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 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
4.7KNew |
$332K - $401K
|
4.7K
$403K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.7K+ 19.78% |
$332K - $400K
|
28.4K
$2.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
4.67K+ 16.04% |
$330K - $398K
|
33.8K
$2.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
4.57K+ 3.77% |
$323K - $390K
|
126K
$10.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
4.51KNew |
$319K - $385K
|
4.51K
$387K
|
|
|
Feb 14, 2024
Q4 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
4.48K+ 7.04% |
$317K - $382K
|
68.1K
$5.85M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.48K+ 22.33% |
$316K - $382K
|
24.5K
$2.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.42K+ 9.84% |
$312K - $377K
|
49.3K
$4.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.39K+ 66.41% |
$311K - $375K
|
11K
$945K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
4.35K+ 17.67% |
$308K - $371K
|
29K
$2.49M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4.31K+ 58.94% |
$304K - $367K
|
11.6K
$997K
|
|
|
Feb 14, 2024
Q4 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
4.23KNew |
$299K - $361K
|
4.23K
$363K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
4.21K+ 1.5% |
$298K - $359K
|
285K
$24.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
4.18K+ 7.01% |
$296K - $357K
|
63.9K
$5.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
4.17K+ 4.07% |
$295K - $356K
|
107K
$9.16M
|
|
|
Feb 07, 2024
Q4 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
4.16K+ 3.01% |
$294K - $355K
|
142K
$12.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
4.15KNew |
$293K - $354K
|
4.15K
$356K
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
4.08K+ 47.51% |
$288K - $348K
|
12.7K
$1.09M
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
4.07KNew |
$288K - $347K
|
4.07K
$349K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
4.01K+ 153.29% |
$283K - $342K
|
6.62K
$568K
|
|
|
Feb 07, 2024
Q4 2023
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
3.97K+ 63.44% |
$280K - $338K
|
10.2K
$877K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.96KNew |
$280K - $337K
|
3.96K
$339K
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
3.95KNew |
$280K - $337K
|
3.95K
$339K
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
3.9KNew |
$276K - $333K
|
3.9K
$335K
|
|
|
Jan 26, 2024
Q4 2023
|
Blossom Wealth Management
|
BUY
|
- |
3.88KNew |
$274K - $331K
|
3.88K
$333K
|
|
|
Feb 05, 2024
Q4 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
3.82K+ 5.23% |
$270K - $325K
|
76.7K
$6.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.79K+ 3.56% |
$268K - $323K
|
110K
$9.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Anson Capital, Inc.
|
BUY
|
- |
3.79K+ 10.14% |
$268K - $323K
|
41.1K
$3.53M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.78K+ 4.85% |
$267K - $323K
|
81.7K
$7.01M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
3.69KNew |
$261K - $315K
|
3.69K
$317K
|
|
|
Jan 31, 2024
Q4 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
3.66KNew |
$259K - $312K
|
3.66K
$314K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.62K+ 2.15% |
$256K - $309K
|
172K
$14.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.61K+ 8.63% |
$256K - $308K
|
45.5K
$3.91M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.61KNew |
$256K - $308K
|
3.61K
$310K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
3.6K+ 4.17% |
$254K - $307K
|
89.8K
$7.71M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.59K+ 77.78% |
$254K - $306K
|
8.21K
$705K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.4K+ 20.63% |
$240K - $290K
|
19.9K
$1.71M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
3.38KNew |
$239K - $288K
|
3.38K
$290K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
3.31K+ 1.62% |
$234K - $282K
|
208K
$17.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3.3K+ 151.14% |
$233K - $282K
|
5.49K
$471K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
3.21K+ 3056.19% |
$227K - $274K
|
3.31K
$284K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.19K+ 12.73% |
$225K - $272K
|
28.2K
$2.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
3.17KNew |
$224K - $270K
|
3.17K
$272K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3.16K+ 30.3% |
$224K - $270K
|
13.6K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
3.09KNew |
$219K - $264K
|
3.09K
$266K
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.04KNew |
$215K - $259K
|
3.04K
$261K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
3.04K+ 1.04% |
$215K - $259K
|
295K
$25.3M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.03K+ 134.37% |
$214K - $258K
|
5.28K
$453K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.99KNew |
$212K - $255K
|
2.99K
$257K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
2.99K+ 7.02% |
$211K - $255K
|
45.5K
$3.91M
|