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 |
---|---|---|---|---|---|---|---|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
723+ 8.6% |
N/A
|
9.13K
$784K
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
933+ 1.4% |
N/A
|
67.7K
$5.81M
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-75- 1.15% |
N/A
|
6.46K
$555K
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-6.43K- 21.24% |
N/A
|
23.8K
$2.04M
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
SELL
|
- |
-20.3K- 47.46% |
N/A
|
22.5K
$1.93M
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
358+ 7.71% |
N/A
|
5K
$429K
|
|
Apr 10, 2025
Q1 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-65- 2.52% |
N/A
|
2.51K
$216K
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-50K- 85.36% |
N/A
|
8.59K
$737K
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-408- 6.64% |
N/A
|
5.74K
$492K
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
14.8KNew |
N/A
|
14.8K
$1.27M
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
6.44K+ 4.9% |
N/A
|
138K
$11.8M
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
27.6K+ 7.23% |
N/A
|
409K
$35.1M
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
88.4K+ 44.31% |
N/A
|
288K
$24.7M
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-40.8K- 92.69% |
N/A
|
3.22K
$276K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.67K+ 113380.0% |
N/A
|
5.67K
$487K
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.35KNew |
N/A
|
2.35K
$201K
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-24.5K- 16.33% |
N/A
|
126K
$10.8M
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
24.7K+ 17.38% |
N/A
|
167K
$14.3M
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-76- 2.81% |
N/A
|
2.63K
$226K
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
632+ 4.14% |
N/A
|
15.9K
$1.36M
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
6.96K+ 2.38% |
N/A
|
299K
$25.7M
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-4.38K- 16.68% |
N/A
|
21.9K
$1.88M
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-29.2K- 26.17% |
N/A
|
82.5K
$7.08M
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-22.4K- 98.27% |
N/A
|
395
$33.9K
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-378- 12.1% |
N/A
|
2.75K
$236K
|
|
Apr 08, 2025
Q1 2025
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-24.2K- 14.15% |
N/A
|
147K
$12.6M
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-686- 39.7% |
N/A
|
1.04K
$89.4K
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
66+ 1.56% |
N/A
|
4.3K
$369K
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
28.7K+ 24.8% |
N/A
|
144K
$12.4M
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
2.8K+ 7.38% |
N/A
|
40.7K
$3.49M
|
|
Apr 08, 2025
Q1 2025
|
Verde Capital Management
|
SELL
|
- |
-8.01K- 1.41% |
N/A
|
559K
$48M
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-5.73K- 29.72% |
N/A
|
13.6K
$1.16M
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2.91K+ 3.33% |
N/A
|
90.3K
$7.75M
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.31K+ 2.16% |
N/A
|
62K
$5.32M
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-266K- 77.77% |
N/A
|
76K
$6.53M
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-109- 5.3% |
N/A
|
1.95K
$167K
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
SELL
|
- |
-2.89K- 4.39% |
N/A
|
62.9K
$5.4M
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.19K- 13.82% |
N/A
|
7.45K
$639K
|
|
Q4 2024 | |||||||
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
59K+ 1277.19% |
N/A
|
63.6K
$5.46M
|
|
Apr 14, 2025
Q4 2024
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
5.4KNew |
N/A
|
5.4K
$463K
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
28.6KNew |
N/A
|
28.6K
$2.46M
|
|
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 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
|
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
|