VanEck Morningstar Wide Moat ETF (MOAT) Institutional Ownership

$85.44
-0.31 (-0.36%)
(As of 04/25/2024 ET)

Institutional Ownership Changes (13F Filings) for VanEck Morningstar Wide Moat ETF (BATS:MOAT)

Number of
Institutional Buyers
(last 12 months)
470
Total
Institutional Inflows
(last 12 months)
$2.55B
Number of
Institutional Sellers
(last 12 months)
181
Total
Institutional Outflows
(last 12 months)
$712.22M
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MOAT Institutional Buying and Selling by Quarter

VanEck Morningstar Wide Moat ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/25/2024Allworth Financial LP218,959$19.68M0.1%+45.0%0.130%
4/25/2024TRUE Private Wealth Advisors15,352$1.38M0.2%+226.8%0.009%
4/25/2024Capital Investment Advisory Services LLC46,517$4.18M0.4%-16.3%0.028%
4/25/2024Triumph Capital Management21,941$1.96M0.8%+12.4%0.013%
4/25/2024Eudaimonia Partners LLC36,578$3.29M0.8%+9.7%0.022%
4/25/2024Randolph Co Inc6,700$602K0.1%-13.7%0.004%
4/25/2024 Cambridge Investment Research Advisors Inc.923,097$82.99M0.3%-0.2%0.547%
4/24/2024 Private Trust Co. NA11,210$1.01M0.1%-5.5%0.007%
4/24/2024 PSI Advisors LLC11,306$1.02M0.4%+44.4%0.007%
4/24/2024 Patton Albertson Miller Group LLC188,140$16.91M2.5%+42.3%0.112%
4/24/2024 Wolff Financial Management LLC4,713$424K0.1%-4.4%0.003%
4/24/2024 Activest Wealth Management251,726$22.63M10.9%+3.2%0.149%
4/24/2024 Newbridge Financial Services Group Inc.7,940$714K0.3%-3.2%0.005%
4/24/2024 Smith Anglin Financial LLC189,208$17.01M1.8%-7.3%0.112%
4/24/2024 Simplicity Wealth LLC16,803$1.51M0.0%+610.5%0.010%
4/24/2024 Archford Capital Strategies LLC123,780$11.13M1.9%-5.7%0.073%
4/24/2024 Spire Wealth Management4,850$436K0.0%+2.8%0.003%
4/24/2024 Buttonwood Financial Advisors Inc.194,827$17.52M8.2%+5.0%0.115%
4/24/2024 Essex Financial Services Inc.53,191$4.78M0.4%+81.2%0.032%
4/23/2024 IRON Financial LLC43,918$3.95M2.2%-3.9%0.026%
4/23/2024 Lunt Capital Management Inc.21,121$1.90M0.9%+9.6%0.013%
4/23/2024 James J. Burns & Company LLC54,125$4.78M1.7%-31.2%0.032%
4/23/2024 Global Retirement Partners LLC50,952$4.58M0.2%+12.8%0.030%
4/23/2024 Cornell Pochily Investment Advisors Inc.24,765$2.23M0.9%+6.9%0.015%
4/23/2024 Cookson Peirce & Co. Inc.38,917$3.50M0.2%-1.7%0.023%
4/23/2024 Sage Mountain Advisors LLC559$50K0.0%N/A0.000%
4/23/2024 Fifth Third Bancorp500$45K0.0%-54.5%0.000%
4/23/2024 Warner Financial Inc.12,629$1.14M0.6%+7.7%0.007%
4/23/2024 Regatta Capital Group LLC444,885$40.00M9.0%+2.8%0.264%
4/23/2024 TAP Consulting LLC210,902$18.96M4.2%+105.0%0.125%
4/23/2024 Raymond James Financial Services Advisors Inc.3,247,417$291.94M0.4%+12.5%1.925%
4/22/2024 Nilsine Partners LLC12,024$1.08M0.1%+26.3%0.007%
4/22/2024 Harbour Trust & Investment Management Co216,150$19.43M2.4%+3.5%0.128%
4/22/2024 Legacy CG LLC85,051$7.65M2.8%-59.6%0.050%
4/22/2024 Provident Wealth Management LLC178,334$16.03M6.0%-2.9%0.106%
4/22/2024 Financial Management Network Inc.452,470$39.46M9.9%+1.2%0.268%
4/22/2024 Laurel Wealth Planning LLC95,361$8.57M5.7%-1.6%0.057%
4/22/2024 Raymond James & Associates2,367,879$212.87M0.1%+4.3%1.404%
4/22/2024 Strategies Wealth Advisors LLC2,946$265K0.0%N/A0.002%
4/22/2024 Edge Financial Advisors LLC13,018$1.17M1.0%N/A0.008%
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4/19/2024 New Century Financial Group LLC15,511$1.39M1.0%+476.0%0.009%
4/19/2024 Cornerstone Wealth Management LLC14,870$1.34M0.1%+16.6%0.009%
4/19/2024 Advisor Resource Council43,913$3.95M1.6%N/A0.026%
4/19/2024 Kovack Advisors Inc.4,228$380K0.0%+35.8%0.003%
4/19/2024 PCG Wealth Advisors LLC69,205$6.22M3.0%+20.5%0.041%
