Latest Institutional Purchases of Vaneck Morningstar Wide Moat E (MOAT)
This list provides information on the latest institutional transactions involving Vaneck Morningstar Wide Moat E (MOAT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
856New |
$60.5K - $73K
|
856
$73.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
836New |
$59.1K - $71.3K
|
836
$71.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
BUY
|
- |
383New |
$27.1K - $32.7K
|
383
$32.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
225New |
$15.9K - $19.2K
|
225
$19.3K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
179New |
$12.7K - $15.3K
|
179
$15.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
113New |
$7.99K - $9.64K
|
113
$9.7K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
103New |
$7.28K - $8.79K
|
103
$8.84K
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
72New |
$5.09K - $6.14K
|
72
$6.18K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
62New |
$4.38K - $5.29K
|
62
$5.32K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
31New |
$2.19K - $2.64K
|
31
$2.66K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
29New |
$2.05K - $2.47K
|
29
$2.49K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
23+ 0.85% |
$1.63K - $1.96K
|
2.74K
$235K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
16+ 35.56% |
$1.13K - $1.36K
|
61
$5.24K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
10New |
$707 - $853
|
10
$858
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 1.96% |
$70.7 - $85.3
|
52
$4.46K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2023 | |||||||
|
Nov 03, 2023
Q3 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
72.5KNew |
$5.43M - $6.04M
|
72.5K
$6.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
7.28K+ 135.73% |
$545K - $606K
|
12.6K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
6.87K+ 10.91% |
$514K - $572K
|
69.8K
$5.99M
|
|
|
Oct 25, 2023
Q3 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
4.45KNew |
$333K - $371K
|
4.45K
$382K
|
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
BUY
|
- |
3.62KNew |
$271K - $301K
|
3.62K
$311K
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
3.45KNew |
$258K - $287K
|
3.45K
$296K
|
|
|
Nov 06, 2023
Q3 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
3.34KNew |
$250K - $278K
|
3.34K
$286K
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
3.28KNew |
$246K - $273K
|
3.28K
$282K
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
2.81KNew |
$210K - $234K
|
2.81K
$241K
|
|
|
Nov 13, 2023
Q3 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
2.81KNew |
$210K - $234K
|
2.81K
$241K
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
2KNew |
$150K - $167K
|
2K
$172K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
889New |
$66.6K - $74K
|
889
$76.3K
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
700New |
$52.4K - $58.3K
|
700
$60.1K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
578New |
$43.3K - $48.1K
|
578
$49.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
BUY
|
- |
512New |
$38.3K - $42.6K
|
512
$44K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
496New |
$37.1K - $41.3K
|
496
$42.6K
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
489New |
$36.6K - $40.7K
|
489
$42K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
405New |
$30.3K - $33.7K
|
405
$34.8K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
200New |
$15K - $16.7K
|
200
$17.2K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
183New |
$13.7K - $15.2K
|
183
$15.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
85New |
$6.36K - $7.08K
|
85
$7.3K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
26New |
$1.95K - $2.17K
|
26
$2.23K
|
|
| Q2 2023 | |||||||
|
Aug 02, 2023
Q2 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
CALL |
164KNew |
$11.8M - $13.1M
|
164K
$14.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
154K+ 332.71% |
$11.1M - $12.4M
|
201K
$17.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
51.9KNew |
$3.74M - $4.16M
|
51.9K
$4.45M
|
|
|
Aug 09, 2023
Q2 2023
|
Providence First Trust CO
|
BUY
|
- |
45.8KNew |
$3.31M - $3.67M
|
45.8K
$3.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
36K+ 304.17% |
$2.6M - $2.89M
|
47.8K
$4.11M
|
|
|
Jul 07, 2023
Q2 2023
|
Fulcrum Equity Management
|
BUY
|
- |
29.7KNew |
$2.14M - $2.38M
|
29.7K
$2.55M
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
27.9KNew |
$2.01M - $2.24M
|
27.9K
$2.39M
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
6.67KNew |
$481K - $534K
|
6.67K
$572K
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
5.82KNew |
$420K - $466K
|
5.82K
$500K
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
4.75KNew |
$343K - $381K
|
4.75K
$408K
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
4.67KNew |
$337K - $375K
|
4.67K
$401K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.3KNew |
$238K - $265K
|
3.3K
$284K
|
|