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
|
Advisor Net Financial, Inc
|
BUY
|
- |
90New |
$6.5K - $7.21K
|
90
$7.73K
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
87+ 19.33% |
$6.28K - $6.97K
|
537
$46.1K
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
79+ 0.07% |
$5.7K - $6.33K
|
112K
$9.65M
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
51New |
$3.68K - $4.09K
|
51
$4.38K
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
40+ 36.36% |
$2.89K - $3.21K
|
150
$12.9K
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
22+ 9.95% |
$1.59K - $1.76K
|
243
$20.9K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
16New |
$1.15K - $1.28K
|
16
$1.37K
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
15New |
$1.08K - $1.2K
|
15
$1.29K
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
9New |
$650 - $721
|
9
$773
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
7New |
$505 - $561
|
7
$601
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2New |
$144 - $160
|
2
$172
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
1New |
$72.2 - $80.2
|
1
$85.8
|
|
Jul 10, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 17, 2023
Q2 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-6- 0.07% |
$433 - $481
|
8.02K
$689K
|
|
Aug 11, 2023
Q2 2023
|
Cutler Capital Management, LLC
Worcester, MA |
SELL
|
- |
-8- 0.08% |
$577 - $641
|
10.3K
$887K
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-9- 0.09% |
$650 - $721
|
10.3K
$884K
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-12- 0.28% |
$866 - $962
|
4.25K
$364K
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-15- 18.75% |
$1.08K - $1.2K
|
65
$5.58K
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-18- 0.12% |
$1.3K - $1.44K
|
15.2K
$1.31M
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-25- 1.13% |
$1.8K - $2K
|
2.18K
$187K
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-34- 0.14% |
$2.45K - $2.73K
|
23.5K
$2.02M
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-43- 0.59% |
$3.1K - $3.45K
|
7.23K
$621K
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-58- 1.26% |
$4.19K - $4.65K
|
4.53K
$389K
|
|
Aug 07, 2023
Q2 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-82- 2.1% |
$5.92K - $6.57K
|
3.82K
$328K
|
|
Aug 25, 2023
Q2 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-90- 0.12% |
$6.5K - $7.21K
|
74.6K
$6.4M
|
|
Aug 14, 2023
Q2 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-103- 0.83% |
$7.43K - $8.26K
|
12.4K
$1.06M
|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-107- 0.21% |
$7.72K - $8.58K
|
51.7K
$4.43M
|
|
Aug 02, 2023
Q2 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-112- 0.22% |
$8.08K - $8.98K
|
50.4K
$4.33M
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-114- 0.6% |
$8.23K - $9.14K
|
18.9K
$1.62M
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-117- 2.04% |
$8.44K - $9.38K
|
5.61K
$482K
|
|
Aug 11, 2023
Q2 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-162- 2.79% |
$11.7K - $13K
|
5.64K
$484K
|
|
Aug 11, 2023
Q2 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-168- 0.52% |
$12.1K - $13.5K
|
32K
$2.75M
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-169- 0.32% |
$12.2K - $13.5K
|
52.7K
$4.52M
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
SELL
|
- |
-172- 3.04% |
$12.4K - $13.8K
|
5.49K
$472K
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-184- 3.82% |
$13.3K - $14.7K
|
4.63K
$398K
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-184- 3.82% |
$13.3K - $14.7K
|
4.63K
$398K
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-194- 0.28% |
$14K - $15.6K
|
68K
$5.84M
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-200- 2.6% |
$14.4K - $16K
|
7.5K
$644K
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-253- 1.16% |
$18.3K - $20.3K
|
21.6K
$1.85M
|
|
Jul 19, 2023
Q2 2023
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-267- 0.55% |
$19.3K - $21.4K
|
48K
$4.12M
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-275- 1.39% |
$19.8K - $22K
|
19.6K
$1.68M
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-281- 2.33% |
$20.3K - $22.5K
|
11.8K
$1.01M
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-282- 2.16% |
$20.4K - $22.6K
|
12.8K
$1.1M
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-320- 3.18% |
$23.1K - $25.7K
|
9.73K
$835K
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-329- 16.43% |
$23.7K - $26.4K
|
1.67K
$144K
|
|
Jul 07, 2023
Q2 2023
|
First Community Trust Na
|
SELL
|
- |
-330- 2.92% |
$23.8K - $26.5K
|
11K
$941K
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-373- 57.47% |
$26.9K - $29.9K
|
276
$23.7K
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-390- 3.48% |
$28.1K - $31.3K
|
10.8K
$929K
|
|
Jul 13, 2023
Q2 2023
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-454- 6.97% |
$32.8K - $36.4K
|
6.06K
$520K
|
|
Jul 24, 2023
Q2 2023
|
Iron Financial, LLC
|
SELL
|
- |
-471- 0.99% |
$34K - $37.8K
|
47.3K
$4.06M
|