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 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
134New |
$11.3K - $12K
|
134
$11.5K
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
130+ 2.44% |
$10.9K - $11.7K
|
5.47K
$469K
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
124New |
$10.4K - $11.1K
|
124
$10.6K
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
117New |
$9.82K - $10.5K
|
117
$10K
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
116New |
$9.74K - $10.4K
|
116
$9.96K
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
110New |
$9.24K - $9.87K
|
110
$9.44K
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
100+ 0.66% |
$8.4K - $8.97K
|
15.2K
$1.31M
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
BUY
|
- |
100+ 4.23% |
$8.4K - $8.97K
|
2.46K
$211K
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
100New |
$8.4K - $8.97K
|
100
$8.58K
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
99New |
$8.31K - $8.88K
|
99
$8.5K
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
79+ 2.91% |
$6.63K - $7.09K
|
2.8K
$240K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
73+ 0.58% |
$6.13K - $6.55K
|
12.7K
$1.09M
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
70+ 8.73% |
$5.88K - $6.28K
|
872
$74.9K
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
70+ 15.09% |
$5.88K - $6.28K
|
534
$45.8K
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
62+ 1.16% |
$5.21K - $5.56K
|
5.41K
$465K
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
59+ 1.58% |
$4.95K - $5.29K
|
3.8K
$326K
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
50+ 0.82% |
$4.2K - $4.49K
|
6.13K
$526K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
43+ 0.87% |
$3.61K - $3.86K
|
4.97K
$426K
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
37New |
$3.11K - $3.32K
|
37
$3.18K
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
36+ 0.7% |
$3.02K - $3.23K
|
5.19K
$446K
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
34+ 0.86% |
$2.85K - $3.05K
|
4K
$343K
|
|
Jul 25, 2024
Q2 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
31+ 0.11% |
$2.6K - $2.78K
|
27.6K
$2.37M
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
31New |
$2.6K - $2.78K
|
31
$2.66K
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
30+ 0.23% |
$2.52K - $2.69K
|
13.3K
$1.14M
|
|
Jul 30, 2024
Q2 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
29+ 0.64% |
$2.44K - $2.6K
|
4.54K
$390K
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
29+ 21.8% |
$2.44K - $2.6K
|
162
$13.9K
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
28+ 0.81% |
$2.35K - $2.51K
|
3.47K
$298K
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
28New |
$2.35K - $2.51K
|
28
$2.4K
|
|
Jul 31, 2024
Q2 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
25+ 0.79% |
$2.1K - $2.24K
|
3.18K
$273K
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
21+ 0.88% |
$1.76K - $1.88K
|
2.42K
$207K
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
21+ 0.88% |
$1.76K - $1.88K
|
2.42K
$207K
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
18New |
$1.51K - $1.61K
|
18
$1.55K
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
11+ 4.66% |
$924 - $987
|
247
$21.2K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
10+ 0.02% |
$840 - $897
|
42.2K
$3.63M
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
9+ 0.37% |
$756 - $807
|
2.42K
$208K
|
|
Jul 16, 2024
Q2 2024
|
Bcs Wealth Management
|
BUY
|
- |
6+ 0.02% |
$504 - $538
|
28.1K
$2.41M
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-4- 0.07% |
$336 - $359
|
5.95K
$510K
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-7- 2.13% |
$588 - $628
|
322
$27.6K
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-7- 1.3% |
$588 - $628
|
531
$45.6K
|
|
Aug 01, 2024
Q2 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-7- 0.08% |
$588 - $628
|
8.28K
$710K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-8- 2.99% |
$672 - $718
|
260
$22.3K
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-8- 0.03% |
$672 - $718
|
24.7K
$2.12M
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-12- 0.53% |
$1.01K - $1.08K
|
2.26K
$194K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-13- 4.21% |
$1.09K - $1.17K
|
296
$25.4K
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-15- 0.43% |
$1.26K - $1.35K
|
3.47K
$298K
|
|
Aug 13, 2024
Q2 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-15- 0.03% |
$1.26K - $1.35K
|
53.3K
$4.57M
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-15- 0.22% |
$1.26K - $1.35K
|
6.8K
$584K
|
|
Aug 14, 2024
Q2 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-18- 0.29% |
$1.51K - $1.61K
|
6.12K
$525K
|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-24- 0.1% |
$2.02K - $2.15K
|
24.7K
$2.12M
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-24- 0.63% |
$2.02K - $2.15K
|
3.76K
$322K
|