Purchases and Sales Made in Q2 2023 in Vaneck Morningstar Wide Moat E (MOAT)
This table provides information about the institutional ownership of Vaneck Morningstar Wide Moat E (MOAT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
66.3K+ 31.88% |
$4.79M - $5.32M
|
274K
$23.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
65.5K+ 8.86% |
$4.73M - $5.25M
|
805K
$69.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
65.4K+ 1362.5% |
$4.72M - $5.24M
|
70.2K
$6.03M
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
63KNew |
$4.54M - $5.05M
|
63K
$5.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
62.1KNew |
$4.48M - $4.98M
|
62.1K
$5.33M
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
61.7KNew |
$4.45M - $4.94M
|
61.7K
$5.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
57.1K+ 9280.98% |
$4.12M - $4.58M
|
57.7K
$4.95M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
56.5K+ 70.74% |
$4.08M - $4.53M
|
136K
$11.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
56K+ 126.26% |
$4.04M - $4.49M
|
100K
$8.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
55.6K+ 45.34% |
$4.01M - $4.46M
|
178K
$15.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
52KNew |
$3.75M - $4.17M
|
52K
$4.46M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
51.9KNew |
$3.74M - $4.16M
|
51.9K
$4.45M
|
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
49.7K+ 136.66% |
$3.59M - $3.99M
|
86.1K
$7.39M
|
|
|
Jul 13, 2023
Q2 2023
|
Iam Advisory, LLC
|
BUY
|
- |
48.2KNew |
$3.48M - $3.87M
|
48.2K
$4.14M
|
|
|
Aug 09, 2023
Q2 2023
|
Providence First Trust CO
|
BUY
|
- |
45.8KNew |
$3.31M - $3.67M
|
45.8K
$3.94M
|
|
|
Jul 10, 2023
Q2 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
44.7K+ 78.4% |
$3.23M - $3.58M
|
102K
$8.73M
|
|
|
Aug 15, 2023
Q2 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
40.8K+ 352.62% |
$2.94M - $3.27M
|
52.3K
$4.49M
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
40.7K+ 35.8% |
$2.94M - $3.26M
|
154K
$13.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
40.3K+ 140.51% |
$2.91M - $3.23M
|
69.1K
$5.93M
|
|
|
Aug 07, 2023
Q2 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
40.2KNew |
$2.9M - $3.22M
|
40.2K
$3.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
38.6K+ 542.57% |
$2.79M - $3.09M
|
45.7K
$3.92M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
38.3KNew |
$2.76M - $3.07M
|
38.3K
$3.29M
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
38.2K+ 8.19% |
$2.76M - $3.06M
|
505K
$43.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
BUY
|
- |
37.9KNew |
$2.74M - $3.04M
|
37.9K
$3.25M
|
|
|
Jul 24, 2023
Q2 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
36.5K+ 108.21% |
$2.64M - $2.93M
|
70.3K
$6.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
36K+ 304.17% |
$2.6M - $2.89M
|
47.8K
$4.11M
|
|
|
Jul 13, 2023
Q2 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
35.5K+ 10.43% |
$2.56M - $2.85M
|
376K
$32.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
35.2K+ 7.83% |
$2.54M - $2.82M
|
484K
$41.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
33.9K+ 7.66% |
$2.45M - $2.72M
|
477K
$41M
|
|
|
Jul 24, 2023
Q2 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
33.1K+ 52.47% |
$2.39M - $2.66M
|
96.3K
$8.26M
|
|
|
Aug 07, 2023
Q2 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
32.4KNew |
$2.34M - $2.6M
|
32.4K
$2.78M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
32.3K+ 355.24% |
$2.33M - $2.59M
|
41.4K
$3.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
30.5K+ 27.47% |
$2.2M - $2.44M
|
142K
$12.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
29.8K+ 52.71% |
$2.15M - $2.39M
|
86.3K
$7.41M
|
|
|
Jul 07, 2023
Q2 2023
|
Fulcrum Equity Management
|
BUY
|
- |
29.7KNew |
$2.14M - $2.38M
|
29.7K
$2.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
28K+ 8.13% |
$2.02M - $2.24M
|
372K
$32M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
27.6KNew |
$1.99M - $2.21M
|
27.6K
$2.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
27.1K+ 601.62% |
$1.96M - $2.17M
|
31.6K
$2.71M
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Management Network Inc
|
BUY
|
- |
26.5K+ 6.91% |
$1.92M - $2.13M
|
411K
$35.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
25.2K+ 141.4% |
$1.82M - $2.02M
|
43K
$3.69M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
24.6KNew |
$1.77M - $1.97M
|
24.6K
$2.11M
|
|
|
Jul 17, 2023
Q2 2023
|
Simpli Fi, Inc.
|
BUY
|
- |
24.4KNew |
$1.76M - $1.95M
|
24.4K
$2.09M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
24K+ 54.15% |
$1.74M - $1.93M
|
68.4K
$5.88M
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
22.5KNew |
$1.62M - $1.8M
|
22.5K
$1.93M
|
|
|
Nov 14, 2024
Q2 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
22.2K+ 53.92% |
$1.6M - $1.78M
|
63.4K
$5.44M
|
|
|
Jul 17, 2023
Q2 2023
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
21.9KNew |
$1.58M - $1.75M
|
21.9K
$1.88M
|
|
|
Jun 20, 2024
Q2 2023
|
Abrdn PLC
|
BUY
|
- |
21.1K+ 25.33% |
$1.52M - $1.69M
|
104K
$8.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
BUY
|
- |
21K+ 4.71% |
$1.52M - $1.69M
|
468K
$40.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
21KNew |
$1.52M - $1.69M
|
21K
$1.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
20.8KNew |
$1.5M - $1.66M
|
20.8K
$1.78M
|