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 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.07K+ 1.78% |
$77.2K - $85.8K
|
61.3K
$5.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
999+ 21.11% |
$72.1K - $80.1K
|
5.73K
$492K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
990+ 10.03% |
$71.4K - $79.4K
|
10.9K
$933K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
978+ 8.62% |
$70.6K - $78.4K
|
12.3K
$1.06M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
957+ 3.32% |
$69.1K - $76.7K
|
29.8K
$2.56M
|
|
|
Jul 28, 2023
Q2 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
937+ 6.7% |
$67.6K - $75.1K
|
14.9K
$1.28M
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
BUY
|
- |
925+ 4.32% |
$66.8K - $74.1K
|
22.4K
$1.92M
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
905New |
$65.3K - $72.5K
|
905
$77.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
810+ 53.18% |
$58.5K - $64.9K
|
2.33K
$200K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
707+ 0.44% |
$51K - $56.7K
|
163K
$14M
|
|
|
Aug 02, 2023
Q2 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
695+ 7.78% |
$50.2K - $55.7K
|
9.63K
$827K
|
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
693New |
$50K - $55.6K
|
693
$59.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
677New |
$48.9K - $54.3K
|
677
$58.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
BUY
|
- |
676+ 4.8% |
$48.8K - $54.2K
|
14.8K
$1.27M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
668New |
$48.2K - $53.5K
|
668
$57.3K
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
BUY
|
- |
660+ 21.63% |
$47.6K - $52.9K
|
3.71K
$319K
|
|
|
Jul 12, 2023
Q2 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
631+ 2.37% |
$45.5K - $50.6K
|
27.3K
$2.34M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
626+ 19.9% |
$45.2K - $50.2K
|
3.77K
$324K
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
606New |
$43.7K - $48.6K
|
606
$52K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
595+ 38.12% |
$42.9K - $47.7K
|
2.16K
$185K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
581+ 14.48% |
$41.9K - $46.6K
|
4.59K
$394K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
574New |
$41.4K - $46K
|
574
$49.3K
|
|
|
Jul 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
564+ 0.62% |
$40.7K - $45.2K
|
92.3K
$7.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
543+ 10.74% |
$39.2K - $43.5K
|
5.6K
$481K
|
|
|
Aug 01, 2023
Q2 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
526+ 2.17% |
$38K - $42.2K
|
24.8K
$2.13M
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
500+ 146.2% |
$36.1K - $40.1K
|
842
$72.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
491+ 14.13% |
$35.4K - $39.4K
|
3.97K
$340K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
480+ 1.45% |
$34.6K - $38.5K
|
33.5K
$2.88M
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
467+ 2.09% |
$33.7K - $37.4K
|
22.8K
$1.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
410+ 1.18% |
$29.6K - $32.9K
|
35.2K
$3.02M
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Omega Group, Inc.
|
BUY
|
- |
362+ 0.29% |
$26.1K - $29K
|
127K
$10.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
360+ 0.57% |
$26K - $28.9K
|
64K
$5.49M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
334New |
$24.1K - $26.8K
|
334
$28.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
322New |
$23.2K - $25.8K
|
322
$27.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
300New |
$21.7K - $24K
|
300
$25.8K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
296New |
$21.4K - $23.7K
|
296
$25.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
278+ 1.28% |
$20.1K - $22.3K
|
22.1K
$1.89M
|
|
|
Aug 08, 2023
Q2 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
275+ 8.44% |
$19.8K - $22K
|
3.54K
$303K
|
|
|
Aug 14, 2023
Q2 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
270New |
$19.5K - $21.6K
|
270
$23.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
223+ 1.01% |
$16.1K - $17.9K
|
22.4K
$1.92M
|
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
220+ 5.04% |
$15.9K - $17.6K
|
4.59K
$394K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
205+ 37.75% |
$14.8K - $16.4K
|
748
$64.2K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
205+ 37.75% |
$14.8K - $16.4K
|
748
$64.2K
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
202+ 1.11% |
$14.6K - $16.2K
|
18.5K
$1.59M
|
|
|
Aug 10, 2023
Q2 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
181+ 0.45% |
$13.1K - $14.5K
|
40K
$3.44M
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
171+ 2.26% |
$12.3K - $13.7K
|
7.74K
$665K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
165+ 5.25% |
$11.9K - $13.2K
|
3.31K
$284K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
160+ 1.93% |
$11.5K - $12.8K
|
8.47K
$727K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
128+ 6.09% |
$9.24K - $10.3K
|
2.23K
$191K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
105+ 40.54% |
$7.58K - $8.42K
|
364
$31.2K
|