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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
4.67KNew |
$337K - $375K
|
4.67K
$401K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.25KNew |
$90.4K - $100K
|
1.25K
$108K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.5K- 8.48% |
$108K - $120K
|
16.2K
$1.39M
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
606New |
$43.7K - $48.6K
|
606
$52K
|
|
|
Aug 02, 2023
Q2 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
CALL |
164KNew |
$11.8M - $13.1M
|
164K
$14.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
2New |
$144 - $160
|
2
$172
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
5.82KNew |
$420K - $466K
|
5.82K
$500K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
574New |
$41.4K - $46K
|
574
$49.3K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
9New |
$650 - $721
|
9
$773
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-2.61K- 0.74% |
$188K - $209K
|
352K
$30.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 07, 2023
Q2 2023
|
Fulcrum Equity Management
|
BUY
|
- |
29.7KNew |
$2.14M - $2.38M
|
29.7K
$2.55M
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-11.8KClosed |
$772K - $901K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-10K- 3.09% |
$654K - $764K
|
315K
$27M
|
|
|
May 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
2.2KNew |
$144K - $167K
|
2.2K
$189K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.22K- 81.81% |
$79.5K - $92.8K
|
271
$23.3K
|
|
|
May 09, 2023
Q1 2023
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-311- 6.23% |
$20.3K - $23.7K
|
4.68K
$402K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
202New |
$13.2K - $15.4K
|
202
$17.3K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
85New |
$5.55K - $6.47K
|
85
$7.3K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
30.1K+ 120.07% |
$1.96M - $2.29M
|
55.2K
$4.74M
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-12.9K- 80.83% |
$842K - $982K
|
3.06K
$263K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
CALL |
300New |
$19.6K - $22.8K
|
300
$25.8K
|
|
|
Apr 24, 2023
Q1 2023
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
212K+ 33.52% |
$13.8M - $16.2M
|
845K
$72.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-15.2K- 10.4% |
$990K - $1.15M
|
131K
$11.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
2.52K+ 5.64% |
$164K - $192K
|
47.1K
$4.05M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
80New |
$4.86K - $5.58K
|
80
$6.87K
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
200New |
$12.1K - $14K
|
200
$17.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-9- 9.28% |
$546 - $628
|
88
$7.55K
|
|
|
Feb 14, 2023
Q4 2022
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
10.9KNew |
$661K - $760K
|
10.9K
$935K
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-2.2M- 98.46% |
$134M - $154M
|
34.4K
$2.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
7New |
$425 - $488
|
7
$601
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-3.35K- 10.19% |
$203K - $233K
|
29.5K
$2.53M
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
360New |
$21.9K - $25.1K
|
360
$30.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
3.35KNew |
$203K - $234K
|
3.35K
$288K
|
|
|
Feb 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
CALL |
445KNew |
$27M - $31.1M
|
445K
$38.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
35.7KNew |
$2.17M - $2.49M
|
35.7K
$3.06M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
74.6K+ 65.97% |
$4.53M - $5.21M
|
188K
$16.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
200New |
$12.1K - $14K
|
200
$17.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
5New |
$304 - $349
|
5
$429
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
600New |
$36.4K - $41.9K
|
600
$51.5K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
109+ 31.96% |
$6.62K - $7.61K
|
450
$38.6K
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
281+ 3.48% |
$17.1K - $19.6K
|
8.35K
$717K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
SELL
|
- |
-100- 31.15% |
$6.07K - $6.98K
|
221
$19K
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
32New |
$1.94K - $2.23K
|
32
$2.75K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
8.43K+ 12.9% |
N/A
|
73.8K
$6.34M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
40New |
N/A
|
40
$3.43K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-275- 99.64% |
N/A
|
1
$85.8
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
3.94K+ 1.94% |
N/A
|
206K
$17.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
3.78K+ 15.6% |
N/A
|
28K
$2.41M
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
279New |
N/A
|
279
$23.9K
|
|