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 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
41New |
$2.9K - $3.5K
|
41
$3.52K
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
39+ 2.2% |
$2.76K - $3.33K
|
1.81K
$155K
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
37New |
$2.62K - $3.16K
|
37
$3.18K
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
36New |
$2.55K - $3.07K
|
36
$3.09K
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
31New |
$2.19K - $2.64K
|
31
$2.66K
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
30+ 1.94% |
$2.12K - $2.56K
|
1.57K
$135K
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
29New |
$2.05K - $2.47K
|
29
$2.49K
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
27+ 0.97% |
$1.91K - $2.3K
|
2.81K
$241K
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
27+ 0.94% |
$1.91K - $2.3K
|
2.91K
$249K
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
23+ 0.67% |
$1.63K - $1.96K
|
3.46K
$297K
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
23+ 0.85% |
$1.63K - $1.96K
|
2.74K
$235K
|
|
Feb 13, 2024
Q4 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
22+ 0.38% |
$1.56K - $1.88K
|
5.75K
$494K
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
20+ 125.0% |
$1.41K - $1.71K
|
36
$3.09K
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
16+ 35.56% |
$1.13K - $1.36K
|
61
$5.24K
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
15+ 0.18% |
$1.06K - $1.28K
|
8.32K
$714K
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
12+ 0.3% |
$849 - $1.02K
|
4.04K
$347K
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
10New |
$707 - $853
|
10
$858
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
7+ 0.07% |
$495 - $597
|
9.52K
$817K
|
|
Jan 08, 2024
Q4 2023
|
Tealwood Asset Management Inc
|
BUY
|
- |
5+ 0.19% |
$354 - $427
|
2.69K
$231K
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
4+ 0.33% |
$283 - $341
|
1.23K
$105K
|
|
Feb 01, 2024
Q4 2023
|
Burt Wealth Advisors
|
BUY
|
- |
4+ 0.14% |
$283 - $341
|
2.77K
$237K
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3+ 0.36% |
$212 - $256
|
845
$72.5K
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 1.01% |
$141 - $171
|
200
$17.2K
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1+ 1.19% |
$70.7 - $85.3
|
85
$7.3K
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1New |
$70.7 - $85.3
|
1
$85.8
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 1.96% |
$70.7 - $85.3
|
52
$4.46K
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3- 1.06% |
$212 - $256
|
280
$24K
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-17- 0.59% |
$1.2K - $1.45K
|
2.85K
$245K
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-20- 0.72% |
$1.41K - $1.71K
|
2.77K
$237K
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
SELL
|
- |
-24- 0.73% |
$1.7K - $2.05K
|
3.27K
$281K
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-25- 0.7% |
$1.77K - $2.13K
|
3.56K
$306K
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-36- 0.25% |
$2.55K - $3.07K
|
14.2K
$1.22M
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-37- 1.14% |
$2.62K - $3.16K
|
3.21K
$275K
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
SELL
|
- |
-40- 0.27% |
$2.83K - $3.41K
|
14.9K
$1.28M
|
|
Feb 14, 2024
Q4 2023
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-52- 0.82% |
$3.68K - $4.44K
|
6.27K
$538K
|
|
Feb 06, 2024
Q4 2023
|
Barnett & Company, Inc.
|
SELL
|
- |
-66- 1.95% |
$4.67K - $5.63K
|
3.32K
$285K
|
|
Jan 29, 2024
Q4 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-77- 0.97% |
$5.44K - $6.57K
|
7.86K
$675K
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-79- 0.4% |
$5.59K - $6.74K
|
19.7K
$1.69M
|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-87- 2.29% |
$6.15K - $7.42K
|
3.71K
$318K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-93- 3.27% |
$6.58K - $7.93K
|
2.75K
$236K
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-163- 58.63% |
$11.5K - $13.9K
|
115
$9.87K
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-163- 0.23% |
$11.5K - $13.9K
|
70.1K
$6.02M
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-177- 3.12% |
$12.5K - $15.1K
|
5.49K
$472K
|
|
Jan 30, 2024
Q4 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-184- 0.95% |
$13K - $15.7K
|
19.3K
$1.65M
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-197- 2.52% |
$13.9K - $16.8K
|
7.61K
$653K
|
|
Feb 02, 2024
Q4 2023
|
Cross Staff Investments Inc
|
SELL
|
- |
-202- 0.85% |
$14.3K - $17.2K
|
23.5K
$2.01M
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-241- 1.86% |
$17K - $20.6K
|
12.7K
$1.09M
|
|
Jan 29, 2024
Q4 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-242- 2.55% |
$17.1K - $20.6K
|
9.25K
$794K
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-264- 1.91% |
$18.7K - $22.5K
|
13.5K
$1.16M
|