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 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
440+ 1.38% |
$37.8K - $37.8K
|
32.2K
$2.77M
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.82K+ 2.59% |
$156K - $156K
|
72.1K
$6.19M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-151K- 21.61% |
$12.9M - $12.9M
|
547K
$46.9M
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-253- 2.12% |
$21.7K - $21.7K
|
11.7K
$1M
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
13+ 0.72% |
$1.12K - $1.12K
|
1.82K
$156K
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
3.78K+ 10.37% |
$325K - $325K
|
40.3K
$3.46M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-200K- 26.25% |
$17.1M - $17.1M
|
561K
$48.1M
|
|
Oct 22, 2024
Q3 2024
|
Blossom Wealth Management
|
BUY
|
- |
239+ 5.32% |
$20.5K - $20.5K
|
4.73K
$406K
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
2.09KNew |
$179K - $179K
|
2.09K
$179K
|
|
Oct 22, 2024
Q3 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-9.55K- 22.72% |
$820K - $820K
|
32.5K
$2.79M
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-59- 1.27% |
$5.06K - $5.06K
|
4.59K
$394K
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
28.1K+ 22.03% |
$2.41M - $2.41M
|
156K
$13.4M
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
2.7K+ 7.41% |
$232K - $232K
|
39.2K
$3.36M
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-54.1K- 89.01% |
$4.64M - $4.64M
|
6.67K
$573K
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-23.9K- 29.23% |
$2.05M - $2.05M
|
57.9K
$4.97M
|
|
Oct 22, 2024
Q3 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-559- 2.03% |
$48K - $48K
|
27K
$2.32M
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
3.17K+ 0.71% |
$272K - $272K
|
446K
$38.3M
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.91K- 25.83% |
$164K - $164K
|
5.49K
$472K
|
|
Oct 21, 2024
Q3 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-27- 0.34% |
$2.32K - $2.32K
|
7.85K
$674K
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
250+ 1.64% |
$21.5K - $21.5K
|
15.5K
$1.33M
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.13K+ 14.05% |
$183K - $183K
|
17.3K
$1.48M
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-20K- 5.1% |
$1.71M - $1.71M
|
372K
$31.9M
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-689- 8.22% |
$59.1K - $59.1K
|
7.69K
$660K
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
1.69K+ 29.49% |
$145K - $145K
|
7.41K
$636K
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
16.8K+ 75.69% |
$1.45M - $1.45M
|
39.1K
$3.36M
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-33- 0.41% |
$2.83K - $2.83K
|
7.95K
$683K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-261K- 10.47% |
$22.4M - $22.4M
|
2.23M
$191M
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
4.11KNew |
$353K - $353K
|
4.11K
$353K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.91K+ 0.33% |
$679K - $679K
|
2.39M
$205M
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
155+ 3.88% |
$13.3K - $13.3K
|
4.15K
$356K
|
|
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 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-300- 83.1% |
$25.8K - $25.8K
|
61
$5.24K
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
9.09K+ 72.31% |
$781K - $781K
|
21.7K
$1.86M
|
|
Oct 18, 2024
Q3 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
110+ 1.25% |
$9.44K - $9.44K
|
8.94K
$767K
|
|
Oct 18, 2024
Q3 2024
|
Verde Capital Management
|
SELL
|
- |
-24.4K- 4.14% |
$2.1M - $2.1M
|
566K
$48.6M
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
11.5K+ 2.25% |
$987K - $987K
|
523K
$44.9M
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
45.1K+ 59.51% |
$3.87M - $3.87M
|
121K
$10.4M
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
29+ 0.35% |
$2.49K - $2.49K
|
8.43K
$723K
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
1.46K+ 2.66% |
$125K - $125K
|
56.3K
$4.83M
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
923+ 26.59% |
$79.2K - $79.2K
|
4.39K
$377K
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
SELL
|
- |
-608- 2.16% |
$52.2K - $52.2K
|
27.5K
$2.36M
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3+ 0.04% |
$258 - $258
|
8.02K
$688K
|
|
Oct 17, 2024
Q3 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
10.3K+ 127.65% |
$881K - $881K
|
18.3K
$1.57M
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
81+ 16.2% |
$6.95K - $6.95K
|
581
$49.9K
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
6.9KNew |
$592K - $592K
|
6.9K
$592K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
885+ 3.73% |
$76K - $76K
|
24.6K
$2.11M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
521+ 0.21% |
$44.7K - $44.7K
|
250K
$21.4M
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.16K- 4.39% |
$99.9K - $99.9K
|
25.3K
$2.17M
|