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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-825- 3.61% |
$61.8K - $68.7K
|
22K
$1.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
2.81KNew |
$210K - $234K
|
2.81K
$241K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-186- 6.51% |
$13.9K - $15.5K
|
2.67K
$229K
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
603New |
$45.2K - $50.2K
|
603
$51.8K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
405New |
$30.3K - $33.7K
|
405
$34.8K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-51.9K- 83.26% |
$3.88M - $4.32M
|
10.4K
$895K
|
|
|
Nov 06, 2023
Q3 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
3.34KNew |
$250K - $278K
|
3.34K
$286K
|
|
|
Nov 03, 2023
Q3 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
72.5KNew |
$5.43M - $6.04M
|
72.5K
$6.23M
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
889New |
$66.6K - $74K
|
889
$76.3K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
183New |
$13.7K - $15.2K
|
183
$15.7K
|
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-87- 16.2% |
$6.51K - $7.25K
|
450
$38.6K
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
3.45KNew |
$258K - $287K
|
3.45K
$296K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
26New |
$1.95K - $2.17K
|
26
$2.23K
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
700New |
$52.4K - $58.3K
|
700
$60.1K
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
489New |
$36.6K - $40.7K
|
489
$42K
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-2.52K- 79.25% |
$189K - $210K
|
660
$56.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
4.45KNew |
$333K - $371K
|
4.45K
$382K
|
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
BUY
|
- |
3.62KNew |
$271K - $301K
|
3.62K
$311K
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
2KNew |
$150K - $167K
|
2K
$172K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
496New |
$37.1K - $41.3K
|
496
$42.6K
|
|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
BUY
|
- |
312+ 8.41% |
$23.4K - $26K
|
4.02K
$345K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
200New |
$15K - $16.7K
|
200
$17.2K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.47K- 55.78% |
$110K - $123K
|
1.17K
$100K
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
3.28KNew |
$246K - $273K
|
3.28K
$282K
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
2.81KNew |
$210K - $234K
|
2.81K
$241K
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
110K+ 509.07% |
$8.22M - $9.15M
|
131K
$11.3M
|
|
| Q2 2023 | |||||||
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
40+ 36.36% |
$2.89K - $3.21K
|
150
$12.9K
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
27.9KNew |
$2.01M - $2.24M
|
27.9K
$2.39M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-329- 16.43% |
$23.7K - $26.4K
|
1.67K
$144K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
51.9KNew |
$3.74M - $4.16M
|
51.9K
$4.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
270New |
$19.5K - $21.6K
|
270
$23.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
4.75KNew |
$343K - $381K
|
4.75K
$408K
|
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
693New |
$50K - $55.6K
|
693
$59.5K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.3KNew |
$238K - $265K
|
3.3K
$284K
|
|
|
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
36K+ 304.17% |
$2.6M - $2.89M
|
47.8K
$4.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
154K+ 332.71% |
$11.1M - $12.4M
|
201K
$17.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-15- 18.75% |
$1.08K - $1.2K
|
65
$5.58K
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.59K+ 6.45% |
$115K - $127K
|
26.2K
$2.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-7.16K- 3.03% |
$517K - $574K
|
229K
$19.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
6.67KNew |
$481K - $534K
|
6.67K
$572K
|
|
|
Aug 09, 2023
Q2 2023
|
Providence First Trust CO
|
BUY
|
- |
45.8KNew |
$3.31M - $3.67M
|
45.8K
$3.94M
|
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-4.08K- 1.1% |
$295K - $327K
|
367K
$31.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
4.67KNew |
$337K - $375K
|
4.67K
$401K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.25KNew |
$90.4K - $100K
|
1.25K
$108K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
300New |
$21.7K - $24K
|
300
$25.8K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.5K- 8.48% |
$108K - $120K
|
16.2K
$1.39M
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
606New |
$43.7K - $48.6K
|
606
$52K
|
|
|
Aug 02, 2023
Q2 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
CALL |
164KNew |
$11.8M - $13.1M
|
164K
$14.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2New |
$144 - $160
|
2
$172
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
5.82KNew |
$420K - $466K
|
5.82K
$500K
|
|