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
|
Cross Staff Investments Inc
|
BUY
|
- |
241+ 1.03% |
$19.9K - $21.7K
|
23.7K
$2.03M
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
225+ 38.99% |
$18.6K - $20.2K
|
802
$68.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
209+ 2.21% |
$17.3K - $18.8K
|
9.65K
$828K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
200+ 5.83% |
$16.5K - $18K
|
3.63K
$312K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
200+ 80.0% |
$16.5K - $18K
|
450
$38.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
190+ 0.35% |
$15.7K - $17.1K
|
55K
$4.72M
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
180+ 0.39% |
$14.9K - $16.2K
|
46.7K
$4.01M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
164+ 1.15% |
$13.5K - $14.7K
|
14.4K
$1.24M
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
162+ 2.54% |
$13.4K - $14.6K
|
6.55K
$562K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
161+ 0.97% |
$13.3K - $14.5K
|
16.7K
$1.44M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
139+ 1.69% |
$11.5K - $12.5K
|
8.38K
$719K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
134+ 0.95% |
$11.1K - $12K
|
14.2K
$1.22M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
133New |
$11K - $12K
|
133
$11.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
133+ 2.82% |
$11K - $12K
|
4.85K
$416K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
130+ 171.05% |
$10.7K - $11.7K
|
206
$17.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
125+ 3.72% |
$10.3K - $11.2K
|
3.48K
$299K
|
|
|
May 13, 2024
Q1 2024
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
125+ 1.22% |
$10.3K - $11.2K
|
10.3K
$888K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
105+ 1.15% |
$8.67K - $9.44K
|
9.23K
$792K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
103+ 1.35% |
$8.51K - $9.26K
|
7.71K
$662K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
100New |
$8.26K - $8.99K
|
100
$8.58K
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
100New |
$8.26K - $8.99K
|
100
$8.58K
|
|
|
May 01, 2024
Q1 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
85+ 2.77% |
$7.02K - $7.64K
|
3.15K
$271K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
82+ 1.81% |
$6.77K - $7.37K
|
4.62K
$396K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
81New |
$6.69K - $7.28K
|
81
$6.95K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
77New |
$6.36K - $6.92K
|
77
$6.61K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
73+ 39.67% |
$6.03K - $6.56K
|
257
$22.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
70+ 5.7% |
$5.78K - $6.29K
|
1.3K
$112K
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
59+ 33.33% |
$4.87K - $5.3K
|
236
$20.3K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
54New |
$4.46K - $4.85K
|
54
$4.64K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
52+ 11.09% |
$4.29K - $4.67K
|
521
$44.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
47+ 1.95% |
$3.88K - $4.23K
|
2.45K
$211K
|
|
|
Apr 19, 2024
Q1 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
44+ 1.0% |
$3.63K - $3.96K
|
4.45K
$382K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
42New |
$3.47K - $3.78K
|
42
$3.61K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
40+ 0.37% |
$3.3K - $3.6K
|
11K
$944K
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
22New |
$1.82K - $1.98K
|
22
$1.89K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
19+ 2.54% |
$1.57K - $1.71K
|
767
$65.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
15New |
$1.24K - $1.35K
|
15
$1.29K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
11+ 0.21% |
$908 - $989
|
5.21K
$447K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
10+ 11.76% |
$826 - $899
|
95
$8.15K
|
|
|
Apr 22, 2024
Q1 2024
|
Clarus Group, Inc.
|
BUY
|
- |
9+ 0.11% |
$743 - $809
|
7.87K
$676K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-3- 0.08% |
$248 - $270
|
3.78K
$324K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-16- 44.44% |
$1.32K - $1.44K
|
20
$1.72K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-18- 0.12% |
$1.49K - $1.62K
|
15.2K
$1.31M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-21- 7.5% |
$1.73K - $1.89K
|
259
$22.2K
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-46- 0.07% |
$3.8K - $4.14K
|
70.1K
$6.02M
|
|
|
May 10, 2024
Q1 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-58- 2.0% |
$4.79K - $5.21K
|
2.84K
$243K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-77- 2.7% |
$6.36K - $6.92K
|
2.78K
$238K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-77- 0.31% |
$6.36K - $6.92K
|
24.4K
$2.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-84- 0.64% |
$6.94K - $7.55K
|
13K
$1.11M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-87- 7.57% |
$7.18K - $7.82K
|
1.06K
$91.2K
|