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 |
---|---|---|---|---|---|---|---|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-16- 44.44% |
$1.32K - $1.44K
|
20
$1.72K
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
6.52K+ 3.13% |
$538K - $586K
|
215K
$18.4M
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
54New |
$4.46K - $4.85K
|
54
$4.64K
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
16.6KNew |
$1.37M - $1.49M
|
16.6K
$1.42M
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
832New |
$68.7K - $74.8K
|
832
$71.4K
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-161- 7.45% |
$13.3K - $14.5K
|
2K
$172K
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
648+ 0.8% |
$53.5K - $58.3K
|
81.2K
$6.97M
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-2.27K- 4.12% |
$187K - $204K
|
52.7K
$4.53M
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
3.63KNew |
$300K - $327K
|
3.63K
$312K
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
38.3KNew |
$3.16M - $3.45M
|
38.3K
$3.29M
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
14.7KNew |
$1.22M - $1.32M
|
14.7K
$1.26M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
119K+ 31.41% |
$9.85M - $10.7M
|
499K
$42.8M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
59.4K+ 128.46% |
$4.91M - $5.34M
|
106K
$9.07M
|
|
May 13, 2024
Q1 2024
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
125+ 1.22% |
$10.3K - $11.2K
|
10.3K
$888K
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
15K+ 7.37% |
$1.24M - $1.34M
|
218K
$18.7M
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-290- 51.24% |
$23.9K - $26.1K
|
276
$23.7K
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-87- 7.57% |
$7.18K - $7.82K
|
1.06K
$91.2K
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
272+ 0.25% |
$22.5K - $24.5K
|
107K
$9.18M
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
501New |
$41.4K - $45K
|
501
$43K
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
4.33K+ 67.15% |
$357K - $389K
|
10.8K
$925K
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
73+ 39.67% |
$6.03K - $6.56K
|
257
$22.1K
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-142Closed |
$11.7K - $12.8K
|
0
$0
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
346+ 5.7% |
$28.6K - $31.1K
|
6.41K
$550K
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
11.3KNew |
$931K - $1.01M
|
11.3K
$968K
|
|
May 09, 2024
Q1 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-381- 7.13% |
$31.5K - $34.3K
|
4.96K
$426K
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
665+ 6.45% |
$54.9K - $59.8K
|
11K
$943K
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
22New |
$1.82K - $1.98K
|
22
$1.89K
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.77K- 8.98% |
$146K - $159K
|
17.9K
$1.54M
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
318+ 1.47% |
$26.3K - $28.6K
|
21.9K
$1.88M
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.2KNew |
$99.1K - $108K
|
1.2K
$103K
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
616New |
$50.9K - $55.4K
|
616
$52.9K
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
400New |
$33K - $36K
|
400
$34.3K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
10.9K+ 30.79% |
$904K - $984K
|
46.5K
$3.99M
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
70+ 5.7% |
$5.78K - $6.29K
|
1.3K
$112K
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
23.7KNew |
$1.95M - $2.13M
|
23.7K
$2.03M
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
84.6KNew |
$6.99M - $7.61M
|
84.6K
$7.26M
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
3.25K+ 9.74% |
$268K - $292K
|
36.6K
$3.14M
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
559New |
$46.2K - $50.3K
|
559
$48K
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.95KNew |
$243K - $265K
|
2.95K
$253K
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
100New |
$8.26K - $8.99K
|
100
$8.58K
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
12.8K+ 475.97% |
$1.06M - $1.15M
|
15.5K
$1.33M
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.6KNew |
$215K - $234K
|
2.6K
$223K
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
81New |
$6.69K - $7.28K
|
81
$6.95K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
471+ 1.89% |
$38.9K - $42.3K
|
25.4K
$2.18M
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
672New |
$55.5K - $60.4K
|
672
$57.7K
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
15New |
$1.24K - $1.35K
|
15
$1.29K
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
125+ 3.72% |
$10.3K - $11.2K
|
3.48K
$299K
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.47KNew |
$204K - $222K
|
2.47K
$212K
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
4.79K+ 55.45% |
$395K - $430K
|
13.4K
$1.15M
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
265+ 33.13% |
$21.9K - $23.8K
|
1.07K
$91.4K
|