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 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.71K- 3.08% |
N/A
|
53.7K
$4.61M
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
SELL
|
- |
-1.74K- 17.39% |
N/A
|
8.24K
$707K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.75K- 22.71% |
N/A
|
5.94K
$510K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-2K- 0.49% |
N/A
|
408K
$35M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-2.09K- 3.62% |
N/A
|
55.5K
$4.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-2.18K- 5.5% |
N/A
|
37.4K
$3.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-2.24K- 6.89% |
N/A
|
30.2K
$2.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-2.42K- 1.78% |
N/A
|
133K
$11.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-2.47K- 9.65% |
N/A
|
23.1K
$1.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.49K- 42.35% |
N/A
|
3.39K
$291K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-2.5K- 5.78% |
N/A
|
40.7K
$3.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-2.69K- 2.73% |
N/A
|
95.9K
$8.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.77K- 6.53% |
N/A
|
39.7K
$3.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.95K- 3.16% |
N/A
|
90.4K
$7.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-3.38K- 1.24% |
N/A
|
270K
$23.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-4K- 10.0% |
N/A
|
36K
$3.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
SELL
|
- |
-4.41K- 10.24% |
N/A
|
38.7K
$3.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-4.42K- 66.17% |
N/A
|
2.26K
$194K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-4.56K- 5.37% |
N/A
|
80.3K
$6.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-4.67K- 9.64% |
N/A
|
43.7K
$3.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
SELL
|
- |
-4.95K- 1.67% |
N/A
|
292K
$25.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-5.19K- 70.03% |
N/A
|
2.22K
$191K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.77K- 99.91% |
N/A
|
5
$429
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-6.14K- 3.63% |
N/A
|
163K
$14M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.2K- 4.44% |
N/A
|
134K
$11.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-6.28K- 10.83% |
N/A
|
51.6K
$4.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-6.33K- 24.05% |
N/A
|
20K
$1.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-6.42K- 23.34% |
N/A
|
21.1K
$1.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-7.94K- 6.64% |
N/A
|
112K
$9.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-8.73K- 7.05% |
N/A
|
115K
$9.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-10.3K- 5.31% |
N/A
|
183K
$15.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-11.5K- 8.64% |
N/A
|
122K
$10.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14.1K- 8.37% |
N/A
|
155K
$13.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-16.4K- 31.82% |
N/A
|
35.1K
$3.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-23.1K- 17.46% |
N/A
|
109K
$9.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-24.9K- 53.01% |
N/A
|
22.1K
$1.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-26.3K- 43.86% |
N/A
|
33.7K
$2.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-28.9K- 6.74% |
N/A
|
400K
$34.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-31.7K- 10.38% |
N/A
|
274K
$23.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-35.8K- 59.85% |
N/A
|
24K
$2.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-64.6K- 40.78% |
N/A
|
93.8K
$8.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-73K- 37.91% |
N/A
|
120K
$10.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-119K- 11.71% |
N/A
|
896K
$76.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-195K- 78.08% |
N/A
|
54.7K
$4.7M
|