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 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
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
200New |
N/A
|
200
$17.2K
|
|
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
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
180+ 0.71% |
N/A
|
25.6K
$2.2M
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
171+ 4.16% |
N/A
|
4.28K
$367K
|
|
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
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
155New |
N/A
|
155
$13.3K
|
|
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
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
140+ 3.73% |
N/A
|
3.9K
$334K
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
135+ 0.65% |
N/A
|
21K
$1.8M
|
|
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
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
113+ 5.82% |
N/A
|
2.06K
$176K
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
104+ 1.23% |
N/A
|
8.53K
$732K
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
100+ 2.89% |
N/A
|
3.56K
$306K
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
100+ 0.65% |
N/A
|
15.4K
$1.32M
|
|
Mar 03, 2025
Q4 2024
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
100+ 0.04% |
N/A
|
238K
$20.4M
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
99+ 0.4% |
N/A
|
25.2K
$2.16M
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
86+ 2.01% |
N/A
|
4.37K
$375K
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
85+ 0.39% |
N/A
|
21.8K
$1.88M
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
79+ 1.36% |
N/A
|
5.89K
$505K
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
79+ 1.9% |
N/A
|
4.23K
$363K
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
75New |
N/A
|
75
$6.44K
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
73New |
N/A
|
73
$6.27K
|
|
Feb 07, 2025
Q4 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
65+ 0.73% |
N/A
|
9K
$773K
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
61New |
N/A
|
61
$5.24K
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
57+ 8.99% |
N/A
|
691
$59.3K
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
56New |
N/A
|
56
$4.81K
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
52+ 0.49% |
N/A
|
10.6K
$907K
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
47+ 1.48% |
N/A
|
3.22K
$277K
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
45New |
N/A
|
45
$3.86K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
44+ 18.18% |
N/A
|
286
$24.6K
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
35+ 1.24% |
N/A
|
2.86K
$246K
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
33+ 0.95% |
N/A
|
3.51K
$301K
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
33+ 0.36% |
N/A
|
9.28K
$797K
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
33+ 1.34% |
N/A
|
2.5K
$214K
|
|
Feb 12, 2025
Q4 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
31+ 1.36% |
N/A
|
2.31K
$199K
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
30+ 2.52% |
N/A
|
1.22K
$105K
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
30+ 1.05% |
N/A
|
2.89K
$248K
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
28+ 0.35% |
N/A
|
8.05K
$691K
|