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 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.87K- 3.37% |
$241K - $258K
|
82.4K
$7.07M
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-940- 25.9% |
$78.9K - $84.3K
|
2.69K
$231K
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-86K- 36.93% |
$7.22M - $7.72M
|
147K
$12.6M
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.17KNew |
$350K - $374K
|
4.17K
$358K
|
|
Aug 09, 2024
Q2 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
7.39KNew |
$620K - $663K
|
7.39K
$634K
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-219- 4.32% |
$18.4K - $19.6K
|
4.85K
$417K
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.51K- 0.87% |
$127K - $136K
|
172K
$14.7M
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.55MNew |
$214M - $229M
|
2.55M
$219M
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-102- 3.34% |
$8.56K - $9.15K
|
2.96K
$254K
|
|
Aug 09, 2024
Q2 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
820+ 19.76% |
$68.9K - $73.6K
|
4.97K
$427K
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-100- 1.69% |
$8.4K - $8.97K
|
5.81K
$499K
|
|
Aug 09, 2024
Q2 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-24.2K- 28.67% |
$2.03M - $2.17M
|
60.2K
$5.17M
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
500+ 500.0% |
$42K - $44.9K
|
600
$51.5K
|
|
Aug 09, 2024
Q2 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
13.3K+ 4.0% |
$1.12M - $1.19M
|
346K
$29.7M
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.47K+ 1.9% |
$292K - $312K
|
186K
$16M
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.46K+ 3469.05% |
$122K - $131K
|
1.5K
$129K
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1K+ 43.96% |
$84K - $89.7K
|
3.28K
$281K
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
141+ 10.14% |
$11.8K - $12.7K
|
1.53K
$132K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.68K+ 1.2% |
$309K - $330K
|
311K
$26.7M
|
|
Aug 08, 2024
Q2 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
2.16K+ 21.06% |
$181K - $194K
|
12.4K
$1.07M
|
|
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
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
71.7KNew |
$6.02M - $6.44M
|
71.7K
$6.16M
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-63.7K- 28.37% |
$5.35M - $5.72M
|
161K
$13.8M
|
|
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
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
22.3K+ 11.43% |
$1.87M - $2M
|
217K
$18.6M
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
18.8KNew |
$1.58M - $1.69M
|
18.8K
$1.61M
|
|
Aug 08, 2024
Q2 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
30.6K+ 85.41% |
$2.57M - $2.74M
|
66.4K
$5.7M
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
8.45KNew |
$710K - $758K
|
8.45K
$726K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-11.8K- 98.32% |
$990K - $1.06M
|
202
$17.3K
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-1.45K- 1.11% |
$122K - $130K
|
130K
$11.1M
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
264+ 1.29% |
$22.2K - $23.7K
|
20.8K
$1.78M
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-473- 1.75% |
$39.7K - $42.4K
|
26.5K
$2.27M
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
15.4K+ 13.68% |
$1.29M - $1.38M
|
128K
$11M
|
|
Aug 08, 2024
Q2 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-304- 0.07% |
$25.5K - $27.3K
|
440K
$37.8M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-140K- 16.52% |
$11.7M - $12.5M
|
706K
$60.6M
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-7.98K- 46.16% |
$670K - $716K
|
9.31K
$799K
|
|
Aug 07, 2024
Q2 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
584+ 7.09% |
$49K - $52.4K
|
8.83K
$758K
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
5.8K+ 13.93% |
$487K - $520K
|
47.4K
$4.07M
|
|
Aug 07, 2024
Q2 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-70- 2.47% |
$5.88K - $6.28K
|
2.77K
$237K
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-849- 22.25% |
$71.3K - $76.2K
|
2.97K
$255K
|
|
Aug 07, 2024
Q2 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-215- 0.29% |
$18.1K - $19.3K
|
72.7K
$6.24M
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
499+ 12.35% |
$41.9K - $44.8K
|
4.54K
$390K
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2.21K+ 18.51% |
$186K - $199K
|
14.2K
$1.22M
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-1.4K- 3.28% |
$118K - $126K
|
41.3K
$3.55M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-33.6K- 0.46% |
$2.82M - $3.02M
|
7.26M
$624M
|
|
Aug 07, 2024
Q2 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-554- 1.29% |
$46.5K - $49.7K
|
42.5K
$3.65M
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.09KNew |
$259K - $277K
|
3.09K
$265K
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
1.44K+ 49.6% |
$121K - $129K
|
4.35K
$373K
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6.67K+ 84.71% |
$560K - $599K
|
14.5K
$1.25M
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
13.3K+ 109.85% |
$1.12M - $1.19M
|
25.4K
$2.18M
|