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 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
99New |
$8.31K - $8.88K
|
99
$8.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
304New |
$25.5K - $27.3K
|
304
$26.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.22K- 96.07% |
$103K - $110K
|
50
$4.29K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-75.3K- 88.54% |
$6.32M - $6.76M
|
9.75K
$837K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
18New |
$1.51K - $1.61K
|
18
$1.55K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-7- 1.3% |
$588 - $628
|
531
$45.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
BUY
|
- |
100+ 4.23% |
$8.4K - $8.97K
|
2.46K
$211K
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
2.41KNew |
$202K - $216K
|
2.41K
$207K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
134New |
$11.3K - $12K
|
134
$11.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2.41KNew |
$202K - $216K
|
2.41K
$207K
|
|
|
Jul 18, 2024
Q2 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
455+ 9.65% |
$38.2K - $40.8K
|
5.17K
$444K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-210- 4.72% |
$17.6K - $18.8K
|
4.24K
$364K
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
812New |
$68.2K - $72.9K
|
812
$69.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
30+ 0.23% |
$2.52K - $2.69K
|
13.3K
$1.14M
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
28New |
$2.35K - $2.51K
|
28
$2.4K
|
|
|
Jul 15, 2024
Q2 2024
|
Advisor Resource Council
|
SELL
|
- |
-541- 1.23% |
$45.4K - $48.5K
|
43.4K
$3.72M
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-190- 2.53% |
$16K - $17K
|
7.31K
$627K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
7.31KNew |
$614K - $656K
|
7.31K
$627K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
70+ 15.09% |
$5.88K - $6.28K
|
534
$45.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
124New |
$10.4K - $11.1K
|
124
$10.6K
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-250- 55.56% |
$21K - $22.4K
|
200
$17.2K
|
|
|
Jul 11, 2024
Q2 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-23.4K- 79.32% |
$1.96M - $2.1M
|
6.09K
$523K
|
|
|
Jul 10, 2024
Q2 2024
|
Advocate Group LLC
|
BUY
|
- |
2.39KNew |
$200K - $214K
|
2.39K
$205K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
739+ 4.4% |
$62.1K - $66.3K
|
17.5K
$1.51M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.99KNew |
$167K - $178K
|
1.99K
$171K
|
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-166- 4.83% |
$13.9K - $14.9K
|
3.27K
$281K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
356New |
$29.9K - $31.9K
|
356
$30.6K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
300New |
$25.2K - $26.9K
|
300
$25.8K
|
|
| Q1 2024 | |||||||
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.67K+ 36.13% |
$138K - $150K
|
6.3K
$541K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-16- 44.44% |
$1.32K - $1.44K
|
20
$1.72K
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
6.29KNew |
$520K - $566K
|
6.29K
$540K
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
6.52K+ 3.13% |
$538K - $586K
|
215K
$18.4M
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-239- 6.71% |
$19.7K - $21.5K
|
3.32K
$285K
|
|
|
May 15, 2024
Q1 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
2.28KNew |
$189K - $205K
|
2.28K
$196K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
54New |
$4.46K - $4.85K
|
54
$4.64K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
16.6KNew |
$1.37M - $1.49M
|
16.6K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
832New |
$68.7K - $74.8K
|
832
$71.4K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-161- 7.45% |
$13.3K - $14.5K
|
2K
$172K
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
648+ 0.8% |
$53.5K - $58.3K
|
81.2K
$6.97M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-2.27K- 4.12% |
$187K - $204K
|
52.7K
$4.53M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
3.63KNew |
$300K - $327K
|
3.63K
$312K
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
38.3KNew |
$3.16M - $3.45M
|
38.3K
$3.29M
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
14.7KNew |
$1.22M - $1.32M
|
14.7K
$1.26M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
119K+ 31.41% |
$9.85M - $10.7M
|
499K
$42.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
59.4K+ 128.46% |
$4.91M - $5.34M
|
106K
$9.07M
|
|
|
May 13, 2024
Q1 2024
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
125+ 1.22% |
$10.3K - $11.2K
|
10.3K
$888K
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
15K+ 7.37% |
$1.24M - $1.34M
|
218K
$18.7M
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-290- 51.24% |
$23.9K - $26.1K
|
276
$23.7K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-87- 7.57% |
$7.18K - $7.82K
|
1.06K
$91.2K
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
272+ 0.25% |
$22.5K - $24.5K
|
107K
$9.18M
|
|