Purchases and Sales Made in Q3 2024 in Vaneck Morningstar Wide Moat E (MOAT)
This table provides information about the institutional ownership of Vaneck Morningstar Wide Moat E (MOAT) during Q3 2024. 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, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.52K- 13.97% |
$216K - $216K
|
15.5K
$1.33M
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-2.54K- 4.69% |
$218K - $218K
|
51.6K
$4.43M
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-2.6K- 3.61% |
$223K - $223K
|
69.3K
$5.95M
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.62K- 30.58% |
$224K - $224K
|
5.94K
$510K
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.69K- 34.06% |
$230K - $230K
|
5.2K
$446K
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.73K- 50.5% |
$235K - $235K
|
2.68K
$230K
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-2.74K- 0.79% |
$235K - $235K
|
341K
$29.3M
|
|
Nov 14, 2024
Q3 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-2.75K- 25.28% |
$236K - $236K
|
8.12K
$697K
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-2.76K- 19.34% |
$237K - $237K
|
11.5K
$989K
|
|
Oct 09, 2024
Q3 2024
|
Peak Financial Advisors LLC
|
SELL
|
- |
-2.79K- 6.09% |
$240K - $240K
|
43.1K
$3.7M
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-2.92K- 23.37% |
$251K - $251K
|
9.57K
$822K
|
|
Oct 24, 2024
Q3 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-2.94K- 6.92% |
$252K - $252K
|
39.5K
$3.39M
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-2.94K- 33.85% |
$253K - $253K
|
5.75K
$494K
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-3.39K- 3.36% |
$291K - $291K
|
97.6K
$8.38M
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.4K- 1.09% |
$292K - $292K
|
307K
$26.4M
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.49K- 4.64% |
$300K - $300K
|
71.8K
$6.17M
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.6K- 25.8% |
$309K - $309K
|
10.4K
$889K
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-3.87K- 3.03% |
$332K - $332K
|
124K
$10.6M
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-4.25K- 2.84% |
$364K - $364K
|
145K
$12.5M
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-4.42K- 13.68% |
$379K - $379K
|
27.9K
$2.39M
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.76K- 3.85% |
$408K - $408K
|
119K
$10.2M
|
|
Nov 14, 2024
Q3 2024
|
Marquette Associates, Inc.
Chicago, IL |
SELL
|
- |
-4.77KClosed |
$409K - $409K
|
0
$0
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-4.81K- 11.65% |
$413K - $413K
|
36.5K
$3.13M
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-5.01K- 2.92% |
$430K - $430K
|
167K
$14.3M
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-5.08K- 9.5% |
$436K - $436K
|
48.4K
$4.15M
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-5.11K- 49.65% |
$438K - $438K
|
5.18K
$445K
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.18K- 7.88% |
$445K - $445K
|
60.6K
$5.2M
|
|
Oct 24, 2024
Q3 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-5.8K- 2.08% |
$498K - $498K
|
273K
$23.4M
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-5.97K- 4.6% |
$513K - $513K
|
124K
$10.6M
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.08K- 7.72% |
$522K - $522K
|
72.6K
$6.23M
|
|
Nov 06, 2024
Q3 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-6.53K- 2.06% |
$561K - $561K
|
311K
$26.7M
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-6.82K- 10.95% |
$585K - $585K
|
55.4K
$4.76M
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-6.93K- 19.6% |
$594K - $594K
|
28.4K
$2.44M
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-7.43K- 6.7% |
$638K - $638K
|
104K
$8.89M
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-7.53K- 23.56% |
$646K - $646K
|
24.4K
$2.1M
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-7.93K- 45.39% |
$680K - $680K
|
9.54K
$818K
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-8.02K- 44.4% |
$689K - $689K
|
10K
$862K
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-8.07K- 4.02% |
$692K - $692K
|
193K
$16.5M
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-8.4K- 36.86% |
$721K - $721K
|
14.4K
$1.23M
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8.62K- 6.69% |
$740K - $740K
|
120K
$10.3M
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-9.48K- 4.07% |
$814K - $814K
|
223K
$19.2M
|
|
Oct 22, 2024
Q3 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-9.55K- 22.72% |
$820K - $820K
|
32.5K
$2.79M
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-9.86K- 18.6% |
$846K - $846K
|
43.2K
$3.7M
|
|
Oct 10, 2024
Q3 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-11.7K- 22.28% |
$1.01M - $1.01M
|
40.9K
$3.51M
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-11.8K- 5.6% |
$1.01M - $1.01M
|
199K
$17M
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-12.1K- 4.43% |
$1.04M - $1.04M
|
262K
$22.5M
|
|
Nov 12, 2024
Q3 2024
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-12.8K- 7.53% |
$1.1M - $1.1M
|
157K
$13.5M
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-12.8K- 89.71% |
$1.1M - $1.1M
|
1.47K
$126K
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-13.1K- 1.22% |
$1.13M - $1.13M
|
1.06M
$91.1M
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
SELL
|
- |
-13.2K- 4.03% |
$1.13M - $1.13M
|
314K
$27M
|