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 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
7New |
$425 - $488
|
7
$601
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6+ 0.05% |
$364 - $419
|
12.8K
$1.1M
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
5New |
$304 - $349
|
5
$429
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4+ 1.18% |
$243 - $279
|
342
$29.4K
|
|
Feb 01, 2023
Q4 2022
|
Hartford Financial Management Inc.
|
BUY
|
- |
3+ 1.15% |
$182 - $209
|
264
$22.7K
|
|
Feb 13, 2023
Q4 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
3+ 0.01% |
$182 - $209
|
25.6K
$2.2M
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2+ 1.18% |
$121 - $140
|
171
$14.7K
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.09% |
$121 - $140
|
2.21K
$190K
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 1.16% |
$60.7 - $69.8
|
87
$7.47K
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
1+ 0.02% |
$60.7 - $69.8
|
5.67K
$486K
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2- 0.03% |
$121 - $140
|
7.26K
$623K
|
|
Jan 27, 2023
Q4 2022
|
Clarus Group, Inc.
|
SELL
|
- |
-6- 0.07% |
$364 - $419
|
8.22K
$706K
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-6- 6.98% |
$364 - $419
|
80
$6.87K
|
|
Jan 24, 2023
Q4 2022
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-7- 0.11% |
$425 - $488
|
6.52K
$559K
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-9- 9.28% |
$546 - $628
|
88
$7.55K
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-18- 0.01% |
$1.09K - $1.26K
|
166K
$14.2M
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-27- 5.3% |
$1.64K - $1.88K
|
482
$41.4K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-35- 11.51% |
$2.12K - $2.44K
|
269
$23.1K
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-42- 0.03% |
$2.55K - $2.93K
|
161K
$13.8M
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-66- 0.58% |
$4.01K - $4.61K
|
11.3K
$969K
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-71- 0.12% |
$4.31K - $4.95K
|
60.4K
$5.19M
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-79- 0.4% |
$4.8K - $5.51K
|
19.8K
$1.7M
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
SELL
|
- |
-100- 31.15% |
$6.07K - $6.98K
|
221
$19K
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-160- 3.06% |
$9.71K - $11.2K
|
5.07K
$436K
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-160- 3.06% |
$9.71K - $11.2K
|
5.07K
$436K
|
|
Feb 03, 2023
Q4 2022
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-200- 1.34% |
$12.1K - $14K
|
14.8K
$1.27M
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-203- 5.79% |
$12.3K - $14.2K
|
3.31K
$284K
|
|
Feb 07, 2023
Q4 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-214- 1.98% |
$13K - $14.9K
|
10.6K
$909K
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-234- 3.92% |
$14.2K - $16.3K
|
5.73K
$492K
|
|
Feb 09, 2023
Q4 2022
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-243- 2.3% |
$14.8K - $17K
|
10.3K
$886K
|
|
Jan 30, 2023
Q4 2022
|
Cross Staff Investments Inc
|
SELL
|
- |
-262- 1.07% |
$15.9K - $18.3K
|
24.3K
$2.08M
|
|
Feb 14, 2023
Q4 2022
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-273- 0.8% |
$16.6K - $19K
|
33.9K
$2.91M
|
|
Feb 14, 2023
Q4 2022
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-275- 2.09% |
$16.7K - $19.2K
|
12.9K
$1.1M
|
|
Jan 26, 2023
Q4 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-294- 7.16% |
$17.8K - $20.5K
|
3.81K
$327K
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-312- 0.23% |
$18.9K - $21.8K
|
133K
$11.4M
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-320- 1.66% |
$19.4K - $22.3K
|
19K
$1.63M
|
|
Feb 13, 2023
Q4 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-326- 0.24% |
$19.8K - $22.7K
|
134K
$11.5M
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-343- 2.15% |
$20.8K - $23.9K
|
15.6K
$1.34M
|
|
Feb 09, 2023
Q4 2022
|
Waddell & Associates, LLC
|
SELL
|
- |
-368- 7.24% |
$22.3K - $25.7K
|
4.71K
$404K
|
|
Jan 19, 2023
Q4 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-411- 0.21% |
$24.9K - $28.7K
|
198K
$17M
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-461- 2.44% |
$28K - $32.2K
|
18.4K
$1.58M
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-483- 22.84% |
$29.3K - $33.7K
|
1.63K
$140K
|
|
Jan 27, 2023
Q4 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-493- 4.05% |
$29.9K - $34.4K
|
11.7K
$1M
|
|
Feb 13, 2023
Q4 2022
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-552- 0.84% |
$33.5K - $38.5K
|
65.3K
$5.61M
|
|
Feb 10, 2023
Q4 2022
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-627- 1.27% |
$38.1K - $43.8K
|
48.7K
$4.18M
|
|
Feb 14, 2023
Q4 2022
|
Iron Financial, LLC
|
SELL
|
- |
-726- 1.38% |
$44.1K - $50.7K
|
51.7K
$4.44M
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-782- 13.79% |
$47.5K - $54.6K
|
4.89K
$420K
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-817- 6.23% |
$49.6K - $57K
|
12.3K
$1.06M
|
|
Jan 25, 2023
Q4 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-835- 4.97% |
$50.7K - $58.3K
|
16K
$1.37M
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-847- 21.29% |
$51.4K - $59.1K
|
3.13K
$269K
|