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 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
59.2K+ 400.81% |
$4.18M - $5.05M
|
73.9K
$6.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
58.5KNew |
$4.14M - $4.99M
|
58.5K
$5.02M
|
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
56.4K+ 8.74% |
$3.99M - $4.81M
|
702K
$60.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
56.4K+ 17.42% |
$3.99M - $4.81M
|
380K
$32.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
56.3KNew |
$3.98M - $4.8M
|
56.3K
$4.83M
|
|
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
53.1K+ 1209.28% |
$3.75M - $4.53M
|
57.5K
$4.93M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
50.3K+ 571.03% |
$3.56M - $4.29M
|
59.1K
$5.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
48.8KNew |
$3.45M - $4.16M
|
48.8K
$4.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
47.2K+ 465.89% |
$3.34M - $4.03M
|
57.4K
$4.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
46.5KNew |
$3.29M - $3.97M
|
46.5K
$3.99M
|
|
|
Jan 12, 2024
Q4 2023
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
44.1K+ 71.31% |
$3.12M - $3.76M
|
106K
$9.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
43.5K+ 41.5% |
$3.07M - $3.71M
|
148K
$12.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
42K+ 28.53% |
$2.97M - $3.58M
|
189K
$16.2M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
41.6K+ 6.89% |
$2.94M - $3.55M
|
646K
$55.5M
|
|
|
Jul 24, 2024
Q4 2023
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
40.7KNew |
$2.88M - $3.47M
|
40.7K
$3.49M
|
|
|
Jan 12, 2024
Q4 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
40.3K+ 9.5% |
$2.85M - $3.44M
|
465K
$39.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
40.3KNew |
$2.85M - $3.44M
|
40.3K
$3.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
40K+ 27.33% |
$2.83M - $3.41M
|
186K
$16M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
39.3K+ 85.9% |
$2.78M - $3.35M
|
85.1K
$7.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
38K+ 30.86% |
$2.69M - $3.24M
|
161K
$13.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
37K+ 21.37% |
$2.62M - $3.16M
|
210K
$18M
|
|
|
Jan 31, 2024
Q4 2023
|
Abrdn PLC
|
BUY
|
- |
35.9K+ 28.64% |
$2.54M - $3.06M
|
161K
$13.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
35.5K+ 19.56% |
$2.51M - $3.03M
|
217K
$18.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
35.4K+ 5.79% |
$2.5M - $3.02M
|
647K
$55.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
34.3K+ 8.61% |
$2.43M - $2.93M
|
433K
$37.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
31K+ 6.32% |
$2.19M - $2.64M
|
521K
$44.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
30.5K+ 56.31% |
$2.15M - $2.6M
|
84.6K
$7.26M
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
30.4KNew |
$2.15M - $2.59M
|
30.4K
$2.61M
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
30.1KNew |
$2.13M - $2.57M
|
30.1K
$2.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
29.1KNew |
$2.06M - $2.48M
|
29.1K
$2.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
29K+ 27.16% |
$2.05M - $2.47M
|
136K
$11.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
28.6K+ 109.06% |
$2.02M - $2.44M
|
54.8K
$4.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
28.4K+ 12.58% |
$2.01M - $2.43M
|
255K
$21.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
28.4KNew |
$2.01M - $2.42M
|
28.4K
$2.44M
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
27.7K+ 26.47% |
$1.96M - $2.36M
|
132K
$11.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
27.1K+ 17.1% |
$1.92M - $2.31M
|
186K
$15.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Lansing Street Advisors
|
BUY
|
- |
26.2KNew |
$1.85M - $2.23M
|
26.2K
$2.25M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
26.1KNew |
$1.84M - $2.22M
|
26.1K
$2.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
25.9K+ 817.97% |
$1.83M - $2.21M
|
29K
$2.49M
|
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
25.4KNew |
$1.8M - $2.17M
|
25.4K
$2.18M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
25.4K+ 23.96% |
$1.79M - $2.16M
|
131K
$11.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
25.3K+ 17.9% |
$1.79M - $2.16M
|
167K
$14.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
25.1K+ 108.82% |
$1.78M - $2.14M
|
48.2K
$4.14M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
25.1K+ 7.52% |
$1.77M - $2.14M
|
358K
$30.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
25K+ 20.12% |
$1.77M - $2.13M
|
149K
$12.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
24.9K+ 37.08% |
$1.76M - $2.12M
|
92.1K
$7.91M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
24.6K+ 24.07% |
$1.74M - $2.1M
|
127K
$10.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
24.4K+ 241.0% |
$1.73M - $2.08M
|
34.6K
$2.97M
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
23.8KNew |
$1.68M - $2.03M
|
23.8K
$2.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
23.6KNew |
$1.67M - $2.02M
|
23.6K
$2.03M
|