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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
20.7K+ 16.97% |
$1.5M - $1.66M
|
143K
$12.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
20.3K+ 10.7% |
$1.46M - $1.63M
|
210K
$18M
|
|
|
Aug 04, 2023
Q2 2023
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
20.2K+ 6.63% |
$1.46M - $1.62M
|
325K
$27.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
19K+ 53.0% |
$1.37M - $1.52M
|
54.8K
$4.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
18.8K+ 212.27% |
$1.36M - $1.51M
|
27.7K
$2.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18.3KNew |
$1.32M - $1.46M
|
18.3K
$1.57M
|
|
|
Aug 11, 2023
Q2 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
17.8KNew |
$1.28M - $1.43M
|
17.8K
$1.53M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
17.7K+ 165.45% |
$1.28M - $1.42M
|
28.5K
$2.44M
|
|
|
Jul 10, 2023
Q2 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
17.4K+ 13.93% |
$1.26M - $1.39M
|
142K
$12.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
17.4K+ 4.75% |
$1.25M - $1.39M
|
383K
$32.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
16.8K+ 585.99% |
$1.21M - $1.35M
|
19.7K
$1.69M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
15.6K+ 461.8% |
$1.13M - $1.25M
|
19K
$1.63M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
15.3K+ 1712.01% |
$1.1M - $1.22M
|
16.1K
$1.39M
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
15.2KNew |
$1.1M - $1.22M
|
15.2K
$1.31M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
14.3KNew |
$1.03M - $1.14M
|
14.3K
$1.22M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.1K+ 25.21% |
$1.02M - $1.13M
|
70.2K
$6.03M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.9K+ 49.25% |
$1.01M - $1.12M
|
42.2K
$3.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
BUY
|
- |
13.3K+ 2.35% |
$963K - $1.07M
|
581K
$49.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
13.2K+ 2.5% |
$953K - $1.06M
|
540K
$46.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
13.1K+ 4.09% |
$946K - $1.05M
|
334K
$28.6M
|
|
|
Jul 27, 2023
Q2 2023
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
12.9K+ 26.36% |
$933K - $1.04M
|
61.9K
$5.32M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
12.9K+ 17.68% |
$929K - $1.03M
|
85.6K
$7.35M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
12.8K+ 11.67% |
$921K - $1.02M
|
122K
$10.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
12.1K+ 13.54% |
$875K - $972K
|
102K
$8.73M
|
|
|
Aug 10, 2023
Q2 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
11.9K+ 22.32% |
$860K - $956K
|
65.3K
$5.61M
|
|
|
Aug 07, 2023
Q2 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
11.5K+ 4.21% |
$833K - $926K
|
286K
$24.5M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
11.5KNew |
$833K - $925K
|
11.5K
$991K
|
|
|
Aug 10, 2023
Q2 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
11.1K+ 2.81% |
$803K - $892K
|
408K
$35M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.8K+ 197.47% |
$779K - $865K
|
16.3K
$1.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
10.7KNew |
$769K - $854K
|
10.7K
$914K
|
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
10.4KNew |
$750K - $833K
|
10.4K
$892K
|
|
|
Aug 08, 2023
Q2 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
10.2K+ 1.39% |
$733K - $815K
|
741K
$63.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
9.45KNew |
$682K - $758K
|
9.45K
$811K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
9.15K+ 78.35% |
$660K - $734K
|
20.8K
$1.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.99K+ 17.31% |
$649K - $721K
|
60.9K
$5.23M
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
8.88K+ 17.28% |
$641K - $712K
|
60.3K
$5.17M
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
8.85K+ 115.03% |
$639K - $709K
|
16.5K
$1.42M
|
|
|
Jul 20, 2023
Q2 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
8.81K+ 9.38% |
$636K - $706K
|
103K
$8.81M
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
8.76KNew |
$632K - $702K
|
8.76K
$752K
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
8.7KNew |
$628K - $698K
|
8.7K
$747K
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.59KNew |
$620K - $689K
|
8.59K
$738K
|
|
|
Jul 26, 2023
Q2 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
8.22KNew |
$593K - $659K
|
8.22K
$705K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
8.12K+ 65.15% |
$586K - $651K
|
20.6K
$1.77M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7.97K+ 25.48% |
$575K - $639K
|
39.3K
$3.37M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.66K+ 36.8% |
$553K - $614K
|
28.5K
$2.44M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.54K+ 500.8% |
$544K - $604K
|
9.04K
$776K
|
|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
7.21K+ 23.23% |
$521K - $578K
|
38.3K
$3.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.17K+ 91.12% |
$517K - $574K
|
15K
$1.29M
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
7.07K+ 90.47% |
$510K - $566K
|
14.9K
$1.28M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
6.92K+ 7.54% |
$499K - $554K
|
98.6K
$8.46M
|