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 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
18K+ 414.94% |
$1.18M - $1.37M
|
22.4K
$1.92M
|
|
Apr 28, 2023
Q1 2023
|
Win Advisors, Inc
|
BUY
|
- |
17.9KNew |
$1.17M - $1.36M
|
17.9K
$1.53M
|
|
May 11, 2023
Q1 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
17.7K+ 6.93% |
$1.16M - $1.35M
|
274K
$23.5M
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
17.5KNew |
$1.14M - $1.33M
|
17.5K
$1.5M
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
17.1K+ 366.45% |
$1.12M - $1.31M
|
21.8K
$1.87M
|
|
Apr 25, 2023
Q1 2023
|
Verde Capital Management
|
BUY
|
- |
17.1K+ 2.93% |
$1.12M - $1.3M
|
602K
$51.7M
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
14.8K+ 104.58% |
$963K - $1.12M
|
28.9K
$2.48M
|
|
Apr 18, 2023
Q1 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
14.7K+ 5.64% |
$956K - $1.12M
|
274K
$23.6M
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
14K+ 10.54% |
$913K - $1.06M
|
147K
$12.6M
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
13.9K+ 8.96% |
$904K - $1.06M
|
169K
$14.5M
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.3K+ 3.71% |
$803K - $937K
|
344K
$29.6M
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
12.2K+ 93.77% |
$797K - $930K
|
25.2K
$2.17M
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
12.1K+ 2.66% |
$790K - $922K
|
467K
$40.1M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12K+ 4.43% |
$780K - $910K
|
282K
$24.2M
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
11.8KNew |
$772K - $901K
|
11.8K
$1.02M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
11.2K+ 66.27% |
$732K - $854K
|
28.1K
$2.42M
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10.7KNew |
$699K - $816K
|
10.7K
$920K
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
10.7KNew |
$697K - $813K
|
10.7K
$917K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.7K+ 20.62% |
$696K - $812K
|
62.4K
$5.36M
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
10KNew |
$652K - $761K
|
10K
$858K
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
10KNew |
$652K - $761K
|
10K
$858K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
9.97K+ 70.22% |
$650K - $759K
|
24.2K
$2.07M
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
9.93K+ 9.57% |
$648K - $756K
|
114K
$9.76M
|
|
Apr 13, 2023
Q1 2023
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
9.68K+ 7.78% |
$631K - $737K
|
134K
$11.5M
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
9.45K+ 5.25% |
$617K - $719K
|
190K
$16.3M
|
|
May 09, 2023
Q1 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
9.36K+ 14.33% |
$611K - $713K
|
74.7K
$6.41M
|
|
May 11, 2023
Q1 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
8.94KNew |
$583K - $680K
|
8.94K
$767K
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
8.7K+ 8.64% |
$567K - $662K
|
109K
$9.39M
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.25K+ 40.33% |
$538K - $628K
|
28.7K
$2.46M
|
|
Apr 18, 2023
Q1 2023
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
7.74K+ 10.3% |
$505K - $589K
|
82.9K
$7.11M
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.57K+ 15.6% |
$494K - $576K
|
56.1K
$4.82M
|
|
Nov 14, 2024
Q1 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
7.54K+ 22.39% |
$492K - $574K
|
41.2K
$3.54M
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.54K+ 9.03% |
$492K - $574K
|
91K
$7.81M
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.56K+ 5.39% |
$428K - $499K
|
128K
$11M
|
|
Apr 10, 2023
Q1 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
6.42K+ 5.42% |
$419K - $488K
|
125K
$10.7M
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
6.4K+ 6.44% |
$417K - $487K
|
106K
$9.08M
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
BUY
|
- |
6.36K+ 1.44% |
$415K - $484K
|
447K
$38.4M
|
|
May 01, 2023
Q1 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
6.21K+ 39.86% |
$405K - $473K
|
21.8K
$1.87M
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
6.06K+ 86.71% |
$396K - $462K
|
13.1K
$1.12M
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
BUY
|
- |
5.92K+ 1.05% |
$386K - $451K
|
567K
$48.7M
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.86K+ 7.01% |
$383K - $446K
|
89.6K
$7.69M
|
|
May 04, 2023
Q1 2023
|
Darrow Company, Inc.
|
BUY
|
- |
5.81K+ 3.63% |
$379K - $442K
|
166K
$14.2M
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
5.43K+ 8.65% |
$354K - $414K
|
68.2K
$5.86M
|
|
May 03, 2023
Q1 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
5.32K+ 15.61% |
$347K - $405K
|
39.4K
$3.38M
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.22K+ 33.48% |
$341K - $398K
|
20.8K
$1.79M
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.13K+ 19.61% |
$335K - $390K
|
31.3K
$2.69M
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
5.02K+ 11.7% |
$327K - $382K
|
47.9K
$4.11M
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.99K+ 2.46% |
$325K - $380K
|
208K
$17.9M
|
|
May 04, 2023
Q1 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
4.8K+ 3.54% |
$313K - $365K
|
140K
$12.1M
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.52K+ 15.45% |
$295K - $344K
|
33.8K
$2.9M
|