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
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
3.36KNew |
$288K - $288K
|
3.36K
$288K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.34K+ 42.29% |
$286K - $286K
|
11.2K
$963K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
3.24KNew |
$278K - $278K
|
3.24K
$278K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.2KNew |
$275K - $275K
|
3.2K
$275K
|
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
3.17K+ 0.71% |
$272K - $272K
|
446K
$38.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
3.06K+ 4.62% |
$263K - $263K
|
69.5K
$5.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
3.04K+ 1.3% |
$261K - $261K
|
236K
$20.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3.01K+ 19.5% |
$258K - $258K
|
18.4K
$1.58M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.93K+ 6.38% |
$252K - $252K
|
48.9K
$4.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
2.92KNew |
$251K - $251K
|
2.92K
$251K
|
|
|
Oct 08, 2024
Q3 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
2.9K+ 2.57% |
$249K - $249K
|
116K
$9.95M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.9K+ 0.68% |
$249K - $249K
|
429K
$36.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
2.87KNew |
$246K - $246K
|
2.87K
$246K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
2.86K+ 1.48% |
$246K - $246K
|
196K
$16.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
2.86K+ 1.43% |
$246K - $246K
|
203K
$17.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
2.7K+ 7.41% |
$232K - $232K
|
39.2K
$3.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
2.65K+ 4.17% |
$227K - $227K
|
66.1K
$5.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.62K+ 5.93% |
$225K - $225K
|
46.9K
$4.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.55K+ 3.54% |
$218K - $218K
|
74.5K
$6.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
2.52K+ 2.97% |
$216K - $216K
|
87.4K
$7.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.5K+ 6.13% |
$214K - $214K
|
43.2K
$3.71M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.48K+ 3.01% |
$213K - $213K
|
84.8K
$7.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
2.48K+ 1.89% |
$213K - $213K
|
133K
$11.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.47KNew |
$212K - $212K
|
2.47K
$212K
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.36KNew |
$203K - $203K
|
2.36K
$203K
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.36K+ 7.94% |
$202K - $202K
|
32.1K
$2.75M
|
|
|
Oct 08, 2024
Q3 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
2.34KNew |
$201K - $201K
|
2.34K
$201K
|
|
|
Nov 12, 2024
Q3 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
2.33K+ 3.21% |
$200K - $200K
|
75K
$6.44M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
2.31K+ 0.78% |
$198K - $198K
|
297K
$25.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
2.29K+ 1.42% |
$197K - $197K
|
163K
$14M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.28K+ 1.17% |
$195K - $195K
|
197K
$16.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2.25KNew |
$193K - $193K
|
2.25K
$193K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2.24K+ 1.58% |
$193K - $193K
|
144K
$12.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
2.23KNew |
$192K - $192K
|
2.23K
$192K
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.21KNew |
$190K - $190K
|
2.21K
$190K
|
|
|
Nov 13, 2024
Q3 2024
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
2.18K+ 11.62% |
$187K - $187K
|
20.9K
$1.79M
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
2.17K+ 8.7% |
$186K - $186K
|
27.1K
$2.33M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.13K+ 272.41% |
$183K - $183K
|
2.92K
$250K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.13K+ 14.05% |
$183K - $183K
|
17.3K
$1.48M
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
2.09KNew |
$179K - $179K
|
2.09K
$179K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.96K+ 0.65% |
$168K - $168K
|
306K
$26.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.95K+ 13.79% |
$168K - $168K
|
16.1K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
1.9KNew |
$163K - $163K
|
1.9K
$163K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.9K+ 8.56% |
$163K - $163K
|
24.1K
$2.07M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.84K+ 69.94% |
$158K - $158K
|
4.47K
$383K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.82K+ 2.59% |
$156K - $156K
|
72.1K
$6.19M
|
|
|
Oct 09, 2024
Q3 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
1.78K+ 2.9% |
$153K - $153K
|
63.1K
$5.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.75K+ 7.8% |
$151K - $151K
|
24.2K
$2.08M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.75K+ 32.81% |
$150K - $150K
|
7.09K
$609K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
1.73K+ 0.21% |
$149K - $149K
|
816K
$70M
|