Dumont & Blake Investment Advisors LLC Vaneck Morningstar Wide Moat E Transaction History

Dumont & Blake Investment Advisors LLC

$669 Million
Q2 2024

A detailed history of Dumont & Blake Investment Advisors LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Dumont & Blake Investment Advisors LLC holds 35,673 shares of MOAT stock, worth $3.06 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

35,673

Previous 16,841 111.82%

Holding current value

$3.06 Million

Previous $1.51 Million 104.03%

% of portfolio

0.46%

Previous 0.46%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 23, 2024	BUY	$83.97 - $89.72 $1.58 Million - $1.69 Million	18,832 Added 111.82%	35,673 $3.09 Million
Q1 2024 Apr 17, 2024	BUY	$82.58 - $89.9 $345,432 - $376,051	4,183 Added 33.05%	16,841 $1.51 Million
Q4 2023 Jan 23, 2024	BUY	$70.71 - $85.3 $288,284 - $347,768	4,077 Added 47.51%	12,658 $1.07 Million
Q3 2023 Oct 27, 2023	BUY	$74.88 - $83.28 $109,249 - $121,505	1,459 Added 20.49%	8,581 $651,000
Q4 2022 Jan 26, 2023	BUY	$60.7 - $69.78 $18,149 - $20,864	299 Added 4.38%	7,122 $462,000
Q2 2022 Aug 03, 2022	SELL	N/A	-579 Reduced 7.82%	6,823 $435,000
Q1 2022 Apr 27, 2022	BUY	N/A	7,402 New	7,402 $553,000

Others Institutions Holding MOAT

# of Institutions

681

Shares Held

96.6M

Call Options Held

29.5K

Put Options Held

5.4K

View Full List

About VANECK MORNINGSTAR WIDE MOAT E

Ticker MOAT
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Dumont & Blake Investment Advisors LLC Vaneck Morningstar Wide Moat E Transaction History