Bard Financial Services, Inc. Vaneck Morningstar Wide Moat E Transaction History

Bard Financial Services, Inc.

$477 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 11, 2023	SELL	$72.17 - $80.16 $188,363 - $209,217	-2,610 Reduced 0.74%	351,907 $28.1 Million
Q1 2023 Apr 26, 2023	SELL	$65.24 - $76.13 $822,545 - $959,847	-12,608 Reduced 3.43%	354,517 $26.2 Million
Q4 2022 Jan 25, 2023	SELL	$60.7 - $69.78 $164,314 - $188,894	-2,707 Reduced 0.73%	367,125 $23.8 Million
Q3 2022 Oct 26, 2022	BUY	N/A	8,440 Added 2.34%	369,832 $22.2 Million
Q2 2022 Jul 06, 2022	SELL	N/A	-12,500 Reduced 3.34%	361,392 $23 Million
Q1 2022 Apr 13, 2022	BUY	N/A	28,028 Added 8.1%	373,892 $27.9 Million
Q4 2021 Jan 24, 2022	BUY	N/A	11,369 Added 3.4%	345,864 $26.3 Million
Q3 2021 Oct 15, 2021	BUY	N/A	27,465 Added 8.95%	334,495 $24.5 Million
Q2 2021 Jul 13, 2021	BUY	N/A	32,310 Added 11.76%	307,030 $22.7 Million
Q1 2021 May 14, 2021	BUY	N/A	52,487 Added 23.62%	274,720 $19 Million
Q4 2020 Mar 26, 2021	BUY	N/A	222,233 New	222,233 $13.8 Million

Others Institutions Holding MOAT

# of Institutions

699

Shares Held

98.3M

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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