Purchases and Sales Made in Q2 2024 in Vaneck Morningstar Wide Moat E (MOAT)
This table provides information about the institutional ownership of Vaneck Morningstar Wide Moat E (MOAT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-22.2K- 38.72% |
$1.86M - $1.99M
|
35.1K
$3.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-22.6K- 16.34% |
$1.9M - $2.03M
|
116K
$9.95M
|
|
|
Jul 11, 2024
Q2 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-23.4K- 79.32% |
$1.96M - $2.1M
|
6.09K
$523K
|
|
|
Aug 05, 2024
Q2 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-24.2K- 4.06% |
$2.03M - $2.17M
|
571K
$49M
|
|
|
Aug 09, 2024
Q2 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-24.2K- 28.67% |
$2.03M - $2.17M
|
60.2K
$5.17M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-25.3K- 12.09% |
$2.12M - $2.27M
|
184K
$15.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-26K- 47.24% |
$2.18M - $2.33M
|
29K
$2.49M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-26.9K- 11.2% |
$2.26M - $2.42M
|
214K
$18.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-27.9K- 8.31% |
$2.34M - $2.5M
|
307K
$26.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-28K- 40.44% |
$2.35M - $2.51M
|
41.2K
$3.54M
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-29.6K- 49.91% |
$2.49M - $2.66M
|
29.7K
$2.55M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-29.9K- 51.82% |
$2.51M - $2.68M
|
27.8K
$2.38M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-30.8K- 3.87% |
$2.58M - $2.76M
|
764K
$65.5M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-30.8K- 19.61% |
$2.59M - $2.76M
|
126K
$10.8M
|
|
|
Jul 24, 2024
Q2 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-32K- 31.44% |
$2.69M - $2.87M
|
69.8K
$5.99M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-32.2K- 13.26% |
$2.7M - $2.89M
|
210K
$18.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-33.6K- 0.46% |
$2.82M - $3.02M
|
7.26M
$624M
|
|
|
Aug 01, 2024
Q2 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-35.5K- 24.54% |
$2.98M - $3.19M
|
109K
$9.37M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-36.8K- 97.92% |
$3.09M - $3.31M
|
783
$67.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-37.1K- 16.95% |
$3.12M - $3.33M
|
182K
$15.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-39.7K- 43.28% |
$3.33M - $3.56M
|
52K
$4.47M
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-47K- 8.66% |
$3.94M - $4.21M
|
495K
$42.5M
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-49.7K- 26.25% |
$4.17M - $4.46M
|
140K
$12M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-52.8K- 20.82% |
$4.43M - $4.73M
|
201K
$17.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-54.7K- 95.05% |
$4.6M - $4.91M
|
2.85K
$245K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-55.3K- 27.03% |
$4.65M - $4.96M
|
149K
$12.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-63.7K- 28.37% |
$5.35M - $5.72M
|
161K
$13.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-68K- 21.31% |
$5.71M - $6.1M
|
251K
$21.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-68.5K- 2.11% |
$5.75M - $6.15M
|
3.18M
$273M
|
|
|
Aug 06, 2024
Q2 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-68.7K- 62.03% |
$5.77M - $6.16M
|
42K
$3.61M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-74.8K- 20.58% |
$6.28M - $6.71M
|
289K
$24.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-75.3K- 88.54% |
$6.32M - $6.76M
|
9.75K
$837K
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-86K- 36.93% |
$7.22M - $7.72M
|
147K
$12.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
SELL
|
- |
-86.7K- 11.58% |
$7.28M - $7.78M
|
662K
$56.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-92.6K- 4.21% |
$7.78M - $8.31M
|
2.11M
$181M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-93.1K- 10.09% |
$7.82M - $8.36M
|
830K
$71.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-97.8K- 4.21% |
$8.21M - $8.77M
|
2.22M
$191M
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-111K- 62.2% |
$9.31M - $9.95M
|
67.4K
$5.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-135K- 94.59% |
$11.4M - $12.1M
|
7.75K
$665K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-140K- 16.52% |
$11.7M - $12.5M
|
706K
$60.6M
|
|
|
Aug 15, 2024
Q2 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-147KClosed |
$12.3M - $13.2M
|
0
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-153K- 93.75% |
$12.9M - $13.7M
|
10.2K
$877K
|
|
|
Oct 30, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-159K- 97.43% |
$13.4M - $14.3M
|
4.2K
$360K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-175K- 2.01% |
$14.7M - $15.7M
|
8.52M
$731M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-175K- 2.01% |
$14.7M - $15.7M
|
8.52M
$731M
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-235K- 98.84% |
$19.7M - $21.1M
|
2.76K
$237K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-265K- 86.54% |
$22.2M - $23.8M
|
41.2K
$3.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-292K- 3.3% |
$24.5M - $26.2M
|
8.54M
$733M
|
|
|
Aug 12, 2024
Q2 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-455K- 66.16% |
$38.2M - $40.8M
|
233K
$20M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-493K- 32.21% |
$41.4M - $44.2M
|
1.04M
$89.1M
|