Purchases and Sales Made in Q4 2023 in Vaneck Morningstar Wide Moat E (MOAT)
This table provides information about the institutional ownership of Vaneck Morningstar Wide Moat E (MOAT) during Q4 2023. 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 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-266- 6.57% |
$18.8K - $22.7K
|
3.78K
$325K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-282- 47.72% |
$19.9K - $24.1K
|
309
$26.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-314- 4.91% |
$22.2K - $26.8K
|
6.08K
$522K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-330- 35.95% |
$23.3K - $28.1K
|
588
$50.5K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-341- 48.3% |
$24.1K - $29.1K
|
365
$31.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-405- 4.37% |
$28.6K - $34.5K
|
8.87K
$761K
|
|
|
Feb 12, 2024
Q4 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-434- 1.73% |
$30.7K - $37K
|
24.7K
$2.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-441- 1.98% |
$31.2K - $37.6K
|
21.8K
$1.87M
|
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-482- 9.69% |
$34.1K - $41.1K
|
4.49K
$386K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-491- 12.52% |
$34.7K - $41.9K
|
3.43K
$294K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-523- 45.2% |
$37K - $44.6K
|
634
$54.4K
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
SELL
|
- |
-562- 5.33% |
$39.7K - $47.9K
|
9.98K
$856K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-600- 42.86% |
$42.4K - $51.2K
|
800
$68.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-600- 12.82% |
$42.4K - $51.2K
|
4.08K
$350K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-620- 0.95% |
$43.8K - $52.9K
|
64.6K
$5.54M
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-635- 71.75% |
$44.9K - $54.2K
|
250
$21.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-728- 5.72% |
$51.5K - $62.1K
|
12K
$1.03M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-758- 4.65% |
$53.6K - $64.7K
|
15.5K
$1.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-777- 21.39% |
$54.9K - $66.3K
|
2.86K
$245K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-778- 2.74% |
$55K - $66.4K
|
27.6K
$2.37M
|
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
SELL
|
- |
-793- 1.71% |
$56.1K - $67.6K
|
45.7K
$3.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-802- 15.46% |
$56.7K - $68.4K
|
4.38K
$376K
|
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-822- 4.43% |
$58.1K - $70.1K
|
17.8K
$1.52M
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-890- 1.88% |
$62.9K - $75.9K
|
46.5K
$3.99M
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-919- 48.73% |
$65K - $78.4K
|
967
$83K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.09K- 5.52% |
$77.1K - $93K
|
18.7K
$1.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-1.13K- 49.56% |
$79.9K - $96.4K
|
1.15K
$98.7K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.15K- 12.3% |
$81.3K - $98.1K
|
8.2K
$704K
|
|
|
Feb 09, 2024
Q4 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.22K- 1.24% |
$86.1K - $104K
|
96.9K
$8.32M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1.24K- 7.94% |
$87.6K - $106K
|
14.4K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.32K- 47.72% |
$93.2K - $112K
|
1.44K
$124K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.35K- 0.66% |
$95.7K - $115K
|
204K
$17.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.41K- 13.31% |
$99.4K - $120K
|
9.16K
$786K
|
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-1.59K- 34.18% |
$113K - $136K
|
3.07K
$263K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.72K- 12.65% |
$121K - $146K
|
11.9K
$1.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.78K- 4.97% |
$126K - $152K
|
34K
$2.92M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.8K- 0.75% |
$127K - $154K
|
237K
$20.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.83K- 25.39% |
$130K - $156K
|
5.39K
$462K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.92K- 1.25% |
$135K - $163K
|
151K
$13M
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1.92K- 30.13% |
$136K - $164K
|
4.46K
$383K
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-2K- 0.47% |
$141K - $171K
|
426K
$36.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-2.08K- 1.12% |
$147K - $177K
|
184K
$15.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-2.2K- 5.52% |
$155K - $187K
|
37.6K
$3.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.35K- 39.31% |
$166K - $201K
|
3.63K
$312K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.37K- 3.87% |
$168K - $202K
|
58.9K
$5.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-2.55K- 3.22% |
$180K - $217K
|
76.6K
$6.58M
|
|
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
SELL
|
- |
-2.92K- 3.55% |
$206K - $249K
|
79.3K
$6.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-3.05K- 5.02% |
$216K - $261K
|
57.8K
$4.96M
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-3.75K- 7.27% |
$265K - $320K
|
47.8K
$4.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-4.36K- 0.8% |
$309K - $372K
|
541K
$46.5M
|