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 22, 2024
Q2 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-421- 0.82% |
$35.4K - $37.8K
|
50.7K
$4.35M
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-434- 9.66% |
$36.4K - $38.9K
|
4.06K
$349K
|
|
Jul 22, 2024
Q2 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-463- 1.56% |
$38.9K - $41.5K
|
29.2K
$2.51M
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
SELL
|
- |
-470- 0.08% |
$39.5K - $42.2K
|
578K
$49.6M
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-473- 1.75% |
$39.7K - $42.4K
|
26.5K
$2.27M
|
|
Jul 23, 2024
Q2 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-530- 0.31% |
$44.5K - $47.6K
|
172K
$14.7M
|
|
Jul 15, 2024
Q2 2024
|
Advisor Resource Council
|
SELL
|
- |
-541- 1.23% |
$45.4K - $48.5K
|
43.4K
$3.72M
|
|
Aug 07, 2024
Q2 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-554- 1.29% |
$46.5K - $49.7K
|
42.5K
$3.65M
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-581- 4.94% |
$48.8K - $52.1K
|
11.2K
$959K
|
|
Aug 14, 2024
Q2 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-594- 1.91% |
$49.9K - $53.3K
|
30.5K
$2.62M
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-625- 7.08% |
$52.5K - $56.1K
|
8.2K
$704K
|
|
Aug 13, 2024
Q2 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-657- 10.35% |
$55.2K - $58.9K
|
5.69K
$489K
|
|
Aug 14, 2024
Q2 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-766- 6.58% |
$64.3K - $68.7K
|
10.9K
$933K
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-767- 0.74% |
$64.4K - $68.8K
|
103K
$8.88M
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
SELL
|
- |
-813- 4.79% |
$68.3K - $72.9K
|
16.2K
$1.39M
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-834- 0.7% |
$70K - $74.8K
|
118K
$10.1M
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-845Closed |
$71K - $75.8K
|
0
$0
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-849- 22.25% |
$71.3K - $76.2K
|
2.97K
$255K
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-861- 1.18% |
$72.3K - $77.2K
|
72K
$6.18M
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-876- 16.81% |
$73.6K - $78.6K
|
4.34K
$372K
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-882- 5.33% |
$74.1K - $79.1K
|
15.7K
$1.35M
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-916- 0.37% |
$76.9K - $82.2K
|
245K
$21.1M
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-940- 25.9% |
$78.9K - $84.3K
|
2.69K
$231K
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-987- 13.46% |
$82.9K - $88.6K
|
6.35K
$545K
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.02K- 22.21% |
$85.7K - $91.6K
|
3.58K
$307K
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.05K- 1.6% |
$87.8K - $93.8K
|
64.1K
$5.51M
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.14K- 29.6% |
$96.1K - $103K
|
2.72K
$234K
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.22K- 96.07% |
$103K - $110K
|
50
$4.29K
|
|
Aug 01, 2024
Q2 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-1.24K- 15.09% |
$104K - $111K
|
6.97K
$599K
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.3K- 1.04% |
$109K - $117K
|
124K
$10.6M
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.32K- 4.95% |
$110K - $118K
|
25.2K
$2.17M
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-1.36K- 8.99% |
$114K - $122K
|
13.8K
$1.18M
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-1.4K- 3.28% |
$118K - $126K
|
41.3K
$3.55M
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.44K- 2.63% |
$121K - $129K
|
53.3K
$4.57M
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-1.45K- 1.11% |
$122K - $130K
|
130K
$11.1M
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.49K- 6.32% |
$125K - $134K
|
22.2K
$1.9M
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.51K- 0.87% |
$127K - $136K
|
172K
$14.7M
|
|
Jul 24, 2024
Q2 2024
|
Planned Solutions, Inc.
|
SELL
|
- |
-1.54K- 0.52% |
$130K - $139K
|
295K
$25.3M
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.54K- 98.09% |
$130K - $139K
|
30
$2.58K
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.55K- 14.05% |
$130K - $139K
|
9.45K
$811K
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1.58K- 1.54% |
$132K - $141K
|
101K
$8.67M
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.6K- 6.09% |
$134K - $143K
|
24.7K
$2.12M
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.61K- 69.63% |
$135K - $144K
|
700
$60.1K
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.7K- 22.45% |
$143K - $153K
|
5.88K
$505K
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.71K- 3.07% |
$144K - $154K
|
54.2K
$4.65M
|
|
Aug 15, 2024
Q2 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-1.73K- 2.66% |
$146K - $156K
|
63.5K
$5.45M
|
|
Aug 06, 2024
Q2 2024
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-1.78K- 1.34% |
$150K - $160K
|
131K
$11.2M
|
|
Aug 13, 2024
Q2 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-2.01K- 8.47% |
$168K - $180K
|
21.7K
$1.86M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.04K- 0.29% |
$171K - $183K
|
697K
$59.8M
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-2.06K- 19.71% |
$173K - $185K
|
8.4K
$721K
|