Purchases and Sales Made in Q4 2024 in Vaneck Morningstar Wide Moat E (MOAT)
This table provides information about the institutional ownership of Vaneck Morningstar Wide Moat E (MOAT) during Q4 2024. 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 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
81.6KNew |
N/A
|
81.6K
$7M
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
67.9K+ 43.44% |
N/A
|
224K
$19.3M
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
54.5KNew |
N/A
|
54.5K
$4.68M
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
53.1KNew |
N/A
|
53.1K
$4.56M
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
44.6K+ 28.76% |
N/A
|
200K
$17.1M
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
35.9KNew |
N/A
|
35.9K
$3.08M
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
34.4K+ 6.57% |
N/A
|
558K
$47.9M
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
32.3K+ 7.24% |
N/A
|
479K
$41.1M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
28.2K+ 9.23% |
N/A
|
334K
$28.6M
|
|
Jan 21, 2025
Q4 2024
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
26.5KNew |
N/A
|
26.5K
$2.28M
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
24.9K+ 20.58% |
N/A
|
146K
$12.5M
|
|
Jan 14, 2025
Q4 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
23.5K+ 15.94% |
N/A
|
171K
$14.7M
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
23.2KNew |
N/A
|
23.2K
$1.99M
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
22KNew |
N/A
|
22K
$1.89M
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
21.3K+ 14.84% |
N/A
|
165K
$14.2M
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
20.2K+ 18.13% |
N/A
|
131K
$11.3M
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
19.4K+ 3.48% |
N/A
|
577K
$49.5M
|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
19K+ 4.06% |
N/A
|
486K
$41.7M
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
17.1K+ 7.98% |
N/A
|
232K
$19.9M
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
15.5KNew |
N/A
|
15.5K
$1.33M
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
15.4K+ 3.02% |
N/A
|
525K
$45M
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
15.4K+ 88.88% |
N/A
|
32.6K
$2.8M
|
|
Jan 21, 2025
Q4 2024
|
Ttp Investments, Inc.
|
BUY
|
- |
13.6K+ 2.61% |
N/A
|
536K
$46M
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
13.4K+ 3.64% |
N/A
|
382K
$32.8M
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
12.9K+ 5.47% |
N/A
|
249K
$21.4M
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
12.8K+ 4.05% |
N/A
|
329K
$28.3M
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
12.3K+ 29.59% |
N/A
|
54K
$4.64M
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
12.1K+ 4.97% |
N/A
|
256K
$22M
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
11.9K+ 8.25% |
N/A
|
156K
$13.4M
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
11.4KNew |
N/A
|
11.4K
$977K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10K+ 14.24% |
N/A
|
80.5K
$6.91M
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
9.43K+ 8.87% |
N/A
|
116K
$9.93M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.99K+ 3.66% |
N/A
|
255K
$21.9M
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
8.91K+ 3.99% |
N/A
|
232K
$19.9M
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
7.97K+ 3.04% |
N/A
|
270K
$23.2M
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
7.79K+ 17.92% |
N/A
|
51.3K
$4.4M
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.13K+ 14.57% |
N/A
|
56.1K
$4.81M
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
6.88K+ 3.5% |
N/A
|
203K
$17.4M
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
6.71K+ 2.14% |
N/A
|
321K
$27.5M
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.46K+ 91.02% |
N/A
|
13.5K
$1.16M
|
|
Jan 23, 2025
Q4 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.27K+ 13.34% |
N/A
|
53.3K
$4.57M
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
6.15KNew |
N/A
|
6.15K
$527K
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
5.7KNew |
N/A
|
5.7K
$489K
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
5.65K+ 18.5% |
N/A
|
36.2K
$3.1M
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.39K+ 13.8% |
N/A
|
44.5K
$3.82M
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
5.04K+ 9.07% |
N/A
|
60.6K
$5.21M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.95KNew |
N/A
|
4.95K
$425K
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
4.86K+ 12.06% |
N/A
|
45.1K
$3.87M
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
4.69K+ 0.58% |
N/A
|
820K
$70.4M
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
4.68KNew |
N/A
|
4.68K
$402K
|