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 |
---|---|---|---|---|---|---|---|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
BUY
|
- |
710+ 3.43% |
$46.3K - $54.1K
|
21.4K
$1.84M
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
708+ 7.72% |
$46.2K - $53.9K
|
9.88K
$848K
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
700+ 2.05% |
$45.7K - $53.3K
|
34.8K
$2.99M
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
668+ 4.16% |
$43.6K - $50.9K
|
16.7K
$1.44M
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
662+ 3.6% |
$43.2K - $50.4K
|
19K
$1.63M
|
|
May 12, 2023
Q1 2023
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
658+ 6.8% |
$42.9K - $50.1K
|
10.3K
$887K
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
657+ 1.31% |
$42.9K - $50K
|
50.8K
$4.36M
|
|
May 12, 2023
Q1 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
608+ 11.71% |
$39.7K - $46.3K
|
5.8K
$498K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
600New |
$39.1K - $45.7K
|
600
$51.5K
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
574+ 0.99% |
$37.4K - $43.7K
|
58.5K
$5.02M
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
543New |
$35.4K - $41.3K
|
543
$46.6K
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
511+ 5.62% |
$33.3K - $38.9K
|
9.61K
$824K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
425+ 26.98% |
$27.7K - $32.4K
|
2K
$172K
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
396+ 1.17% |
$25.8K - $30.1K
|
34.2K
$2.94M
|
|
Apr 05, 2023
Q1 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
395New |
$25.8K - $30.1K
|
395
$33.9K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
368+ 13.77% |
$24K - $28K
|
3.04K
$261K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
350+ 5.17% |
$22.8K - $26.6K
|
7.12K
$611K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
239+ 0.85% |
$15.6K - $18.2K
|
28.3K
$2.43M
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
221New |
$14.4K - $16.8K
|
221
$19K
|
|
May 11, 2023
Q1 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
211+ 4.36% |
$13.8K - $16.1K
|
5.06K
$434K
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
202New |
$13.2K - $15.4K
|
202
$17.3K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
177+ 2.97% |
$11.5K - $13.5K
|
6.14K
$527K
|
|
Apr 24, 2023
Q1 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
172+ 2.11% |
$11.2K - $13.1K
|
8.32K
$714K
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
160+ 1.3% |
$10.4K - $12.2K
|
12.5K
$1.07M
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
157New |
$10.2K - $12K
|
157
$13.5K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
146New |
$9.53K - $11.1K
|
146
$12.5K
|
|
Apr 27, 2023
Q1 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
145+ 1.57% |
$9.46K - $11K
|
9.36K
$803K
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
110New |
$7.18K - $8.37K
|
110
$9.44K
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
100+ 0.46% |
$6.52K - $7.61K
|
21.9K
$1.88M
|
|
Apr 13, 2023
Q1 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
97+ 0.37% |
$6.33K - $7.38K
|
26.6K
$2.29M
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
92+ 8.9% |
$6K - $7K
|
1.13K
$96.7K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
88+ 51.46% |
$5.74K - $6.7K
|
259
$22.2K
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
85New |
$5.55K - $6.47K
|
85
$7.3K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
84New |
$5.48K - $6.39K
|
84
$7.21K
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
66+ 0.07% |
$4.31K - $5.02K
|
92.3K
$7.92M
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
33+ 0.11% |
$2.15K - $2.51K
|
29.1K
$2.5M
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
24+ 0.33% |
$1.57K - $1.83K
|
7.28K
$624K
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
16New |
$1.04K - $1.22K
|
16
$1.37K
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
15+ 0.48% |
$979 - $1.14K
|
3.15K
$270K
|
|
Apr 14, 2023
Q1 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
14+ 0.31% |
$913 - $1.07K
|
4.59K
$394K
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
9+ 0.21% |
$587 - $685
|
4.37K
$375K
|
|
Apr 19, 2023
Q1 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
4+ 0.01% |
$261 - $305
|
28.7K
$2.46M
|
|
May 15, 2023
Q1 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
2+ 0.01% |
$130 - $152
|
33.9K
$2.91M
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1- 1.96% |
$65.2 - $76.1
|
50
$4.29K
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-17- 1.4% |
$1.11K - $1.29K
|
1.2K
$103K
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-23- 0.17% |
$1.5K - $1.75K
|
13.5K
$1.16M
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-25- 0.76% |
$1.63K - $1.9K
|
3.26K
$280K
|
|
Jun 07, 2023
Q1 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-30- 0.79% |
$1.96K - $2.28K
|
3.75K
$322K
|
|
Apr 25, 2023
Q1 2023
|
Cross Staff Investments Inc
|
SELL
|
- |
-38- 0.16% |
$2.48K - $2.89K
|
24.2K
$2.08M
|