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
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-175- 2.33% |
$14.5K - $15.7K
|
7.33K
$629K
|
|
Apr 24, 2024
Q1 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-215- 4.36% |
$17.8K - $19.3K
|
4.71K
$405K
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-222- 5.5% |
$18.3K - $20K
|
3.82K
$327K
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-229- 6.97% |
$18.9K - $20.6K
|
3.06K
$262K
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-239- 6.71% |
$19.7K - $21.5K
|
3.32K
$285K
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-239- 1.99% |
$19.7K - $21.5K
|
11.8K
$1.01M
|
|
Apr 23, 2024
Q1 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-250- 0.55% |
$20.6K - $22.5K
|
45.3K
$3.89M
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-251- 0.47% |
$20.7K - $22.6K
|
53K
$4.55M
|
|
May 02, 2024
Q1 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-256- 1.36% |
$21.1K - $23K
|
18.6K
$1.6M
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-260- 3.17% |
$21.5K - $23.4K
|
7.94K
$682K
|
|
Apr 15, 2024
Q1 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-283- 0.59% |
$23.4K - $25.4K
|
47.4K
$4.07M
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-286- 5.21% |
$23.6K - $25.7K
|
5.21K
$447K
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-290- 51.24% |
$23.9K - $26.1K
|
276
$23.7K
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-316- 12.22% |
$26.1K - $28.4K
|
2.27K
$195K
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-323- 77.64% |
$26.7K - $29K
|
93
$7.98K
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
SELL
|
- |
-329- 1.16% |
$27.2K - $29.6K
|
28.1K
$2.41M
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-331- 3.13% |
$27.3K - $29.8K
|
10.3K
$880K
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-339- 42.22% |
$28K - $30.5K
|
464
$39.8K
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-349- 49.15% |
$28.8K - $31.4K
|
361
$31K
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-380- 2.45% |
$31.4K - $34.2K
|
15.1K
$1.3M
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-381- 23.04% |
$31.5K - $34.3K
|
1.27K
$109K
|
|
May 09, 2024
Q1 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-381- 7.13% |
$31.5K - $34.3K
|
4.96K
$426K
|
|
May 09, 2024
Q1 2024
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-382- 0.29% |
$31.5K - $34.3K
|
129K
$11.1M
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-402- 14.54% |
$33.2K - $36.1K
|
2.36K
$203K
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-460- 4.96% |
$38K - $41.4K
|
8.81K
$756K
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
SELL
|
- |
-464- 2.66% |
$38.3K - $41.7K
|
17K
$1.46M
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-465- 8.63% |
$38.4K - $41.8K
|
4.92K
$423K
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-515- 2.36% |
$42.5K - $46.3K
|
21.3K
$1.83M
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-520- 1.29% |
$42.9K - $46.7K
|
39.8K
$3.41M
|
|
May 03, 2024
Q1 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-541- 0.68% |
$44.7K - $48.6K
|
79.6K
$6.83M
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-580- 2.28% |
$47.9K - $52.1K
|
24.9K
$2.13M
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-599- 54.5% |
$49.5K - $53.9K
|
500
$42.9K
|
|
May 15, 2024
Q1 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-603- 4.93% |
$49.8K - $54.2K
|
11.6K
$999K
|
|
May 09, 2024
Q1 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-645- 9.22% |
$53.3K - $58K
|
6.35K
$545K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-647- 5.46% |
$53.4K - $58.2K
|
11.2K
$962K
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-650- 9.91% |
$53.7K - $58.4K
|
5.91K
$507K
|
|
Apr 23, 2024
Q1 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-690- 1.74% |
$57K - $62K
|
38.9K
$3.34M
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-690- 26.21% |
$57K - $62K
|
1.94K
$167K
|
|
May 15, 2024
Q1 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-698- 2.2% |
$57.6K - $62.8K
|
31.1K
$2.67M
|
|
Apr 30, 2024
Q1 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-746- 2.45% |
$61.6K - $67.1K
|
29.7K
$2.55M
|
|
Apr 19, 2024
Q1 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-785- 1.51% |
$64.8K - $70.6K
|
51.2K
$4.39M
|
|
May 13, 2024
Q1 2024
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-817- 16.23% |
$67.5K - $73.4K
|
4.22K
$362K
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-821- 6.47% |
$67.8K - $73.8K
|
11.9K
$1.02M
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-847- 24.19% |
$69.9K - $76.1K
|
2.66K
$228K
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-851- 3.6% |
$70.3K - $76.5K
|
22.8K
$1.96M
|
|
May 14, 2024
Q1 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-860- 1.26% |
$71K - $77.3K
|
67.3K
$5.77M
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-880- 0.67% |
$72.7K - $79.1K
|
131K
$11.3M
|
|
Apr 15, 2024
Q1 2024
|
Verde Capital Management
|
SELL
|
- |
-888- 0.16% |
$73.3K - $79.8K
|
569K
$48.8M
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-890- 0.52% |
$73.5K - $80K
|
171K
$14.7M
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-1.02K- 11.02% |
$84K - $91.4K
|
8.21K
$705K
|