Purchases and Sales Made in Q3 2024 in Vaneck Morningstar Wide Moat E (MOAT)
This table provides information about the institutional ownership of Vaneck Morningstar Wide Moat E (MOAT) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
1.72K+ 3.23% |
$148K - $148K
|
55K
$4.72M
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.71K+ 10.1% |
$147K - $147K
|
18.7K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.71K+ 2.78% |
$147K - $147K
|
63.2K
$5.42M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
1.69K+ 29.49% |
$145K - $145K
|
7.41K
$636K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.64K+ 2.92% |
$141K - $141K
|
57.7K
$4.96M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.63K+ 0.71% |
$140K - $140K
|
231K
$19.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.6K+ 31.06% |
$137K - $137K
|
6.75K
$580K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.53K+ 3.18% |
$132K - $132K
|
49.8K
$4.27M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
1.51KNew |
$129K - $129K
|
1.51K
$129K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.51K+ 7.17% |
$129K - $129K
|
22.5K
$1.93M
|
|
|
Nov 06, 2024
Q3 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
1.49K+ 4.37% |
$128K - $128K
|
35.6K
$3.06M
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
1.46K+ 2.66% |
$125K - $125K
|
56.3K
$4.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
1.44K+ 2.82% |
$123K - $123K
|
52.3K
$4.49M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.42K+ 9.69% |
$122K - $122K
|
16K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.42K+ 9.69% |
$122K - $122K
|
16K
$1.38M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.41K+ 21.01% |
$121K - $121K
|
8.1K
$696K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.41K+ 3.45% |
$121K - $121K
|
42.2K
$3.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
1.36K+ 14.7% |
$117K - $117K
|
10.6K
$910K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.35K+ 3.28% |
$116K - $116K
|
42.4K
$3.64M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.3K+ 2.84% |
$112K - $112K
|
47K
$4.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.25K+ 8.21% |
$107K - $107K
|
16.5K
$1.41M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.23K+ 7.44% |
$106K - $106K
|
17.8K
$1.53M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.23K+ 26.91% |
$106K - $106K
|
5.81K
$498K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.22K+ 5.89% |
$105K - $105K
|
21.9K
$1.88M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.2K+ 23.97% |
$103K - $103K
|
6.23K
$535K
|
|
|
Oct 04, 2024
Q3 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
1.19K+ 0.25% |
$102K - $102K
|
467K
$40.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
1.17K+ 1.34% |
$101K - $101K
|
88.6K
$7.61M
|
|
|
Oct 28, 2024
Q3 2024
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
1.14K+ 2.19% |
$97.6K - $97.6K
|
53.2K
$4.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
1.13K+ 2.82% |
$96.9K - $96.9K
|
41.2K
$3.53M
|
|
|
Nov 04, 2024
Q3 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
1.09K+ 0.32% |
$93.9K - $93.9K
|
347K
$29.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
1.08K+ 1.84% |
$93K - $93K
|
60K
$5.15M
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1.07K+ 9.27% |
$91.7K - $91.7K
|
12.6K
$1.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.05K+ 3.76% |
$90K - $90K
|
29K
$2.49M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.05K+ 9.73% |
$90K - $90K
|
11.8K
$1.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.01K+ 2.43% |
$86.4K - $86.4K
|
42.5K
$3.65M
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
962+ 38.14% |
$82.6K - $82.6K
|
3.48K
$299K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
955+ 1.74% |
$82K - $82K
|
55.8K
$4.79M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
923+ 26.59% |
$79.2K - $79.2K
|
4.39K
$377K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
909+ 26.21% |
$78K - $78K
|
4.38K
$376K
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
903+ 3.4% |
$77.5K - $77.5K
|
27.5K
$2.36M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
885+ 3.73% |
$76K - $76K
|
24.6K
$2.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
845New |
$72.5K - $72.5K
|
845
$72.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
834+ 25.47% |
$71.6K - $71.6K
|
4.11K
$353K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
825+ 61.71% |
$70.8K - $70.8K
|
2.16K
$186K
|
|
|
Oct 31, 2024
Q3 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
808+ 6.31% |
$69.4K - $69.4K
|
13.6K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
766+ 44.61% |
$65.8K - $65.8K
|
2.48K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
761+ 31.51% |
$65.3K - $65.3K
|
3.18K
$273K
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
754+ 13.51% |
$64.7K - $64.7K
|
6.34K
$544K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
722New |
$62K - $62K
|
722
$62K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
707+ 0.6% |
$60.7K - $60.7K
|
118K
$10.1M
|