024
Q1 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
1.16K+ 3.09% |
$95.8K - $104K
|
38.7K
$3.32M
|
|
|
May 08, 2024
Q1 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
1.16K+ 6.3% |
$95.4K - $104K
|
19.5K
$1.67M
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.13K+ 11.07% |
$92.9K - $101K
|
11.3K
$969K
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.12K+ 35.82% |
$92.1K - $100K
|
4.23K
$363K
|