Purchases and Sales Made in Q2 2024 in Vaneck Morningstar Wide Moat E (MOAT)
This table provides information about the institutional ownership of Vaneck Morningstar Wide Moat E (MOAT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-2.47K- 5.71% |
$207K - $221K
|
40.8K
$3.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.66K- 23.71% |
$223K - $238K
|
8.55K
$734K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.72K- 25.63% |
$228K - $244K
|
7.89K
$677K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.77K- 1.42% |
$232K - $248K
|
192K
$16.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.87K- 3.37% |
$241K - $258K
|
82.4K
$7.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Smart Money Group LLC
|
SELL
|
- |
-3.12K- 0.94% |
$262K - $280K
|
327K
$28.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-3.47K- 8.93% |
$292K - $312K
|
35.4K
$3.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-3.6K- 0.66% |
$302K - $323K
|
541K
$46.5M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.63K- 1.06% |
$304K - $325K
|
339K
$29.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-3.63K- 13.83% |
$304K - $325K
|
22.6K
$1.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-3.7K- 13.87% |
$311K - $332K
|
23K
$1.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-3.86K- 1.2% |
$324K - $346K
|
318K
$27.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-4.12K- 1.34% |
$346K - $370K
|
304K
$26.1M
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-4.56K- 42.14% |
$383K - $409K
|
6.27K
$538K
|
|
|
Aug 02, 2024
Q2 2024
|
Ferguson Shapiro LLC
|
SELL
|
- |
-4.62K- 7.0% |
$388K - $414K
|
61.4K
$5.27M
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-4.84K- 7.21% |
$406K - $434K
|
62.3K
$5.34M
|
|
|
Jul 23, 2024
Q2 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-5.03K- 38.48% |
$422K - $451K
|
8.04K
$690K
|
|
|
Aug 12, 2024
Q2 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-5.1K- 28.65% |
$428K - $458K
|
12.7K
$1.09M
|
|
|
Oct 31, 2024
Q2 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-5.35K- 11.36% |
$450K - $480K
|
41.8K
$3.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-5.52K- 34.9% |
$463K - $495K
|
10.3K
$883K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-5.8K- 12.48% |
$487K - $521K
|
40.7K
$3.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.96K- 4.84% |
$500K - $535K
|
117K
$10M
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-6.23K- 48.18% |
$523K - $559K
|
6.7K
$575K
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-6.3K- 5.37% |
$529K - $565K
|
111K
$9.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-6.65K- 2.3% |
$558K - $597K
|
282K
$24.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-7.09K- 7.57% |
$595K - $636K
|
86.6K
$7.43M
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-7.51K- 73.66% |
$631K - $674K
|
2.69K
$231K
|
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-7.55K- 16.68% |
$634K - $677K
|
37.7K
$3.24M
|
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-7.98K- 46.16% |
$670K - $716K
|
9.31K
$799K
|
|
|
Jul 31, 2024
Q2 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-8.53K- 9.68% |
$717K - $766K
|
79.6K
$6.83M
|
|
|
Jul 12, 2024
Q2 2024
|
Peak Financial Advisors LLC
|
SELL
|
- |
-8.79K- 16.08% |
$738K - $788K
|
45.9K
$3.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-9.02K- 31.56% |
$757K - $809K
|
19.6K
$1.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.17K- 33.75% |
$770K - $823K
|
18K
$1.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-9.33K- 50.0% |
$783K - $837K
|
9.33K
$801K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-11K- 8.0% |
$922K - $985K
|
126K
$10.8M
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-11K- 10.41% |
$922K - $986K
|
94.5K
$8.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-11.4K- 24.35% |
$955K - $1.02M
|
35.3K
$3.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.6K- 30.97% |
$974K - $1.04M
|
25.9K
$2.22M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-11.8K- 98.32% |
$990K - $1.06M
|
202
$17.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-12.4K- 2.76% |
$1.04M - $1.11M
|
437K
$37.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-13.5K- 22.36% |
$1.13M - $1.21M
|
46.8K
$4.02M
|
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-13.7K- 49.67% |
$1.15M - $1.23M
|
13.9K
$1.19M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-14.7K- 21.12% |
$1.23M - $1.32M
|
54.8K
$4.71M
|
|
|
Jul 19, 2024
Q2 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-17K- 52.75% |
$1.42M - $1.52M
|
15.2K
$1.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-17.6K- 2.43% |
$1.48M - $1.58M
|
706K
$60.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-17.8K- 17.9% |
$1.5M - $1.6M
|
81.8K
$7.03M
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-18.1K- 59.04% |
$1.52M - $1.63M
|
12.6K
$1.08M
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
SELL
|
- |
-18.6K- 7.4% |
$1.56M - $1.67M
|
233K
$20M
|
|
|
Jul 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-18.9K- 76.93% |
$1.59M - $1.7M
|
5.67K
$487K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-21.8K- 8.84% |
$1.83M - $1.96M
|
225K
$19.3M
|