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 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
4.87K+ 9.14% |
$418K - $418K
|
58.2K
$4.99M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.21K- 1.29% |
$190K - $190K
|
169K
$14.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-1.77K- 13.94% |
$152K - $152K
|
10.9K
$938K
|
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
SELL
|
- |
-13.2K- 4.03% |
$1.13M - $1.13M
|
314K
$27M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
56.6KNew |
$4.86M - $4.86M
|
56.6K
$4.86M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
398+ 4.85% |
$34.2K - $34.2K
|
8.6K
$738K
|
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-33- 0.59% |
$2.83K - $2.83K
|
5.6K
$480K
|
|
|
Nov 05, 2024
Q3 2024
|
Parametrica Management LTD
|
BUY
|
- |
41KNew |
$3.52M - $3.52M
|
41K
$3.52M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.4K+ 23.34% |
$291K - $291K
|
17.9K
$1.54M
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
670+ 9.1% |
$57.5K - $57.5K
|
8.03K
$689K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
5+ 0.1% |
$429 - $429
|
5.27K
$452K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
707+ 0.6% |
$60.7K - $60.7K
|
118K
$10.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
20.4K+ 2.54% |
$1.75M - $1.75M
|
821K
$70.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
1.72K+ 3.23% |
$148K - $148K
|
55K
$4.72M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
167+ 81.07% |
$14.3K - $14.3K
|
373
$32K
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-224- 5.26% |
$19.2K - $19.2K
|
4.04K
$346K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.42K+ 9.69% |
$122K - $122K
|
16K
$1.38M
|
|
|
Nov 05, 2024
Q3 2024
|
Barnett & Company, Inc.
|
SELL
|
- |
-64- 2.02% |
$5.49K - $5.49K
|
3.11K
$267K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-7.93K- 45.39% |
$680K - $680K
|
9.54K
$818K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
120+ 2.88% |
$10.3K - $10.3K
|
4.29K
$368K
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-1.65K- 34.92% |
$142K - $142K
|
3.08K
$264K
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
120+ 2.88% |
$10.3K - $10.3K
|
4.29K
$368K
|
|
|
Nov 04, 2024
Q3 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
1.09K+ 0.32% |
$93.9K - $93.9K
|
347K
$29.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.08K+ 3.8% |
$608K - $608K
|
193K
$16.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-63- 1.75% |
$5.41K - $5.41K
|
3.53K
$303K
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-275- 0.28% |
$23.6K - $23.6K
|
99.6K
$8.55M
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
106KNew |
$9.08M - $9.08M
|
106K
$9.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
6.11K+ 18.92% |
$524K - $524K
|
38.4K
$3.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
834+ 25.47% |
$71.6K - $71.6K
|
4.11K
$353K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-23.6K- 58.65% |
$2.03M - $2.03M
|
16.6K
$1.43M
|
|
|
Nov 04, 2024
Q3 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
3.06K+ 4.62% |
$263K - $263K
|
69.5K
$5.96M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-27- 2.86% |
$2.32K - $2.32K
|
917
$78.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-107K- 18.69% |
$9.16M - $9.16M
|
464K
$39.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
8.39KNew |
$720K - $720K
|
8.39K
$720K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
91.4K+ 3.59% |
$7.85M - $7.85M
|
2.64M
$227M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
6.8K+ 28.68% |
$584K - $584K
|
30.5K
$2.62M
|
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-27.5K- 34.85% |
$2.36M - $2.36M
|
51.5K
$4.42M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-8.4K- 36.86% |
$721K - $721K
|
14.4K
$1.23M
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
14.2KNew |
$1.22M - $1.22M
|
14.2K
$1.22M
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-114- 3.65% |
$9.79K - $9.79K
|
3.01K
$258K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-65.3K- 28.23% |
$5.6M - $5.6M
|
166K
$14.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-2.74K- 0.79% |
$235K - $235K
|
341K
$29.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.84K+ 69.94% |
$158K - $158K
|
4.47K
$383K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-11.8K- 5.6% |
$1.01M - $1.01M
|
199K
$17M
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
BUY
|
- |
43.8KNew |
$3.76M - $3.76M
|
43.8K
$3.76M
|
|
|
Oct 31, 2024
Q3 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
2.87KNew |
$246K - $246K
|
2.87K
$246K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-134- 2.28% |
$11.5K - $11.5K
|
5.74K
$493K
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
65+ 0.22% |
$5.58K - $5.58K
|
29.3K
$2.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
337+ 3.62% |
$28.9K - $28.9K
|
9.65K
$828K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
298+ 2.92% |
$25.6K - $25.6K
|
10.5K
$902K
|