Latest Institutional Transactions on Vaneck Morningstar Wide Moat E (MOAT)
This table provides information on the latest institutional transactions involving Vaneck Morningstar Wide Moat E (MOAT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
19K+ 4.06% |
N/A
|
486K
$41.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.55K- 0.28% |
N/A
|
545K
$46.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.61K+ 1.15% |
N/A
|
142K
$12.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
79+ 1.9% |
N/A
|
4.23K
$363K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
609+ 32.48% |
N/A
|
2.48K
$213K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
167+ 5.65% |
N/A
|
3.12K
$268K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
690+ 8.68% |
N/A
|
8.64K
$742K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
73New |
N/A
|
73
$6.27K
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-85- 0.39% |
N/A
|
21.8K
$1.87M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
775New |
N/A
|
775
$66.5K
|
|
| Q3 2024 | |||||||
|
Dec 30, 2024
Q3 2024
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
237KNew |
$20.4M - $20.4M
|
237K
$20.4M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
30.8K+ 24.39% |
$2.65M - $2.65M
|
157K
$13.5M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.18K- 7.88% |
$445K - $445K
|
60.6K
$5.2M
|
|
|
Dec 10, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-1.51K- 6.69% |
$129K - $129K
|
21K
$1.8M
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
43.9KNew |
$3.77M - $3.77M
|
43.9K
$3.77M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-2.19K- 18.15% |
$188K - $188K
|
9.87K
$848K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
251KNew |
$21.5M - $21.5M
|
251K
$21.5M
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
5.73K+ 0.99% |
$492K - $492K
|
584K
$50.1M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-200- 2.12% |
$17.2K - $17.2K
|
9.25K
$794K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.05K+ 9.73% |
$90K - $90K
|
11.8K
$1.01M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10+ 0.0% |
$858 - $858
|
251K
$21.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
125+ 4.63% |
$10.7K - $10.7K
|
2.83K
$243K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-16.8K- 16.95% |
$1.44M - $1.44M
|
82.4K
$7.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-38- 18.63% |
$3.26K - $3.26K
|
166
$14.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
68.5KNew |
$5.88M - $5.88M
|
68.5K
$5.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
5.92K+ 220.36% |
$508K - $508K
|
8.61K
$739K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.33K+ 6.17% |
$458K - $458K
|
91.7K
$7.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
89+ 1.45% |
$7.64K - $7.64K
|
6.21K
$533K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
36.4KNew |
$3.13M - $3.13M
|
36.4K
$3.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-33.9K- 23.07% |
$2.91M - $2.91M
|
113K
$9.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-334- 7.63% |
$28.7K - $28.7K
|
4.05K
$347K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.42K+ 9.69% |
$122K - $122K
|
16K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-2.75K- 25.28% |
$236K - $236K
|
8.12K
$697K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-189K- 8.96% |
$16.2M - $16.2M
|
1.92M
$165M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8.62K- 6.69% |
$740K - $740K
|
120K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-168- 6.25% |
$14.4K - $14.4K
|
2.52K
$216K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15K+ 26.45% |
$1.28M - $1.28M
|
71.5K
$6.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
60+ 0.64% |
$5.15K - $5.15K
|
9.39K
$806K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-97- 0.86% |
$8.33K - $8.33K
|
11.2K
$957K
|
|
|
Nov 14, 2024
Q3 2024
|
Marquette Associates, Inc.
Chicago, IL |
SELL
|
- |
-4.77KClosed |
$409K - $409K
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.98K- 0.64% |
$170K - $170K
|
305K
$26.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.4K- 1.09% |
$292K - $292K
|
307K
$26.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
207+ 4.07% |
$17.8K - $17.8K
|
5.3K
$455K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
50.4K+ 7.02% |
$4.32M - $4.32M
|
769K
$66M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
511+ 10.53% |
$43.9K - $43.9K
|
5.36K
$460K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-64.2K- 36.86% |
$5.51M - $5.51M
|
110K
$9.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
290+ 3.51% |
$24.9K - $24.9K
|
8.55K
$734K
|
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
22.5K+ 12.92% |
$1.94M - $1.94M
|
197K
$16.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
30.9K+ 10.71% |
$2.66M - $2.66M
|
320K
$27.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
18.1K+ 32.72% |
$1.55M - $1.55M
|
73.3K
$6.29M
|
|