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 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
162+ 10.57% |
$13.9K - $13.9K
|
1.69K
$145K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-93- 16.2% |
$7.98K - $7.98K
|
481
$41.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
17.9K+ 5.37% |
$1.54M - $1.54M
|
352K
$30.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-24.1K- 3.16% |
$2.07M - $2.07M
|
739K
$63.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.41K+ 21.01% |
$121K - $121K
|
8.1K
$696K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.51K- 6.11% |
$129K - $129K
|
23.2K
$1.99M
|
|
|
Nov 06, 2024
Q3 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-6.53K- 2.06% |
$561K - $561K
|
311K
$26.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-88- 0.13% |
$7.55K - $7.55K
|
66.9K
$5.74M
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.71K+ 10.1% |
$147K - $147K
|
18.7K
$1.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
10+ 0.27% |
$858 - $858
|
3.71K
$319K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
1.51KNew |
$129K - $129K
|
1.51K
$129K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-161K- 99.89% |
$13.8M - $13.8M
|
169
$14.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-12- 0.05% |
$1.03K - $1.03K
|
25.4K
$2.18M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.36K+ 7.94% |
$202K - $202K
|
32.1K
$2.75M
|
|
|
Nov 06, 2024
Q3 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
1.49K+ 4.37% |
$128K - $128K
|
35.6K
$3.06M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-139K- 19.68% |
$11.9M - $11.9M
|
567K
$48.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
11.7K+ 2.58% |
$1M - $1M
|
465K
$40M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
4.87K+ 9.14% |
$418K - $418K
|
58.2K
$4.99M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.21K- 1.29% |
$190K - $190K
|
169K
$14.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-1.77K- 13.94% |
$152K - $152K
|
10.9K
$938K
|
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
SELL
|
- |
-13.2K- 4.03% |
$1.13M - $1.13M
|
314K
$27M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
56.6KNew |
$4.86M - $4.86M
|
56.6K
$4.86M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
398+ 4.85% |
$34.2K - $34.2K
|
8.6K
$738K
|
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-33- 0.59% |
$2.83K - $2.83K
|
5.6K
$480K
|
|
|
Nov 05, 2024
Q3 2024
|
Parametrica Management LTD
|
BUY
|
- |
41KNew |
$3.52M - $3.52M
|
41K
$3.52M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.4K+ 23.34% |
$291K - $291K
|
17.9K
$1.54M
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
670+ 9.1% |
$57.5K - $57.5K
|
8.03K
$689K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
5+ 0.1% |
$429 - $429
|
5.27K
$452K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
707+ 0.6% |
$60.7K - $60.7K
|
118K
$10.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
20.4K+ 2.54% |
$1.75M - $1.75M
|
821K
$70.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
1.72K+ 3.23% |
$148K - $148K
|
55K
$4.72M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
167+ 81.07% |
$14.3K - $14.3K
|
373
$32K
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-224- 5.26% |
$19.2K - $19.2K
|
4.04K
$346K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.42K+ 9.69% |
$122K - $122K
|
16K
$1.38M
|
|
|
Nov 05, 2024
Q3 2024
|
Barnett & Company, Inc.
|
SELL
|
- |
-64- 2.02% |
$5.49K - $5.49K
|
3.11K
$267K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-7.93K- 45.39% |
$680K - $680K
|
9.54K
$818K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
120+ 2.88% |
$10.3K - $10.3K
|
4.29K
$368K
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-1.65K- 34.92% |
$142K - $142K
|
3.08K
$264K
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
120+ 2.88% |
$10.3K - $10.3K
|
4.29K
$368K
|
|
|
Nov 04, 2024
Q3 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
1.09K+ 0.32% |
$93.9K - $93.9K
|
347K
$29.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.08K+ 3.8% |
$608K - $608K
|
193K
$16.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-63- 1.75% |
$5.41K - $5.41K
|
3.53K
$303K
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-275- 0.28% |
$23.6K - $23.6K
|
99.6K
$8.55M
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
106KNew |
$9.08M - $9.08M
|
106K
$9.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
6.11K+ 18.92% |
$524K - $524K
|
38.4K
$3.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
834+ 25.47% |
$71.6K - $71.6K
|
4.11K
$353K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-23.6K- 58.65% |
$2.03M - $2.03M
|
16.6K
$1.43M
|
|
|
Nov 04, 2024
Q3 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
3.06K+ 4.62% |
$263K - $263K
|
69.5K
$5.96M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-27- 2.86% |
$2.32K - $2.32K
|
917
$78.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-107K- 18.69% |
$9.16M - $9.16M
|
464K
$39.8M
|