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 07, 2023
Q3 2023
|
Alpha Omega Group, Inc.
|
BUY
|
- |
419+ 0.33% |
$31.4K - $34.9K
|
128K
$10.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
405New |
$30.3K - $33.7K
|
405
$34.8K
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
BUY
|
- |
365+ 12.47% |
$27.3K - $30.4K
|
3.29K
$283K
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
BUY
|
- |
354+ 2.4% |
$26.5K - $29.5K
|
15.1K
$1.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
339+ 3.46% |
$25.4K - $28.2K
|
10.2K
$871K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
330+ 56.12% |
$24.7K - $27.5K
|
918
$78.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
312+ 0.62% |
$23.4K - $26K
|
50.6K
$4.35M
|
|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
BUY
|
- |
312+ 8.41% |
$23.4K - $26K
|
4.02K
$345K
|
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
BUY
|
- |
300New |
$22.5K - $25K
|
300
$25.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
290+ 105.07% |
$21.7K - $24.2K
|
566
$48.6K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
278New |
$20.8K - $23.2K
|
278
$23.9K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
235+ 1.24% |
$17.6K - $19.6K
|
19.2K
$1.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
205+ 1.05% |
$15.4K - $17.1K
|
19.8K
$1.7M
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
200New |
$15K - $16.7K
|
200
$17.2K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
200+ 19.51% |
$15K - $16.7K
|
1.23K
$105K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
198+ 8.88% |
$14.8K - $16.5K
|
2.43K
$208K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
198New |
$14.8K - $16.5K
|
198
$17K
|
|
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
196+ 6.4% |
$14.7K - $16.3K
|
3.26K
$280K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
183New |
$13.7K - $15.2K
|
183
$15.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
177+ 3.22% |
$13.3K - $14.7K
|
5.67K
$487K
|
|
|
Nov 07, 2023
Q3 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
160+ 4.53% |
$12K - $13.3K
|
3.7K
$317K
|
|
|
Oct 05, 2023
Q3 2023
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
147+ 2.42% |
$11K - $12.2K
|
6.21K
$533K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
137+ 20.24% |
$10.3K - $11.4K
|
814
$69.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
132+ 2.97% |
$9.88K - $11K
|
4.57K
$393K
|
|
|
Oct 11, 2023
Q3 2023
|
Burt Wealth Advisors
|
BUY
|
- |
119+ 4.5% |
$8.91K - $9.91K
|
2.76K
$237K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
100+ 1.38% |
$7.49K - $8.33K
|
7.33K
$629K
|
|
|
Nov 14, 2023
Q3 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
91+ 1.61% |
$6.81K - $7.58K
|
5.73K
$492K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
90+ 600.0% |
$6.74K - $7.5K
|
105
$9.01K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
85New |
$6.36K - $7.08K
|
85
$7.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
81+ 10.83% |
$6.07K - $6.75K
|
829
$71.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
62+ 2.34% |
$4.64K - $5.16K
|
2.71K
$232K
|
|
|
Nov 14, 2023
Q3 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
52+ 1.13% |
$3.89K - $4.33K
|
4.66K
$400K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
50New |
$3.74K - $4.16K
|
50
$4.29K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
47+ 0.29% |
$3.52K - $3.91K
|
16.3K
$1.4M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
45New |
$3.37K - $3.75K
|
45
$3.86K
|
|
|
Nov 13, 2023
Q3 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
40+ 0.71% |
$3K - $3.33K
|
5.64K
$484K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
40New |
$3K - $3.33K
|
40
$3.43K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
38New |
$2.85K - $3.16K
|
38
$3.26K
|
|
|
Nov 14, 2023
Q3 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
30+ 0.48% |
$2.25K - $2.5K
|
6.32K
$542K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
26New |
$1.95K - $2.17K
|
26
$2.23K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
18+ 0.12% |
$1.35K - $1.5K
|
15.2K
$1.31M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
14+ 5.2% |
$1.05K - $1.17K
|
283
$24.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
12New |
$899 - $999
|
12
$1.03K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
12+ 0.44% |
$899 - $999
|
2.71K
$233K
|
|
|
Oct 20, 2023
Q3 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
11+ 0.04% |
$824 - $916
|
31.3K
$2.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3+ 0.06% |
$225 - $250
|
5.11K
$438K
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1New |
$74.9 - $83.3
|
1
$85.8
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1- 0.41% |
$74.9 - $83.3
|
242
$20.8K
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-20- 2.21% |
$1.5K - $1.67K
|
885
$76K
|
|
|
Nov 07, 2023
Q3 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-24- 0.63% |
$1.8K - $2K
|
3.79K
$326K
|