Purchases and Sales Made in Q4 2022 in Vaneck Morningstar Wide Moat E (MOAT)
This table provides information about the institutional ownership of Vaneck Morningstar Wide Moat E (MOAT) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-866- 4.37% |
$52.6K - $60.4K
|
18.9K
$1.63M
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-908- 2.46% |
$55.1K - $63.4K
|
36K
$3.09M
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-915- 3.53% |
$55.5K - $63.8K
|
25K
$2.14M
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-947- 3.86% |
$57.5K - $66.1K
|
23.6K
$2.02M
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-967- 21.84% |
$58.7K - $67.5K
|
3.46K
$297K
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-1K- 11.0% |
$60.7K - $69.8K
|
8.09K
$694K
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.03K- 0.89% |
$62.3K - $71.6K
|
114K
$9.79M
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.09K- 2.69% |
$66.3K - $76.3K
|
39.5K
$3.39M
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.11K- 21.66% |
$67.3K - $77.4K
|
4.01K
$344K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.13K- 2.18% |
$68.5K - $78.8K
|
50.6K
$4.35M
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.13K- 42.97% |
$68.8K - $79.1K
|
1.51K
$129K
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.14K- 4.39% |
$69.2K - $79.5K
|
24.9K
$2.13M
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.16K- 6.41% |
$70.6K - $81.2K
|
17K
$1.46M
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.33K- 15.48% |
$80.7K - $92.7K
|
7.26K
$623K
|
|
Jan 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
SELL
|
- |
-1.42K- 10.74% |
$86.3K - $99.2K
|
11.8K
$1.01M
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.46K- 12.36% |
$88.3K - $102K
|
10.3K
$886K
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-1.55K- 19.47% |
$94.3K - $108K
|
6.42K
$551K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.58K- 1.31% |
$95.9K - $110K
|
119K
$10.2M
|
|
Feb 14, 2023
Q4 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-1.71K- 4.78% |
$104K - $119K
|
34K
$2.92M
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-1.71K- 0.44% |
$104K - $119K
|
390K
$33.5M
|
|
Feb 02, 2023
Q4 2022
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-1.8K- 2.21% |
$109K - $125K
|
79.6K
$6.83M
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-2.01K- 3.29% |
$122K - $140K
|
59K
$5.07M
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-2.18K- 8.34% |
$132K - $152K
|
24K
$2.06M
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.2K- 41.45% |
$134K - $154K
|
3.11K
$267K
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.25K- 29.64% |
$137K - $157K
|
5.35K
$459K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.41K- 66.43% |
$146K - $168K
|
1.22K
$104K
|
|
Jan 10, 2023
Q4 2022
|
First Community Trust Na
|
SELL
|
- |
-2.44K- 17.74% |
$148K - $170K
|
11.3K
$969K
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-2.62K- 46.63% |
$159K - $183K
|
3K
$258K
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-2.71K- 0.73% |
$164K - $189K
|
367K
$31.5M
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.78K- 41.52% |
$169K - $194K
|
3.91K
$336K
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-3.35K- 10.19% |
$203K - $233K
|
29.5K
$2.53M
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.53K- 25.06% |
$214K - $246K
|
10.6K
$906K
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.73K- 3.54% |
$226K - $260K
|
102K
$8.74M
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.77K- 6.85% |
$229K - $263K
|
51.2K
$4.39M
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3.77K- 82.72% |
$229K - $263K
|
788
$67.6K
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-4.16K- 1.6% |
$253K - $290K
|
256K
$21.9M
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.53K- 18.13% |
$275K - $316K
|
20.5K
$1.76M
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.56K- 3.01% |
$277K - $318K
|
147K
$12.6M
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-4.62K- 2.55% |
$280K - $322K
|
177K
$15.2M
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-5.17K- 17.55% |
$314K - $361K
|
24.3K
$2.09M
|
|
Feb 14, 2023
Q4 2022
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-5.34K- 48.54% |
$324K - $372K
|
5.66K
$486K
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.48K- 1.62% |
$332K - $382K
|
332K
$28.5M
|
|
Jan 31, 2023
Q4 2022
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-5.52K- 37.46% |
$335K - $385K
|
9.21K
$791K
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.04K- 6.75% |
$366K - $421K
|
83.5K
$7.16M
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-6.75K- 59.06% |
$410K - $471K
|
4.68K
$402K
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-6.96K- 2.1% |
$423K - $486K
|
325K
$27.9M
|
|
Feb 14, 2023
Q4 2022
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-7.1K- 48.3% |
$431K - $495K
|
7.6K
$652K
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-7.1K- 47.97% |
$431K - $495K
|
7.7K
$661K
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-7.27K- 37.16% |
$441K - $508K
|
12.3K
$1.06M
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.91K- 21.29% |
$480K - $552K
|
29.2K
$2.51M
|