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 |
---|---|---|---|---|---|---|---|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1.07K+ 9.27% |
$91.7K - $91.7K
|
12.6K
$1.08M
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.73K- 50.5% |
$235K - $235K
|
2.68K
$230K
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
7.37K+ 22.96% |
$632K - $632K
|
39.5K
$3.39M
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-21.3K- 31.56% |
$1.83M - $1.83M
|
46.1K
$3.96M
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-477- 3.04% |
$40.9K - $40.9K
|
15.2K
$1.3M
|
|
Oct 16, 2024
Q3 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
11.8K+ 4.98% |
$1.01M - $1.01M
|
248K
$21.3M
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
4.75K+ 2.04% |
$408K - $408K
|
237K
$20.4M
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
18.8KNew |
$1.61M - $1.61M
|
18.8K
$1.61M
|
|
Oct 16, 2024
Q3 2024
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-188- 2.63% |
$16.1K - $16.1K
|
6.95K
$597K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-14.4K- 25.27% |
$1.23M - $1.23M
|
42.5K
$3.64M
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.23K+ 7.44% |
$106K - $106K
|
17.8K
$1.53M
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.19K+ 13.16% |
$703K - $703K
|
70.5K
$6.05M
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-547- 0.4% |
$47K - $47K
|
136K
$11.7M
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-60- 0.37% |
$5.15K - $5.15K
|
16.3K
$1.39M
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
700+ 70000.0% |
$60.1K - $60.1K
|
701
$60.2K
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
39.9K+ 7.71% |
$3.42M - $3.42M
|
557K
$47.8M
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-8- 0.13% |
$687 - $687
|
5.94K
$510K
|
|
Oct 15, 2024
Q3 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
2.52K+ 2.97% |
$216K - $216K
|
87.4K
$7.5M
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
429+ 1.73% |
$36.8K - $36.8K
|
25.2K
$2.16M
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
3.24KNew |
$278K - $278K
|
3.24K
$278K
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
450New |
$38.6K - $38.6K
|
450
$38.6K
|
|
Oct 15, 2024
Q3 2024
|
Ttp Investments, Inc.
|
BUY
|
- |
50.5K+ 10.69% |
$4.33M - $4.33M
|
522K
$44.9M
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
314+ 5.75% |
$27K - $27K
|
5.78K
$496K
|
|
Oct 15, 2024
Q3 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
45.3K+ 44.2% |
$3.89M - $3.89M
|
148K
$12.7M
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-850- 18.75% |
$73K - $73K
|
3.68K
$316K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-159- 5.15% |
$13.6K - $13.6K
|
2.93K
$251K
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
1.08K+ 1.84% |
$93K - $93K
|
60K
$5.15M
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.71K+ 7.15% |
$318K - $318K
|
55.6K
$4.77M
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3.61K+ 2.78% |
$309K - $309K
|
133K
$11.4M
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
152K+ 5334.86% |
$13.1M - $13.1M
|
155K
$13.3M
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.01K+ 2.43% |
$86.4K - $86.4K
|
42.5K
$3.65M
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.05K+ 3.76% |
$90K - $90K
|
29K
$2.49M
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-7- 0.16% |
$601 - $601
|
4.34K
$372K
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
62.4KNew |
$5.36M - $5.36M
|
62.4K
$5.36M
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
50.7K+ 11.07% |
$4.36M - $4.36M
|
509K
$43.7M
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-14.9K- 36.13% |
$1.28M - $1.28M
|
26.3K
$2.26M
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
17.4K+ 77.02% |
$1.49M - $1.49M
|
40K
$3.43M
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.64K+ 2.92% |
$141K - $141K
|
57.7K
$4.96M
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
2.23KNew |
$192K - $192K
|
2.23K
$192K
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
314K+ 11390.13% |
$26.9M - $26.9M
|
317K
$27.2M
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-2.94K- 33.85% |
$253K - $253K
|
5.75K
$494K
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.49K- 4.64% |
$300K - $300K
|
71.8K
$6.17M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
552+ 0.36% |
$47.4K - $47.4K
|
152K
$13M
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2.24K+ 1.58% |
$193K - $193K
|
144K
$12.4M
|
|
Oct 11, 2024
Q3 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
192+ 0.89% |
$16.5K - $16.5K
|
21.8K
$1.88M
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
20.3K+ 26.0% |
$1.75M - $1.75M
|
98.6K
$8.46M
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
676+ 19.03% |
$58K - $58K
|
4.23K
$363K
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-4.81K- 11.65% |
$413K - $413K
|
36.5K
$3.13M
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
5.43KNew |
$466K - $466K
|
5.43K
$466K
|
|
Oct 10, 2024
Q3 2024
|
Darrow Company, Inc.
|
BUY
|
- |
8.67K+ 5.05% |
$744K - $744K
|
180K
$15.5M
|