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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.69K- 34.06% |
$230K - $230K
|
5.2K
$446K
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
24K+ 46.22% |
$2.06M - $2.06M
|
76.1K
$6.53M
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.57K- 5.66% |
$135K - $135K
|
26.2K
$2.25M
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
6.08K+ 4.58% |
$522K - $522K
|
139K
$11.9M
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.56K- 1.55% |
$134K - $134K
|
98.6K
$8.47M
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-7.43K- 6.7% |
$638K - $638K
|
104K
$8.89M
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-315- 9.91% |
$27K - $27K
|
2.86K
$246K
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
2.86K+ 1.43% |
$246K - $246K
|
203K
$17.5M
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.35K+ 3.28% |
$116K - $116K
|
42.4K
$3.64M
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
5.02K+ 67.88% |
$430K - $430K
|
12.4K
$1.06M
|
|
Nov 12, 2024
Q3 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
5.23K+ 7.29% |
$449K - $449K
|
77K
$6.61M
|
|
Nov 12, 2024
Q3 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-2.05K- 5.78% |
$176K - $176K
|
33.4K
$2.87M
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
10.1KNew |
$864K - $864K
|
10.1K
$864K
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
1.36K+ 14.7% |
$117K - $117K
|
10.6K
$910K
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
602+ 3.06% |
$51.7K - $51.7K
|
20.3K
$1.74M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
28.4K+ 3.03% |
$2.44M - $2.44M
|
967K
$83M
|
|
Nov 12, 2024
Q3 2024
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-12.8K- 7.53% |
$1.1M - $1.1M
|
157K
$13.5M
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
204+ 3.37% |
$17.5K - $17.5K
|
6.25K
$537K
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-261- 2.34% |
$22.4K - $22.4K
|
10.9K
$937K
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
766+ 44.61% |
$65.8K - $65.8K
|
2.48K
$213K
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-116- 0.32% |
$9.96K - $9.96K
|
36.2K
$3.11M
|
|
Nov 12, 2024
Q3 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-762- 1.53% |
$65.4K - $65.4K
|
49.2K
$4.22M
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-190- 3.92% |
$16.3K - $16.3K
|
4.66K
$400K
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
119+ 4.92% |
$10.2K - $10.2K
|
2.54K
$218K
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
534+ 2.84% |
$45.8K - $45.8K
|
19.3K
$1.66M
|
|
Nov 12, 2024
Q3 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
7.25K+ 1.65% |
$622K - $622K
|
447K
$38.4M
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2.25KNew |
$193K - $193K
|
2.25K
$193K
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-33.6K- 49.38% |
$2.89M - $2.89M
|
34.5K
$2.96M
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
22.3K+ 18.42% |
$1.92M - $1.92M
|
144K
$12.3M
|
|
Nov 12, 2024
Q3 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
3.42KNew |
$294K - $294K
|
3.42K
$294K
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-12.8K- 89.71% |
$1.1M - $1.1M
|
1.47K
$126K
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.46K- 6.34% |
$125K - $125K
|
21.5K
$1.85M
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-13.8K- 3.86% |
$1.18M - $1.18M
|
344K
$29.5M
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
108KNew |
$9.31M - $9.31M
|
108K
$9.31M
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
323+ 4.62% |
$27.7K - $27.7K
|
7.31K
$628K
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
161+ 115.83% |
$13.8K - $13.8K
|
300
$25.8K
|
|
Nov 12, 2024
Q3 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
2.33K+ 3.21% |
$200K - $200K
|
75K
$6.44M
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.75K+ 7.8% |
$151K - $151K
|
24.2K
$2.08M
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-391- 1.57% |
$33.6K - $33.6K
|
24.6K
$2.11M
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-710- 20.57% |
$60.9K - $60.9K
|
2.74K
$235K
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
692+ 2.78% |
$59.4K - $59.4K
|
25.6K
$2.19M
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
9.89K+ 217.89% |
$849K - $849K
|
14.4K
$1.24M
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-18.4K- 6.51% |
$1.58M - $1.58M
|
264K
$22.6M
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-26.5K- 64.98% |
$2.28M - $2.28M
|
14.3K
$1.23M
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.41KNew |
$465K - $465K
|
5.41K
$465K
|
|
Nov 12, 2024
Q3 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
1.44K+ 2.82% |
$123K - $123K
|
52.3K
$4.49M
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-258- 0.54% |
$22.1K - $22.1K
|
47.2K
$4.05M
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
253K+ 151.76% |
$21.7M - $21.7M
|
420K
$36.1M
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-106- 90.6% |
$9.1K - $9.1K
|
11
$944
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
5.3K+ 13.01% |
$455K - $455K
|
46K
$3.95M
|