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 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-11.2K- 7.61% |
$805K - $894K
|
136K
$11.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-12.4K- 4.55% |
$893K - $992K
|
260K
$22.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-12.5K- 41.18% |
$905K - $1.01M
|
17.9K
$1.54M
|
|
|
Jul 13, 2023
Q2 2023
|
Win Advisors, Inc
|
SELL
|
- |
-13.4K- 74.92% |
$966K - $1.07M
|
4.48K
$385K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-21.3K- 3.8% |
$1.54M - $1.71M
|
538K
$46.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-29.7K- 17.56% |
$2.15M - $2.38M
|
140K
$12M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-50.8K- 82.93% |
$3.67M - $4.07M
|
10.5K
$898K
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-86.2K- 99.29% |
$6.22M - $6.91M
|
615
$52.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-127K- 11.22% |
$9.18M - $10.2M
|
1.01M
$86.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-169K- 19.17% |
$12.2M - $13.5M
|
712K
$61.2M
|