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 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-14.9K- 36.13% |
$1.28M - $1.28M
|
26.3K
$2.26M
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
17.4K+ 77.02% |
$1.49M - $1.49M
|
40K
$3.43M
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.64K+ 2.92% |
$141K - $141K
|
57.7K
$4.96M
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
2.23KNew |
$192K - $192K
|
2.23K
$192K
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
314K+ 11390.13% |
$26.9M - $26.9M
|
317K
$27.2M
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-2.94K- 33.85% |
$253K - $253K
|
5.75K
$494K
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.49K- 4.64% |
$300K - $300K
|
71.8K
$6.17M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
552+ 0.36% |
$47.4K - $47.4K
|
152K
$13M
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2.24K+ 1.58% |
$193K - $193K
|
144K
$12.4M
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
20.3K+ 26.0% |
$1.75M - $1.75M
|
98.6K
$8.46M
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
676+ 19.03% |
$58K - $58K
|
4.23K
$363K
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-4.81K- 11.65% |
$413K - $413K
|
36.5K
$3.13M
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
5.43KNew |
$466K - $466K
|
5.43K
$466K
|
|
Oct 10, 2024
Q3 2024
|
Darrow Company, Inc.
|
BUY
|
- |
8.67K+ 5.05% |
$744K - $744K
|
180K
$15.5M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
20+ 7.72% |
$1.72K - $1.72K
|
279
$23.9K
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
10.7K+ 29.71% |
$915K - $915K
|
46.5K
$4M
|
|
Oct 10, 2024
Q3 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-11.7K- 22.28% |
$1.01M - $1.01M
|
40.9K
$3.51M
|
|
Oct 09, 2024
Q3 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
105+ 4.18% |
$9.01K - $9.01K
|
2.62K
$225K
|
|
Oct 09, 2024
Q3 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
1.78K+ 2.9% |
$153K - $153K
|
63.1K
$5.42M
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
52.9K+ 51.13% |
$4.54M - $4.54M
|
156K
$13.4M
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.96K+ 0.65% |
$168K - $168K
|
306K
$26.2M
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-13.8K- 55.73% |
$1.18M - $1.18M
|
10.9K
$938K
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
8.3K+ 3.76% |
$712K - $712K
|
229K
$19.6M
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
15.1K+ 15.72% |
$1.3M - $1.3M
|
111K
$9.56M
|
|
Oct 09, 2024
Q3 2024
|
Peak Financial Advisors LLC
|
SELL
|
- |
-2.79K- 6.09% |
$240K - $240K
|
43.1K
$3.7M
|
|
Oct 09, 2024
Q3 2024
|
Madden Securities Corp
|
SELL
|
- |
-544- 3.1% |
$46.7K - $46.7K
|
17K
$1.46M
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
2.86K+ 1.48% |
$246K - $246K
|
196K
$16.9M
|
|
Oct 08, 2024
Q3 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
2.34KNew |
$201K - $201K
|
2.34K
$201K
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
549+ 1.79% |
$47.1K - $47.1K
|
31.2K
$2.68M
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-586- 3.63% |
$50.3K - $50.3K
|
15.6K
$1.34M
|
|
Oct 08, 2024
Q3 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
4.49K+ 3.43% |
$385K - $385K
|
135K
$11.6M
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
27.8K+ 2.82% |
$2.39M - $2.39M
|
1.02M
$87.1M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
109K+ 10.48% |
$9.39M - $9.39M
|
1.15M
$99M
|
|
Oct 08, 2024
Q3 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
2.9K+ 2.57% |
$249K - $249K
|
116K
$9.95M
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.41K+ 3.45% |
$121K - $121K
|
42.2K
$3.62M
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
10.1K+ 13.64% |
$863K - $863K
|
83.7K
$7.19M
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-257- 3.05% |
$22.1K - $22.1K
|
8.16K
$700K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
2.31K+ 0.78% |
$198K - $198K
|
297K
$25.5M
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
BUY
|
- |
7.37K+ 2.04% |
$633K - $633K
|
368K
$31.6M
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-166- 0.34% |
$14.2K - $14.2K
|
48.3K
$4.15M
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-19.9K- 14.27% |
$1.71M - $1.71M
|
120K
$10.3M
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.74K- 19.12% |
$149K - $149K
|
7.37K
$632K
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.28K+ 1.17% |
$195K - $195K
|
197K
$16.9M
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
165+ 1.59% |
$14.2K - $14.2K
|
10.6K
$906K
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
94New |
$8.07K - $8.07K
|
94
$8.07K
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
754+ 13.51% |
$64.7K - $64.7K
|
6.34K
$544K
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-7.53K- 23.56% |
$646K - $646K
|
24.4K
$2.1M
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
298+ 8.61% |
$25.6K - $25.6K
|
3.76K
$323K
|
|
Oct 03, 2024
Q3 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
33New |
$2.83K - $2.83K
|
33
$2.83K
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
477+ 17.06% |
$40.9K - $40.9K
|
3.27K
$281K
|