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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2023
Q4 2022
|
Planned Solutions, Inc.
|
BUY
|
- |
719+ 0.24% |
$43.6K - $50.2K
|
304K
$26.1M
|
|
|
Jan 05, 2023
Q4 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
705+ 1.23% |
$42.8K - $49.2K
|
57.9K
$4.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
666+ 0.43% |
$40.4K - $46.5K
|
157K
$13.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
666+ 133.2% |
$40.4K - $46.5K
|
1.17K
$100K
|
|
|
Jan 30, 2023
Q4 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
662+ 2.36% |
$40.2K - $46.2K
|
28.7K
$2.46M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
624New |
$37.9K - $43.5K
|
624
$53.6K
|
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
BUY
|
- |
606+ 2.47% |
$36.8K - $42.3K
|
25.2K
$2.16M
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
600New |
$36.4K - $41.9K
|
600
$51.5K
|
|
|
Nov 14, 2024
Q4 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
553+ 1.67% |
$33.6K - $38.6K
|
33.7K
$2.89M
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
541+ 16.1% |
$32.8K - $37.8K
|
3.9K
$335K
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
533+ 13.99% |
$32.4K - $37.2K
|
4.34K
$373K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
508+ 1.79% |
$30.8K - $35.4K
|
28.9K
$2.48M
|
|
|
Feb 01, 2023
Q4 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
501+ 0.67% |
$30.4K - $35K
|
75.1K
$6.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
490+ 0.85% |
$29.7K - $34.2K
|
57.9K
$4.97M
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
450New |
$27.3K - $31.4K
|
450
$38.6K
|
|
|
Jan 20, 2023
Q4 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
441+ 13.19% |
$26.8K - $30.8K
|
3.78K
$325K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
424+ 4.38% |
$25.7K - $29.6K
|
10.1K
$867K
|
|
|
Feb 13, 2023
Q4 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
402+ 8.39% |
$24.4K - $28.1K
|
5.19K
$446K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
371+ 824.44% |
$22.5K - $25.9K
|
416
$35.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
360New |
$21.9K - $25.1K
|
360
$30.9K
|
|
|
Jan 26, 2023
Q4 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
299+ 4.38% |
$18.1K - $20.9K
|
7.12K
$611K
|
|
|
Jan 31, 2023
Q4 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
297+ 1.25% |
$18K - $20.7K
|
24K
$2.06M
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
286+ 1.58% |
$17.4K - $20K
|
18.4K
$1.58M
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
281+ 3.48% |
$17.1K - $19.6K
|
8.35K
$717K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
263+ 1.09% |
$16K - $18.4K
|
24.3K
$2.09M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
231+ 0.38% |
$14K - $16.1K
|
60.5K
$5.19M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
200New |
$12.1K - $14K
|
200
$17.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
200New |
$12.1K - $14K
|
200
$17.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
183+ 2.3% |
$11.1K - $12.8K
|
8.15K
$700K
|
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
BUY
|
- |
144+ 1.01% |
$8.74K - $10K
|
14.4K
$1.24M
|
|
|
May 15, 2023
Q4 2022
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
131+ 1.47% |
$7.95K - $9.14K
|
9.07K
$778K
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
117+ 0.51% |
$7.1K - $8.16K
|
22.9K
$1.97M
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
113+ 12.39% |
$6.86K - $7.89K
|
1.03K
$88K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
109+ 31.96% |
$6.62K - $7.61K
|
450
$38.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
83+ 2.66% |
$5.04K - $5.79K
|
3.2K
$275K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
80New |
$4.86K - $5.58K
|
80
$6.87K
|
|
|
Jan 13, 2023
Q4 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
76+ 0.49% |
$4.61K - $5.3K
|
15.7K
$1.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
70+ 0.84% |
$4.25K - $4.88K
|
8.4K
$721K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
65+ 0.9% |
$3.95K - $4.54K
|
7.25K
$622K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
65+ 1.85% |
$3.95K - $4.54K
|
3.59K
$308K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
53+ 0.9% |
$3.22K - $3.7K
|
5.96K
$512K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
51New |
$3.1K - $3.56K
|
51
$4.38K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
50New |
$3.04K - $3.49K
|
50
$4.29K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
50+ 0.31% |
$3.04K - $3.49K
|
16.1K
$1.38M
|
|
|
Feb 10, 2023
Q4 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
42+ 0.87% |
$2.55K - $2.93K
|
4.84K
$416K
|
|
|
Jan 13, 2023
Q4 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
32+ 0.7% |
$1.94K - $2.23K
|
4.58K
$393K
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
32New |
$1.94K - $2.23K
|
32
$2.75K
|
|
|
Feb 01, 2023
Q4 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
20+ 0.09% |
$1.21K - $1.4K
|
22.3K
$1.91M
|
|
|
Feb 06, 2023
Q4 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
14+ 0.35% |
$850 - $977
|
4K
$343K
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
10New |
$607 - $698
|
10
$858
|