Purchases and Sales Made in Q1 2023 in Vaneck Morningstar Wide Moat E (MOAT)
This table provides information about the institutional ownership of Vaneck Morningstar Wide Moat E (MOAT) during Q1 2023. The information is specifically focused on institutions that hold shares of VANECK MORNINGSTAR WIDE MOAT E.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.6M+ 72.36% |
$104M - $122M
|
3.81M
$327M
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
305K+ 383.0% |
$19.9M - $23.2M
|
384K
$33M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
301K+ 6.53% |
$19.6M - $22.9M
|
4.91M
$421M
|
|
May 15, 2023
Q1 2023
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
296KNew |
$19.3M - $22.6M
|
296K
$25.4M
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
259K+ 41.71% |
$16.9M - $19.7M
|
881K
$75.7M
|
|
Apr 24, 2023
Q1 2023
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
212K+ 33.52% |
$13.8M - $16.2M
|
845K
$72.5M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
173K+ 62.54% |
$11.3M - $13.2M
|
449K
$38.6M
|
|
May 08, 2023
Q1 2023
|
Smart Money Group LLC
|
BUY
|
- |
168KNew |
$11M - $12.8M
|
168K
$14.4M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
140K+ 12.05% |
$9.12M - $10.6M
|
1.3M
$112M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
120K+ 8.63% |
$7.82M - $9.13M
|
1.51M
$130M
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
77.6KNew |
$5.06M - $5.91M
|
77.6K
$6.66M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
68.6K+ 10.19% |
$4.48M - $5.22M
|
741K
$63.6M
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
68.5K+ 67.29% |
$4.47M - $5.21M
|
170K
$14.6M
|
|
May 04, 2023
Q1 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
62.7K+ 23.28% |
$4.09M - $4.78M
|
332K
$28.5M
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
59.4K+ 7541.62% |
$3.88M - $4.52M
|
60.2K
$5.17M
|
|
Apr 21, 2023
Q1 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
58.3K+ 20.68% |
$3.8M - $4.44M
|
340K
$29.2M
|
|
Apr 18, 2023
Q1 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
57KNew |
$3.72M - $4.34M
|
57K
$4.89M
|
|
May 05, 2023
Q1 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
51.9KNew |
$3.38M - $3.95M
|
51.9K
$4.45M
|
|
May 12, 2023
Q1 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
50.8K+ 479.97% |
$3.32M - $3.87M
|
61.4K
$5.27M
|
|
May 15, 2023
Q1 2023
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
49KNew |
$3.2M - $3.73M
|
49K
$4.21M
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
47.9K+ 299375.0% |
$3.12M - $3.65M
|
47.9K
$4.11M
|
|
May 15, 2023
Q1 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
46.4KNew |
$3.03M - $3.53M
|
46.4K
$3.98M
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
40.3K+ 10.35% |
$2.63M - $3.07M
|
430K
$36.9M
|
|
Apr 18, 2023
Q1 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
38.3K+ 13.58% |
$2.5M - $2.92M
|
320K
$27.5M
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
36.7KNew |
$2.4M - $2.8M
|
36.7K
$3.15M
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
35.9K+ 10.23% |
$2.34M - $2.74M
|
387K
$33.2M
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
BUY
|
- |
35.1K+ 231.07% |
$2.29M - $2.67M
|
50.3K
$4.31M
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
34K+ 9.29% |
$2.22M - $2.59M
|
400K
$34.3M
|
|
May 05, 2023
Q1 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
33.6KNew |
$2.19M - $2.55M
|
33.6K
$2.88M
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
32.1KNew |
$2.09M - $2.44M
|
32.1K
$2.75M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
31.6K+ 4.81% |
$2.06M - $2.4M
|
689K
$59.1M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
31.3K+ 8.6% |
$2.04M - $2.39M
|
396K
$34M
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
30.1K+ 120.07% |
$1.96M - $2.29M
|
55.2K
$4.74M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
29.4K+ 12.19% |
$1.92M - $2.24M
|
270K
$23.2M
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
27KNew |
$1.76M - $2.06M
|
27K
$2.32M
|
|
May 04, 2023
Q1 2023
|
Ttp Investments, Inc.
|
BUY
|
- |
27K+ 5.35% |
$1.76M - $2.05M
|
531K
$45.5M
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
26.1K+ 6.27% |
$1.7M - $1.99M
|
443K
$38M
|
|
Apr 21, 2023
Q1 2023
|
Financial Management Network Inc
|
BUY
|
- |
25.2K+ 7.01% |
$1.64M - $1.92M
|
384K
$33M
|
|
May 09, 2023
Q1 2023
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
23.5K+ 8.37% |
$1.54M - $1.79M
|
305K
$26.2M
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
21.6K+ 42.11% |
$1.41M - $1.64M
|
72.8K
$6.25M
|
|
May 12, 2023
Q1 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
20.9K+ 5.56% |
$1.36M - $1.59M
|
397K
$34M
|
|
May 08, 2023
Q1 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
20.8K+ 138.7% |
$1.36M - $1.59M
|
35.8K
$3.08M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
20.8K+ 0.84% |
$1.35M - $1.58M
|
2.48M
$213M
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
20.7K+ 43.94% |
$1.35M - $1.58M
|
68K
$5.83M
|
|
May 12, 2023
Q1 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
20.3K+ 189.24% |
$1.33M - $1.55M
|
31K
$2.66M
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
20.2KNew |
$1.32M - $1.54M
|
20.2K
$1.73M
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
19.9K+ 121.32% |
$1.3M - $1.52M
|
36.4K
$3.12M
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
19.6K+ 79.36% |
$1.28M - $1.49M
|
44.3K
$3.81M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
18.9K+ 6.33% |
$1.23M - $1.44M
|
317K
$27.2M
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
18.5K+ 6.26% |
$1.21M - $1.41M
|
314K
$27M
|