Purchases and Sales Made in Q4 2023 in Vaneck Morningstar Wide Moat E (MOAT)
This table provides information about the institutional ownership of Vaneck Morningstar Wide Moat E (MOAT) during Q4 2023. 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, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.36M+ 38.52% |
$167M - $201M
|
8.48M
$728M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.26MNew |
$160M - $192M
|
2.26M
$194M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.48M+ 26.86% |
$105M - $126M
|
6.98M
$599M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
924K+ 13.62% |
$65.3M - $78.8M
|
7.71M
$662M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
845K+ 41.38% |
$59.8M - $72.1M
|
2.89M
$248M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
803K+ 71.75% |
$56.8M - $68.5M
|
1.92M
$165M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
553K+ 8570.74% |
$39.1M - $47.2M
|
560K
$48M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
357K+ 1688.54% |
$25.3M - $30.5M
|
379K
$32.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Harbor Group, Inc.
|
BUY
|
- |
340KNew |
$24M - $29M
|
340K
$29.1M
|
|
|
Jan 09, 2024
Q4 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
324KNew |
$22.9M - $27.7M
|
324K
$27.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
323K+ 16.03% |
$22.9M - $27.6M
|
2.34M
$201M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
317KNew |
$22.4M - $27M
|
317K
$27.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
305K+ 14.32% |
$21.6M - $26.1M
|
2.44M
$209M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
233K+ 62.7% |
$16.4M - $19.8M
|
603K
$51.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
217KNew |
$15.4M - $18.5M
|
217K
$18.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
215KNew |
$15.2M - $18.4M
|
215K
$18.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
210K+ 44.34% |
$14.8M - $17.9M
|
682K
$58.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
209KNew |
$14.8M - $17.8M
|
209K
$17.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
206K+ 5965.22% |
$14.6M - $17.6M
|
209K
$18M
|
|
|
Feb 13, 2024
Q4 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
203KNew |
$14.3M - $17.3M
|
203K
$17.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
194K+ 1824.18% |
$13.7M - $16.5M
|
204K
$17.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
172K+ 40.8% |
$12.2M - $14.7M
|
594K
$50.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
165K+ 7.83% |
$11.7M - $14.1M
|
2.27M
$195M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
154K+ 20.04% |
$10.9M - $13.2M
|
925K
$79.4M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
151K+ 1750.3% |
$10.7M - $12.9M
|
159K
$13.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
145KNew |
$10.3M - $12.4M
|
145K
$12.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Berkshire Money Management, Inc.
|
BUY
|
- |
142KNew |
$10M - $12.1M
|
142K
$12.2M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
135K+ 862.27% |
$9.56M - $11.5M
|
151K
$13M
|
|
|
Jan 29, 2024
Q4 2023
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
132KNew |
$9.35M - $11.3M
|
132K
$11.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
116KNew |
$8.17M - $9.85M
|
116K
$9.92M
|
|
|
Feb 13, 2024
Q4 2023
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
108KNew |
$7.64M - $9.21M
|
108K
$9.27M
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
BUY
|
- |
103KNew |
$7.28M - $8.78M
|
103K
$8.83M
|
|
|
Feb 08, 2024
Q4 2023
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
101KNew |
$7.16M - $8.63M
|
101K
$8.69M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
100K+ 41.19% |
$7.08M - $8.55M
|
343K
$29.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Barings LLC
|
BUY
|
- |
98.6KNew |
$6.97M - $8.41M
|
98.6K
$8.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
98.1K+ 38.95% |
$6.94M - $8.37M
|
350K
$30.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
97.3K+ 297.25% |
$6.88M - $8.3M
|
130K
$11.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
84.2K+ 180.91% |
$5.95M - $7.18M
|
131K
$11.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
80.6KNew |
$5.7M - $6.87M
|
80.6K
$6.92M
|
|
|
Feb 09, 2024
Q4 2023
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
80.1KNew |
$5.67M - $6.84M
|
80.1K
$6.88M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
78.9K+ 14.15% |
$5.58M - $6.73M
|
637K
$54.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
74.9K+ 226.61% |
$5.3M - $6.39M
|
108K
$9.27M
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
70.6K+ 40.73% |
$4.99M - $6.02M
|
244K
$20.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
70.2KNew |
$4.97M - $5.99M
|
70.2K
$6.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Avanda Investment Management Pte. Ltd.
Singapore, U0 |
BUY
|
- |
69.5KNew |
$4.91M - $5.93M
|
69.5K
$5.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
69.1KNew |
$4.89M - $5.9M
|
69.1K
$5.94M
|
|
|
Feb 05, 2024
Q4 2023
|
Win Advisors, Inc
|
BUY
|
- |
68.3KNew |
$4.83M - $5.83M
|
68.3K
$5.86M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
67.4K+ 2280.22% |
$4.77M - $5.75M
|
70.4K
$6.04M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
66.9K+ 162.35% |
$4.73M - $5.71M
|
108K
$9.28M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
60.1K+ 33.64% |
$4.25M - $5.13M
|
239K
$20.5M
|