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 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-75.3K- 23.65% |
$5.64M - $6.27M
|
243K
$20.9M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-84.1K- 64.38% |
$6.3M - $7M
|
46.5K
$3.99M
|
|
|
Nov 03, 2023
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-85.7K- 11.56% |
$6.41M - $7.13M
|
656K
$56.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-96.4K- 55.3% |
$7.22M - $8.03M
|
77.9K
$6.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-331K- 89.22% |
$24.8M - $27.5M
|
40K
$3.43M
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-706K- 99.09% |
$52.9M - $58.8M
|
6.45K
$554K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-957K- 31.9% |
$71.6M - $79.7M
|
2.04M
$175M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.07M- 99.2% |
$79.9M - $88.9M
|
8.62K
$740K
|
|
|
Nov 13, 2023
Q3 2023
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-2.69M- 99.77% |
$202M - $224M
|
6.25K
$537K
|