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
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-38- 0.84% |
$2.48K - $2.89K
|
4.5K
$387K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-58- 1.81% |
$3.78K - $4.42K
|
3.14K
$270K
|
|
May 03, 2023
Q1 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-65- 0.44% |
$4.24K - $4.95K
|
14.7K
$1.26M
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-86- 0.76% |
$5.61K - $6.55K
|
11.2K
$962K
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
SELL
|
- |
-95- 1.3% |
$6.2K - $7.23K
|
7.24K
$621K
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-121- 0.54% |
$7.89K - $9.21K
|
22.1K
$1.9M
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-136- 4.53% |
$8.87K - $10.4K
|
2.87K
$246K
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-140Closed |
$9.13K - $10.7K
|
0
$0
|
|
Apr 18, 2023
Q1 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-193- 2.35% |
$12.6K - $14.7K
|
8.03K
$689K
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-205- 0.82% |
$13.4K - $15.6K
|
24.7K
$2.12M
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-258- 5.08% |
$16.8K - $19.6K
|
4.82K
$413K
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-258- 0.53% |
$16.8K - $19.6K
|
48.6K
$4.17M
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-258- 15.81% |
$16.8K - $19.6K
|
1.37K
$118K
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-258- 5.08% |
$16.8K - $19.6K
|
4.82K
$413K
|
|
May 03, 2023
Q1 2023
|
Barnett & Company, Inc.
|
SELL
|
- |
-270- 7.09% |
$17.6K - $20.6K
|
3.54K
$304K
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-270- 2.62% |
$17.6K - $20.6K
|
10.1K
$863K
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-286- 34.5% |
$18.7K - $21.8K
|
543
$46.6K
|
|
Apr 25, 2023
Q1 2023
|
Ferguson Shapiro LLC
|
SELL
|
- |
-290- 0.33% |
$18.9K - $22.1K
|
86.8K
$7.45M
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-295- 5.21% |
$19.2K - $22.5K
|
5.37K
$461K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-300- 15.44% |
$19.6K - $22.8K
|
1.64K
$141K
|
|
May 09, 2023
Q1 2023
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-311- 6.23% |
$20.3K - $23.7K
|
4.68K
$402K
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
SELL
|
- |
-313- 2.17% |
$20.4K - $23.8K
|
14.1K
$1.21M
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-325- 16.51% |
$21.2K - $24.7K
|
1.64K
$141K
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-372- 5.12% |
$24.3K - $28.3K
|
6.89K
$591K
|
|
Apr 20, 2023
Q1 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-373- 0.19% |
$24.3K - $28.4K
|
198K
$17M
|
|
May 15, 2023
Q1 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-379- 2.95% |
$24.7K - $28.9K
|
12.5K
$1.07M
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-380- 7.77% |
$24.8K - $28.9K
|
4.51K
$387K
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-390- 4.82% |
$25.4K - $29.7K
|
7.7K
$661K
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-396- 1.91% |
$25.8K - $30.1K
|
20.4K
$1.75M
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-434- 6.76% |
$28.3K - $33K
|
5.99K
$514K
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
SELL
|
- |
-476- 13.5% |
$31.1K - $36.2K
|
3.05K
$262K
|
|
Apr 10, 2023
Q1 2023
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-495- 1.02% |
$32.3K - $37.7K
|
48.2K
$4.14M
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-499- 0.85% |
$32.6K - $38K
|
58.5K
$5.02M
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-534- 13.65% |
$34.8K - $40.7K
|
3.38K
$290K
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-577- 1.08% |
$37.6K - $43.9K
|
52.9K
$4.54M
|
|
Apr 21, 2023
Q1 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-588- 0.62% |
$38.4K - $44.8K
|
93.9K
$8.06M
|
|
May 12, 2023
Q1 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-617- 0.46% |
$40.3K - $47K
|
134K
$11.5M
|
|
May 09, 2023
Q1 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-642- 0.7% |
$41.9K - $48.9K
|
91.7K
$7.87M
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-649- 2.24% |
$42.3K - $49.4K
|
28.3K
$2.43M
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-662- 2.81% |
$43.2K - $50.4K
|
22.9K
$1.97M
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-666- 57.12% |
$43.4K - $50.7K
|
500
$42.9K
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-682- 5.52% |
$44.5K - $51.9K
|
11.7K
$1M
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-741- 3.9% |
$48.3K - $56.4K
|
18.3K
$1.57M
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-756- 3.11% |
$49.3K - $57.6K
|
23.5K
$2.02M
|
|
May 10, 2023
Q1 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-813- 17.25% |
$53K - $61.9K
|
3.9K
$335K
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-833- 2.05% |
$54.3K - $63.4K
|
39.8K
$3.42M
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-893- 6.4% |
$58.3K - $68K
|
13.1K
$1.12M
|
|
Apr 11, 2023
Q1 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-1.1K- 23.57% |
$71.5K - $83.4K
|
3.55K
$305K
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.22K- 81.81% |
$79.5K - $92.8K
|
271
$23.3K
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-1.22K- 11.82% |
$79.5K - $92.8K
|
9.1K
$781K
|