Purchases and Sales Made in Q4 2022 in Vaneck Morningstar Wide Moat E (MOAT)
This table provides information about the institutional ownership of Vaneck Morningstar Wide Moat E (MOAT) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
14.8K+ 40.3% |
$901K - $1.04M
|
51.7K
$4.44M
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14K+ 26.75% |
$847K - $974K
|
66.1K
$5.68M
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
13.6KNew |
$824K - $947K
|
13.6K
$1.17M
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
13.3K+ 0.97% |
$808K - $929K
|
1.39M
$119M
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
13KNew |
$791K - $909K
|
13K
$1.12M
|
|
Feb 06, 2023
Q4 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
12.5K+ 2.41% |
$757K - $870K
|
529K
$45.4M
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
12.3K+ 15.01% |
$748K - $860K
|
94.5K
$8.11M
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
12.2K+ 24.14% |
$741K - $852K
|
62.8K
$5.39M
|
|
Feb 02, 2023
Q4 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
11.8K+ 33.34% |
$717K - $824K
|
47.2K
$4.05M
|
|
Feb 08, 2023
Q4 2022
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
11.7K+ 4.35% |
$712K - $819K
|
281K
$24.1M
|
|
Feb 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
11.6KNew |
$702K - $807K
|
11.6K
$993K
|
|
Feb 14, 2023
Q4 2022
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
10.9KNew |
$661K - $760K
|
10.9K
$935K
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
10.8KNew |
$654K - $752K
|
10.8K
$925K
|
|
Feb 14, 2023
Q4 2022
|
Westshore Wealth, LLC
|
BUY
|
- |
10.7KNew |
$651K - $749K
|
10.7K
$921K
|
|
Jan 24, 2023
Q4 2022
|
Verde Capital Management
|
BUY
|
- |
10.6K+ 1.85% |
$644K - $741K
|
585K
$50.2M
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.6K+ 1.74% |
$641K - $737K
|
619K
$53.1M
|
|
Jan 26, 2023
Q4 2022
|
Ttp Investments, Inc.
|
BUY
|
- |
9.61K+ 1.95% |
$584K - $671K
|
504K
$43.2M
|
|
Feb 08, 2023
Q4 2022
|
Anson Capital, Inc.
|
BUY
|
- |
9.44K+ 21.7% |
$573K - $659K
|
53K
$4.55M
|
|
Feb 06, 2023
Q4 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
9.31KNew |
$565K - $649K
|
9.31K
$799K
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.26K+ 4.0% |
$562K - $646K
|
241K
$20.7M
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
8.46K+ 5.78% |
$513K - $590K
|
155K
$13.3M
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
8.15K+ 18.01% |
$494K - $568K
|
53.4K
$4.58M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.71K+ 33.79% |
$468K - $538K
|
30.5K
$2.62M
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7.7K+ 64191.67% |
$468K - $538K
|
7.72K
$662K
|
|
Jan 27, 2023
Q4 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
7.6KNew |
$461K - $530K
|
7.6K
$652K
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
7.38K+ 27.64% |
$448K - $515K
|
34.1K
$2.93M
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
6.85K+ 2.54% |
$415K - $478K
|
276K
$23.7M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
6.16K+ 0.92% |
$374K - $430K
|
673K
$57.8M
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.81K+ 27.94% |
$353K - $405K
|
26.6K
$2.28M
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5.53K+ 151.84% |
$335K - $386K
|
9.17K
$787K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.46K+ 15.96% |
$331K - $381K
|
39.6K
$3.4M
|
|
Feb 14, 2023
Q4 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
5.43K+ 9.9% |
$330K - $379K
|
60.3K
$5.18M
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
5.32K+ 5.58% |
$323K - $371K
|
101K
$8.64M
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
5.15K+ 9.17% |
$313K - $360K
|
61.3K
$5.26M
|
|
Feb 09, 2023
Q4 2022
|
Alpha Omega Group, Inc.
|
BUY
|
- |
5.12K+ 4.15% |
$311K - $357K
|
128K
$11M
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.81K+ 8.71% |
$292K - $336K
|
60.1K
$5.16M
|
|
Feb 02, 2023
Q4 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
4.65KNew |
$282K - $324K
|
4.65K
$399K
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.57KNew |
$277K - $319K
|
4.57K
$392K
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.54KNew |
$276K - $317K
|
4.54K
$390K
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
4.5KNew |
$273K - $314K
|
4.5K
$386K
|
|
Jan 31, 2023
Q4 2022
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
4.33K+ 1.06% |
$263K - $302K
|
414K
$35.5M
|
|
Feb 14, 2023
Q4 2022
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
4.09KNew |
$248K - $285K
|
4.09K
$351K
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.98KNew |
$242K - $278K
|
3.98K
$342K
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.98KNew |
$241K - $278K
|
3.98K
$341K
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.69K+ 42.22% |
$224K - $257K
|
12.4K
$1.07M
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
3.64K+ 14.31% |
$221K - $254K
|
29K
$2.49M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.51K+ 7.96% |
$213K - $245K
|
47.7K
$4.09M
|
|
Feb 06, 2023
Q4 2022
|
Ferguson Shapiro LLC
|
BUY
|
- |
3.46K+ 4.13% |
$210K - $241K
|
87.1K
$7.48M
|
|
Feb 10, 2023
Q4 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
3.38KNew |
$205K - $236K
|
3.38K
$290K
|
|
Feb 09, 2023
Q4 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
3.35KNew |
$203K - $234K
|
3.35K
$288K
|