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 |
---|---|---|---|---|---|---|---|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-2.8K- 28.34% |
N/A
|
7.08K
$607K
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-4.56K- 10.51% |
N/A
|
38.8K
$3.33M
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.39K- 7.17% |
N/A
|
17.9K
$1.54M
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.34K- 0.44% |
N/A
|
306K
$26.3M
|
|
Feb 06, 2025
Q4 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-6.26K- 9.01% |
N/A
|
63.2K
$5.42M
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-101- 0.65% |
N/A
|
15.5K
$1.33M
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
BUY
|
- |
6+ 0.24% |
N/A
|
2.48K
$213K
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-1.14K- 3.41% |
N/A
|
32.3K
$2.77M
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
74.1K+ 1659.79% |
N/A
|
78.6K
$6.75M
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-54.1K- 32.58% |
N/A
|
112K
$9.6M
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-120- 4.06% |
N/A
|
2.84K
$243K
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
7+ 1.46% |
N/A
|
488
$41.9K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.42MNew |
N/A
|
5.42M
$465M
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
47+ 1.48% |
N/A
|
3.22K
$277K
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
19.5K+ 8.9% |
N/A
|
238K
$20.4M
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
858K+ 32.49% |
N/A
|
3.5M
$300M
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
569+ 2.37% |
N/A
|
24.6K
$2.11M
|
|
Feb 06, 2025
Q4 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-91.9K- 86.86% |
N/A
|
13.9K
$1.19M
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6.38KNew |
N/A
|
6.38K
$547K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-981- 16.52% |
N/A
|
4.96K
$425K
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
100+ 2.89% |
N/A
|
3.56K
$306K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
3.36K+ 22.16% |
N/A
|
18.5K
$1.59M
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
697+ 0.79% |
N/A
|
89.3K
$7.67M
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 1.0% |
N/A
|
202
$17.3K
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
75New |
N/A
|
75
$6.44K
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
57+ 8.99% |
N/A
|
691
$59.3K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
261K+ 62.01% |
N/A
|
681K
$58.5M
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
61New |
N/A
|
61
$5.24K
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
15.1K+ 4.3% |
N/A
|
367K
$31.5M
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.19KNew |
N/A
|
4.19K
$360K
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
86+ 2.01% |
N/A
|
4.37K
$375K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
15K+ 9.15% |
N/A
|
178K
$15.3M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
64.9K+ 5.63% |
N/A
|
1.22M
$105M
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-2.43K- 31.69% |
N/A
|
5.24K
$450K
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
30+ 1.05% |
N/A
|
2.89K
$248K
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
4.7K+ 5.22% |
N/A
|
94.6K
$8.12M
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
1.52K+ 2.76% |
N/A
|
56.5K
$4.85M
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-2.09K- 3.05% |
N/A
|
66.6K
$5.71M
|
|
Feb 04, 2025
Q4 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-4.58K- 25.01% |
N/A
|
13.7K
$1.18M
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
4.08K+ 5.89% |
N/A
|
73.4K
$6.3M
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-12.1K- 26.31% |
N/A
|
34K
$2.92M
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
79+ 1.36% |
N/A
|
5.89K
$505K
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-5.7K- 5.73% |
N/A
|
93.9K
$8.06M
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
8.15K+ 21.22% |
N/A
|
46.5K
$3.99M
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-8- 0.15% |
N/A
|
5.26K
$452K
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
29.7K+ 15.05% |
N/A
|
227K
$19.5M
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.14K+ 4.35% |
N/A
|
123K
$10.6M
|
|
Feb 04, 2025
Q4 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-717- 6.76% |
N/A
|
9.89K
$849K
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
7.93K+ 55.89% |
N/A
|
22.1K
$1.9M
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-46- 0.62% |
N/A
|
7.32K
$628K
|