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 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-39.6K- 45.72% |
$3.4M - $3.4M
|
47K
$4.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-9.86K- 18.6% |
$846K - $846K
|
43.2K
$3.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-15K- 18.17% |
$1.28M - $1.28M
|
67.3K
$5.78M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-3.39K- 3.36% |
$291K - $291K
|
97.6K
$8.38M
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
2.29K+ 1.42% |
$197K - $197K
|
163K
$14M
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-70- 0.36% |
$6.01K - $6.01K
|
19.2K
$1.65M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
550+ 4.14% |
$47.2K - $47.2K
|
13.8K
$1.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
43.3KNew |
$3.72M - $3.72M
|
43.3K
$3.72M
|
|
|
Oct 31, 2024
Q3 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-168- 1.56% |
$14.4K - $14.4K
|
10.6K
$910K
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
675+ 0.62% |
$57.9K - $57.9K
|
110K
$9.43M
|
|
|
Oct 31, 2024
Q3 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
808+ 6.31% |
$69.4K - $69.4K
|
13.6K
$1.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-18- 0.12% |
$1.55K - $1.55K
|
15.2K
$1.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.6K+ 31.06% |
$137K - $137K
|
6.75K
$580K
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.36KNew |
$203K - $203K
|
2.36K
$203K
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-107- 0.73% |
$9.18K - $9.18K
|
14.6K
$1.25M
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-46- 0.13% |
$3.95K - $3.95K
|
34.4K
$2.95M
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-289- 10.45% |
$24.8K - $24.8K
|
2.48K
$213K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-435- 9.58% |
$37.3K - $37.3K
|
4.11K
$352K
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
3.47KNew |
$298K - $298K
|
3.47K
$298K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.95K+ 13.79% |
$168K - $168K
|
16.1K
$1.38M
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
79.7K+ 1899.93% |
$6.84M - $6.84M
|
83.9K
$7.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-2.92K- 23.37% |
$251K - $251K
|
9.57K
$822K
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.73K- 8.51% |
$149K - $149K
|
18.6K
$1.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.5K+ 6.13% |
$214K - $214K
|
43.2K
$3.71M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
955+ 1.74% |
$82K - $82K
|
55.8K
$4.79M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.75K+ 32.81% |
$150K - $150K
|
7.09K
$609K
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
8.52K+ 8.72% |
$731K - $731K
|
106K
$9.12M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
5.06K+ 59.88% |
$435K - $435K
|
13.5K
$1.16M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.6K+ 24.13% |
$395K - $395K
|
23.7K
$2.03M
|
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-12.1K- 4.43% |
$1.04M - $1.04M
|
262K
$22.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-6.82K- 10.95% |
$585K - $585K
|
55.4K
$4.76M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
1.73K+ 0.21% |
$149K - $149K
|
816K
$70M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-835- 2.88% |
$71.7K - $71.7K
|
28.2K
$2.42M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-5.08K- 9.5% |
$436K - $436K
|
48.4K
$4.15M
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
2.17K+ 8.7% |
$186K - $186K
|
27.1K
$2.33M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-275- 4.04% |
$23.6K - $23.6K
|
6.53K
$560K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-988- 45.36% |
$84.8K - $84.8K
|
1.19K
$102K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-12- 8.63% |
$1.03K - $1.03K
|
127
$10.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
20.7K+ 9.21% |
$1.78M - $1.78M
|
246K
$21.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
315+ 11.72% |
$27K - $27K
|
3K
$258K
|
|
|
Oct 28, 2024
Q3 2024
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
1.14K+ 2.19% |
$97.6K - $97.6K
|
53.2K
$4.56M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
101KNew |
$8.66M - $8.66M
|
101K
$8.66M
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
8.35KNew |
$716K - $716K
|
8.35K
$716K
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
4.29K+ 63.98% |
$368K - $368K
|
11K
$944K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15K+ 1.81% |
$1.29M - $1.29M
|
845K
$72.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
691+ 19.32% |
$59.3K - $59.3K
|
4.27K
$366K
|
|
|
Oct 28, 2024
Q3 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
26.8K+ 12.34% |
$2.3M - $2.3M
|
244K
$20.9M
|
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
13.6K+ 45.71% |
$1.17M - $1.17M
|
43.5K
$3.73M
|
|
|
Oct 28, 2024
Q3 2024
|
Iron Financial, LLC
|
SELL
|
- |
-593- 1.36% |
$50.9K - $50.9K
|
43.1K
$3.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.01K- 6.24% |
$86.6K - $86.6K
|
15.2K
$1.3M
|