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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
8.53K+ 14.62% |
$603K - $728K
|
66.9K
$5.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
8.5K+ 73.44% |
$601K - $725K
|
20.1K
$1.72M
|
|
|
Feb 07, 2024
Q4 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
8.24K+ 16.09% |
$583K - $703K
|
59.5K
$5.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
8.14K+ 17.38% |
$575K - $694K
|
54.9K
$4.72M
|
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
8.14K+ 17.38% |
$575K - $694K
|
54.9K
$4.72M
|
|
|
Jan 16, 2024
Q4 2023
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
8.06K+ 14.08% |
$570K - $687K
|
65.3K
$5.61M
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
7.92KNew |
$560K - $676K
|
7.92K
$680K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.69K+ 13.97% |
$544K - $656K
|
62.7K
$5.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
7.51KNew |
$531K - $641K
|
7.51K
$645K
|
|
|
Feb 05, 2024
Q4 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
7.44K+ 2.5% |
$526K - $635K
|
305K
$26.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
7.43K+ 3.66% |
$526K - $634K
|
210K
$18.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
7.29KNew |
$515K - $622K
|
7.29K
$626K
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
BUY
|
- |
7.12K+ 12.84% |
$503K - $607K
|
62.6K
$5.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.01K+ 3.99% |
$496K - $598K
|
183K
$15.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.97K+ 6.93% |
$493K - $594K
|
107K
$9.22M
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
6.85K+ 8.86% |
$484K - $584K
|
84.1K
$7.22M
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
6.84K+ 7.56% |
$484K - $584K
|
97.4K
$8.36M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.78K+ 137.61% |
$480K - $579K
|
11.7K
$1.01M
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
6.73KNew |
$476K - $574K
|
6.73K
$578K
|
|
|
Feb 13, 2024
Q4 2023
|
360 Financial, Inc.
|
BUY
|
- |
6.72KNew |
$475K - $573K
|
6.72K
$577K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
6.63KNew |
$469K - $565K
|
6.63K
$569K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
6.25KNew |
$442K - $533K
|
6.25K
$537K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.23K+ 0.28% |
$441K - $532K
|
2.25M
$193M
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
5.95K+ 32.48% |
$421K - $508K
|
24.3K
$2.08M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.92K+ 17.38% |
$418K - $505K
|
40K
$3.43M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5.87K+ 12.83% |
$415K - $501K
|
51.6K
$4.43M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
5.74K+ 3.29% |
$406K - $490K
|
180K
$15.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.74K+ 5.26% |
$406K - $489K
|
115K
$9.86M
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
5.63KNew |
$398K - $480K
|
5.63K
$483K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.53K+ 1.7% |
$391K - $471K
|
331K
$28.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5.51K+ 65.53% |
$390K - $470K
|
13.9K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.41KNew |
$382K - $461K
|
5.41K
$464K
|
|
|
May 08, 2024
Q4 2023
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
5.29KNew |
$374K - $451K
|
5.29K
$454K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
5.26KNew |
$372K - $449K
|
5.26K
$452K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.23K+ 12.76% |
$370K - $446K
|
46.2K
$3.97M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.21KNew |
$369K - $445K
|
5.21K
$447K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
5.18K+ 151.36% |
$367K - $442K
|
8.61K
$739K
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
5.15KNew |
$364K - $439K
|
5.15K
$442K
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
5.12K+ 13.01% |
$362K - $437K
|
44.5K
$3.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
5.11KNew |
$361K - $435K
|
5.11K
$438K
|
|
|
Feb 14, 2024
Q4 2023
|
Qsv Equity Investors LLC
Naperville, IL |
BUY
|
- |
5.1KNew |
$361K - $435K
|
5.1K
$438K
|
|
|
Nov 14, 2024
Q4 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
5.09K+ 6.78% |
$360K - $434K
|
80.2K
$6.88M
|
|
|
Jan 29, 2024
Q4 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
5.08K+ 10.22% |
$359K - $433K
|
54.8K
$4.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.06KNew |
$358K - $431K
|
5.06K
$434K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5.05KNew |
$357K - $431K
|
5.05K
$434K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
5K+ 8.12% |
$354K - $427K
|
66.6K
$5.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
4.98KNew |
$352K - $425K
|
4.98K
$428K
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
4.93K+ 17.37% |
$349K - $421K
|
33.3K
$2.86M
|
|
|
Jan 12, 2024
Q4 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
4.88K+ 9.13% |
$345K - $416K
|
58.3K
$5.01M
|
|
|
Feb 02, 2024
Q4 2023
|
Darrow Company, Inc.
|
BUY
|
- |
4.77K+ 3.0% |
$337K - $407K
|
164K
$14M
|