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
|
Comerica Bank
|
BUY
|
- |
2.99K+ 7.02% |
$211K - $255K
|
45.5K
$3.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.99KNew |
$211K - $255K
|
2.99K
$256K
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
2.94K+ 2.28% |
$208K - $251K
|
132K
$11.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
2.81K+ 5.56% |
$199K - $240K
|
53.3K
$4.57M
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.71K+ 1.94% |
$191K - $231K
|
143K
$12.2M
|
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
2.69KNew |
$190K - $230K
|
2.69K
$231K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.67K+ 136.47% |
$189K - $228K
|
4.63K
$397K
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
2.65K+ 9.85% |
$188K - $226K
|
29.6K
$2.54M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.64KNew |
$186K - $225K
|
2.64K
$226K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.63KNew |
$186K - $224K
|
2.63K
$225K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.6KNew |
$184K - $222K
|
2.6K
$223K
|
|
|
Jun 25, 2024
Q4 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
2.59KNew |
$183K - $221K
|
2.59K
$222K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.59KNew |
$183K - $221K
|
2.59K
$222K
|
|
|
Mar 11, 2024
Q4 2023
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
2.56KNew |
$181K - $219K
|
2.56K
$220K
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
2.55KNew |
$180K - $217K
|
2.55K
$219K
|
|
|
May 06, 2024
Q4 2023
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
2.53KNew |
$179K - $216K
|
2.53K
$217K
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.53KNew |
$179K - $215K
|
2.53K
$217K
|
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
2.53KNew |
$179K - $215K
|
2.53K
$217K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.51KNew |
$178K - $214K
|
2.51K
$216K
|
|
|
Feb 13, 2024
Q4 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
2.51K+ 8.57% |
$177K - $214K
|
31.8K
$2.73M
|
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
2.5KNew |
$177K - $213K
|
2.5K
$215K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.49K+ 0.31% |
$176K - $213K
|
819K
$70.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
2.47KNew |
$175K - $211K
|
2.47K
$212K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.47K+ 6.12% |
$174K - $210K
|
42.7K
$3.67M
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2.46KNew |
$174K - $210K
|
2.46K
$211K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
2.45KNew |
$173K - $209K
|
2.45K
$210K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.44K+ 43.37% |
$173K - $208K
|
8.07K
$693K
|
|
|
Jan 29, 2024
Q4 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
2.41KNew |
$170K - $205K
|
2.41K
$207K
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
2.4KNew |
$169K - $204K
|
2.4K
$206K
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.37KNew |
$167K - $202K
|
2.37K
$203K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
2.32K+ 15.37% |
$164K - $198K
|
17.4K
$1.5M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.24K+ 15.04% |
$158K - $191K
|
17.1K
$1.47M
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
2.19K+ 0.37% |
$155K - $186K
|
592K
$50.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
2.16KNew |
$153K - $184K
|
2.16K
$186K
|
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
2.14K+ 6.9% |
$151K - $183K
|
33.2K
$2.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
2.1K+ 16.64% |
$149K - $179K
|
14.7K
$1.26M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.1K+ 9.22% |
$148K - $179K
|
24.9K
$2.14M
|
|
|
Feb 05, 2024
Q4 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
2.09K+ 4.18% |
$148K - $178K
|
51.9K
$4.46M
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2.07K+ 21.91% |
$146K - $176K
|
11.5K
$986K
|
|
|
Feb 08, 2024
Q4 2023
|
Alpha Omega Group, Inc.
|
BUY
|
- |
2.01K+ 1.58% |
$142K - $172K
|
130K
$11.1M
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.94K+ 2.53% |
$137K - $165K
|
78.7K
$6.75M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.83K+ 3.77% |
$130K - $156K
|
50.4K
$4.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
1.83K+ 1.32% |
$129K - $156K
|
140K
$12M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.82K+ 9.35% |
$129K - $155K
|
21.3K
$1.83M
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.77K+ 29.23% |
$125K - $151K
|
7.83K
$672K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
1.76K+ 0.23% |
$125K - $150K
|
760K
$65.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.74K+ 15.33% |
$123K - $148K
|
13.1K
$1.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.65K+ 46.66% |
$117K - $141K
|
5.19K
$445K
|
|
|
Feb 14, 2024
Q4 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
1.64K+ 1.16% |
$116K - $140K
|
143K
$12.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.6K+ 3208.0% |
$113K - $137K
|
1.65K
$142K
|