Purchases and Sales Made in Q2 2024 in Vaneck Morningstar Wide Moat E (MOAT)
This table provides information about the institutional ownership of Vaneck Morningstar Wide Moat E (MOAT) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2024
Q2 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1.45K+ 5.1% |
$122K - $130K
|
29.8K
$2.56M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
1.44K+ 49.6% |
$121K - $129K
|
4.35K
$373K
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.44K+ 7.6% |
$120K - $129K
|
20.3K
$1.74M
|
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.42K+ 2.59% |
$119K - $127K
|
56.1K
$4.82M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.42K+ 29.75% |
$119K - $127K
|
6.18K
$530K
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.29K+ 0.95% |
$108K - $115K
|
137K
$11.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.25KNew |
$105K - $112K
|
1.25K
$107K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.25K+ 5.27% |
$105K - $112K
|
25K
$2.14M
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.24K+ 25.66% |
$104K - $111K
|
6.05K
$519K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.22K+ 16.95% |
$102K - $109K
|
8.42K
$723K
|
|
|
Aug 12, 2024
Q2 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
1.11K+ 15.54% |
$93.3K - $99.7K
|
8.26K
$709K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.09K+ 100.74% |
$91.8K - $98.1K
|
2.18K
$187K
|
|
|
Jul 12, 2024
Q2 2024
|
Iam Advisory, LLC
|
BUY
|
- |
1.05K+ 2.22% |
$88.4K - $94.5K
|
48.5K
$4.16M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.04K+ 12.86% |
$87.2K - $93.1K
|
9.11K
$782K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.04K+ 24.48% |
$86.9K - $92.9K
|
5.26K
$452K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.03K+ 29.2% |
$86.8K - $92.8K
|
4.58K
$393K
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
1.01K+ 1.02% |
$84.6K - $90.4K
|
100K
$8.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1K+ 43.96% |
$84K - $89.7K
|
3.28K
$281K
|
|
|
Jul 25, 2024
Q2 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
987+ 1.04% |
$82.9K - $88.6K
|
96.3K
$8.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
943+ 27.44% |
$79.2K - $84.6K
|
4.38K
$376K
|
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
913+ 8.61% |
$76.7K - $81.9K
|
11.5K
$989K
|
|
|
Aug 13, 2024
Q2 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
907+ 4.66% |
$76.2K - $81.4K
|
20.4K
$1.75M
|
|
|
Nov 14, 2024
Q2 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
900+ 0.82% |
$75.6K - $80.7K
|
111K
$9.56M
|
|
|
Aug 07, 2024
Q2 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
891+ 9.02% |
$74.8K - $79.9K
|
10.8K
$925K
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
891+ 64.15% |
$74.8K - $79.9K
|
2.28K
$196K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
891+ 2.22% |
$74.8K - $79.9K
|
41K
$3.52M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
890+ 12.49% |
$74.7K - $79.9K
|
8.02K
$688K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
849+ 893.68% |
$71.3K - $76.2K
|
944
$81K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
825+ 0.84% |
$69.3K - $74K
|
99.2K
$8.52M
|
|
|
Aug 09, 2024
Q2 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
820+ 19.76% |
$68.9K - $73.6K
|
4.97K
$427K
|
|
|
Jul 29, 2024
Q2 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
819+ 6.84% |
$68.8K - $73.5K
|
12.8K
$1.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
812New |
$68.2K - $72.9K
|
812
$69.7K
|
|
|
Aug 02, 2024
Q2 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
806+ 12.3% |
$67.7K - $72.3K
|
7.36K
$632K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
793+ 3.45% |
$66.6K - $71.1K
|
23.8K
$2.04M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
782+ 1.0% |
$65.7K - $70.2K
|
78.7K
$6.76M
|
|
|
Jul 22, 2024
Q2 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
772+ 1.49% |
$64.8K - $69.3K
|
52.6K
$4.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
758+ 1.59% |
$63.6K - $68K
|
48.3K
$4.15M
|
|
|
Aug 02, 2024
Q2 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
745+ 1.13% |
$62.6K - $66.8K
|
66.9K
$5.75M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
739+ 4.4% |
$62.1K - $66.3K
|
17.5K
$1.51M
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
691+ 5.08% |
$58K - $62K
|
14.3K
$1.23M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
659+ 14.08% |
$55.3K - $59.1K
|
5.34K
$458K
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
656+ 8.16% |
$55.1K - $58.9K
|
8.7K
$747K
|
|
|
Jul 17, 2024
Q2 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
651+ 3.5% |
$54.7K - $58.4K
|
19.2K
$1.65M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
650+ 22.08% |
$54.6K - $58.3K
|
3.59K
$309K
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
646+ 8.83% |
$54.2K - $58K
|
7.96K
$683K
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
645+ 4.4% |
$54.2K - $57.9K
|
15.3K
$1.31M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
635+ 58.69% |
$53.3K - $57K
|
1.72K
$147K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
615+ 9.05% |
$51.6K - $55.2K
|
7.41K
$636K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
606+ 1.08% |
$50.9K - $54.4K
|
56.6K
$4.86M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
597+ 3.83% |
$50.1K - $53.6K
|
16.2K
$1.39M
|