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
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
560+ 12.15% |
$39.6K - $47.8K
|
5.17K
$444K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
536+ 1307.32% |
$37.9K - $45.7K
|
577
$49.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
520+ 1.11% |
$36.8K - $44.4K
|
47.3K
$4.06M
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
500+ 166.67% |
$35.4K - $42.7K
|
800
$68.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
498+ 6.79% |
$35.2K - $42.5K
|
7.83K
$672K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
469+ 6.03% |
$33.2K - $40K
|
8.24K
$707K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
464+ 0.46% |
$32.8K - $39.6K
|
100K
$8.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
442+ 0.9% |
$31.3K - $37.7K
|
49.7K
$4.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
433+ 4.38% |
$30.6K - $36.9K
|
10.3K
$886K
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
403+ 8.76% |
$28.5K - $34.4K
|
5.01K
$430K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
BUY
|
- |
383New |
$27.1K - $32.7K
|
383
$32.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
375+ 7.56% |
$26.5K - $32K
|
5.34K
$458K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
372+ 3.12% |
$26.3K - $31.7K
|
12.3K
$1.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
372+ 3.12% |
$26.3K - $31.7K
|
12.3K
$1.06M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
366+ 21.18% |
$25.9K - $31.2K
|
2.09K
$180K
|
|
|
Jan 12, 2024
Q4 2023
|
Iam Advisory, LLC
|
BUY
|
- |
362+ 0.76% |
$25.6K - $30.9K
|
47.7K
$4.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
328+ 14.23% |
$23.2K - $28K
|
2.63K
$226K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
300+ 0.55% |
$21.2K - $25.6K
|
55K
$4.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
268New |
$19K - $22.9K
|
268
$23K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
227+ 93.8% |
$16.1K - $19.4K
|
469
$40.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
225New |
$15.9K - $19.2K
|
225
$19.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
207+ 0.22% |
$14.6K - $17.7K
|
93.3K
$8.01M
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
205+ 10.05% |
$14.5K - $17.5K
|
2.25K
$193K
|
|
|
Feb 14, 2024
Q4 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
198+ 3.51% |
$14K - $16.9K
|
5.84K
$501K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
194+ 7.16% |
$13.7K - $16.5K
|
2.9K
$249K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
180+ 2.24% |
$12.7K - $15.4K
|
8.22K
$706K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
179New |
$12.7K - $15.3K
|
179
$15.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
177New |
$12.5K - $15.1K
|
177
$15.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
166+ 436.84% |
$11.7K - $14.2K
|
204
$17.5K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
166+ 1.01% |
$11.7K - $14.2K
|
16.6K
$1.42M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
146+ 4.35% |
$10.3K - $12.5K
|
3.5K
$301K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
146+ 4.35% |
$10.3K - $12.5K
|
3.5K
$301K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
113New |
$7.99K - $9.64K
|
113
$9.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
112New |
$7.92K - $9.55K
|
112
$9.61K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
103New |
$7.28K - $8.79K
|
103
$8.84K
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
101+ 3.1% |
$7.14K - $8.62K
|
3.36K
$288K
|
|
|
Feb 08, 2024
Q4 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
101+ 0.55% |
$7.14K - $8.62K
|
18.3K
$1.57M
|
|
|
Feb 05, 2024
Q4 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
100+ 2.71% |
$7.07K - $8.53K
|
3.8K
$326K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
95+ 0.85% |
$6.72K - $8.1K
|
11.2K
$964K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
95+ 1.86% |
$6.72K - $8.1K
|
5.2K
$446K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
92+ 184.0% |
$6.51K - $7.85K
|
142
$12.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
85+ 1.91% |
$6.01K - $7.25K
|
4.53K
$389K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
83+ 24.92% |
$5.87K - $7.08K
|
416
$35.7K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
76New |
$5.37K - $6.48K
|
76
$6.52K
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
72New |
$5.09K - $6.14K
|
72
$6.18K
|
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
65+ 1.5% |
$4.6K - $5.54K
|
4.41K
$378K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
62New |
$4.38K - $5.29K
|
62
$5.32K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
56+ 1.22% |
$3.96K - $4.78K
|
4.63K
$397K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
56+ 0.41% |
$3.96K - $4.78K
|
13.6K
$1.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
46+ 0.55% |
$3.25K - $3.92K
|
8.47K
$727K
|