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 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.9K+ 20.18% |
$498K - $553K
|
41.1K
$3.53M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.82K+ 2.15% |
$492K - $546K
|
324K
$27.8M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.68K+ 57.64% |
$482K - $535K
|
18.3K
$1.57M
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
6.67KNew |
$481K - $534K
|
6.67K
$572K
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
6.39KNew |
$461K - $512K
|
6.39K
$549K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
6.29K+ 102.49% |
$454K - $504K
|
12.4K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
6.29KNew |
$454K - $504K
|
6.29K
$540K
|
|
|
Jul 27, 2023
Q2 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
6.09K+ 8.96% |
$440K - $488K
|
74.1K
$6.36M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
6.08K+ 12.69% |
$438K - $487K
|
53.9K
$4.63M
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
5.82KNew |
$420K - $466K
|
5.82K
$500K
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
5.76KNew |
$416K - $462K
|
5.76K
$494K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
5.52K+ 9.44% |
$398K - $442K
|
64K
$5.49M
|
|
|
Jul 19, 2023
Q2 2023
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
5.45K+ 6.58% |
$393K - $437K
|
88.3K
$7.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.36KNew |
$387K - $430K
|
5.36K
$460K
|
|
|
Jul 31, 2023
Q2 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
5.27K+ 1.59% |
$380K - $422K
|
338K
$29M
|
|
|
Jul 11, 2023
Q2 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
5.21K+ 1.82% |
$376K - $418K
|
292K
$25M
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
5.1KNew |
$368K - $409K
|
5.1K
$438K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4.87K+ 29.09% |
$351K - $390K
|
21.6K
$1.86M
|
|
|
Aug 10, 2023
Q2 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
4.79K+ 7.8% |
$346K - $384K
|
66.2K
$5.68M
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
BUY
|
- |
4.76KNew |
$343K - $381K
|
4.76K
$408K
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
4.75KNew |
$343K - $381K
|
4.75K
$408K
|
|
|
Aug 14, 2023
Q2 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
4.68K+ 17.26% |
$337K - $375K
|
31.8K
$2.73M
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
4.67KNew |
$337K - $375K
|
4.67K
$401K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.66K+ 2.94% |
$336K - $373K
|
163K
$14M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.56K+ 4.95% |
$329K - $366K
|
96.9K
$8.31M
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
4.49KNew |
$324K - $360K
|
4.49K
$385K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
4.45K+ 2.87% |
$321K - $357K
|
159K
$13.7M
|
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
4.39K+ 27.92% |
$317K - $352K
|
20.1K
$1.73M
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
4.31KNew |
$311K - $345K
|
4.31K
$370K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.24K+ 15.51% |
$306K - $340K
|
31.6K
$2.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.23K+ 1.34% |
$305K - $339K
|
319K
$27.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.15KNew |
$299K - $333K
|
4.15K
$356K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.93K+ 3.06% |
$284K - $315K
|
132K
$11.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
BUY
|
- |
3.82K+ 10.39% |
$275K - $306K
|
40.6K
$3.48M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
3.79K+ 47.05% |
$274K - $304K
|
11.8K
$1.02M
|
|
|
Aug 03, 2023
Q2 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
3.67K+ 110.06% |
$265K - $294K
|
7K
$600K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.66K+ 11.88% |
$264K - $293K
|
34.4K
$2.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.54K+ 74.09% |
$255K - $283K
|
8.31K
$713K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
3.52K+ 36.64% |
$254K - $282K
|
13.1K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.3KNew |
$238K - $265K
|
3.3K
$284K
|
|
|
Jul 24, 2023
Q2 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
3.28KNew |
$237K - $263K
|
3.28K
$282K
|
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3.24KNew |
$234K - $260K
|
3.24K
$278K
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.24KNew |
$234K - $260K
|
3.24K
$278K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.15KNew |
$227K - $252K
|
3.15K
$270K
|
|
|
Jul 18, 2023
Q2 2023
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
3.14K+ 2.34% |
$227K - $252K
|
137K
$11.8M
|
|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
3.06KNew |
$221K - $245K
|
3.06K
$263K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.06KNew |
$221K - $245K
|
3.06K
$263K
|
|
|
Aug 08, 2023
Q2 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
3K+ 55.55% |
$217K - $240K
|
8.4K
$721K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3K+ 9.22% |
$216K - $240K
|
35.5K
$3.04M
|
|
|
Aug 01, 2023
Q2 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
2.96K+ 4.52% |
$214K - $237K
|
68.5K
$5.88M
|