Purchases and Sales Made in Q4 2024 in Vaneck Morningstar Wide Moat E (MOAT)
This table provides information about the institutional ownership of Vaneck Morningstar Wide Moat E (MOAT) during Q4 2024. 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 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 1.64% |
N/A
|
62
$5.32K
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 1.0% |
N/A
|
101
$8.67K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-1- 0.03% |
N/A
|
3.68K
$316K
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-15- 0.19% |
N/A
|
7.83K
$672K
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-17- 0.29% |
N/A
|
5.92K
$508K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-39- 0.02% |
N/A
|
251K
$21.5M
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-48- 0.33% |
N/A
|
14.6K
$1.25M
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-57- 1.93% |
N/A
|
2.89K
$248K
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-57- 0.03% |
N/A
|
180K
$15.5M
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-67- 0.36% |
N/A
|
18.7K
$1.61M
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-85- 0.39% |
N/A
|
21.8K
$1.87M
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-90- 1.42% |
N/A
|
6.25K
$536K
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-95- 1.83% |
N/A
|
5.1K
$438K
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-113- 66.86% |
N/A
|
56
$4.81K
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-114- 0.24% |
N/A
|
46.4K
$3.99M
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-131- 4.36% |
N/A
|
2.88K
$247K
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-135- 3.29% |
N/A
|
3.97K
$341K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-141- 0.29% |
N/A
|
48.2K
$4.13M
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-143- 2.56% |
N/A
|
5.45K
$468K
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-155- 0.48% |
N/A
|
32.1K
$2.75M
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-178- 0.52% |
N/A
|
34.2K
$2.94M
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-183- 1.18% |
N/A
|
15.3K
$1.31M
|
|
Jan 14, 2025
Q4 2024
|
Peak Financial Advisors LLC
|
SELL
|
- |
-222- 0.52% |
N/A
|
42.8K
$3.68M
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-241- 9.95% |
N/A
|
2.18K
$187K
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-278- 0.99% |
N/A
|
27.9K
$2.4M
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-314- 2.27% |
N/A
|
13.5K
$1.16M
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-371- 1.16% |
N/A
|
31.7K
$2.72M
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-409- 1.4% |
N/A
|
28.9K
$2.48M
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-419- 7.63% |
N/A
|
5.08K
$436K
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-492- 11.53% |
N/A
|
3.78K
$324K
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-514- 1.65% |
N/A
|
30.7K
$2.64M
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-663- 1.14% |
N/A
|
57.6K
$4.95M
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-727- 34.08% |
N/A
|
1.41K
$121K
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-729- 3.36% |
N/A
|
20.9K
$1.8M
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-744- 0.89% |
N/A
|
83.2K
$7.14M
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-821- 89.53% |
N/A
|
96
$8.24K
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-832- 1.48% |
N/A
|
55.5K
$4.76M
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-835- 6.82% |
N/A
|
11.4K
$979K
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-848- 1.76% |
N/A
|
47.5K
$4.07M
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-852- 27.15% |
N/A
|
2.29K
$196K
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-878- 15.29% |
N/A
|
4.87K
$418K
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-998- 6.14% |
N/A
|
15.3K
$1.31M
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1K- 24.78% |
N/A
|
3.04K
$261K
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-1.11K- 19.33% |
N/A
|
4.64K
$398K
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.18K- 6.13% |
N/A
|
18K
$1.55M
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.3K- 1.82% |
N/A
|
70.5K
$6.05M
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-1.34K- 5.11% |
N/A
|
24.9K
$2.14M
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-1.37K- 3.36% |
N/A
|
39.5K
$3.39M
|
|
Jan 29, 2025
Q4 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-1.52K- 0.66% |
N/A
|
231K
$19.8M
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.55K- 0.28% |
N/A
|
545K
$46.8M
|