Purchases and Sales Made in Q3 2023 in Vaneck Morningstar Wide Moat E (MOAT)
This table provides information about the institutional ownership of Vaneck Morningstar Wide Moat E (MOAT) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 03, 2023
Q3 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
49.9KNew |
$3.73M - $4.15M
|
49.9K
$4.28M
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
48.9K+ 25.52% |
$3.66M - $4.07M
|
240K
$20.6M
|
|
Oct 05, 2023
Q3 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
48.8K+ 12.98% |
$3.65M - $4.06M
|
425K
$36.4M
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
47.8K+ 48.43% |
$3.58M - $3.98M
|
146K
$12.6M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
47.2K+ 14.57% |
$3.53M - $3.93M
|
371K
$31.8M
|
|
Nov 08, 2023
Q3 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
44.1K+ 13.21% |
$3.3M - $3.67M
|
378K
$32.4M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
42.5KNew |
$3.18M - $3.54M
|
42.5K
$3.65M
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
42.4K+ 68.32% |
$3.18M - $3.53M
|
105K
$8.98M
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
42.2K+ 20.1% |
$3.16M - $3.51M
|
252K
$21.6M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
41K+ 1.98% |
$3.07M - $3.41M
|
2.11M
$181M
|
|
Nov 21, 2023
Q3 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
40.8K+ 393.04% |
$3.06M - $3.4M
|
51.2K
$4.4M
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
40.4KNew |
$3.02M - $3.36M
|
40.4K
$3.47M
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
39.6K+ 16.58% |
$2.96M - $3.3M
|
278K
$23.9M
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
35.8K+ 221.82% |
$2.68M - $2.98M
|
52K
$4.46M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
35.7K+ 55.65% |
$2.68M - $2.98M
|
100K
$8.58M
|
|
Oct 25, 2023
Q3 2023
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
35.4K+ 161.92% |
$2.65M - $2.95M
|
57.2K
$4.91M
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
34.7K+ 24.85% |
$2.6M - $2.89M
|
174K
$15M
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
34.4K+ 504.4% |
$2.58M - $2.86M
|
41.2K
$3.54M
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
34K+ 3404100.0% |
$2.55M - $2.83M
|
34K
$2.92M
|
|
Oct 26, 2023
Q3 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
33.1KNew |
$2.47M - $2.75M
|
33.1K
$2.84M
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
32.8K+ 354.8% |
$2.46M - $2.74M
|
42.1K
$3.61M
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
32.8K+ 47.51% |
$2.46M - $2.73M
|
102K
$8.75M
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
32.2K+ 59.74% |
$2.41M - $2.68M
|
86.2K
$7.4M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
32.1K+ 45.64% |
$2.4M - $2.67M
|
102K
$8.78M
|
|
Oct 10, 2023
Q3 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
29.6K+ 29.99% |
$2.22M - $2.47M
|
128K
$11M
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
29K+ 158.55% |
$2.17M - $2.41M
|
47.2K
$4.05M
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
28K+ 7.0% |
$2.1M - $2.33M
|
428K
$36.7M
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
27.8K+ 64.69% |
$2.08M - $2.32M
|
70.8K
$6.08M
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
27.1K+ 17.56% |
$2.03M - $2.26M
|
181K
$15.6M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
26.9K+ 20.01% |
$2.02M - $2.24M
|
161K
$13.9M
|
|
Nov 08, 2023
Q3 2023
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
25.3K+ 7.78% |
$1.89M - $2.1M
|
350K
$30.1M
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
25K+ 120.34% |
$1.87M - $2.08M
|
45.8K
$3.93M
|
|
Nov 03, 2023
Q3 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
24.9K+ 25.84% |
$1.86M - $2.07M
|
121K
$10.4M
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
24.1K+ 35.37% |
$1.8M - $2M
|
92.1K
$7.9M
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
23.7KNew |
$1.78M - $1.98M
|
23.7K
$2.04M
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
23.6K+ 117.17% |
$1.77M - $1.97M
|
43.8K
$3.76M
|
|
Nov 13, 2023
Q3 2023
|
Smart Money Group LLC
|
BUY
|
- |
23.2K+ 6.97% |
$1.73M - $1.93M
|
355K
$30.5M
|
|
Nov 06, 2023
Q3 2023
|
Abrdn PLC
|
BUY
|
- |
21.1K+ 20.28% |
$1.58M - $1.76M
|
125K
$10.8M
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
20.1K+ 74.23% |
$1.51M - $1.68M
|
47.2K
$4.05M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
19.8K+ 12.87% |
$1.49M - $1.65M
|
174K
$14.9M
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
19.6K+ 10.59% |
$1.47M - $1.63M
|
205K
$17.6M
|
|
Oct 26, 2023
Q3 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
19.5KNew |
$1.46M - $1.63M
|
19.5K
$1.68M
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
BUY
|
- |
19.3K+ 286.22% |
$1.45M - $1.61M
|
26.1K
$2.24M
|
|
Oct 30, 2023
Q3 2023
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
18.9K+ 7.29% |
$1.42M - $1.58M
|
279K
$23.9M
|
|
Nov 13, 2023
Q3 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
18.2KNew |
$1.36M - $1.52M
|
18.2K
$1.56M
|
|
Oct 31, 2023
Q3 2023
|
Parametrica Management LTD
|
BUY
|
- |
18.2K+ 26.64% |
$1.36M - $1.52M
|
86.5K
$7.43M
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
18K+ 20.88% |
$1.35M - $1.5M
|
104K
$8.96M
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
17.8K+ 342.76% |
$1.33M - $1.48M
|
23K
$1.98M
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
17.7K+ 117.76% |
$1.33M - $1.47M
|
32.7K
$2.81M
|
|
Nov 13, 2023
Q3 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
17.6KNew |
$1.31M - $1.46M
|
17.6K
$1.51M
|