A detailed history of Apexium Financial, LP transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Apexium Financial, LP holds 557,347 shares of MOAT stock, worth $47.8 Million. This represents 3.49% of its overall portfolio holdings.

Number of Shares
557,347
Previous 517,465 7.71%
Holding current value
$47.8 Million
Previous $44.8 Million 6.75%
% of portfolio
3.49%
Previous 3.56%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$85.84 - $85.84 $3.42 Million - $3.42 Million
39,882 Added 7.71%
557,347 $47.8 Million
Q2 2024

Aug 05, 2024

BUY
$83.97 - $89.72 $1.11 Million - $1.19 Million
13,275 Added 2.63%
517,465 $44.8 Million
Q1 2024

Apr 19, 2024

BUY
$82.58 - $89.9 $1.09 Million - $1.19 Million
13,245 Added 2.7%
504,190 $45.3 Million
Q4 2023

Feb 08, 2024

BUY
$70.71 - $85.3 $986,475 - $1.19 Million
13,951 Added 2.92%
490,945 $41.7 Million
Q3 2023

Oct 24, 2023

BUY
$74.88 - $83.28 $672,796 - $748,270
8,985 Added 1.92%
476,994 $36.2 Million
Q2 2023

Aug 14, 2023

BUY
$72.17 - $80.16 $1.52 Million - $1.69 Million
21,035 Added 4.71%
468,009 $37.3 Million
Q1 2023

May 17, 2023

BUY
$65.24 - $76.13 $414,861 - $484,110
6,359 Added 1.44%
446,974 $33 Million
Q4 2022

Feb 14, 2023

BUY
$60.7 - $69.78 $3.29 Million - $3.78 Million
54,207 Added 14.03%
440,615 $28.6 Million
Q3 2022

Nov 14, 2022

BUY
N/A
273,498 Added 242.23%
386,408 $23.2 Million
Q2 2022

Jul 28, 2022

SELL
N/A
-54,851 Reduced 32.7%
112,910 $7.15 Million
Q1 2022

Apr 19, 2022

BUY
N/A
187 Added 0.11%
167,761 $12.7 Million
Q4 2021

Jan 19, 2022

BUY
N/A
1,073 Added 0.64%
167,574 $12.8 Million
Q3 2021

Oct 12, 2021

BUY
N/A
11,229 Added 7.23%
166,501 $12.2 Million
Q2 2021

Jul 15, 2021

BUY
N/A
37,619 Added 31.97%
155,272 $11.5 Million
Q1 2021

May 14, 2021

BUY
N/A
7,910 Added 7.21%
117,653 $8.15 Million
Q4 2020

Jan 19, 2021

SELL
N/A
-40 Reduced 0.04%
109,743 $6.8 Million
Q3 2020

Oct 27, 2020

BUY
N/A
57,581 Added 110.3%
109,783 $6.02 Million
Q2 2020

Jul 22, 2020

BUY
N/A
52,202 New
52,202 $2.73 Million

Others Institutions Holding MOAT

About VANECK MORNINGSTAR WIDE MOAT E


  • Ticker MOAT
  • Sector ETFs
  • Industry ETFs
More about MOAT
Track This Portfolio

Track Apexium Financial, LP Portfolio

Follow Apexium Financial, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Apexium Financial, LP, based on Form 13F filings with the SEC.

News

Stay updated on Apexium Financial, LP with notifications on news.