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 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
BUY
|
- |
23K+ 2.91% |
$1.93M - $2.06M
|
814K
$69.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
22.8K+ 5.43% |
$1.92M - $2.05M
|
443K
$38M
|
|
|
Aug 05, 2024
Q2 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
22.3K+ 28.81% |
$1.88M - $2M
|
99.8K
$8.57M
|
|
|
Aug 08, 2024
Q2 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
22.3K+ 11.43% |
$1.87M - $2M
|
217K
$18.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
22.2K+ 71.09% |
$1.87M - $1.99M
|
53.5K
$4.59M
|
|
|
Jul 23, 2024
Q2 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
22.1K+ 15.92% |
$1.86M - $1.98M
|
161K
$13.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Verde Capital Management
|
BUY
|
- |
21.7K+ 3.81% |
$1.82M - $1.95M
|
590K
$50.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
21K+ 763.36% |
$1.76M - $1.88M
|
23.7K
$2.04M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21KNew |
$1.76M - $1.88M
|
21K
$1.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
20.5K+ 6.53% |
$1.72M - $1.84M
|
334K
$28.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
BUY
|
- |
20K+ 4.43% |
$1.68M - $1.8M
|
472K
$40.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
18.8K+ 111.82% |
$1.58M - $1.69M
|
35.7K
$3.06M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
18.8KNew |
$1.58M - $1.69M
|
18.8K
$1.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
18.1KNew |
$1.52M - $1.62M
|
18.1K
$1.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
17.4K+ 16.76% |
$1.46M - $1.56M
|
121K
$10.4M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
17K+ 11.01% |
$1.43M - $1.53M
|
172K
$14.7M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
16.9K+ 32.93% |
$1.42M - $1.52M
|
68.3K
$5.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
16.8K+ 10.68% |
$1.41M - $1.51M
|
174K
$15M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.7K+ 12.92% |
$1.4M - $1.5M
|
146K
$12.5M
|
|
|
Oct 23, 2024
Q2 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
15.9KNew |
$1.33M - $1.42M
|
15.9K
$1.36M
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
15.6K+ 192.48% |
$1.31M - $1.4M
|
23.7K
$2.04M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
15.4K+ 13.68% |
$1.29M - $1.38M
|
128K
$11M
|
|
|
Jul 16, 2024
Q2 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
14.1K+ 34.47% |
$1.18M - $1.26M
|
54.9K
$4.71M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
14KNew |
$1.17M - $1.25M
|
14K
$1.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
13.8K+ 18.95% |
$1.16M - $1.24M
|
86.5K
$7.42M
|
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
13.6K+ 3.05% |
$1.14M - $1.22M
|
458K
$39.4M
|
|
|
Aug 09, 2024
Q2 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
13.3K+ 4.0% |
$1.12M - $1.19M
|
346K
$29.7M
|
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
13.3KNew |
$1.12M - $1.19M
|
13.3K
$1.14M
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
13.3K+ 109.85% |
$1.12M - $1.19M
|
25.4K
$2.18M
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
13.3K+ 2.63% |
$1.11M - $1.19M
|
517K
$44.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
12.5K+ 6.65% |
$1.05M - $1.12M
|
201K
$17.2M
|
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
12.4K+ 52.73% |
$1.04M - $1.11M
|
35.9K
$3.08M
|
|
|
Dec 02, 2024
Q2 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
12.1KNew |
$1.01M - $1.08M
|
12.1K
$1.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12K+ 64.14% |
$1.01M - $1.08M
|
30.8K
$2.64M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
11.9KNew |
$1M - $1.07M
|
11.9K
$1.03M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
11.8K+ 3.12% |
$994K - $1.06M
|
392K
$33.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
11.6K+ 5.36% |
$973K - $1.04M
|
228K
$19.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.4KNew |
$953K - $1.02M
|
11.4K
$975K
|
|
|
Jul 25, 2024
Q2 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
11.2K+ 17.38% |
$942K - $1.01M
|
75.8K
$6.51M
|
|
|
Jul 19, 2024
Q2 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
11.2K+ 52.91% |
$938K - $1M
|
32.3K
$2.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.2K+ 52.82% |
$938K - $1M
|
32.3K
$2.77M
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
11.1K+ 52.44% |
$933K - $996K
|
32.3K
$2.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
10.8KNew |
$905K - $966K
|
10.8K
$925K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.7K+ 19.45% |
$899K - $961K
|
65.8K
$5.64M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.4K+ 4.36% |
$873K - $933K
|
249K
$21.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
10.4KNew |
$873K - $933K
|
10.4K
$892K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.4K+ 0.44% |
$872K - $932K
|
2.38M
$204M
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
9.9K+ 2.96% |
$831K - $888K
|
344K
$29.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.9K+ 2.84% |
$831K - $888K
|
358K
$30.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
BUY
|
- |
9.52K+ 4.51% |
$799K - $854K
|
220K
$18.9M
|