Purchases and Sales Made in Q1 2024 in Vaneck Morningstar Wide Moat E (MOAT)
This table provides information about the institutional ownership of Vaneck Morningstar Wide Moat E (MOAT) during Q1 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 |
---|---|---|---|---|---|---|---|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.12K+ 35.82% |
$92.1K - $100K
|
4.23K
$363K
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.06K+ 2.25% |
$87.6K - $95.4K
|
48.3K
$4.15M
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1.06K+ 11.06% |
$87.3K - $95K
|
10.6K
$911K
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
986+ 7.15% |
$81.4K - $88.6K
|
14.8K
$1.27M
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
963+ 33.18% |
$79.5K - $86.6K
|
3.87K
$332K
|
|
May 13, 2024
Q1 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
953+ 0.35% |
$78.7K - $85.7K
|
274K
$23.6M
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
943+ 15.08% |
$77.9K - $84.8K
|
7.2K
$618K
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
908+ 7.75% |
$75K - $81.6K
|
12.6K
$1.08M
|
|
Apr 29, 2024
Q1 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
847+ 11.46% |
$69.9K - $76.1K
|
8.24K
$707K
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
846+ 14.23% |
$69.9K - $76.1K
|
6.79K
$583K
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
832New |
$68.7K - $74.8K
|
832
$71.4K
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
805+ 3.78% |
$66.5K - $72.4K
|
22.1K
$1.9M
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
800+ 15.16% |
$66.1K - $71.9K
|
6.08K
$522K
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
767+ 5.34% |
$63.3K - $69K
|
15.1K
$1.3M
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
755+ 6.45% |
$62.3K - $67.9K
|
12.5K
$1.07M
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
717+ 196.44% |
$59.2K - $64.5K
|
1.08K
$92.9K
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
710+ 2.09% |
$58.6K - $63.8K
|
34.7K
$2.98M
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
699+ 22.98% |
$57.7K - $62.8K
|
3.74K
$321K
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
697+ 4.07% |
$57.6K - $62.7K
|
17.8K
$1.53M
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
674+ 11.46% |
$55.7K - $60.6K
|
6.55K
$563K
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
672New |
$55.5K - $60.4K
|
672
$57.7K
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
665+ 6.45% |
$54.9K - $59.8K
|
11K
$943K
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
648+ 0.8% |
$53.5K - $58.3K
|
81.2K
$6.97M
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
640+ 3.22% |
$52.9K - $57.5K
|
20.5K
$1.76M
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
633+ 22.21% |
$52.3K - $56.9K
|
3.48K
$299K
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
616+ 1.07% |
$50.9K - $55.4K
|
58.4K
$5.01M
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
616New |
$50.9K - $55.4K
|
616
$52.9K
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
611+ 29.38% |
$50.5K - $54.9K
|
2.69K
$231K
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
585+ 3.9% |
$48.3K - $52.6K
|
15.6K
$1.34M
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
559New |
$46.2K - $50.3K
|
559
$48K
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
525+ 7.8% |
$43.4K - $47.2K
|
7.26K
$623K
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
501New |
$41.4K - $45K
|
501
$43K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
471+ 1.89% |
$38.9K - $42.3K
|
25.4K
$2.18M
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
468+ 4.07% |
$38.6K - $42.1K
|
12K
$1.03M
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
442+ 9.55% |
$36.5K - $39.7K
|
5.07K
$435K
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
427+ 5.97% |
$35.3K - $38.4K
|
7.58K
$651K
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
424+ 0.22% |
$35K - $38.1K
|
190K
$16.3M
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
419+ 374.11% |
$34.6K - $37.7K
|
531
$45.6K
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
412+ 1.7% |
$34K - $37K
|
24.7K
$2.12M
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
400New |
$33K - $36K
|
400
$34.3K
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
387+ 0.94% |
$32K - $34.8K
|
41.6K
$3.57M
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
366+ 5.02% |
$30.2K - $32.9K
|
7.66K
$657K
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
355+ 9.35% |
$29.3K - $31.9K
|
4.15K
$356K
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
346+ 5.7% |
$28.6K - $31.1K
|
6.41K
$550K
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
343+ 11.06% |
$28.3K - $30.8K
|
3.44K
$296K
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
318+ 1.47% |
$26.3K - $28.6K
|
21.9K
$1.88M
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
281+ 15.53% |
$23.2K - $25.3K
|
2.09K
$179K
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
272+ 0.25% |
$22.5K - $24.5K
|
107K
$9.18M
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
265+ 33.13% |
$21.9K - $23.8K
|
1.07K
$91.4K
|
|
Apr 22, 2024
Q1 2024
|
Blossom Wealth Management
|
BUY
|
- |
262+ 6.76% |
$21.6K - $23.6K
|
4.14K
$355K
|