Purchases and Sales Made in Q1 2024 in Vaneck Morningstar Wide Moat E (MOAT)
This table provides information about the institutional ownership of Vaneck Morningstar Wide Moat E (MOAT) during Q1 2024. 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 23, 2024
Q1 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-690- 1.74% |
$57K - $62K
|
38.9K
$3.34M
|
|
|
May 15, 2024
Q1 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-698- 2.2% |
$57.6K - $62.8K
|
31.1K
$2.67M
|
|
|
Apr 30, 2024
Q1 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-746- 2.45% |
$61.6K - $67.1K
|
29.7K
$2.55M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-782- 24.62% |
$64.6K - $70.3K
|
2.39K
$206K
|
|
|
Apr 19, 2024
Q1 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-785- 1.51% |
$64.8K - $70.6K
|
51.2K
$4.39M
|
|
|
May 13, 2024
Q1 2024
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-817- 16.23% |
$67.5K - $73.4K
|
4.22K
$362K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-821- 6.47% |
$67.8K - $73.8K
|
11.9K
$1.02M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-847- 24.19% |
$69.9K - $76.1K
|
2.66K
$228K
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-851- 3.6% |
$70.3K - $76.5K
|
22.8K
$1.96M
|
|
|
May 14, 2024
Q1 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-860- 1.26% |
$71K - $77.3K
|
67.3K
$5.77M
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-880- 0.67% |
$72.7K - $79.1K
|
131K
$11.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Verde Capital Management
|
SELL
|
- |
-888- 0.16% |
$73.3K - $79.8K
|
569K
$48.8M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-890- 0.52% |
$73.5K - $80K
|
171K
$14.7M
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-1.02K- 11.02% |
$84K - $91.4K
|
8.21K
$705K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.05K- 13.9% |
$86.6K - $94.3K
|
6.5K
$558K
|
|
|
Apr 22, 2024
Q1 2024
|
Retireful, LLC
|
SELL
|
- |
-1.06K- 1.33% |
$87.2K - $94.9K
|
78.2K
$6.71M
|
|
|
Apr 18, 2024
Q1 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-1.07K- 4.32% |
$88.1K - $95.9K
|
23.7K
$2.03M
|
|
|
Apr 24, 2024
Q1 2024
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-1.07K- 13.74% |
$88.1K - $95.9K
|
6.7K
$575K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.09K- 76.8% |
$89.9K - $97.9K
|
329
$28.2K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.2K- 2.04% |
$98.9K - $108K
|
57.6K
$4.95M
|
|
|
Apr 29, 2024
Q1 2024
|
Lansing Street Advisors
|
SELL
|
- |
-1.2K- 4.59% |
$99.1K - $108K
|
25K
$2.14M
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.22K- 4.33% |
$101K - $110K
|
27K
$2.31M
|
|
|
May 08, 2024
Q1 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-1.3K- 34.97% |
$107K - $117K
|
2.41K
$207K
|
|
|
May 10, 2024
Q1 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-1.34K- 1.81% |
$111K - $121K
|
72.9K
$6.26M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.4K- 4.91% |
$115K - $125K
|
27K
$2.32M
|
|
|
Apr 22, 2024
Q1 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.53K- 1.58% |
$126K - $137K
|
95.4K
$8.19M
|
|
|
May 13, 2024
Q1 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-1.55K- 37.31% |
$128K - $139K
|
2.6K
$223K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.55K- 17.48% |
$128K - $139K
|
7.32K
$628K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.57K- 34.77% |
$130K - $141K
|
2.94K
$253K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.69K- 5.98% |
$139K - $152K
|
26.6K
$2.28M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.77K- 8.98% |
$146K - $159K
|
17.9K
$1.54M
|
|
|
Apr 23, 2024
Q1 2024
|
Iron Financial, LLC
|
SELL
|
- |
-1.77K- 3.87% |
$146K - $159K
|
43.9K
$3.77M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.85K- 6.38% |
$153K - $166K
|
27.2K
$2.33M
|
|
|
Apr 30, 2024
Q1 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-1.89K- 18.56% |
$156K - $170K
|
8.28K
$711K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.01K- 0.22% |
$166K - $180K
|
923K
$79.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-2.07K- 6.06% |
$171K - $186K
|
32.1K
$2.76M
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-2.09K- 20.64% |
$173K - $188K
|
8.04K
$690K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.1K- 0.91% |
$173K - $189K
|
227K
$19.5M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-2.27K- 4.12% |
$187K - $204K
|
52.7K
$4.53M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.42KClosed |
$200K - $218K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-2.53K- 5.29% |
$209K - $227K
|
45.3K
$3.89M
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-2.53K- 5.58% |
$209K - $227K
|
42.7K
$3.67M
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-2.63K- 4.5% |
$217K - $237K
|
55.9K
$4.8M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.71K- 4.38% |
$224K - $244K
|
59.1K
$5.08M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.99K- 4.25% |
$247K - $268K
|
67.2K
$5.77M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-3.02K- 91.19% |
$250K - $272K
|
292
$25.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-3.13K- 23.0% |
$258K - $281K
|
10.5K
$898K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-3.17K- 38.06% |
$261K - $285K
|
5.15K
$442K
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-3.52K- 7.37% |
$290K - $316K
|
44.2K
$3.8M
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-3.81K- 3.53% |
$315K - $343K
|
104K
$8.94M
|