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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.59K+ 6.45% |
$115K - $127K
|
26.2K
$2.25M
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.25KNew |
$90.4K - $100K
|
1.25K
$108K
|
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
693New |
$50K - $55.6K
|
693
$59.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
606New |
$43.7K - $48.6K
|
606
$52K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
574New |
$41.4K - $46K
|
574
$49.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
270New |
$19.5K - $21.6K
|
270
$23.2K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
40+ 36.36% |
$2.89K - $3.21K
|
150
$12.9K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
9New |
$650 - $721
|
9
$773
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2New |
$144 - $160
|
2
$172
|
|
|
Jul 10, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2023 | |||||||
|
Apr 24, 2023
Q1 2023
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
212K+ 33.52% |
$13.8M - $16.2M
|
845K
$72.5M
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
30.1K+ 120.07% |
$1.96M - $2.29M
|
55.2K
$4.74M
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
2.52K+ 5.64% |
$164K - $192K
|
47.1K
$4.05M
|
|
|
May 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
2.2KNew |
$144K - $167K
|
2.2K
$189K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
CALL |
300New |
$19.6K - $22.8K
|
300
$25.8K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
202New |
$13.2K - $15.4K
|
202
$17.3K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
85New |
$5.55K - $6.47K
|
85
$7.3K
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
CALL |
445KNew |
$27M - $31.1M
|
445K
$38.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
74.6K+ 65.97% |
$4.53M - $5.21M
|
188K
$16.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
35.7KNew |
$2.17M - $2.49M
|
35.7K
$3.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
10.9KNew |
$661K - $760K
|
10.9K
$935K
|
|
|
Feb 09, 2023
Q4 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
3.35KNew |
$203K - $234K
|
3.35K
$288K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
600New |
$36.4K - $41.9K
|
600
$51.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
360New |
$21.9K - $25.1K
|
360
$30.9K
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
281+ 3.48% |
$17.1K - $19.6K
|
8.35K
$717K
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
200New |
$12.1K - $14K
|
200
$17.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
200New |
$12.1K - $14K
|
200
$17.2K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
109+ 31.96% |
$6.62K - $7.61K
|
450
$38.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
80New |
$4.86K - $5.58K
|
80
$6.87K
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
32New |
$1.94K - $2.23K
|
32
$2.75K
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
10New |
$607 - $698
|
10
$858
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
7New |
$425 - $488
|
7
$601
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
5New |
$304 - $349
|
5
$429
|
|
| Q3 2022 | |||||||
|
Oct 21, 2022
Q3 2022
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
18.8K+ 11.3% |
N/A
|
185K
$15.8M
|
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
13.4KNew |
N/A
|
13.4K
$1.15M
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
8.43K+ 12.9% |
N/A
|
73.8K
$6.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
3.94K+ 1.94% |
N/A
|
206K
$17.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
3.78K+ 15.6% |
N/A
|
28K
$2.41M
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
3.5KNew |
N/A
|
3.5K
$300K
|
|
|
Nov 01, 2022
Q3 2022
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
2.46K+ 6.99% |
N/A
|
37.6K
$3.23M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
509New |
N/A
|
509
$43.7K
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
279New |
N/A
|
279
$23.9K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
126New |
N/A
|
126
$10.8K
|
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
114New |
N/A
|
114
$9.79K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
72New |
N/A
|
72
$6.18K
|
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
67New |
N/A
|
67
$5.75K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
40New |
N/A
|
40
$3.43K
|
|
| Q2 2022 | |||||||
|
Jul 28, 2022
Q2 2022
|
Monumental Financial Group Inc.
|
BUY
|
- |
24.3KNew |
N/A
|
24.3K
$2.08M
|
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.27KNew |
N/A
|
4.27K
$367K
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
2.24KNew |
N/A
|
2.24K
$192K
|
|