Purchases and Sales Made in Q1 2025 in Vaneck Morningstar Wide Moat E (MOAT)
This table provides information about the institutional ownership of Vaneck Morningstar Wide Moat E (MOAT) during Q1 2025. 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 09, 2025
Q1 2025
|
Boulay Financial Advisors, LLC
Eden Prairie, MN |
BUY
|
- |
1.81MNew |
N/A
|
1.81M
$155M
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
859K+ 3598.71% |
N/A
|
883K
$75.8M
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
254K+ 4808.62% |
N/A
|
259K
$22.2M
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
224KNew |
N/A
|
224K
$19.2M
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
154K+ 22310.01% |
N/A
|
154K
$13.3M
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
125KNew |
N/A
|
125K
$10.8M
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
123K+ 54.28% |
N/A
|
350K
$30M
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
95.1KNew |
N/A
|
95.1K
$8.16M
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
94.6K+ 680.33% |
N/A
|
109K
$9.32M
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
88.4K+ 44.31% |
N/A
|
288K
$24.7M
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
87.7K+ 11311.61% |
N/A
|
88.4K
$7.59M
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
81.8KNew |
N/A
|
81.8K
$7.02M
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
80.3K+ 35.81% |
N/A
|
305K
$26.1M
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
66KNew |
N/A
|
66K
$5.66M
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
64.2K+ 268.62% |
N/A
|
88.1K
$7.56M
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
63.2KNew |
N/A
|
63.2K
$5.43M
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
61.1K+ 10.95% |
N/A
|
619K
$53.1M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
55.6K+ 9.3% |
N/A
|
653K
$56.1M
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
55.1K+ 22.55% |
N/A
|
299K
$25.7M
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
54KNew |
N/A
|
54K
$4.63M
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
51.7K+ 38.77% |
N/A
|
185K
$15.9M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
50.2K+ 45.14% |
N/A
|
161K
$13.8M
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
45.4KNew |
N/A
|
45.4K
$3.9M
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
44.8K+ 13.41% |
N/A
|
378K
$32.5M
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
41.8K+ 797.57% |
N/A
|
47K
$4.03M
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
39.7KNew |
N/A
|
39.7K
$3.41M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
39.7K+ 5.17% |
N/A
|
807K
$69.2M
|
|
Apr 29, 2025
Q1 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
35.3K+ 7.24% |
N/A
|
523K
$44.9M
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
32K+ 98.14% |
N/A
|
64.7K
$5.55M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
31.7K+ 294.27% |
N/A
|
42.5K
$3.64M
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
30.6K+ 34.29% |
N/A
|
120K
$10.3M
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
29.8K+ 3.5% |
N/A
|
881K
$75.6M
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
28.7K+ 24.8% |
N/A
|
144K
$12.4M
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
27.6K+ 119.65% |
N/A
|
50.8K
$4.36M
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
27.6K+ 7.23% |
N/A
|
409K
$35.1M
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
27.2KNew |
N/A
|
27.2K
$2.33M
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
27.1K+ 105.93% |
N/A
|
52.7K
$4.52M
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
26.5K+ 565.86% |
N/A
|
31.2K
$2.68M
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
25.9KNew |
N/A
|
25.9K
$2.22M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
25.8K+ 11.13% |
N/A
|
257K
$22.1M
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
25.2K+ 5.43% |
N/A
|
488K
$41.9M
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
24.7K+ 17.38% |
N/A
|
167K
$14.3M
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
24.4KNew |
N/A
|
24.4K
$2.09M
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
23.7KNew |
N/A
|
23.7K
$2.03M
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
23.5KNew |
N/A
|
23.5K
$2.02M
|
|
May 12, 2025
Q1 2025
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
21.8K+ 4.48% |
N/A
|
508K
$43.6M
|
|
Apr 30, 2025
Q1 2025
|
Graver Capital Management, LLC
Columbus, OH |
BUY
|
- |
20.7K+ 15.94% |
N/A
|
150K
$12.9M
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
20.1K+ 3.44% |
N/A
|
604K
$51.8M
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
19.4KNew |
N/A
|
19.4K
$1.66M
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
19.1K+ 5.73% |
N/A
|
352K
$30.2M
|