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 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
492+ 0.99% |
N/A
|
50.4K
$4.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
455+ 14.21% |
N/A
|
3.66K
$314K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
433+ 3.01% |
N/A
|
14.8K
$1.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
414+ 4.0% |
N/A
|
10.8K
$924K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
380+ 3.94% |
N/A
|
10K
$861K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
348+ 7.59% |
N/A
|
4.93K
$423K
|
|
|
Jan 14, 2025
Q4 2024
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
303+ 0.57% |
N/A
|
53.5K
$4.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
300New |
N/A
|
300
$25.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
247+ 3.03% |
N/A
|
8.41K
$722K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
225+ 0.91% |
N/A
|
24.8K
$2.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
216+ 2.26% |
N/A
|
9.79K
$840K
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
210+ 2.65% |
N/A
|
8.12K
$697K
|
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
209+ 4.42% |
N/A
|
4.94K
$424K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
208+ 1.8% |
N/A
|
11.7K
$1.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
208+ 1.31% |
N/A
|
16.1K
$1.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
204New |
N/A
|
204
$17.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
194New |
N/A
|
194
$16.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
192+ 1.26% |
N/A
|
15.4K
$1.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
168+ 2.44% |
N/A
|
7.07K
$607K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
167+ 5.65% |
N/A
|
3.12K
$268K
|
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
165+ 0.61% |
N/A
|
27.2K
$2.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
160+ 0.68% |
N/A
|
23.6K
$2.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
153+ 7.33% |
N/A
|
2.24K
$192K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
150New |
N/A
|
150
$12.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
130+ 0.52% |
N/A
|
25.3K
$2.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
123+ 0.64% |
N/A
|
19.3K
$1.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
121+ 1.03% |
N/A
|
11.8K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
114+ 89.76% |
N/A
|
241
$20.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
104+ 1.23% |
N/A
|
8.53K
$732K
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
85+ 0.39% |
N/A
|
21.8K
$1.88M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
79+ 1.9% |
N/A
|
4.23K
$363K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
73New |
N/A
|
73
$6.27K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
45New |
N/A
|
45
$3.86K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
33+ 1.34% |
N/A
|
2.5K
$214K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
28+ 0.35% |
N/A
|
8.05K
$691K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
25+ 0.5% |
N/A
|
5K
$429K
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
19+ 0.23% |
N/A
|
8.4K
$721K
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
16+ 0.24% |
N/A
|
6.77K
$581K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
15+ 0.28% |
N/A
|
5.44K
$467K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
13+ 0.2% |
N/A
|
6.54K
$561K
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
12+ 0.41% |
N/A
|
2.92K
$250K
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
9+ 0.21% |
N/A
|
4.24K
$364K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.05% |
N/A
|
7.96K
$683K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 1.64% |
N/A
|
62
$5.32K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.06% |
N/A
|
1.82K
$156K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 1.0% |
N/A
|
101
$8.67K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-1- 0.03% |
N/A
|
3.68K
$316K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-15- 0.19% |
N/A
|
7.83K
$672K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-17- 0.29% |
N/A
|
5.92K
$508K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-48- 0.33% |
N/A
|
14.6K
$1.25M
|