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 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
23K+ 59.24% |
$1.63M - $1.96M
|
61.8K
$5.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
21.8K+ 50.69% |
$1.54M - $1.86M
|
64.9K
$5.57M
|
|
|
Feb 07, 2024
Q4 2023
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
21.7K+ 6.18% |
$1.53M - $1.85M
|
372K
$31.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
BUY
|
- |
21K+ 4.93% |
$1.49M - $1.79M
|
447K
$38.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
20.4K+ 52.88% |
$1.45M - $1.74M
|
59.1K
$5.07M
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
19.5K+ 8.7% |
$1.38M - $1.67M
|
244K
$20.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
18.8K+ 10.79% |
$1.33M - $1.6M
|
193K
$16.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
18K+ 4.38% |
$1.27M - $1.53M
|
428K
$36.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
17.1K+ 24.87% |
$1.21M - $1.46M
|
85.9K
$7.37M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
17.1KNew |
$1.21M - $1.46M
|
17.1K
$1.47M
|
|
|
Jan 31, 2024
Q4 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
16.9K+ 4.48% |
$1.2M - $1.44M
|
394K
$33.9M
|
|
|
Jan 15, 2025
Q4 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
16.9K+ 23.51% |
$1.19M - $1.44M
|
88.7K
$7.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
16.5K+ 17.97% |
$1.17M - $1.41M
|
109K
$9.32M
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
16.4K+ 2.45% |
$1.16M - $1.4M
|
685K
$58.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
16.3KNew |
$1.15M - $1.39M
|
16.3K
$1.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
16.2K+ 56.1% |
$1.15M - $1.39M
|
45.2K
$3.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
15.8K+ 15.46% |
$1.11M - $1.34M
|
118K
$10.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
15.5K+ 30.04% |
$1.1M - $1.32M
|
67.1K
$5.76M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
15.5K+ 38692.5% |
$1.09M - $1.32M
|
15.5K
$1.33M
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
15.4K+ 21.78% |
$1.09M - $1.32M
|
86.2K
$7.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
14.1KNew |
$995K - $1.2M
|
14.1K
$1.21M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
14.1KNew |
$995K - $1.2M
|
14.1K
$1.21M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
14K+ 2.92% |
$986K - $1.19M
|
491K
$42.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
13.9K+ 44.59% |
$986K - $1.19M
|
45.2K
$3.88M
|
|
|
Jan 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
13.9K+ 39.31% |
$984K - $1.19M
|
49.3K
$4.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.9K+ 5.1% |
$982K - $1.18M
|
286K
$24.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
13.9K+ 52.17% |
$981K - $1.18M
|
40.5K
$3.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
13.8K+ 40.52% |
$975K - $1.18M
|
47.8K
$4.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
13.7K+ 13.1% |
$966K - $1.17M
|
118K
$10.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.5KNew |
$955K - $1.15M
|
13.5K
$1.16M
|
|
|
Feb 20, 2024
Q4 2023
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
13.5KNew |
$953K - $1.15M
|
13.5K
$1.16M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
13.5K+ 501.38% |
$952K - $1.15M
|
16.1K
$1.39M
|
|
|
Jan 18, 2024
Q4 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
13.4K+ 151.89% |
$945K - $1.14M
|
22.2K
$1.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
BUY
|
- |
12.7K+ 473.42% |
$898K - $1.08M
|
15.4K
$1.32M
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
12.3KNew |
$870K - $1.05M
|
12.3K
$1.06M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
11KNew |
$775K - $934K
|
11K
$940K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.8K+ 6.88% |
$766K - $924K
|
168K
$14.4M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.8KNew |
$765K - $922K
|
10.8K
$928K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
10.7K+ 6.58% |
$757K - $913K
|
173K
$14.9M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.7K+ 6.6% |
$753K - $909K
|
172K
$14.8M
|
|
|
Feb 15, 2024
Q4 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
10.6KNew |
$751K - $906K
|
10.6K
$911K
|
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
10.6KNew |
$749K - $903K
|
10.6K
$909K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
10.3K+ 22.76% |
$729K - $879K
|
55.6K
$4.77M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
9.62K+ 48.76% |
$680K - $821K
|
29.4K
$2.52M
|
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
9.55KNew |
$675K - $815K
|
9.55K
$820K
|
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
9.44KNew |
$667K - $805K
|
9.44K
$810K
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
9.41K+ 8.21% |
$665K - $802K
|
124K
$10.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
9.4K+ 15.42% |
$665K - $802K
|
70.4K
$6.04M
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
8.97K+ 3.83% |
$634K - $765K
|
243K
$20.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
8.9K+ 33.39% |
$629K - $759K
|
35.6K
$3.05M
|