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 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.91K+ 16.52% |
$323K - $352K
|
27.6K
$2.37M
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.9K+ 1.18% |
$322K - $350K
|
335K
$28.8M
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
3.63KNew |
$300K - $327K
|
3.63K
$312K
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
3.61KNew |
$298K - $324K
|
3.61K
$310K
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.6K+ 2.38% |
$297K - $323K
|
155K
$13.3M
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
3.54KNew |
$292K - $318K
|
3.54K
$304K
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
3.54K+ 58.71% |
$292K - $318K
|
9.57K
$821K
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
3.53K+ 0.65% |
$292K - $318K
|
545K
$46.8M
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.49KNew |
$288K - $313K
|
3.49K
$299K
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
3.48K+ 40.42% |
$287K - $313K
|
12.1K
$1.04M
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
3.48K+ 44.39% |
$287K - $312K
|
11.3K
$971K
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
3.44KNew |
$284K - $309K
|
3.44K
$295K
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.44KNew |
$284K - $309K
|
3.44K
$295K
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.35K+ 2.26% |
$277K - $301K
|
152K
$13M
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
3.25KNew |
$268K - $292K
|
3.25K
$279K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
3.25K+ 9.74% |
$268K - $292K
|
36.6K
$3.14M
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
3.14KNew |
$259K - $282K
|
3.14K
$269K
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.09KNew |
$256K - $278K
|
3.09K
$266K
|
|
May 06, 2024
Q1 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
3.08K+ 0.45% |
$255K - $277K
|
688K
$59M
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.05K+ 26.31% |
$252K - $275K
|
14.7K
$1.26M
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.05K+ 6.04% |
$251K - $274K
|
53.5K
$4.59M
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.01K+ 73.15% |
$249K - $271K
|
7.13K
$612K
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.95KNew |
$243K - $265K
|
2.95K
$253K
|
|
May 07, 2024
Q1 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
2.84K+ 27.8% |
$235K - $256K
|
13.1K
$1.12M
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.82K+ 55.78% |
$233K - $254K
|
7.88K
$676K
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
2.78K+ 4.46% |
$230K - $250K
|
65.2K
$5.6M
|
|
Apr 29, 2024
Q1 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
2.77K+ 2.56% |
$228K - $249K
|
111K
$9.5M
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.71KNew |
$224K - $244K
|
2.71K
$233K
|
|
May 01, 2024
Q1 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
2.69KNew |
$222K - $241K
|
2.69K
$230K
|
|
Apr 22, 2024
Q1 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
2.67K+ 10.73% |
$220K - $240K
|
27.5K
$2.36M
|
|
Oct 31, 2024
Q1 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
2.64K+ 5.92% |
$218K - $237K
|
47.1K
$4.04M
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2.63K+ 18.93% |
$218K - $237K
|
16.6K
$1.42M
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.6KNew |
$215K - $234K
|
2.6K
$223K
|
|
May 13, 2024
Q1 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
2.57K+ 1.81% |
$212K - $231K
|
145K
$12.4M
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
2.52KNew |
$208K - $227K
|
2.52K
$216K
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2.52K+ 3.9% |
$208K - $226K
|
67.1K
$5.76M
|
|
May 10, 2024
Q1 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
2.52K+ 0.76% |
$208K - $226K
|
333K
$28.6M
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.5K+ 26.26% |
$207K - $225K
|
12K
$1.03M
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.47KNew |
$204K - $222K
|
2.47K
$212K
|
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
2.46K+ 2.78% |
$203K - $222K
|
91.1K
$7.82M
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.42K+ 11.11% |
$200K - $218K
|
24.2K
$2.08M
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
2.42K+ 12.4% |
$200K - $218K
|
21.9K
$1.88M
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.39KNew |
$198K - $215K
|
2.39K
$206K
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.39K+ 29.05% |
$197K - $215K
|
10.6K
$911K
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
BUY
|
- |
2.36KNew |
$195K - $212K
|
2.36K
$203K
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.35K+ 3.51% |
$194K - $212K
|
69.5K
$5.97M
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.35K+ 5.21% |
$194K - $212K
|
47.5K
$4.08M
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.35K+ 28.68% |
$194K - $212K
|
10.6K
$907K
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
2.35KNew |
$194K - $211K
|
2.35K
$202K
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
2.3K+ 90.23% |
$190K - $207K
|
4.85K
$416K
|