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
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17.6K- 26.61% |
$1.15M - $1.34M
|
48.5K
$4.17M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-17.6K- 16.13% |
$1.15M - $1.34M
|
91.7K
$7.87M
|
|
|
Apr 24, 2023
Q1 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-17.9K- 6.18% |
$1.17M - $1.36M
|
272K
$23.3M
|
|
|
Apr 12, 2023
Q1 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-17.9K- 5.89% |
$1.17M - $1.37M
|
286K
$24.6M
|
|
|
Apr 04, 2023
Q1 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-18.2K- 31.45% |
$1.19M - $1.39M
|
39.7K
$3.4M
|
|
|
Sep 27, 2023
Q1 2023
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-20.2K- 6.22% |
$1.32M - $1.54M
|
305K
$26.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-21.5K- 12.18% |
$1.4M - $1.64M
|
155K
$13.3M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-21.7K- 30.91% |
$1.42M - $1.65M
|
48.5K
$4.17M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-21.9K- 91.24% |
$1.43M - $1.67M
|
2.1K
$180K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-26.1K- 24.58% |
$1.7M - $1.98M
|
79.9K
$6.86M
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-28.4K- 45.73% |
$1.86M - $2.17M
|
33.8K
$2.9M
|
|
|
Jan 15, 2025
Q1 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-30.1K- 28.49% |
$1.96M - $2.29M
|
75.4K
$6.48M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-31.4K- 97.89% |
$2.05M - $2.39M
|
676
$58K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-34.4K- 9.92% |
$2.25M - $2.62M
|
312K
$26.8M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-34.5K- 21.97% |
$2.25M - $2.63M
|
123K
$10.5M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-39.6K- 76.63% |
$2.58M - $3.01M
|
12.1K
$1.04M
|
|
|
May 04, 2023
Q1 2023
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-42.7K- 10.33% |
$2.79M - $3.25M
|
371K
$31.9M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-47.3K- 98.65% |
$3.08M - $3.6M
|
649
$55.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-48.1K- 23.27% |
$3.14M - $3.66M
|
159K
$13.6M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-48.5K- 33.53% |
$3.16M - $3.69M
|
96.1K
$8.25M
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-51.3K- 80.03% |
$3.35M - $3.91M
|
12.8K
$1.1M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-59.7K- 9.65% |
$3.9M - $4.55M
|
559K
$48M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-63.7K- 64.28% |
$4.16M - $4.85M
|
35.4K
$3.04M
|
|
|
May 08, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-67.9K- 8.5% |
$4.43M - $5.17M
|
731K
$62.8M
|
|
|
Sep 15, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-67.9K- 8.5% |
$4.43M - $5.17M
|
731K
$62.8M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-86.4K- 33.79% |
$5.64M - $6.58M
|
169K
$14.5M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-99.6K- 8.08% |
$6.5M - $7.59M
|
1.13M
$97.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
SELL
|
- |
-137K- 40.49% |
$8.92M - $10.4M
|
201K
$17.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-147K- 7.09% |
$9.59M - $11.2M
|
1.93M
$165M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-169K- 66.02% |
$11M - $12.8M
|
86.9K
$7.46M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-198K- 3.71% |
$12.9M - $15.1M
|
5.14M
$441M
|
|
|
May 30, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-321K- 83.57% |
$21M - $24.4M
|
63.1K
$5.42M
|