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 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.95KNew |
$213K - $237K
|
2.95K
$253K
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.95K+ 23.8% |
$213K - $236K
|
15.3K
$1.32M
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
BUY
|
- |
2.93KNew |
$211K - $235K
|
2.93K
$251K
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.86KNew |
$206K - $229K
|
2.86K
$245K
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.81K+ 70.2% |
$203K - $225K
|
6.82K
$585K
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.7KNew |
$195K - $217K
|
2.7K
$232K
|
|
Jul 26, 2023
Q2 2023
|
Tealwood Asset Management Inc
|
BUY
|
- |
2.68KNew |
$194K - $215K
|
2.68K
$230K
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.65KNew |
$191K - $212K
|
2.65K
$227K
|
|
Jul 18, 2023
Q2 2023
|
Burt Wealth Advisors
|
BUY
|
- |
2.64KNew |
$191K - $212K
|
2.64K
$227K
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
2.6K+ 1.54% |
$187K - $208K
|
171K
$14.7M
|
|
Jun 25, 2024
Q2 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
2.59KNew |
$187K - $208K
|
2.59K
$222K
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
2.55KNew |
$184K - $204K
|
2.55K
$219K
|
|
Aug 08, 2023
Q2 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
2.52K+ 1.88% |
$182K - $202K
|
136K
$11.7M
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.51KNew |
$181K - $202K
|
2.51K
$216K
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.51K+ 19.0% |
$181K - $201K
|
15.7K
$1.35M
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
2.47K+ 10.78% |
$178K - $198K
|
25.4K
$2.18M
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.4K+ 4.72% |
$173K - $192K
|
53.2K
$4.57M
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
2.39KNew |
$172K - $191K
|
2.39K
$205K
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.38K+ 46.94% |
$172K - $191K
|
7.46K
$640K
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.07K+ 172.75% |
$150K - $166K
|
3.27K
$281K
|
|
Aug 01, 2023
Q2 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
2.04K+ 56.8% |
$147K - $163K
|
5.63K
$483K
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2KNew |
$145K - $161K
|
2K
$172K
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.89K+ 4.47% |
$136K - $152K
|
44.2K
$3.79M
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.89K+ 6.5% |
$136K - $152K
|
31K
$2.66M
|
|
Jul 06, 2023
Q2 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1.88K+ 474.68% |
$135K - $150K
|
2.27K
$195K
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.85K+ 6.53% |
$133K - $148K
|
30.1K
$2.59M
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.85K+ 11.2% |
$133K - $148K
|
18.3K
$1.57M
|
|
Jul 27, 2023
Q2 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.84K+ 54.92% |
$133K - $148K
|
5.2K
$446K
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.84K+ 2.95% |
$133K - $147K
|
64.2K
$5.51M
|
|
Aug 14, 2023
Q2 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
1.82K+ 7.95% |
$132K - $146K
|
24.8K
$2.13M
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.67K+ 4.56% |
$121K - $134K
|
38.4K
$3.29M
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.59K+ 6.45% |
$115K - $127K
|
26.2K
$2.25M
|
|
Jul 19, 2023
Q2 2023
|
Darrow Company, Inc.
|
BUY
|
- |
1.59K+ 0.96% |
$114K - $127K
|
167K
$14.4M
|
|
Jul 21, 2023
Q2 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1.58K+ 34.44% |
$114K - $127K
|
6.17K
$530K
|
|
Aug 04, 2023
Q2 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.49K+ 17.88% |
$107K - $119K
|
9.81K
$842K
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.47K+ 126.16% |
$106K - $118K
|
2.64K
$226K
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.45KNew |
$105K - $116K
|
1.45K
$125K
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.44K+ 7.08% |
$104K - $116K
|
21.8K
$1.87M
|
|
Jul 19, 2023
Q2 2023
|
Bcs Wealth Management
|
BUY
|
- |
1.43K+ 6.12% |
$103K - $114K
|
24.7K
$2.12M
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.4K+ 1.32% |
$101K - $112K
|
107K
$9.2M
|
|
Aug 07, 2023
Q2 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.32K+ 0.48% |
$95.3K - $106K
|
275K
$23.6M
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.32K+ 42.28% |
$95.3K - $106K
|
4.44K
$381K
|
|
Jan 16, 2024
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
1.26K+ 3.41% |
$91.1K - $101K
|
38.3K
$3.29M
|
|
Oct 19, 2023
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
1.26K+ 3.41% |
$91.1K - $101K
|
38.3K
$3.29M
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.25KNew |
$90.4K - $100K
|
1.25K
$108K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.24K+ 5.15% |
$89.7K - $99.6K
|
25.4K
$2.18M
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
1.23K+ 36.52% |
$89K - $98.8K
|
4.61K
$396K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.2KNew |
$86.8K - $96.4K
|
1.2K
$103K
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.17K+ 1.97% |
$84.2K - $93.5K
|
60.3K
$5.18M
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.07K+ 1.78% |
$77.2K - $85.8K
|
61.3K
$5.26M
|