Purchases and Sales Made in Q4 2023 in Vaneck Morningstar Wide Moat E (MOAT)
This table provides information about the institutional ownership of Vaneck Morningstar Wide Moat E (MOAT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-4.64K- 39.33% |
$328K - $396K
|
7.15K
$614K
|
|
|
Feb 01, 2024
Q4 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-5.1K- 1.83% |
$360K - $435K
|
273K
$23.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-5.34K- 47.27% |
$377K - $455K
|
5.95K
$511K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.71K- 1.34% |
$404K - $487K
|
420K
$36.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-5.82K- 35.8% |
$412K - $497K
|
10.4K
$896K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-6.44K- 2.31% |
$455K - $549K
|
272K
$23.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
SELL
|
- |
-6.58K- 25.2% |
$465K - $561K
|
19.5K
$1.68M
|
|
|
Jan 12, 2024
Q4 2023
|
Ferguson Shapiro LLC
|
SELL
|
- |
-6.94K- 8.6% |
$491K - $592K
|
73.7K
$6.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.06K- 5.05% |
$499K - $602K
|
133K
$11.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-7.71K- 54.69% |
$545K - $658K
|
6.39K
$549K
|
|
|
May 21, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-8.19K- 1.38% |
$579K - $699K
|
587K
$50.4M
|
|
|
Jan 29, 2024
Q4 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-8.57K- 2.53% |
$606K - $731K
|
330K
$28.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.77K- 5.68% |
$620K - $748K
|
146K
$12.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-9.3K- 47.63% |
$658K - $794K
|
10.2K
$878K
|
|
|
Feb 06, 2024
Q4 2023
|
Smart Money Group LLC
|
SELL
|
- |
-10.8K- 3.05% |
$766K - $924K
|
345K
$29.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-12.2K- 8.81% |
$866K - $1.04M
|
127K
$10.9M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-13.2K- 27.02% |
$930K - $1.12M
|
35.5K
$3.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-13.6K- 40.33% |
$961K - $1.16M
|
20.1K
$1.73M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-13.6K- 64.41% |
$961K - $1.16M
|
7.51K
$644K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-14.3K- 27.59% |
$1.01M - $1.22M
|
37.6K
$3.23M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-14.4K- 65.58% |
$1.02M - $1.23M
|
7.55K
$648K
|
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-15.5K- 32.98% |
$1.09M - $1.32M
|
31.5K
$2.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-16.1K- 83.79% |
$1.14M - $1.37M
|
3.11K
$267K
|
|
|
Jan 30, 2024
Q4 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-16.2K- 20.64% |
$1.15M - $1.38M
|
62.4K
$5.36M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-16.7K- 98.91% |
$1.18M - $1.43M
|
184
$15.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-16.8K- 22.18% |
$1.19M - $1.43M
|
58.8K
$5.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-16.8K- 2.14% |
$1.19M - $1.43M
|
767K
$65.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-19.6K- 59.29% |
$1.39M - $1.68M
|
13.5K
$1.16M
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-20.1K- 8.96% |
$1.42M - $1.71M
|
204K
$17.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-20.1K- 42.6% |
$1.42M - $1.72M
|
27.1K
$2.33M
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-21.4K- 99.84% |
$1.52M - $1.83M
|
34
$2.92K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-21.5K- 13.71% |
$1.52M - $1.84M
|
136K
$11.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-24.5K- 7.29% |
$1.73M - $2.09M
|
312K
$26.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-27.4K- 36.5% |
$1.94M - $2.34M
|
47.8K
$4.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-28.3K- 67.25% |
$2M - $2.42M
|
13.8K
$1.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-32.7K- 5.47% |
$2.31M - $2.79M
|
566K
$48.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-34.9K- 87.4% |
$2.47M - $2.98M
|
5.04K
$432K
|
|
|
Feb 05, 2024
Q4 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-39.3K- 93.15% |
$2.78M - $3.36M
|
2.89K
$248K
|
|
|
Jan 26, 2024
Q4 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-41.1K- 37.23% |
$2.91M - $3.51M
|
69.3K
$5.95M
|
|
|
Jan 12, 2024
Q4 2023
|
Verde Capital Management
|
SELL
|
- |
-46.5K- 7.54% |
$3.29M - $3.96M
|
570K
$48.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-56.1K- 62.09% |
$3.96M - $4.78M
|
34.2K
$2.94M
|
|
|
Feb 02, 2024
Q4 2023
|
Parametrica Management LTD
|
SELL
|
- |
-58.8K- 67.96% |
$4.16M - $5.02M
|
27.7K
$2.38M
|
|
|
Jan 31, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-68.7K- 10.47% |
$4.86M - $5.86M
|
587K
$50.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-97.2K- 77.52% |
$6.87M - $8.29M
|
28.2K
$2.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-105K- 10.86% |
$7.43M - $8.96M
|
862K
$74M
|
|
|
Jan 12, 2024
Q4 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-106K- 82.34% |
$7.47M - $9.02M
|
22.7K
$1.95M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-118K- 49.02% |
$8.33M - $10.1M
|
123K
$10.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-202K- 11.57% |
$14.3M - $17.2M
|
1.54M
$132M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-204K- 10.56% |
$14.4M - $17.4M
|
1.73M
$148M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-304K- 96.57% |
$21.5M - $26M
|
10.8K
$930K
|