4/19/2024 Lifestyle Asset Management Inc.32,144$2.89M1.7%-6.1%0.019%
4/19/2024 Santori & Peters Inc.51,154$4.60M2.0%-1.5%0.030%
4/18/2024 SeaCrest Wealth Management LLC5,350$481K0.1%+48.0%0.003%
4/18/2024 Dash Acquisitions Inc.4,717$397K0.1%N/A0.003%
4/18/2024 Iams Wealth Management LLC8,042$694K0.4%-20.6%0.005%
4/18/2024 Panoramic Investment Advisors LLC53,017$4.77M3.5%-0.5%0.031%
4/18/2024 Oliver Luxxe Assets LLC23,658$2.13M0.4%-4.3%0.014%
4/18/2024 Wolff Wiese Magana LLC16,552$1.49M1.3%+18.9%0.010%
4/18/2024 Fifth Third Securities Inc.73,651$6.62M0.6%+34.4%0.044%
4/18/2024 Mirador Capital Partners LP3,138$282K0.1%N/A0.002%
4/18/2024 Financial Partners Group LLC30,129$2.71M1.0%-12.7%0.018%
4/17/2024 Dumont & Blake Investment Advisors LLC16,841$1.51M0.4%+33.0%0.010%
4/17/2024 Trilogy Capital Inc.10,460$940K0.1%-23.0%0.006%
4/17/2024 Avalon Capital Management101,832$9.16M3.8%-3.9%0.060%
4/17/2024 Cornerstone Wealth Group LLC54,993$4.94M0.5%+0.3%0.033%
4/17/2024 Founders Financial Securities LLC7,195$647K0.1%+15.1%0.004%
4/17/2024 Foguth Wealth Management LLC.55,476$4.99M2.7%N/A0.033%
4/16/2024 S.E.E.D. Planning Group LLC96,794$8.70M3.2%+39.7%0.057%
4/16/2024 Calton & Associates Inc.2,274$204K0.1%N/A0.001%
4/16/2024 Ameliora Wealth Management Ltd.3,250$292K0.1%N/A0.002%
4/16/2024 Pinnacle Bancorp Inc.672$60K0.0%N/A0.000%
4/16/2024 Howard Financial Services LTD.39,051$3.51M0.6%+56.7%0.023%
4/16/2024 Transform Wealth LLC26,223$2.36M0.2%+70.5%0.016%
4/16/2024 Harbor Group Inc.353,161$31.75M8.4%+4.0%0.209%
4/16/2024 Wealth Enhancement Advisory Services LLC699,209$62.86M0.2%+2.5%0.414%
4/15/2024 Wealthcare Advisory Partners LLC182,641$16.42M0.5%+13.4%0.108%
4/15/2024 Aspiriant LLC13,415$1.21M0.0%+55.4%0.008%
4/15/2024 Key Client Fiduciary Advisors LLC13,228$1.19M0.6%+68.9%0.008%
4/15/2024 Sunpointe LLC29,847$2.68M3.0%+17.4%0.018%
4/15/2024 Sovereign Financial Group Inc.7,197$647K0.2%+36.8%0.004%
4/15/2024 Future Financial Wealth Managment LLC43,240$3.89M3.0%+34.6%0.026%
4/15/2024 Brookstone Capital Management701,363$63.05M1.1%+10.2%0.416%
4/15/2024 Elevated Capital Advisors LLC60,207$5.41M1.6%N/A0.036%
4/15/2024 Atlas Capital Advisors LLC8,826$793K0.1%+33.3%0.005%
4/15/2024 IAM Advisory LLC47,429$4.26M1.2%-0.6%0.028%
4/15/2024 Flagstar Advisors Inc.124,408$11.18M3.1%+46.3%0.074%
4/15/2024 Kingswood Wealth Advisors LLC12,467$1.12M0.1%+6.4%0.007%
4/15/2024 Sound Income Strategies LLC464$42K0.0%-42.2%0.000%
4/15/2024 Ayalon Insurance Comp Ltd.51,564$4.64M1.5%-21.0%0.031%
4/15/2024 Etesian Wealth Advisors Inc.64,571$5.81M3.3%+17.5%0.038%
4/12/2024 Dynamic Advisor Solutions LLC189,569$17.04M0.6%+10.0%0.112%
4/12/2024 Fermata Advisors LLC88,350$7.94M1.8%+5.0%0.052%
4/12/2024 Allen Mooney & Barnes Investment Advisors LLC29,443$2.56M0.5%N/A0.017%
4/12/2024 Kaydan Wealth Management Inc.8,808$792K0.3%-5.0%0.005%
4/12/2024 Whitaker Myers Wealth Managers LTD.487,438$43.82M18.5%+4.8%0.289%
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4/12/2024 Peak Financial Advisors LLC54,640$4.91M3.0%-7.6%0.032%
4/12/2024 Lloyd Advisory Services LLC.5,400$485K0.1%N/A0.003%
4/12/2024 AdvisorNet Financial Inc42,880$3.86M0.4%+24.0%0.025%
4/12/2024 Global Trust Asset Management LLC450$40K0.0%+80.0%0.000%
4/12/2024 First PREMIER Bank1,065$96K0.0%+33.1%0.001%
4/12/2024 Westend Capital Management LLC3,438$309K0.1%N/A0.002%
4/11/2024 RDA Financial Network53,820$4.84M1.7%+11.6%0.032%
4/11/2024 Opal Wealth Advisors LLC27,592$2.48M0.8%+16.5%0.016%
4/11/2024 DHJJ Financial Advisors Ltd.6,792$611K0.3%+14.2%0.004%
4/11/2024 &PARTNERS58,060$5.23M0.7%+92.7%0.034%
(Data available from 1/1/2016 forward)

