Purchases and Sales Made in Q3 2023 in Vaneck Morningstar Wide Moat E (MOAT)
This table provides information about the institutional ownership of Vaneck Morningstar Wide Moat E (MOAT) during Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.14M+ 20.2% |
$85.4M - $94.9M
|
6.78M
$582M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
656K+ 60.31% |
$49.1M - $54.6M
|
1.74M
$150M
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
635K+ 49.06% |
$47.6M - $52.9M
|
1.93M
$166M
|
|
Oct 31, 2023
Q3 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
558K+ 507.28% |
$41.8M - $46.5M
|
668K
$57.4M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
473KNew |
$35.4M - $39.4M
|
473K
$40.6M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
419K+ 8.23% |
$31.3M - $34.9M
|
5.5M
$472M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
382K+ 21.82% |
$28.6M - $31.8M
|
2.13M
$183M
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
311K+ 7609.1% |
$23.3M - $25.9M
|
315K
$27.1M
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
297K+ 15.27% |
$22.2M - $24.7M
|
2.24M
$192M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
277K+ 56.2% |
$20.8M - $23.1M
|
771K
$66.2M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
239K+ 45.94% |
$17.9M - $19.9M
|
758K
$65.1M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
238K+ 13.4% |
$17.9M - $19.9M
|
2.02M
$173M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
237K+ 40.98% |
$17.8M - $19.8M
|
816K
$70.1M
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
234KNew |
$17.5M - $19.5M
|
234K
$20.1M
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
224KNew |
$16.8M - $18.7M
|
224K
$19.3M
|
|
Oct 24, 2023
Q3 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
203KNew |
$15.2M - $16.9M
|
203K
$17.4M
|
|
Nov 13, 2023
Q3 2023
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
BUY
|
- |
184K+ 32.59% |
$13.8M - $15.3M
|
749K
$64.3M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
178K+ 122.0% |
$13.3M - $14.8M
|
323K
$27.8M
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
129KNew |
$9.67M - $10.8M
|
129K
$11.1M
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
117K+ 202.2% |
$8.73M - $9.71M
|
174K
$15M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
114K+ 23.62% |
$8.57M - $9.53M
|
599K
$51.4M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
110K+ 10.94% |
$8.26M - $9.19M
|
1.12M
$96.1M
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
110K+ 509.07% |
$8.22M - $9.15M
|
131K
$11.3M
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
104K+ 85.12% |
$7.79M - $8.66M
|
226K
$19.4M
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
101K+ 218.38% |
$7.56M - $8.4M
|
147K
$12.6M
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
99.4K+ 19.68% |
$7.45M - $8.28M
|
605K
$51.9M
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
95.2K+ 121.81% |
$7.13M - $7.93M
|
173K
$14.9M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
94.1K+ 52.79% |
$7.05M - $7.84M
|
272K
$23.4M
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
92.5K+ 82.28% |
$6.93M - $7.7M
|
205K
$17.6M
|
|
Oct 16, 2023
Q3 2023
|
Ttp Investments, Inc.
|
BUY
|
- |
90.7K+ 13.83% |
$6.79M - $7.55M
|
746K
$64.1M
|
|
Oct 19, 2023
Q3 2023
|
Retireful, LLC
|
BUY
|
- |
82.2KNew |
$6.15M - $6.84M
|
82.2K
$7.05M
|
|
Oct 31, 2023
Q3 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
80.4KNew |
$6.02M - $6.69M
|
80.4K
$6.9M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
73.7K+ 13.7% |
$5.52M - $6.14M
|
611K
$52.5M
|
|
Oct 26, 2023
Q3 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
73.4K+ 141.21% |
$5.5M - $6.11M
|
125K
$10.8M
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
73.1K+ 106.82% |
$5.47M - $6.09M
|
142K
$12.2M
|
|
Nov 03, 2023
Q3 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
72.5KNew |
$5.43M - $6.04M
|
72.5K
$6.23M
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
71.6KNew |
$5.36M - $5.96M
|
71.6K
$6.14M
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
71.2K+ 12.4% |
$5.33M - $5.93M
|
646K
$55.4M
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
69.8K+ 131.1% |
$5.23M - $5.81M
|
123K
$10.6M
|
|
Apr 29, 2024
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
68.7K+ 11.7% |
$5.14M - $5.72M
|
656K
$56.3M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
67.9K+ 39.68% |
$5.09M - $5.66M
|
239K
$20.5M
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
63.5K+ 24.21% |
$4.76M - $5.29M
|
326K
$28M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
61KNew |
$4.57M - $5.08M
|
61K
$5.23M
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
59.9K+ 12.04% |
$4.49M - $4.99M
|
558K
$47.9M
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
58.7K+ 21.39% |
$4.4M - $4.89M
|
333K
$28.6M
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
57.3K+ 1381.39% |
$4.29M - $4.77M
|
61.5K
$5.28M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
55.7K+ 46.41% |
$4.17M - $4.64M
|
176K
$15.1M
|
|
Nov 02, 2023
Q3 2023
|
Novare Capital Management LLC
|
BUY
|
- |
55.4KNew |
$4.15M - $4.62M
|
55.4K
$4.76M
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
55.3K+ 1807.55% |
$4.14M - $4.61M
|
58.4K
$5.01M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
53.8K+ 14.45% |
$4.03M - $4.48M
|
426K
$36.6M
|