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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2023
Q3 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
1.65K+ 9.29% |
$124K - $138K
|
19.5K
$1.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.58K+ 3.57% |
$118K - $131K
|
45.8K
$3.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.54KNew |
$116K - $129K
|
1.54K
$133K
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.54K+ 26.81% |
$116K - $129K
|
7.3K
$627K
|
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
1.46K+ 20.49% |
$109K - $122K
|
8.58K
$737K
|
|
|
Oct 24, 2023
Q3 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
1.42K+ 0.42% |
$106K - $118K
|
339K
$29.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.42K+ 6.81% |
$106K - $118K
|
22.2K
$1.91M
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
1.3K+ 1300.0% |
$97.3K - $108K
|
1.4K
$120K
|
|
|
Nov 01, 2023
Q3 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
1.27K+ 15.49% |
$95.3K - $106K
|
9.49K
$815K
|
|
|
Nov 08, 2023
Q3 2023
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
1.25K+ 13.94% |
$93.6K - $104K
|
10.2K
$877K
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.22K+ 1.91% |
$91.6K - $102K
|
65.2K
$5.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.19K+ 12.8% |
$88.7K - $98.7K
|
10.4K
$896K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.17K+ 11.21% |
$87.8K - $97.7K
|
11.6K
$999K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.17K+ 5.41% |
$87.6K - $97.4K
|
22.8K
$1.96M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
1.15K+ 9.21% |
$85.7K - $95.4K
|
13.6K
$1.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.13K+ 3.73% |
$84.2K - $93.7K
|
31.3K
$2.68M
|
|
|
Feb 15, 2024
Q3 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
1.11K+ 2.9% |
$83K - $92.3K
|
39.4K
$3.38M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.08K+ 89.53% |
$80.6K - $89.7K
|
2.28K
$196K
|
|
|
Oct 16, 2023
Q3 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
1.06K+ 32.41% |
$79.6K - $88.5K
|
4.34K
$373K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.04K+ 0.25% |
$77.7K - $86.4K
|
422K
$36.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
988+ 10.26% |
$74K - $82.3K
|
10.6K
$912K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
920+ 8.64% |
$68.9K - $76.6K
|
11.6K
$993K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
894+ 4.25% |
$66.9K - $74.5K
|
21.9K
$1.88M
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
889New |
$66.6K - $74K
|
889
$76.3K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
822+ 2.98% |
$61.6K - $68.5K
|
28.4K
$2.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Anson Capital, Inc.
|
BUY
|
- |
813+ 2.22% |
$60.9K - $67.7K
|
37.4K
$3.21M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
800+ 55.1% |
$59.9K - $66.6K
|
2.25K
$193K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
784+ 17.1% |
$58.7K - $65.3K
|
5.37K
$461K
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
762+ 9.84% |
$57.1K - $63.5K
|
8.51K
$730K
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
760+ 8.68% |
$56.9K - $63.3K
|
9.52K
$817K
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
BUY
|
- |
730+ 3.27% |
$54.7K - $60.8K
|
23.1K
$1.98M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
706New |
$52.9K - $58.8K
|
706
$60.6K
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
700New |
$52.4K - $58.3K
|
700
$60.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
699+ 2.52% |
$52.3K - $58.2K
|
28.4K
$2.44M
|
|
|
Nov 07, 2023
Q3 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
681+ 1.78% |
$51K - $56.7K
|
39K
$3.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
675+ 140.04% |
$50.5K - $56.2K
|
1.16K
$99.3K
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
666+ 48.47% |
$49.9K - $55.5K
|
2.04K
$175K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
662+ 40.29% |
$49.6K - $55.1K
|
2.31K
$198K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
662+ 40.29% |
$49.6K - $55.1K
|
2.31K
$198K
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
626+ 13.95% |
$46.9K - $52.1K
|
5.11K
$439K
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
603New |
$45.2K - $50.2K
|
603
$51.8K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
578New |
$43.3K - $48.1K
|
578
$49.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
575+ 20.07% |
$43.1K - $47.9K
|
3.44K
$295K
|
|
|
Nov 13, 2023
Q3 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
569+ 2.58% |
$42.6K - $47.4K
|
22.6K
$1.94M
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
566+ 0.94% |
$42.4K - $47.1K
|
60.8K
$5.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
BUY
|
- |
512New |
$38.3K - $42.6K
|
512
$44K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
496New |
$37.1K - $41.3K
|
496
$42.6K
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
489New |
$36.6K - $40.7K
|
489
$42K
|
|
|
Oct 10, 2023
Q3 2023
|
Simpli Fi, Inc.
|
BUY
|
- |
475+ 1.95% |
$35.6K - $39.6K
|
24.9K
$2.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
458+ 21.24% |
$34.3K - $38.1K
|
2.61K
$224K
|