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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.57K+ 15.48% |
$111K - $134K
|
11.7K
$1.01M
|
|
|
Jan 26, 2024
Q4 2023
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
1.56K+ 25.07% |
$110K - $133K
|
7.77K
$667K
|
|
|
Feb 26, 2024
Q4 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
1.54K+ 35.4% |
$109K - $131K
|
5.88K
$505K
|
|
|
Jan 22, 2024
Q4 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
1.53K+ 2.42% |
$108K - $131K
|
65K
$5.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.42K+ 3.24% |
$101K - $121K
|
45.3K
$3.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
1.4K+ 30.25% |
$99K - $119K
|
6.03K
$517K
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.29K+ 7.35% |
$91.2K - $110K
|
18.8K
$1.62M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.27K+ 155.53% |
$89.5K - $108K
|
2.08K
$179K
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
1.26K+ 5.57% |
$89.2K - $108K
|
23.9K
$2.05M
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1.18K+ 14.69% |
$83.6K - $101K
|
9.23K
$792K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.15KNew |
$81.3K - $98.1K
|
1.15K
$98.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.14K+ 23.19% |
$80.8K - $97.4K
|
6.07K
$521K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.12K+ 5.45% |
$79.1K - $95.5K
|
21.6K
$1.86M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.12K+ 9.58% |
$78.8K - $95.1K
|
12.7K
$1.09M
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.1K+ 340.37% |
$77.5K - $93.5K
|
1.42K
$122K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.09K+ 19.94% |
$77.1K - $93.1K
|
6.56K
$563K
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.09K+ 4.57% |
$77K - $92.9K
|
24.9K
$2.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
969+ 8075.0% |
$68.5K - $82.7K
|
981
$84.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
968+ 25.82% |
$68.4K - $82.6K
|
4.72K
$405K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
965+ 4.58% |
$68.2K - $82.3K
|
22K
$1.89M
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
965+ 3.51% |
$68.2K - $82.3K
|
28.5K
$2.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
955+ 8.46% |
$67.5K - $81.5K
|
12.2K
$1.05M
|
|
|
Jan 25, 2024
Q4 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
932+ 23.32% |
$65.9K - $79.5K
|
4.93K
$423K
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
923+ 16.71% |
$65.3K - $78.7K
|
6.45K
$553K
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
875+ 2.17% |
$61.9K - $74.6K
|
41.2K
$3.54M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
856New |
$60.5K - $73K
|
856
$73.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
836New |
$59.1K - $71.3K
|
836
$71.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
823+ 3.68% |
$58.2K - $70.2K
|
23.2K
$1.99M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
804+ 3.87% |
$56.9K - $68.6K
|
21.6K
$1.85M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
803New |
$56.8K - $68.5K
|
803
$68.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
786+ 2.51% |
$55.6K - $67K
|
32.1K
$2.76M
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
765+ 8.17% |
$54.1K - $65.3K
|
10.1K
$870K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
757+ 14.81% |
$53.5K - $64.6K
|
5.87K
$504K
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
725+ 21.38% |
$51.3K - $61.8K
|
4.12K
$353K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
710New |
$50.2K - $60.6K
|
710
$60.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
704+ 7.44% |
$49.8K - $60.1K
|
10.2K
$873K
|
|
|
Feb 12, 2024
Q4 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
699+ 0.95% |
$49.4K - $59.6K
|
74.3K
$6.37M
|
|
|
Feb 01, 2024
Q4 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
673+ 1.33% |
$47.6K - $57.4K
|
51.3K
$4.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
673+ 10.01% |
$47.6K - $57.4K
|
7.39K
$635K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
672+ 27.68% |
$47.5K - $57.3K
|
3.1K
$266K
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
662+ 2.88% |
$46.8K - $56.5K
|
23.7K
$2.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
661+ 1.75% |
$46.7K - $56.4K
|
38.4K
$3.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
655New |
$46.3K - $55.9K
|
655
$56.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
651+ 1.67% |
$46K - $55.5K
|
39.6K
$3.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
614+ 7.22% |
$43.4K - $52.4K
|
9.12K
$783K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
599+ 119.8% |
$42.4K - $51.1K
|
1.1K
$94.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
597+ 5.91% |
$42.2K - $50.9K
|
10.7K
$918K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
576+ 10.73% |
$40.7K - $49.1K
|
5.95K
$510K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
574+ 3.98% |
$40.6K - $49K
|
15K
$1.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
566+ 1.67% |
$40K - $48.3K
|
34.5K
$2.96M
|