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 03, 2023
Q2 2023
|
Triumph Capital Management
|
SELL
|
- |
-478- 6.61% |
$34.5K - $38.3K
|
6.76K
$580K
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-522- 4.89% |
$37.7K - $41.8K
|
10.2K
$872K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-562- 57.11% |
$40.6K - $45K
|
422
$36.2K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-621- 40.69% |
$44.8K - $49.8K
|
905
$77.7K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-648- 3.41% |
$46.8K - $51.9K
|
18.3K
$1.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-657- 12.25% |
$47.4K - $52.7K
|
4.71K
$404K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-738- 7.38% |
$53.3K - $59.2K
|
9.26K
$795K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-738- 7.38% |
$53.3K - $59.2K
|
9.26K
$795K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-746- 55.92% |
$53.8K - $59.8K
|
588
$50.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-774- 20.62% |
$55.9K - $62K
|
2.98K
$256K
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-799- 6.12% |
$57.7K - $64K
|
12.3K
$1.05M
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-915- 5.98% |
$66K - $73.3K
|
14.4K
$1.24M
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-947- 1.22% |
$68.3K - $75.9K
|
76.7K
$6.58M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-975- 1.54% |
$70.4K - $78.2K
|
62.3K
$5.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-988- 10.86% |
$71.3K - $79.2K
|
8.11K
$696K
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.02K- 5.84% |
$73.9K - $82.1K
|
16.5K
$1.42M
|
|
|
Aug 01, 2023
Q2 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-1.1K- 2.79% |
$79.3K - $88.1K
|
38.3K
$3.29M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-1.19K- 19.93% |
$86.2K - $95.7K
|
4.8K
$412K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.5K- 8.48% |
$108K - $120K
|
16.2K
$1.39M
|
|
|
Aug 08, 2023
Q2 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-1.56K- 3.0% |
$112K - $125K
|
50.3K
$4.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.78K- 3.66% |
$128K - $143K
|
46.8K
$4.02M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.93K- 2.12% |
$140K - $155K
|
89.1K
$7.64M
|
|
|
Jul 31, 2023
Q2 2023
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-2.04K- 2.46% |
$147K - $164K
|
80.9K
$6.94M
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.08K- 13.51% |
$150K - $167K
|
13.3K
$1.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.14K- 99.95% |
$154K - $171K
|
1
$85.8
|
|
|
Aug 01, 2023
Q2 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-2.19K- 7.65% |
$158K - $176K
|
26.5K
$2.27M
|
|
|
Aug 10, 2023
Q2 2023
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-2.27K- 6.7% |
$164K - $182K
|
31.6K
$2.71M
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
SELL
|
- |
-2.43K- 4.83% |
$175K - $195K
|
47.8K
$4.11M
|
|
|
Jul 13, 2023
Q2 2023
|
Verde Capital Management
|
SELL
|
- |
-2.46K- 0.41% |
$178K - $197K
|
600K
$51.5M
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-2.61K- 0.74% |
$188K - $209K
|
352K
$30.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Ferguson Shapiro LLC
|
SELL
|
- |
-2.92K- 3.36% |
$211K - $234K
|
83.9K
$7.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-2.96K- 5.05% |
$213K - $237K
|
55.6K
$4.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.14K- 9.29% |
$226K - $251K
|
30.6K
$2.63M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-3.16K- 44.84% |
$228K - $253K
|
3.88K
$333K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.16K- 16.14% |
$228K - $253K
|
16.4K
$1.41M
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-3.35K- 51.3% |
$242K - $269K
|
3.18K
$273K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-4.05K- 30.07% |
$292K - $325K
|
9.42K
$809K
|
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-4.08K- 1.1% |
$295K - $327K
|
367K
$31.5M
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-4.4K- 1.85% |
$318K - $353K
|
233K
$20M
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-5.06K- 20.04% |
$365K - $406K
|
20.2K
$1.73M
|
|
|
Aug 02, 2023
Q2 2023
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-5.37K- 57.37% |
$387K - $430K
|
3.99K
$342K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.75K- 3.82% |
$415K - $461K
|
145K
$12.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-6.05K- 18.04% |
$437K - $485K
|
27.5K
$2.36M
|
|
|
Aug 02, 2023
Q2 2023
|
Anson Capital, Inc.
|
SELL
|
- |
-6.84K- 15.76% |
$494K - $548K
|
36.5K
$3.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-7.16K- 3.03% |
$517K - $574K
|
229K
$19.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-7.36K- 5.24% |
$531K - $590K
|
133K
$11.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-8.34K- 21.02% |
$602K - $668K
|
31.3K
$2.69M
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-8.66K- 67.56% |
$625K - $694K
|
4.16K
$357K
|
|
|
Jul 31, 2023
Q2 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-8.84K- 4.46% |
$638K - $708K
|
189K
$16.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-9.69K- 6.23% |
$699K - $776K
|
146K
$12.5M
|