Bard Financial Services, Inc. Vaneck Morningstar Internation Transaction History

Bard Financial Services, Inc.

$817 Million
Q2 2025

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 25, 2023	BUY	$24.73 - $30.66 $186,711 - $231,483	7,550 New	7,550 $218,000
Q2 2022 Jul 06, 2022	SELL	$28.62 - $32.35 $259,011 - $292,767	-9,050 Reduced 53.55%	7,850 $227,000
Q1 2022 Apr 13, 2022	SELL	$29.18 - $34.21 $102,130 - $119,735	-3,500 Reduced 17.16%	16,900 $536,000
Q3 2021 Oct 15, 2021	SELL	$32.72 - $36.0 $621,680 - $684,000	-19,000 Reduced 48.22%	20,400 $685,000
Q2 2021 Jul 13, 2021	SELL	$35.8 - $37.65 $680,200 - $715,350	-19,000 Reduced 32.53%	39,400 $1.41 Million
Q1 2021 May 14, 2021	BUY	$33.36 - $36.78 $41,700 - $45,975	1,250 Added 2.19%	58,400 $2.09 Million
Q4 2020 Mar 26, 2021	BUY	$28.6 - $34.17 $1.63 Million - $1.95 Million	57,150 New	57,150 $1.92 Million

Others Institutions Holding MOTI

# of Institutions

68

Shares Held

4.73M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

966K
Shares

$34.1 Million
0.01% of portfolio
River Front Investment Group, LLC Richmond, VA

858K
Shares

$30.3 Million
0.65% of portfolio
Raymond James & Associates St Petersburg, FL

804K
Shares

$28.4 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

373K
Shares

$13.2 Million
0.0% of portfolio
Southern Farm Bureau Life Insurance

314K
Shares

$11.1 Million
1.53% of portfolio

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