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

Essex Financial Services, Inc.

$1.33 Billion
Q1 2025

A detailed history of Essex Financial Services, Inc. transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Essex Financial Services, Inc. holds 75,876 shares of MOAT stock, worth $6.51 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

75,876

Previous 80,290 5.5%

Holding current value

$6.51 Million

Previous $6.89 Million 5.5%

% of portfolio

0.49%

Previous 0.51%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	SELL	N/A	-4,414 Reduced 5.5%	75,876 $6.51 Million
Q4 2024 Jan 29, 2025	SELL	N/A	-4,555 Reduced 5.37%	80,290 $6.89 Million
Q3 2024 Oct 24, 2024	BUY	$85.84 - $85.84 $212,711 - $212,711	2,478 Added 3.01%	84,845 $7.28 Million
Q2 2024 Aug 09, 2024	SELL	$83.97 - $89.72 $241,161 - $257,675	-2,872 Reduced 3.37%	82,367 $7.13 Million
Q2 2024 Jul 31, 2024	BUY	$83.97 - $89.72 $2.69 Million - $2.88 Million	32,048 Added 60.25%	85,239 $7.38 Million
Q1 2024 Apr 23, 2024	BUY	$82.58 - $89.9 $1.97 Million - $2.14 Million	23,836 Added 81.2%	53,191 $4.78 Million
Q4 2023 Feb 05, 2024	BUY	$70.71 - $85.3 $680,371 - $820,756	9,622 Added 48.76%	29,355 $2.49 Million
Q3 2023 Nov 15, 2023	BUY	$74.88 - $83.28 $363,841 - $404,657	4,859 Added 32.67%	19,733 $1.5 Million
Q2 2023 Aug 08, 2023	BUY	$72.17 - $80.16 $509,881 - $566,330	7,065 Added 90.47%	14,874 $1.19 Million
Q1 2023 May 11, 2023	BUY	$65.24 - $76.13 $249,542 - $291,197	3,825 Added 96.01%	7,809 $576,000
Q4 2022 Feb 10, 2023	BUY	$60.7 - $69.78 $241,828 - $278,003	3,984 New	3,984 $258,000

Others Institutions Holding MOAT

# of Institutions

760

Shares Held

97M

Call Options Held

37K

Put Options Held

9.4K

View Full List

About VANECK MORNINGSTAR WIDE MOAT E

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