Latest Institutional Transactions on Vaneck Morningstar Wide Moat E (MOAT)
This table provides information on the latest institutional transactions involving Vaneck Morningstar Wide Moat E (MOAT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.78K- 25.31% |
N/A
|
5.25K
$450K
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-46.6K- 72.12% |
N/A
|
18K
$1.55M
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-10.7K- 10.69% |
N/A
|
89.4K
$7.68M
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
69+ 0.28% |
N/A
|
24.7K
$2.12M
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.36KNew |
N/A
|
2.36K
$203K
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-45- 1.28% |
N/A
|
3.47K
$298K
|
|
Jul 23, 2025
Q2 2025
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-16.6K- 6.64% |
N/A
|
233K
$20M
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.31K+ 2.68% |
N/A
|
127K
$10.9M
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-850- 7.87% |
N/A
|
9.96K
$855K
|
|
Jul 23, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
268KNew |
N/A
|
268K
$23M
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
6.98K+ 1.21% |
N/A
|
585K
$50.2M
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-6.51K- 32.24% |
N/A
|
13.7K
$1.17M
|
|
Jul 22, 2025
Q2 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
380+ 15.13% |
N/A
|
2.89K
$248K
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-170- 0.75% |
N/A
|
22.5K
$1.93M
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
14.8K+ 7.74% |
N/A
|
205K
$17.6M
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-709- 3.98% |
N/A
|
17.1K
$1.47M
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-51K- 16.74% |
N/A
|
254K
$21.8M
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-483- 2.55% |
N/A
|
18.5K
$1.59M
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.27K- 20.79% |
N/A
|
4.84K
$415K
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-42.1K- 16.59% |
N/A
|
212K
$18.2M
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
2.8KNew |
N/A
|
2.8K
$240K
|
|
Jul 22, 2025
Q2 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-5.52K- 67.97% |
N/A
|
2.6K
$223K
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-19.8K- 9.8% |
N/A
|
183K
$15.7M
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.76K+ 142.78% |
N/A
|
6.39K
$548K
|
|
Jul 22, 2025
Q2 2025
|
Madden Securities Corp
|
SELL
|
- |
-2K- 11.76% |
N/A
|
15K
$1.29M
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-10.8K- 51.05% |
N/A
|
10.4K
$889K
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
11.1K+ 14818.67% |
N/A
|
11.2K
$960K
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-370- 2.94% |
N/A
|
12.2K
$1.05M
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-850- 3.33% |
N/A
|
24.7K
$2.12M
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-472- 12.92% |
N/A
|
3.18K
$273K
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.02KNew |
N/A
|
3.02K
$259K
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-320- 9.94% |
N/A
|
2.9K
$249K
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
125New |
N/A
|
125
$10.7K
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
339+ 10.84% |
N/A
|
3.47K
$298K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-9.83K- 72.99% |
N/A
|
3.64K
$312K
|
|
Jul 21, 2025
Q2 2025
|
Phraction Management LLC
Stamford, CT |
SELL
|
- |
-1.25K- 12.08% |
N/A
|
9.1K
$781K
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.23K- 28.06% |
N/A
|
3.15K
$270K
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-212- 8.49% |
N/A
|
2.28K
$196K
|
|
Jul 21, 2025
Q2 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
896+ 14.8% |
N/A
|
6.95K
$597K
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-18.9K- 24.1% |
N/A
|
59.5K
$5.11M
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1.88K- 7.45% |
N/A
|
23.4K
$2.01M
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-2.14K- 26.03% |
N/A
|
6.09K
$523K
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.92KNew |
N/A
|
2.92K
$250K
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
1.59K+ 1.8% |
N/A
|
89.8K
$7.71M
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-223K- 45.03% |
N/A
|
273K
$23.4M
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
1.57K+ 0.94% |
N/A
|
169K
$14.5M
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-44.4K- 43.01% |
N/A
|
58.9K
$5.05M
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-696- 18.43% |
N/A
|
3.08K
$264K
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-112- 20.97% |
N/A
|
422
$36.2K
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-6K- 14.74% |
N/A
|
34.7K
$2.98M
|