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 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-15.6K- 7.72% |
N/A
|
186K
$16M
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-15.8K- 6.35% |
N/A
|
233K
$20M
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-15.9K- 41.44% |
N/A
|
22.4K
$1.93M
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-16K- 4.0% |
N/A
|
384K
$33M
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-16.3K- 13.63% |
N/A
|
103K
$8.87M
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-17.2K- 24.35% |
N/A
|
53.4K
$4.58M
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-17.6K- 72.6% |
N/A
|
6.64K
$570K
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-18.9K- 16.03% |
N/A
|
99K
$8.5M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-19.3K- 12.47% |
N/A
|
135K
$11.6M
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-19.7K- 2.2% |
N/A
|
877K
$75.2M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-20K- 36.49% |
N/A
|
34.7K
$2.98M
|
|
May 08, 2025
Q1 2025
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-20.1K- 7.46% |
N/A
|
249K
$21.4M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-20.2K- 12.74% |
N/A
|
139K
$11.9M
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
SELL
|
- |
-20.3K- 47.46% |
N/A
|
22.5K
$1.93M
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-21.1K- 72.5% |
N/A
|
8.01K
$687K
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-22.4K- 98.27% |
N/A
|
395
$33.9K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-23K- 56.55% |
N/A
|
17.7K
$1.52M
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-23.2K- 24.2% |
N/A
|
72.7K
$6.24M
|
|
Apr 08, 2025
Q1 2025
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-24.2K- 14.15% |
N/A
|
147K
$12.6M
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-24.5K- 16.33% |
N/A
|
126K
$10.8M
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-25.2K- 24.61% |
N/A
|
77.2K
$6.63M
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-25.4K- 21.0% |
N/A
|
95.5K
$8.2M
|
|
Apr 22, 2025
Q1 2025
|
Sk Wealth Management, LLC
Providence, RI |
SELL
|
- |
-28.1K- 11.83% |
N/A
|
209K
$18M
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-28.2K- 12.89% |
N/A
|
190K
$16.3M
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-29.2K- 26.17% |
N/A
|
82.5K
$7.08M
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-29.7K- 12.8% |
N/A
|
203K
$17.4M
|
|
May 14, 2025
Q1 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-29.7K- 51.14% |
N/A
|
28.4K
$2.44M
|
|
May 07, 2025
Q1 2025
|
Anson Capital, Inc.
|
SELL
|
- |
-31.8K- 85.0% |
N/A
|
5.6K
$481K
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-33K- 3.0% |
N/A
|
1.07M
$91.7M
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-34.4K- 56.3% |
N/A
|
26.7K
$2.29M
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
SELL
|
- |
-40.8K- 48.06% |
N/A
|
44.1K
$3.78M
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-40.8K- 92.69% |
N/A
|
3.22K
$276K
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-47.1K- 84.82% |
N/A
|
8.43K
$723K
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-48.8K- 71.4% |
N/A
|
19.5K
$1.68M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-49K- 9.34% |
N/A
|
476K
$40.8M
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-50K- 85.36% |
N/A
|
8.59K
$737K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-51.8K- 5.95% |
N/A
|
818K
$70.2M
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-53.2K- 91.57% |
N/A
|
4.89K
$420K
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-63.6K- 9.53% |
N/A
|
603K
$51.8M
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-67.7K- 55.32% |
N/A
|
54.7K
$4.7M
|
|
May 13, 2025
Q1 2025
|
Abrdn PLC
|
SELL
|
- |
-69.5K- 63.73% |
N/A
|
39.5K
$3.39M
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-72.6K- 21.59% |
N/A
|
264K
$22.6M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-75.8K- 7.67% |
N/A
|
913K
$78.3M
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-81.1K- 70.47% |
N/A
|
34K
$2.92M
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-81.1K- 66.59% |
N/A
|
40.7K
$3.49M
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-83.7K- 30.98% |
N/A
|
186K
$16M
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-84.2K- 40.56% |
N/A
|
123K
$10.6M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-85.4K- 22.57% |
N/A
|
293K
$25.2M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-86.2K- 3.93% |
N/A
|
2.11M
$181M
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-87.4K- 98.86% |
N/A
|
1.01K
$86.3K
|