Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Vaneck Morningstar Esg Moat Etf (MOTE)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 7    2
Total shares held : 
137,557  
% of shares held : 
1.53%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  1  
Amount of shares held : 
-47,082  
% of shares held change : 
  -0.52%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
0
 0
 0%
 
Increased Positions :
3
 2,452
 1.78%
 
Unchanged Positions :
4
 53,575
 38.95%
 
Decreased Positions :
0
0
0%
 
Closed Positions :
2
-49,534
-36.01%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   SMITH MOORE & CO. 102 - 2023-12-31 64,588 $1,649,000 1,864
   VAN ECK ASSOCIATES CORP 943 - 2024-03-31 50,000 $1,356,000 0
   Kelman-Lazarov Inc. 70 - 2024-03-31 18,038 $489,000 -370
   Aspire Wealth Management Corp 99 *New 2024-03-31 7,457 $202,000 7,457
   Advisor Group Holdings Inc. 4570 - 2024-03-31 2,158 $59,000 1,172
   Steward Partners Investment Advisory LLC 1970 - 2023-12-31 2,000 $51,000 0
   Geneos Wealth Management Inc. 1189 - 2024-03-31 1,275 $35,000 -300
   PROEQUITIES INC. 2388 - 2024-03-31 0 $0 0
   UBS Group AG 7889 *Closed 2023-12-31 0 $0 -419

  9 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results