Marquette Associates, Inc. Vaneck Morningstar Wide Moat E Transaction History

Marquette Associates, Inc.

$139 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	SELL	$85.84 - $85.84 $409,456 - $409,456	-4,770 Closed	0 $0
Q2 2024 Nov 14, 2024	BUY	$83.97 - $89.72 $400,536 - $427,964	4,770 New	4,770 $413 Million

Others Institutions Holding MOAT

# of Institutions

701

Shares Held

98.4M

Call Options Held

31.5K

Put Options Held

7.5K

Morgan Stanley New York, NY

8.66M
Shares

$743 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

8.12M
Shares

$697 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

7.88M
Shares

$676 Million
0.31% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

3.21M
Shares

$276 Million
0.38% of portfolio
Mesirow Financial Investment Management, Inc.

2.64M
Shares

$227 Million
4.59% of portfolio

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