Purchases and Sales Made in Q3 2024 in Vaneck Morningstar Wide Moat E (MOAT)
This table provides information about the institutional ownership of Vaneck Morningstar Wide Moat E (MOAT) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
8.35KNew |
$716K - $716K
|
8.35K
$716K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
8.3K+ 3.76% |
$712K - $712K
|
229K
$19.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.19K+ 13.16% |
$703K - $703K
|
70.5K
$6.05M
|
|
|
Nov 07, 2024
Q3 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
8.19K+ 17.5% |
$703K - $703K
|
55K
$4.72M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.91K+ 0.33% |
$679K - $679K
|
2.39M
$205M
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
7.73K+ 30.45% |
$663K - $663K
|
33.1K
$2.84M
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
7.67KNew |
$658K - $658K
|
7.67K
$658K
|
|
|
Nov 14, 2024
Q3 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
7.66KNew |
$658K - $658K
|
7.66K
$658K
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
BUY
|
- |
7.37K+ 2.04% |
$633K - $633K
|
368K
$31.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
7.37K+ 22.96% |
$632K - $632K
|
39.5K
$3.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
7.25K+ 1.65% |
$622K - $622K
|
447K
$38.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.08K+ 3.8% |
$608K - $608K
|
193K
$16.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
7.03KNew |
$603K - $603K
|
7.03K
$603K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
6.9KNew |
$592K - $592K
|
6.9K
$592K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
6.8K+ 28.68% |
$584K - $584K
|
30.5K
$2.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
6.69K+ 166.48% |
$574K - $574K
|
10.7K
$919K
|
|
|
Nov 08, 2024
Q3 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
6.58K+ 1.22% |
$565K - $565K
|
548K
$47M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.5K+ 3.97% |
$558K - $558K
|
170K
$14.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
6.11K+ 18.92% |
$524K - $524K
|
38.4K
$3.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
6.08K+ 4.58% |
$522K - $522K
|
139K
$11.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
5.92K+ 220.36% |
$508K - $508K
|
8.61K
$739K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.87K+ 31.36% |
$504K - $504K
|
24.6K
$2.11M
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
5.73K+ 0.99% |
$492K - $492K
|
584K
$50.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
5.72KNew |
$491K - $491K
|
5.72K
$491K
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
5.51KNew |
$473K - $473K
|
5.51K
$473K
|
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
5.43KNew |
$466K - $466K
|
5.43K
$466K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.41KNew |
$465K - $465K
|
5.41K
$465K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5.37K+ 29.23% |
$461K - $461K
|
23.8K
$2.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.33K+ 6.17% |
$458K - $458K
|
91.7K
$7.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
5.3K+ 13.01% |
$455K - $455K
|
46K
$3.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
5.23K+ 7.29% |
$449K - $449K
|
77K
$6.61M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
5.06K+ 59.88% |
$435K - $435K
|
13.5K
$1.16M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
5.04K+ 80.35% |
$432K - $432K
|
11.3K
$970K
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
5.02K+ 67.88% |
$430K - $430K
|
12.4K
$1.06M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
4.87K+ 9.14% |
$418K - $418K
|
58.2K
$4.99M
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
4.75K+ 2.04% |
$408K - $408K
|
237K
$20.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.6K+ 24.13% |
$395K - $395K
|
23.7K
$2.03M
|
|
|
Oct 08, 2024
Q3 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
4.49K+ 3.43% |
$385K - $385K
|
135K
$11.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
4.43K+ 22.63% |
$380K - $380K
|
24K
$2.06M
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
4.29K+ 63.98% |
$368K - $368K
|
11K
$944K
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
4.11KNew |
$353K - $353K
|
4.11K
$353K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
3.86K+ 13.81% |
$331K - $331K
|
31.8K
$2.73M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
3.78K+ 10.37% |
$325K - $325K
|
40.3K
$3.46M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.71K+ 7.15% |
$318K - $318K
|
55.6K
$4.77M
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3.61K+ 2.78% |
$309K - $309K
|
133K
$11.4M
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3.59KNew |
$308K - $308K
|
3.59K
$308K
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
3.47KNew |
$298K - $298K
|
3.47K
$298K
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
3.42KNew |
$294K - $294K
|
3.42K
$294K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
3.4K+ 3.93% |
$292K - $292K
|
89.9K
$7.71M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.4K+ 23.34% |
$291K - $291K
|
17.9K
$1.54M
|