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
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
6.64K+ 89.03% |
$497K - $553K
|
14.1K
$1.21M
|
|
Nov 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
6.3KNew |
$472K - $525K
|
6.3K
$541K
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.26K+ 10.28% |
$469K - $522K
|
67.2K
$5.77M
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6.25K+ 1717.58% |
$468K - $521K
|
6.62K
$568K
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.22K+ 6.2% |
$466K - $518K
|
107K
$9.15M
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
6.08K+ 260.39% |
$455K - $506K
|
8.41K
$722K
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
6.06KNew |
$454K - $505K
|
6.06K
$520K
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
6.02K+ 29.85% |
$451K - $502K
|
26.2K
$2.25M
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
6.02K+ 15.34% |
$451K - $501K
|
45.3K
$3.89M
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
6.02K+ 29.25% |
$451K - $501K
|
26.6K
$2.28M
|
|
Nov 06, 2023
Q3 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
5.94K+ 2.16% |
$445K - $495K
|
281K
$24.1M
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.87K+ 3.61% |
$440K - $489K
|
169K
$14.5M
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
5.67K+ 101.1% |
$425K - $473K
|
11.3K
$969K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
5.58K+ 129.41% |
$417K - $464K
|
9.88K
$848K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.54K+ 15.61% |
$415K - $461K
|
41K
$3.52M
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
5.52KNew |
$414K - $460K
|
5.52K
$474K
|
|
Oct 30, 2023
Q3 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
5.5K+ 1.02% |
$412K - $458K
|
546K
$46.9M
|
|
Nov 01, 2023
Q3 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
5.48K+ 137.41% |
$410K - $456K
|
9.47K
$813K
|
|
Nov 13, 2023
Q3 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
5.34KNew |
$400K - $445K
|
5.34K
$458K
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
5.19KNew |
$388K - $432K
|
5.19K
$445K
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5.18K+ 33.72% |
$388K - $431K
|
20.5K
$1.76M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.96KNew |
$371K - $413K
|
4.96K
$426K
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.93KNew |
$369K - $410K
|
4.93K
$423K
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.86K+ 32.67% |
$364K - $405K
|
19.7K
$1.69M
|
|
Nov 09, 2023
Q3 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
4.84K+ 3.63% |
$362K - $403K
|
138K
$11.8M
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
4.79K+ 15.47% |
$359K - $399K
|
35.8K
$3.07M
|
|
Nov 09, 2023
Q3 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
4.68KNew |
$350K - $390K
|
4.68K
$402K
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
4.63KNew |
$347K - $385K
|
4.63K
$397K
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.62KNew |
$346K - $385K
|
4.62K
$396K
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.57K+ 1.38% |
$342K - $380K
|
336K
$28.8M
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.5K+ 135.94% |
$337K - $375K
|
7.81K
$670K
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
4.47K+ 5.2% |
$335K - $373K
|
90.6K
$7.78M
|
|
Oct 25, 2023
Q3 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
4.45KNew |
$333K - $371K
|
4.45K
$382K
|
|
Oct 24, 2023
Q3 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
4.4K+ 6.42% |
$329K - $366K
|
72.9K
$6.26M
|
|
Oct 19, 2023
Q3 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
4.39KNew |
$329K - $365K
|
4.39K
$377K
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
4.39K+ 3.24% |
$328K - $365K
|
140K
$12M
|
|
Nov 30, 2023
Q3 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
4.34KNew |
$325K - $362K
|
4.34K
$373K
|
|
Nov 13, 2023
Q3 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
4.33K+ 17.47% |
$324K - $360K
|
29.1K
$2.5M
|
|
Nov 08, 2023
Q3 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
4.03KNew |
$301K - $335K
|
4.03K
$346K
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
4.01K+ 32.69% |
$300K - $334K
|
16.3K
$1.4M
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
BUY
|
- |
3.88K+ 81.49% |
$290K - $323K
|
8.63K
$741K
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.74K+ 23.83% |
$280K - $312K
|
19.5K
$1.67M
|
|
Oct 10, 2023
Q3 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
3.72K+ 18.47% |
$278K - $309K
|
23.8K
$2.05M
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.7K+ 28.94% |
$277K - $308K
|
16.5K
$1.41M
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
BUY
|
- |
3.62KNew |
$271K - $301K
|
3.62K
$311K
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
3.54KNew |
$265K - $294K
|
3.54K
$304K
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.54K+ 21.41% |
$265K - $294K
|
20K
$1.72M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.49K+ 2.56% |
$261K - $290K
|
140K
$12M
|
|
Feb 06, 2024
Q3 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
3.45K+ 1.17% |
$259K - $288K
|
298K
$25.6M
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
3.45KNew |
$258K - $287K
|
3.45K
$296K
|