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 |
---|---|---|---|---|---|---|---|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
10.7KNew |
N/A
|
10.7K
$917K
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.66K+ 2.3% |
N/A
|
73.8K
$6.33M
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-11.1K- 2.03% |
N/A
|
534K
$45.8M
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-117K- 70.32% |
N/A
|
49.4K
$4.24M
|
|
Mar 06, 2025
Q4 2024
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
29.1KNew |
N/A
|
29.1K
$2.5M
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-115- 1.05% |
N/A
|
10.8K
$928K
|
|
Mar 05, 2025
Q4 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
1.19K+ 1.04% |
N/A
|
115K
$9.91M
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
287+ 5.31% |
N/A
|
5.7K
$489K
|
|
Mar 03, 2025
Q4 2024
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
100+ 0.04% |
N/A
|
238K
$20.4M
|
|
Feb 27, 2025
Q4 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-1.2K- 21.08% |
N/A
|
4.49K
$386K
|
|
Feb 25, 2025
Q4 2024
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
2.46KNew |
N/A
|
2.46K
$211K
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.47K+ 2.85% |
N/A
|
53K
$4.55M
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.38K- 5.58% |
N/A
|
57.2K
$4.91M
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
BUY
|
- |
84.9KNew |
N/A
|
84.9K
$7.29M
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.83K- 20.95% |
N/A
|
10.7K
$917K
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.09K- 11.78% |
N/A
|
23.1K
$1.98M
|
|
Feb 24, 2025
Q4 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
2.17KNew |
N/A
|
2.17K
$186K
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
3.28KNew |
N/A
|
3.28K
$281K
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
162KNew |
N/A
|
162K
$13.9M
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
278+ 3.46% |
N/A
|
8.31K
$713K
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
17.4K+ 16.81% |
N/A
|
121K
$10.4M
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
5.34K+ 16.14% |
N/A
|
38.4K
$3.3M
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-71.4K- 93.93% |
N/A
|
4.62K
$397K
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-38.5K- 69.61% |
N/A
|
16.8K
$1.44M
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-27.7K- 76.07% |
N/A
|
8.72K
$748K
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.68K+ 9.46% |
N/A
|
100K
$8.62M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
83.3K+ 9.86% |
N/A
|
928K
$79.7M
|
|
Feb 14, 2025
Q4 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-62- 1.0% |
N/A
|
6.15K
$528K
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.21K+ 3.09% |
N/A
|
73.7K
$6.33M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.44K+ 361.59% |
N/A
|
10.8K
$924K
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-2.2K- 32.84% |
N/A
|
4.5K
$386K
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-8.77K- 44.26% |
N/A
|
11K
$948K
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
5+ 0.59% |
N/A
|
850
$73K
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
25.1K+ 620.84% |
N/A
|
29.2K
$2.5M
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3.62K+ 22.55% |
N/A
|
19.7K
$1.69M
|
|
Feb 14, 2025
Q4 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-4.57K- 1.47% |
N/A
|
307K
$26.3M
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
44+ 18.18% |
N/A
|
286
$24.6K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-79.6K- 0.98% |
N/A
|
8.04M
$690M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
199KNew |
N/A
|
199K
$17.1M
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-101- 0.73% |
N/A
|
13.7K
$1.17M
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-41.6K- 88.83% |
N/A
|
5.24K
$449K
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
2.25K+ 10.27% |
N/A
|
24.2K
$2.08M
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.3KNew |
N/A
|
2.3K
$198K
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
569New |
N/A
|
569
$48.8K
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
7.6K+ 260.01% |
N/A
|
10.5K
$903K
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-98- 1.85% |
N/A
|
5.2K
$446K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-19.4K- 1.01% |
N/A
|
1.9M
$163M
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.45K- 3.26% |
N/A
|
132K
$11.4M
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.02K- 9.39% |
N/A
|
19.5K
$1.68M
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
853+ 29.25% |
N/A
|
3.77K
$324K
|