MOAT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MOAT shares?

During the previous two years, 546 institutional investors and hedge funds held shares of VanEck Morningstar Wide Moat ETF. The most heavily invested institutionals were Morgan Stanley ($514.44M), LPL Financial LLC ($417.45M), Bank of America Corp DE ($346.45M), Raymond James Financial Services Advisors Inc. ($291.94M), Raymond James & Associates ($212.87M), Wells Fargo & Company MN ($206.93M), and Commonwealth Equity Services LLC ($198.60M).Learn more on MOAT's institutional investors.

Which institutional investors have been buying VanEck Morningstar Wide Moat ETF stock?

Of the 497 institutional investors that purchased VanEck Morningstar Wide Moat ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($3.29M), Raymond James Financial Services Advisors Inc. ($1.72M), Commonwealth Equity Services LLC ($1.24M), Morgan Stanley ($1.14M), UBS Group AG ($988.10K), Thrivent Financial for Lutherans ($982.16K), and Prudential PLC ($902.46K).

How much institutional buying is happening at VanEck Morningstar Wide Moat ETF?

Institutional investors have bought a total of 36,198,430 shares in the last 24 months. This purchase volume represents approximately $2.84B in transactions.

Which VanEck Morningstar Wide Moat ETF major shareholders have been selling company stock?

Of the 217 institutional investors that sold VanEck Morningstar Wide Moat ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Soundwatch Capital LLC ($2.69M), Raymond James Financial Services Advisors Inc. ($1.27M), EP Wealth Advisors LLC ($1.07M), Prudential PLC ($705.94K), LPL Financial LLC ($525.12K), Resources Investment Advisors LLC. ($488.19K), and Paul Damon & Associates Inc. ($440.65K).

How much institutional selling is happening at VanEck Morningstar Wide Moat ETF?

Institutional investors have sold a total of 11,540,608 shares in the last 24 months. This volume of shares sold represents approximately $868.96M in transactions.


This page (BATS:MOAT) was last updated on 4/25/2024 by MarketBeat.com Staff

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