Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-11.8K- 98.32% |
$990K - $1.06M
|
202
$17.3K
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-11K- 10.41% |
$922K - $986K
|
94.5K
$8.11M
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.61K- 69.63% |
$135K - $144K
|
700
$60.1K
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.54K- 98.09% |
$130K - $139K
|
30
$2.58K
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.22K- 96.07% |
$103K - $110K
|
50
$4.29K
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-876- 16.81% |
$73.6K - $78.6K
|
4.34K
$372K
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-849- 22.25% |
$71.3K - $76.2K
|
2.97K
$255K
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-434- 9.66% |
$36.4K - $38.9K
|
4.06K
$349K
|
|
Aug 16, 2024
Q2 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-376- 14.47% |
$31.6K - $33.7K
|
2.22K
$191K
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-250- 55.56% |
$21K - $22.4K
|
200
$17.2K
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-210- 4.72% |
$17.6K - $18.8K
|
4.24K
$364K
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-190- 2.53% |
$16K - $17K
|
7.31K
$627K
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-166- 4.83% |
$13.9K - $14.9K
|
3.27K
$281K
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-125- 2.61% |
$10.5K - $11.2K
|
4.66K
$400K
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-41- 19.9% |
$3.44K - $3.68K
|
165
$14.2K
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-30- 32.26% |
$2.52K - $2.69K
|
63
$5.41K
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-12- 0.53% |
$1.01K - $1.08K
|
2.26K
$194K
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-7- 2.13% |
$588 - $628
|
322
$27.6K
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-7- 1.3% |
$588 - $628
|
531
$45.6K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-2.27K- 4.12% |
$187K - $204K
|
52.7K
$4.53M
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.77K- 8.98% |
$146K - $159K
|
17.9K
$1.54M
|
|
Apr 22, 2024
Q1 2024
|
Retireful, LLC
|
SELL
|
- |
-1.06K- 1.33% |
$87.2K - $94.9K
|
78.2K
$6.71M
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-460- 4.96% |
$38K - $41.4K
|
8.81K
$756K
|
|
May 09, 2024
Q1 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-381- 7.13% |
$31.5K - $34.3K
|
4.96K
$426K
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-290- 51.24% |
$23.9K - $26.1K
|
276
$23.7K
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-161- 7.45% |
$13.3K - $14.5K
|
2K
$172K
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-142Closed |
$11.7K - $12.8K
|
0
$0
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-87- 7.57% |
$7.18K - $7.82K
|
1.06K
$91.2K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-16- 44.44% |
$1.32K - $1.44K
|
20
$1.72K
|
|
Q4 2023 | |||||||
Jan 12, 2024
Q4 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-106K- 82.34% |
$7.47M - $9.02M
|
22.7K
$1.95M
|
|
Feb 06, 2024
Q4 2023
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-2.55K- 3.22% |
$180K - $217K
|
76.6K
$6.58M
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.32K- 47.72% |
$93.2K - $112K
|
1.44K
$124K
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-919- 48.73% |
$65K - $78.4K
|
967
$83K
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-890- 1.88% |
$62.9K - $75.9K
|
46.5K
$3.99M
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-600- 42.86% |
$42.4K - $51.2K
|
800
$68.7K
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-314- 4.91% |
$22.2K - $26.8K
|
6.08K
$522K
|
|
Q3 2023 | |||||||
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-51.9K- 83.26% |
$3.88M - $4.32M
|
10.4K
$895K
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-20.1K- 79.28% |
$1.51M - $1.68M
|
5.26K
$452K
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-10.1K- 7.74% |
$756K - $841K
|
120K
$10.3M
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-2.52K- 79.25% |
$189K - $210K
|
660
$56.7K
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-825- 3.61% |
$61.8K - $68.7K
|
22K
$1.89M
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-186- 6.51% |
$13.9K - $15.5K
|
2.67K
$229K
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-125- 37.43% |
$9.36K - $10.4K
|
209
$17.9K
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-87- 16.2% |
$6.51K - $7.25K
|
450
$38.6K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-7.16K- 3.03% |
$517K - $574K
|
229K
$19.7M
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-4.08K- 1.1% |
$295K - $327K
|
367K
$31.5M
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-2.61K- 0.74% |
$188K - $209K
|
352K
$30.2M
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.5K- 8.48% |
$108K - $120K
|
16.2K
$1.39M
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-15- 18.75% |
$1.08K - $1.2K
|
65
$5.58K
|
|
Q1 2023 | |||||||
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-15.2K- 10.4% |
$990K - $1.15M
|
131K
$11.2M
|