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 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
10.4KNew |
$892K - $892K
|
10.4K
$892K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
35.7K+ 1.12% |
$3.07M - $3.07M
|
3.21M
$276M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
50New |
$4.29K - $4.29K
|
50
$4.29K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
81+ 16.2% |
$6.95K - $6.95K
|
581
$49.9K
|
|
|
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
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
4.75K+ 2.04% |
$408K - $408K
|
237K
$20.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
450New |
$38.6K - $38.6K
|
450
$38.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
2.23KNew |
$192K - $192K
|
2.23K
$192K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-4.81K- 11.65% |
$413K - $413K
|
36.5K
$3.13M
|
|
|
Oct 08, 2024
Q3 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
2.34KNew |
$201K - $201K
|
2.34K
$201K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
165+ 1.59% |
$14.2K - $14.2K
|
10.6K
$906K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
94New |
$8.07K - $8.07K
|
94
$8.07K
|
|
|
Oct 03, 2024
Q3 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
33New |
$2.83K - $2.83K
|
33
$2.83K
|
|
| Q2 2024 | |||||||
|
Jul 10, 2025
Q2 2024
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-2.6K- 31.27% |
$218K - $233K
|
5.72K
$491K
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
600+ 33.13% |
$50.4K - $53.8K
|
2.41K
$207K
|
|
|
Feb 27, 2025
Q2 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
5New |
$420 - $449
|
5
$429
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
110New |
$9.24K - $9.87K
|
110
$9.44K
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-12- 0.53% |
$1.01K - $1.08K
|
2.26K
$194K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.9KNew |
$243K - $260K
|
2.9K
$249K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
500New |
$42K - $44.9K
|
500
$42.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-135K- 94.59% |
$11.4M - $12.1M
|
7.75K
$665K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-876- 16.81% |
$73.6K - $78.6K
|
4.34K
$372K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-30- 32.26% |
$2.52K - $2.69K
|
63
$5.41K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-41- 19.9% |
$3.44K - $3.68K
|
165
$14.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.16KNew |
$349K - $373K
|
4.16K
$357K
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
145New |
$12.2K - $13K
|
145
$12.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.25KNew |
$105K - $112K
|
1.25K
$107K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-7- 2.13% |
$588 - $628
|
322
$27.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.54K- 98.09% |
$130K - $139K
|
30
$2.58K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
200New |
$16.8K - $17.9K
|
200
$17.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
474+ 3.34% |
$39.8K - $42.5K
|
14.7K
$1.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
73+ 0.58% |
$6.13K - $6.55K
|
12.7K
$1.09M
|
|
|
Aug 09, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
233KNew |
$19.5M - $20.9M
|
233K
$20M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
500+ 500.0% |
$42K - $44.9K
|
600
$51.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
70+ 8.73% |
$5.88K - $6.28K
|
872
$74.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
SELL
|
- |
-86.7K- 11.58% |
$7.28M - $7.78M
|
662K
$56.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-11.8K- 98.32% |
$990K - $1.06M
|
202
$17.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-849- 22.25% |
$71.3K - $76.2K
|
2.97K
$255K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
36+ 0.7% |
$3.02K - $3.23K
|
5.19K
$446K
|
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-434- 9.66% |
$36.4K - $38.9K
|
4.06K
$349K
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-125- 2.61% |
$10.5K - $11.2K
|
4.66K
$400K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
37New |
$3.11K - $3.32K
|
37
$3.18K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
116New |
$9.74K - $10.4K
|
116
$9.96K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.61K- 69.63% |
$135K - $144K
|
700
$60.1K
|
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
475New |
$39.9K - $42.6K
|
475
$40.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-18.9K- 76.93% |
$1.59M - $1.7M
|
5.67K
$487K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
385+ 132.3% |
$32.3K - $34.5K
|
676
$58K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
31New |
$2.6K - $2.78K
|
31
$2.66K
|
|
|
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
|
|