Purchases and Sales Made in Q2 2023 in Vaneck Morningstar Wide Moat E (MOAT)
This table provides information about the institutional ownership of Vaneck Morningstar Wide Moat E (MOAT) during Q2 2023. The information is specifically focused on institutions that hold shares of VANECK MORNINGSTAR WIDE MOAT E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
2.7M+ 96438.58% |
$195M - $216M
|
2.7M
$232M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.28M+ 33.54% |
$92.2M - $102M
|
5.09M
$437M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.04M+ 3253.7% |
$75.3M - $83.7M
|
1.08M
$92.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
985K+ 19.17% |
$71.1M - $79M
|
6.12M
$526M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
982K+ 314.32% |
$70.9M - $78.7M
|
1.29M
$111M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
737K+ 15.02% |
$53.2M - $59.1M
|
5.64M
$484M
|
|
|
Aug 04, 2023
Q2 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
574KNew |
$41.4M - $46M
|
574K
$49.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
BUY
|
- |
565KNew |
$40.7M - $45.3M
|
565K
$48.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
516K+ 20.79% |
$37.2M - $41.4M
|
3M
$257M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
479K+ 36.87% |
$34.6M - $38.4M
|
1.78M
$153M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
399K+ 57.89% |
$28.8M - $32M
|
1.09M
$93.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
365K+ 23.12% |
$26.3M - $29.2M
|
1.94M
$167M
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
346K+ 7682.59% |
$25M - $27.8M
|
351K
$30.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
319K+ 2496.5% |
$23M - $25.5M
|
331K
$28.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
267K+ 36.07% |
$19.3M - $21.4M
|
1.01M
$86.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
242K+ 16.02% |
$17.5M - $19.4M
|
1.75M
$150M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
212K+ 75.18% |
$15.3M - $17M
|
493K
$42.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
185KNew |
$13.4M - $14.8M
|
185K
$15.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
183K+ 46.34% |
$13.2M - $14.7M
|
579K
$49.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
183KNew |
$13.2M - $14.7M
|
183K
$15.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
178KNew |
$12.9M - $14.3M
|
178K
$15.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Smart Money Group LLC
|
BUY
|
- |
164K+ 97.4% |
$11.8M - $13.1M
|
332K
$28.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
157K+ 7828.7% |
$11.3M - $12.6M
|
159K
$13.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
154K+ 332.71% |
$11.1M - $12.4M
|
201K
$17.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
150K+ 55.56% |
$10.8M - $12M
|
421K
$36.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
139K+ 7.24% |
$10.1M - $11.2M
|
2.07M
$177M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
133K+ 1125.53% |
$9.58M - $10.6M
|
145K
$12.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
132K+ 34.21% |
$9.56M - $10.6M
|
520K
$44.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
131KNew |
$9.42M - $10.5M
|
131K
$11.2M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
128K+ 1839.5% |
$9.21M - $10.2M
|
135K
$11.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Ttp Investments, Inc.
|
BUY
|
- |
125K+ 23.56% |
$9.02M - $10M
|
655K
$56.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
119K+ 335.67% |
$8.57M - $9.52M
|
154K
$13.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
112KNew |
$8.05M - $8.94M
|
112K
$9.58M
|
|
|
Aug 02, 2023
Q2 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
110KNew |
$7.94M - $8.82M
|
110K
$9.45M
|
|
|
Aug 04, 2023
Q2 2023
|
Abrdn PLC
|
BUY
|
- |
104KNew |
$7.52M - $8.35M
|
104K
$8.95M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
102K+ 364.01% |
$7.39M - $8.21M
|
131K
$11.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Goodman Advisory Group, LLC
|
BUY
|
- |
100KNew |
$7.22M - $8.02M
|
100K
$8.59M
|
|
|
Jul 11, 2023
Q2 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
98.8KNew |
$7.13M - $7.92M
|
98.8K
$8.48M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
92.1K+ 54.08% |
$6.65M - $7.38M
|
262K
$22.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
90.6KNew |
$6.54M - $7.26M
|
90.6K
$7.78M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
81.4K+ 74.0% |
$5.88M - $6.53M
|
191K
$16.4M
|
|
|
Aug 11, 2023
Q2 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
78.2KNew |
$5.64M - $6.27M
|
78.2K
$6.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
78.1K+ 186.84% |
$5.64M - $6.26M
|
120K
$10.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
77.4KNew |
$5.58M - $6.2M
|
77.4K
$6.64M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
74.6K+ 45.45% |
$5.38M - $5.98M
|
239K
$20.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
74.4K+ 25.1% |
$5.37M - $5.96M
|
371K
$31.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
72.7K+ 1360.53% |
$5.25M - $5.83M
|
78.1K
$6.7M
|
|
|
Jul 19, 2023
Q2 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
69.1K+ 288.07% |
$4.99M - $5.54M
|
93.1K
$7.99M
|
|
|
Aug 02, 2023
Q2 2023
|
Parametrica Management LTD
|
BUY
|
- |
68.3KNew |
$4.93M - $5.48M
|
68.3K
$5.86M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
67.6K+ 15.72% |
$4.88M - $5.42M
|
498K
$42.7M
|