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 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
17.1KNew |
$1.28M - $1.42M
|
17.1K
$1.47M
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
16.9KNew |
$1.27M - $1.41M
|
16.9K
$1.45M
|
|
Oct 16, 2023
Q3 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
16.2K+ 11.41% |
$1.22M - $1.35M
|
158K
$13.6M
|
|
Nov 14, 2023
Q3 2023
|
Verde Capital Management
|
BUY
|
- |
16.1K+ 2.68% |
$1.21M - $1.34M
|
616K
$52.9M
|
|
Oct 19, 2023
Q3 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
15.7K+ 79.81% |
$1.18M - $1.31M
|
35.4K
$3.04M
|
|
Oct 25, 2023
Q3 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
15.5K+ 32.27% |
$1.16M - $1.29M
|
63.4K
$5.44M
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
BUY
|
- |
15.2K+ 3.71% |
$1.14M - $1.27M
|
426K
$36.6M
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
15.1K+ 3.94% |
$1.13M - $1.26M
|
399K
$34.2M
|
|
Nov 13, 2023
Q3 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
14.5K+ 44.9% |
$1.09M - $1.21M
|
47K
$4.03M
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14.3K+ 46.68% |
$1.07M - $1.19M
|
44.9K
$3.85M
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
13K+ 2.73% |
$974K - $1.08M
|
490K
$42.1M
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
12.7K+ 11.42% |
$954K - $1.06M
|
124K
$10.7M
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12.4K+ 8.59% |
$932K - $1.04M
|
157K
$13.5M
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
12K+ 1328.73% |
$900K - $1M
|
12.9K
$1.11M
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
11.9KNew |
$893K - $993K
|
11.9K
$1.02M
|
|
Oct 20, 2023
Q3 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
11.9K+ 11.59% |
$891K - $991K
|
115K
$9.84M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.9K+ 28.08% |
$888K - $988K
|
54.1K
$4.64M
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
11.8KNew |
$883K - $982K
|
11.8K
$1.01M
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
11.7K+ 372.85% |
$879K - $978K
|
14.9K
$1.28M
|
|
Nov 14, 2024
Q3 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
11.7K+ 18.41% |
$874K - $972K
|
75.1K
$6.44M
|
|
Oct 30, 2023
Q3 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
11.6K+ 4.07% |
$872K - $970K
|
298K
$25.5M
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
11.6K+ 8.14% |
$871K - $969K
|
154K
$13.3M
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.4K+ 12.82% |
$855K - $951K
|
100K
$8.63M
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
11.1KNew |
$834K - $927K
|
11.1K
$956K
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
10.3K+ 11.14% |
$770K - $856K
|
103K
$8.8M
|
|
Nov 06, 2023
Q3 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
10.1KNew |
$759K - $844K
|
10.1K
$870K
|
|
Nov 02, 2023
Q3 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
10.1KNew |
$756K - $841K
|
10.1K
$867K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
10K+ 11165.56% |
$752K - $837K
|
10.1K
$870K
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10K+ 6.14% |
$750K - $834K
|
173K
$14.9M
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.8K+ 10.11% |
$734K - $816K
|
107K
$9.15M
|
|
Oct 27, 2023
Q3 2023
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
9.77K+ 11.06% |
$732K - $814K
|
98.1K
$8.42M
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.56K+ 225.18% |
$716K - $796K
|
13.8K
$1.18M
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
9.43KNew |
$706K - $785K
|
9.43K
$809K
|
|
Nov 14, 2023
Q3 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
9.37KNew |
$702K - $780K
|
9.37K
$804K
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
BUY
|
- |
8.99K+ 1.92% |
$673K - $748K
|
477K
$40.9M
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
8.81KNew |
$659K - $733K
|
8.81K
$756K
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
BUY
|
- |
8.66K+ 1.49% |
$649K - $721K
|
589K
$50.6M
|
|
Jan 16, 2024
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
8.49K+ 22.15% |
$636K - $707K
|
46.8K
$4.02M
|
|
Oct 19, 2023
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
8.49K+ 22.15% |
$636K - $707K
|
46.8K
$4.02M
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
8.42KNew |
$631K - $701K
|
8.42K
$723K
|
|
Nov 13, 2023
Q3 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
8K+ 25.18% |
$599K - $666K
|
39.8K
$3.41M
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
7.88K+ 22.39% |
$590K - $656K
|
43.1K
$3.7M
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
7.5K+ 69.35% |
$562K - $625K
|
18.3K
$1.57M
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
7.48K+ 18.18% |
$560K - $623K
|
48.6K
$4.17M
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.42K+ 7.3% |
$555K - $618K
|
109K
$9.37M
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
7.28K+ 135.73% |
$545K - $606K
|
12.6K
$1.08M
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
7.01K+ 13.3% |
$525K - $583K
|
59.7K
$5.12M
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
6.98K+ 9.93% |
$523K - $581K
|
77.3K
$6.63M
|
|
Nov 14, 2023
Q3 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
6.87K+ 10.91% |
$514K - $572K
|
69.8K
$5.99M
|
|
Oct 11, 2023
Q3 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
6.72KNew |
$503K - $560K
|
6.72K
$577K
|