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 |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12K+ 64.14% |
$1.01M - $1.08M
|
30.8K
$2.64M
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-52.8K- 20.82% |
$4.43M - $4.73M
|
201K
$17.2M
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-861- 1.18% |
$72.3K - $77.2K
|
72K
$6.18M
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
891+ 2.22% |
$74.8K - $79.9K
|
41K
$3.52M
|
|
Aug 12, 2024
Q2 2024
|
Smart Money Group LLC
|
SELL
|
- |
-3.12K- 0.94% |
$262K - $280K
|
327K
$28.1M
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
8.26K+ 6.64% |
$694K - $741K
|
133K
$11.4M
|
|
Aug 12, 2024
Q2 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-5.1K- 28.65% |
$428K - $458K
|
12.7K
$1.09M
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-26.9K- 11.2% |
$2.26M - $2.42M
|
214K
$18.3M
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-7- 2.13% |
$588 - $628
|
322
$27.6K
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
8.98K+ 4.74% |
$754K - $806K
|
199K
$17M
|
|
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
|
Allen Capital Group, LLC
|
BUY
|
- |
1.01K+ 1.02% |
$84.6K - $90.4K
|
100K
$8.6M
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-7.51K- 73.66% |
$631K - $674K
|
2.69K
$231K
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-25.3K- 12.09% |
$2.12M - $2.27M
|
184K
$15.8M
|
|
Aug 12, 2024
Q2 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
1.11K+ 15.54% |
$93.3K - $99.7K
|
8.26K
$709K
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-3.6K- 0.66% |
$302K - $323K
|
541K
$46.5M
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-15- 0.22% |
$1.26K - $1.35K
|
6.8K
$584K
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
200New |
$16.8K - $17.9K
|
200
$17.2K
|
|
Aug 12, 2024
Q2 2024
|
Barnett & Company, Inc.
|
SELL
|
- |
-63- 1.95% |
$5.29K - $5.65K
|
3.17K
$272K
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-197- 4.42% |
$16.5K - $17.7K
|
4.26K
$366K
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
34.7K+ 569.26% |
$2.91M - $3.11M
|
40.8K
$3.5M
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.48KNew |
$208K - $222K
|
2.48K
$213K
|
|
Aug 12, 2024
Q2 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
3.7KNew |
$311K - $332K
|
3.7K
$318K
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1.58K- 1.54% |
$132K - $141K
|
101K
$8.67M
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
419+ 1.06% |
$35.2K - $37.6K
|
40K
$3.44M
|
|
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
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
472+ 21.18% |
$39.6K - $42.3K
|
2.7K
$232K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-11K- 8.0% |
$922K - $985K
|
126K
$10.8M
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.42K+ 29.75% |
$119K - $127K
|
6.18K
$530K
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.05K+ 1.62% |
$172K - $184K
|
129K
$11M
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
200+ 3.84% |
$16.8K - $17.9K
|
5.41K
$464K
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-581- 4.94% |
$48.8K - $52.1K
|
11.2K
$959K
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-73- 0.15% |
$6.13K - $6.55K
|
48.2K
$4.14M
|
|
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 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.7K+ 6.3% |
$143K - $153K
|
28.7K
$2.47M
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.02K- 22.21% |
$85.7K - $91.6K
|
3.58K
$307K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-104- 1.35% |
$8.73K - $9.33K
|
7.61K
$653K
|
|
Aug 12, 2024
Q2 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-455K- 66.16% |
$38.2M - $40.8M
|
233K
$20M
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.32K- 4.95% |
$110K - $118K
|
25.2K
$2.17M
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-74.8K- 20.58% |
$6.28M - $6.71M
|
289K
$24.8M
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.64K+ 4.71% |
$137K - $147K
|
36.3K
$3.12M
|
|
Aug 09, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
9.8KNew |
$823K - $879K
|
9.8K
$841K
|
|
Aug 09, 2024
Q2 2024
|
Abrdn PLC
|
BUY
|
- |
1.64K+ 1.97% |
$138K - $147K
|
84.8K
$7.28M
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-281- 0.53% |
$23.6K - $25.2K
|
53.2K
$4.57M
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-13- 4.21% |
$1.09K - $1.17K
|
296
$25.4K
|
|
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
|
Hartford Financial Management Inc.
|
BUY
|
- |
11+ 4.66% |
$924 - $987
|
247
$21.2K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
234K+ 219.54% |
$19.7M - $21M
|
341K
$29.3M
|
|
Aug 09, 2024
Q2 2024
|
360 Financial, Inc.
|
SELL
|
- |
-124- 1.84% |
$10.4K - $11.1K
|
6.6K
$566K
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.44K- 2.63% |
$121K - $129K
|
53.3K
$4.57M
|