Gm Advisory Group, Inc. Vaneck Morningstar Wide Moat E Transaction History

Gm Advisory Group, Inc.

$1.97 Billion
Q2 2025

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 13, 2022	SELL	N/A	-6,771 Closed	0 $0
Q4 2021 Feb 10, 2022	SELL	N/A	-145 Reduced 2.1%	6,771 $515,000
Q3 2021 Nov 12, 2021	BUY	N/A	463 Added 7.17%	6,916 $507,000
Q1 2021 May 13, 2021	SELL	N/A	-1,165 Reduced 15.29%	6,453 $447,000
Q4 2020 Feb 12, 2021	BUY	N/A	831 Added 12.24%	7,618 $472,000
Q3 2020 Nov 12, 2020	SELL	N/A	-671 Reduced 9.0%	6,787 $371,000
Q2 2020 Aug 13, 2020	BUY	N/A	762 Added 11.38%	7,458 $390,000
Q1 2020 May 13, 2020	BUY	N/A	406 Added 6.45%	6,696 $293,000
Q4 2019 Feb 14, 2020	BUY	N/A	200 Added 3.28%	6,290 $345,000
Q3 2019 Nov 14, 2019	BUY	N/A	500 Added 8.94%	6,090 $305,000
Q2 2019 Aug 09, 2019	BUY	N/A	735 Added 15.14%	5,590 $268,000
Q1 2019 May 14, 2019	BUY	N/A	4,855 New	4,855 $226,000

Others Institutions Holding MOAT

# of Institutions

755

Shares Held

89.5M

Call Options Held

20.9K

Put Options Held

0

Bank Of America Corp Charlotte, NC

6.79M
Shares

$583 Million
0.04% of portfolio
Morgan Stanley New York, NY

6.78M
Shares

$582 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

6.56M
Shares

$563 Million
0.2% of portfolio
Raymond James Financial Inc St. Petersburg, FL

3.84M
Shares

$329 Million
0.12% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

3.21M
Shares

$276 Million
0.38% of portfolio

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