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 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-24- 0.11% |
$1.8K - $2K
|
22.3K
$1.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-24- 0.52% |
$1.8K - $2K
|
4.61K
$396K
|
|
|
Oct 24, 2023
Q3 2023
|
Defined Wealth Management, LLC
|
SELL
|
- |
-30- 0.2% |
$2.25K - $2.5K
|
14.9K
$1.28M
|
|
|
Nov 02, 2023
Q3 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-38- 0.41% |
$2.85K - $3.16K
|
9.27K
$796K
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-45- 1.13% |
$3.37K - $3.75K
|
3.92K
$337K
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-58- 0.09% |
$4.34K - $4.83K
|
61.2K
$5.26M
|
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-63- 0.78% |
$4.72K - $5.25K
|
8.05K
$691K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-72- 0.12% |
$5.39K - $6K
|
61.6K
$5.29M
|
|
|
Oct 16, 2023
Q3 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-82- 1.02% |
$6.14K - $6.83K
|
7.94K
$682K
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-84- 1.85% |
$6.29K - $7K
|
4.45K
$382K
|
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-87- 16.2% |
$6.51K - $7.25K
|
450
$38.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-89- 21.09% |
$6.66K - $7.41K
|
333
$28.6K
|
|
|
Oct 26, 2023
Q3 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-100- 1.19% |
$7.49K - $8.33K
|
8.3K
$713K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-103- 0.22% |
$7.71K - $8.58K
|
46.7K
$4.01M
|
|
|
Feb 15, 2024
Q3 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-106- 2.25% |
$7.94K - $8.83K
|
4.6K
$395K
|
|
|
Dec 06, 2023
Q3 2023
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-107- 0.17% |
$8.01K - $8.91K
|
61.8K
$5.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-108- 2.6% |
$8.09K - $8.99K
|
4.05K
$348K
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-125- 37.43% |
$9.36K - $10.4K
|
209
$17.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-135- 3.48% |
$10.1K - $11.2K
|
3.75K
$322K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-139- 0.84% |
$10.4K - $11.6K
|
16.4K
$1.41M
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-146- 4.17% |
$10.9K - $12.2K
|
3.36K
$288K
|
|
|
Oct 30, 2023
Q3 2023
|
Barnett & Company, Inc.
|
SELL
|
- |
-150- 4.24% |
$11.2K - $12.5K
|
3.39K
$291K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-186- 6.51% |
$13.9K - $15.5K
|
2.67K
$229K
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
SELL
|
- |
-216- 0.53% |
$16.2K - $18K
|
40.4K
$3.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-300- 2.76% |
$22.5K - $25K
|
10.6K
$907K
|
|
|
Oct 05, 2023
Q3 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-326- 0.36% |
$24.4K - $27.1K
|
90.3K
$7.75M
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-335- 36.18% |
$25.1K - $27.9K
|
591
$50.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-337- 0.53% |
$25.2K - $28.1K
|
63.6K
$5.46M
|
|
|
Oct 10, 2023
Q3 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-338- 1.24% |
$25.3K - $28.1K
|
26.9K
$2.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-345- 1.36% |
$25.8K - $28.7K
|
25.1K
$2.15M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-372- 3.03% |
$27.9K - $31K
|
11.9K
$1.02M
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-380- 3.91% |
$28.5K - $31.6K
|
9.35K
$803K
|
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
SELL
|
- |
-415- 0.87% |
$31.1K - $34.6K
|
47.4K
$4.07M
|
|
|
Oct 10, 2023
Q3 2023
|
First Community Trust Na
|
SELL
|
- |
-425- 3.88% |
$31.8K - $35.4K
|
10.5K
$905K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-499- 20.92% |
$37.4K - $41.6K
|
1.89K
$162K
|
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-500- 22.03% |
$37.4K - $41.6K
|
1.77K
$152K
|
|
|
Nov 14, 2023
Q3 2023
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-561- 1.77% |
$42K - $46.7K
|
31.1K
$2.67M
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-597- 4.48% |
$44.7K - $49.7K
|
12.7K
$1.09M
|
|
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-664- 1.32% |
$49.7K - $55.3K
|
49.7K
$4.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-666- 33.25% |
$49.9K - $55.5K
|
1.34K
$115K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-740- 4.51% |
$55.4K - $61.6K
|
15.7K
$1.35M
|
|
|
Oct 16, 2023
Q3 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-790- 1.51% |
$59.2K - $65.8K
|
51.6K
$4.43M
|
|
|
Oct 31, 2023
Q3 2023
|
Iron Financial, LLC
|
SELL
|
- |
-790- 1.67% |
$59.2K - $65.8K
|
46.5K
$3.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-825- 3.61% |
$61.8K - $68.7K
|
22K
$1.89M
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-869- 6.04% |
$65.1K - $72.4K
|
13.5K
$1.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-873- 1.57% |
$65.4K - $72.7K
|
54.7K
$4.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-882- 2.96% |
$66K - $73.5K
|
28.9K
$2.48M
|
|
|
Oct 10, 2023
Q3 2023
|
Iam Advisory, LLC
|
SELL
|
- |
-898- 1.86% |
$67.2K - $74.8K
|
47.4K
$4.06M
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-990- 4.41% |
$74.1K - $82.4K
|
21.5K
$1.84M
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.03K- 9.99% |
$77.1K - $85.7K
|
9.27K
$796K
|