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 |
---|---|---|---|---|---|---|---|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.18K- 7.88% |
$445K - $445K
|
60.6K
$5.2M
|
|
Dec 10, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-1.51K- 6.69% |
$129K - $129K
|
21K
$1.8M
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
43.9KNew |
$3.77M - $3.77M
|
43.9K
$3.77M
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-2.19K- 18.15% |
$188K - $188K
|
9.87K
$848K
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
251KNew |
$21.5M - $21.5M
|
251K
$21.5M
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
5.73K+ 0.99% |
$492K - $492K
|
584K
$50.1M
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-200- 2.12% |
$17.2K - $17.2K
|
9.25K
$794K
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.05K+ 9.73% |
$90K - $90K
|
11.8K
$1.01M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10+ 0.0% |
$858 - $858
|
251K
$21.5M
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
125+ 4.63% |
$10.7K - $10.7K
|
2.83K
$243K
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-16.8K- 16.95% |
$1.44M - $1.44M
|
82.4K
$7.07M
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-38- 18.63% |
$3.26K - $3.26K
|
166
$14.2K
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
68.5KNew |
$5.88M - $5.88M
|
68.5K
$5.88M
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
5.92K+ 220.36% |
$508K - $508K
|
8.61K
$739K
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.33K+ 6.17% |
$458K - $458K
|
91.7K
$7.87M
|
|
Nov 14, 2024
Q3 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
89+ 1.45% |
$7.64K - $7.64K
|
6.21K
$533K
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
36.4KNew |
$3.13M - $3.13M
|
36.4K
$3.13M
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-33.9K- 23.07% |
$2.91M - $2.91M
|
113K
$9.7M
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-334- 7.63% |
$28.7K - $28.7K
|
4.05K
$347K
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.42K+ 9.69% |
$122K - $122K
|
16K
$1.38M
|
|
Nov 14, 2024
Q3 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-2.75K- 25.28% |
$236K - $236K
|
8.12K
$697K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-189K- 8.96% |
$16.2M - $16.2M
|
1.92M
$165M
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8.62K- 6.69% |
$740K - $740K
|
120K
$10.3M
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-168- 6.25% |
$14.4K - $14.4K
|
2.52K
$216K
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15K+ 26.45% |
$1.28M - $1.28M
|
71.5K
$6.14M
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
60+ 0.64% |
$5.15K - $5.15K
|
9.39K
$806K
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-97- 0.86% |
$8.33K - $8.33K
|
11.2K
$957K
|
|
Nov 14, 2024
Q3 2024
|
Marquette Associates, Inc.
Chicago, IL |
SELL
|
- |
-4.77KClosed |
$409K - $409K
|
0
$0
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.98K- 0.64% |
$170K - $170K
|
305K
$26.2M
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.4K- 1.09% |
$292K - $292K
|
307K
$26.4M
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
207+ 4.07% |
$17.8K - $17.8K
|
5.3K
$455K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
50.4K+ 7.02% |
$4.32M - $4.32M
|
769K
$66M
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
511+ 10.53% |
$43.9K - $43.9K
|
5.36K
$460K
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-64.2K- 36.86% |
$5.51M - $5.51M
|
110K
$9.43M
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
290+ 3.51% |
$24.9K - $24.9K
|
8.55K
$734K
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
22.5K+ 12.92% |
$1.94M - $1.94M
|
197K
$16.9M
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
30.9K+ 10.71% |
$2.66M - $2.66M
|
320K
$27.4M
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
18.1K+ 32.72% |
$1.55M - $1.55M
|
73.3K
$6.29M
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
1.9KNew |
$163K - $163K
|
1.9K
$163K
|
|
Nov 14, 2024
Q3 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
25+ 0.03% |
$2.15K - $2.15K
|
72.1K
$6.19M
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.71K+ 2.78% |
$147K - $147K
|
63.2K
$5.42M
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-17.2K- 85.53% |
$1.48M - $1.48M
|
2.92K
$251K
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
135K+ 66.45% |
$11.6M - $11.6M
|
338K
$29M
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-24.2K- 20.71% |
$2.08M - $2.08M
|
92.8K
$7.97M
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-41.4K- 97.45% |
$3.55M - $3.55M
|
1.09K
$93.1K
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-151K- 66.87% |
$13M - $13M
|
74.9K
$6.43M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-182K- 8.17% |
$15.6M - $15.6M
|
2.04M
$175M
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
3.36KNew |
$288K - $288K
|
3.36K
$288K
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
21.6K+ 4.93% |
$1.85M - $1.85M
|
459K
$39.4M
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
494KNew |
$42.4M - $42.4M
|
494K
$42.4M
|