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 |
---|---|---|---|---|---|---|---|
Oct 18, 2024
Q3 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
110+ 1.25% |
$9.44K - $9.44K
|
8.94K
$767K
|
|
Oct 18, 2024
Q3 2024
|
Verde Capital Management
|
SELL
|
- |
-24.4K- 4.14% |
$2.1M - $2.1M
|
566K
$48.6M
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
11.5K+ 2.25% |
$987K - $987K
|
523K
$44.9M
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
45.1K+ 59.51% |
$3.87M - $3.87M
|
121K
$10.4M
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
29+ 0.35% |
$2.49K - $2.49K
|
8.43K
$723K
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
1.46K+ 2.66% |
$125K - $125K
|
56.3K
$4.83M
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
923+ 26.59% |
$79.2K - $79.2K
|
4.39K
$377K
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
SELL
|
- |
-608- 2.16% |
$52.2K - $52.2K
|
27.5K
$2.36M
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3+ 0.04% |
$258 - $258
|
8.02K
$688K
|
|
Oct 17, 2024
Q3 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
10.3K+ 127.65% |
$881K - $881K
|
18.3K
$1.57M
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
81+ 16.2% |
$6.95K - $6.95K
|
581
$49.9K
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
6.9KNew |
$592K - $592K
|
6.9K
$592K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
885+ 3.73% |
$76K - $76K
|
24.6K
$2.11M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
521+ 0.21% |
$44.7K - $44.7K
|
250K
$21.4M
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.16K- 4.39% |
$99.9K - $99.9K
|
25.3K
$2.17M
|
|
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 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.73K- 50.5% |
$235K - $235K
|
2.68K
$230K
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
7.37K+ 22.96% |
$632K - $632K
|
39.5K
$3.39M
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-21.3K- 31.56% |
$1.83M - $1.83M
|
46.1K
$3.96M
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-477- 3.04% |
$40.9K - $40.9K
|
15.2K
$1.3M
|
|
Oct 16, 2024
Q3 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
11.8K+ 4.98% |
$1.01M - $1.01M
|
248K
$21.3M
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
4.75K+ 2.04% |
$408K - $408K
|
237K
$20.4M
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
18.8KNew |
$1.61M - $1.61M
|
18.8K
$1.61M
|
|
Oct 16, 2024
Q3 2024
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-188- 2.63% |
$16.1K - $16.1K
|
6.95K
$597K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-14.4K- 25.27% |
$1.23M - $1.23M
|
42.5K
$3.64M
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.23K+ 7.44% |
$106K - $106K
|
17.8K
$1.53M
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.19K+ 13.16% |
$703K - $703K
|
70.5K
$6.05M
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-547- 0.4% |
$47K - $47K
|
136K
$11.7M
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-60- 0.37% |
$5.15K - $5.15K
|
16.3K
$1.39M
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
700+ 70000.0% |
$60.1K - $60.1K
|
701
$60.2K
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
39.9K+ 7.71% |
$3.42M - $3.42M
|
557K
$47.8M
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-8- 0.13% |
$687 - $687
|
5.94K
$510K
|
|
Oct 15, 2024
Q3 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
2.52K+ 2.97% |
$216K - $216K
|
87.4K
$7.5M
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
429+ 1.73% |
$36.8K - $36.8K
|
25.2K
$2.16M
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
3.24KNew |
$278K - $278K
|
3.24K
$278K
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
450New |
$38.6K - $38.6K
|
450
$38.6K
|
|
Oct 15, 2024
Q3 2024
|
Ttp Investments, Inc.
|
BUY
|
- |
50.5K+ 10.69% |
$4.33M - $4.33M
|
522K
$44.9M
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
314+ 5.75% |
$27K - $27K
|
5.78K
$496K
|
|
Oct 15, 2024
Q3 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
45.3K+ 44.2% |
$3.89M - $3.89M
|
148K
$12.7M
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-850- 18.75% |
$73K - $73K
|
3.68K
$316K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-159- 5.15% |
$13.6K - $13.6K
|
2.93K
$251K
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
1.08K+ 1.84% |
$93K - $93K
|
60K
$5.15M
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.71K+ 7.15% |
$318K - $318K
|
55.6K
$4.77M
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3.61K+ 2.78% |
$309K - $309K
|
133K
$11.4M
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
152K+ 5334.86% |
$13.1M - $13.1M
|
155K
$13.3M
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.01K+ 2.43% |
$86.4K - $86.4K
|
42.5K
$3.65M
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.05K+ 3.76% |
$90K - $90K
|
29K
$2.49M
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-7- 0.16% |
$601 - $601
|
4.34K
$372K
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
62.4KNew |
$5.36M - $5.36M
|
62.4K
$5.36M
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
50.7K+ 11.07% |
$4.36M - $4.36M
|
509K
$43.7M
|