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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
19+ 2.54% |
$1.57K - $1.71K
|
767
$65.8K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
501New |
$41.4K - $45K
|
501
$43K
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
4.33K+ 67.15% |
$357K - $389K
|
10.8K
$925K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
73+ 39.67% |
$6.03K - $6.56K
|
257
$22.1K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-142Closed |
$11.7K - $12.8K
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
346+ 5.7% |
$28.6K - $31.1K
|
6.41K
$550K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
11.3KNew |
$931K - $1.01M
|
11.3K
$968K
|
|
|
May 09, 2024
Q1 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-381- 7.13% |
$31.5K - $34.3K
|
4.96K
$426K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
5.54KNew |
$457K - $498K
|
5.54K
$476K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
665+ 6.45% |
$54.9K - $59.8K
|
11K
$943K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
77New |
$6.36K - $6.92K
|
77
$6.61K
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
22New |
$1.82K - $1.98K
|
22
$1.89K
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
525+ 7.8% |
$43.4K - $47.2K
|
7.26K
$623K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.77K- 8.98% |
$146K - $159K
|
17.9K
$1.54M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
318+ 1.47% |
$26.3K - $28.6K
|
21.9K
$1.88M
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.2KNew |
$99.1K - $108K
|
1.2K
$103K
|
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
616New |
$50.9K - $55.4K
|
616
$52.9K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
400New |
$33K - $36K
|
400
$34.3K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
10.9K+ 30.79% |
$904K - $984K
|
46.5K
$3.99M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
70+ 5.7% |
$5.78K - $6.29K
|
1.3K
$112K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
23.7KNew |
$1.95M - $2.13M
|
23.7K
$2.03M
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
84.6KNew |
$6.99M - $7.61M
|
84.6K
$7.26M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
3.25K+ 9.74% |
$268K - $292K
|
36.6K
$3.14M
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
2.42K+ 12.4% |
$200K - $218K
|
21.9K
$1.88M
|
|
|
Apr 24, 2024
Q1 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
209+ 2.21% |
$17.3K - $18.8K
|
9.65K
$828K
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
908+ 7.75% |
$75K - $81.6K
|
12.6K
$1.08M
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
559New |
$46.2K - $50.3K
|
559
$48K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.95KNew |
$243K - $265K
|
2.95K
$253K
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
100New |
$8.26K - $8.99K
|
100
$8.58K
|
|
|
Apr 22, 2024
Q1 2024
|
Retireful, LLC
|
SELL
|
- |
-1.06K- 1.33% |
$87.2K - $94.9K
|
78.2K
$6.71M
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
12.8K+ 475.97% |
$1.06M - $1.15M
|
15.5K
$1.33M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.6KNew |
$215K - $234K
|
2.6K
$223K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
81New |
$6.69K - $7.28K
|
81
$6.95K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
471+ 1.89% |
$38.9K - $42.3K
|
25.4K
$2.18M
|
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
3.14KNew |
$259K - $282K
|
3.14K
$269K
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
3.25KNew |
$268K - $292K
|
3.25K
$279K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
672New |
$55.5K - $60.4K
|
672
$57.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
15New |
$1.24K - $1.35K
|
15
$1.29K
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
125+ 3.72% |
$10.3K - $11.2K
|
3.48K
$299K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.47KNew |
$204K - $222K
|
2.47K
$212K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
4.79K+ 55.45% |
$395K - $430K
|
13.4K
$1.15M
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
265+ 33.13% |
$21.9K - $23.8K
|
1.07K
$91.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
5.4KNew |
$446K - $485K
|
5.4K
$464K
|
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-460- 4.96% |
$38K - $41.4K
|
8.81K
$756K
|
|
| Q4 2023 | |||||||
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
366+ 21.18% |
$25.9K - $31.2K
|
2.09K
$180K
|
|
|
Jun 25, 2024
Q4 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
2.59KNew |
$183K - $221K
|
2.59K
$222K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
103New |
$7.28K - $8.79K
|
103
$8.84K
|
|
|
May 08, 2024
Q4 2023
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
5.29KNew |
$374K - $451K
|
5.29K
$454K
|
|
|
May 06, 2024
Q4 2023
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
2.53KNew |
$179K - $216K
|
2.53K
$217K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
179New |
$12.7K - $15.3K
|
179
$15.4K
|
|