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 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.09K- 1.88% |
N/A
|
56.8K
$4.87M
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-471- 5.16% |
N/A
|
8.66K
$743K
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
210K+ 560.88% |
N/A
|
248K
$21.3M
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-239K- 21.33% |
N/A
|
883K
$75.8M
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
2.96K+ 61.96% |
N/A
|
7.72K
$663K
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-8.46K- 43.31% |
N/A
|
11.1K
$950K
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.83KNew |
N/A
|
2.83K
$243K
|
|
Jul 25, 2025
Q2 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
8.71K+ 2.37% |
N/A
|
375K
$32.2M
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
380+ 2.85% |
N/A
|
13.7K
$1.18M
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
546+ 18.22% |
N/A
|
3.54K
$304K
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-16.8K- 7.48% |
N/A
|
208K
$17.9M
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-105- 35.96% |
N/A
|
187
$16.1K
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-67.3K- 49.67% |
N/A
|
68.2K
$5.85M
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-35.2K- 52.06% |
N/A
|
32.4K
$2.78M
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.22K+ 7.03% |
N/A
|
33.8K
$2.9M
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.06K+ 1.77% |
N/A
|
176K
$15.1M
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
17.6K+ 10.86% |
N/A
|
180K
$15.4M
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.94K- 7.2% |
N/A
|
37.9K
$3.25M
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-1.39K- 17.32% |
N/A
|
6.62K
$568K
|
|
Jul 24, 2025
Q2 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-3.27K- 3.89% |
N/A
|
80.7K
$6.93M
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-6.76K- 18.55% |
N/A
|
29.7K
$2.55M
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-997- 1.75% |
N/A
|
55.8K
$4.79M
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.41K- 6.41% |
N/A
|
123K
$10.5M
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
2.15K+ 50.99% |
N/A
|
6.35K
$545K
|
|
Jul 24, 2025
Q2 2025
|
Abrdn PLC
|
SELL
|
- |
-27.5K- 69.63% |
N/A
|
12K
$1.03M
|
|
Jul 24, 2025
Q2 2025
|
Cross Staff Investments Inc
|
BUY
|
- |
215+ 0.9% |
N/A
|
24.2K
$2.08M
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-258K- 39.71% |
N/A
|
392K
$33.6M
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
SELL
|
- |
-2- 0.01% |
N/A
|
38.7K
$3.33M
|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.78K- 25.31% |
N/A
|
5.25K
$450K
|
|
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 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.97K- 28.67% |
N/A
|
7.4K
$635K
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
2.18KNew |
N/A
|
2.18K
$187K
|
|
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
|