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 14, 2023
Q3 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-1.04K- 1.39% |
$77.7K - $86.4K
|
73.6K
$6.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-1.1K- 8.87% |
$82.2K - $91.4K
|
11.3K
$968K
|
|
|
Oct 17, 2023
Q3 2023
|
Cross Staff Investments Inc
|
SELL
|
- |
-1.1K- 4.45% |
$82.4K - $91.7K
|
23.7K
$2.03M
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-1.16K- 24.27% |
$87.2K - $96.9K
|
3.63K
$312K
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.25K- 1.16% |
$93.4K - $104K
|
106K
$9.09M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-1.32K- 4.99% |
$98.9K - $110K
|
25.2K
$2.16M
|
|
|
Oct 17, 2023
Q3 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-1.41K- 2.57% |
$105K - $117K
|
53.4K
$4.59M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.47K- 55.78% |
$110K - $123K
|
1.17K
$100K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.65K- 54.24% |
$123K - $137K
|
1.39K
$119K
|
|
|
Nov 03, 2023
Q3 2023
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-1.71K- 2.12% |
$128K - $143K
|
79.2K
$6.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.82K- 20.15% |
$136K - $152K
|
7.22K
$620K
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-2.15K- 2.78% |
$161K - $179K
|
75.2K
$6.46M
|
|
|
Oct 23, 2023
Q3 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-2.41K- 4.66% |
$180K - $200K
|
49.2K
$4.23M
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-2.52K- 79.25% |
$189K - $210K
|
660
$56.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.55K- 6.15% |
$191K - $212K
|
38.8K
$3.33M
|
|
|
Jun 25, 2024
Q3 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-2.59KClosed |
$194K - $216K
|
0
$0
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.61K- 30.41% |
$196K - $218K
|
5.98K
$513K
|
|
|
Nov 14, 2023
Q3 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-2.73K- 8.52% |
$204K - $227K
|
29.3K
$2.51M
|
|
|
Oct 25, 2023
Q3 2023
|
Ferguson Shapiro LLC
|
SELL
|
- |
-3.26K- 3.88% |
$244K - $271K
|
80.6K
$6.92M
|
|
|
Oct 19, 2023
Q3 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-3.52K- 1.86% |
$264K - $293K
|
186K
$15.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-4.54K- 2.48% |
$340K - $378K
|
179K
$15.3M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.24K- 8.7% |
$393K - $437K
|
55K
$4.73M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.59K- 3.86% |
$418K - $465K
|
139K
$11.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-5.67K- 3.57% |
$424K - $472K
|
153K
$13.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-6.07K- 15.17% |
$455K - $506K
|
33.9K
$2.91M
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-6.37K- 8.31% |
$477K - $531K
|
70.3K
$6.04M
|
|
|
Oct 30, 2023
Q3 2023
|
Darrow Company, Inc.
|
SELL
|
- |
-8.3K- 4.96% |
$621K - $691K
|
159K
$13.6M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-8.81K- 81.82% |
$660K - $734K
|
1.96K
$168K
|
|
|
Nov 03, 2023
Q3 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-8.93K- 32.47% |
$669K - $744K
|
18.6K
$1.59M
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-9.3K- 3.98% |
$697K - $775K
|
224K
$19.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-9.88K- 55.13% |
$740K - $823K
|
8.04K
$690K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-10K- 11.72% |
$751K - $836K
|
75.6K
$6.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-10.1K- 7.74% |
$756K - $841K
|
120K
$10.3M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-13.7K- 48.13% |
$1.03M - $1.14M
|
14.8K
$1.27M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-13.8K- 41.09% |
$1.03M - $1.15M
|
19.7K
$1.69M
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-18.8K- 54.48% |
$1.41M - $1.56M
|
15.7K
$1.35M
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-20.1K- 79.28% |
$1.51M - $1.68M
|
5.26K
$452K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-20.5K- 2.55% |
$1.54M - $1.71M
|
784K
$67.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-21.4K- 21.37% |
$1.6M - $1.78M
|
78.6K
$6.75M
|
|
|
Oct 25, 2023
Q3 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-23.1K- 35.37% |
$1.73M - $1.92M
|
42.2K
$3.62M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-25.3K- 88.9% |
$1.9M - $2.11M
|
3.16K
$271K
|
|
|
Oct 17, 2023
Q3 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-26.8K- 19.55% |
$2.01M - $2.23M
|
110K
$9.48M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-27.4K- 20.75% |
$2.05M - $2.28M
|
105K
$9M
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-30.9K- 8.81% |
$2.31M - $2.57M
|
320K
$27.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-34.9K- 90.99% |
$2.61M - $2.9M
|
3.45K
$296K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-38.7K- 3.84% |
$2.89M - $3.22M
|
967K
$83M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-43.1K- 61.4% |
$3.23M - $3.59M
|
27.1K
$2.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-45K- 57.58% |
$3.37M - $3.74M
|
33.1K
$2.84M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-51.9K- 83.26% |
$3.88M - $4.32M
|
10.4K
$895K
|
|
|
Oct 10, 2023
Q3 2023
|
Peak Financial Advisors LLC
|
SELL
|
- |
-63.1K- 61.99% |
$4.72M - $5.25M
|
38.7K
$3.32M
|