Legacy Cg, LLC Vaneck Morningstar Wide Moat E Call Options Transaction History

Legacy Cg, LLC

$233 Million
Q3 2024

Call Options

2 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form
Q2 2023 Aug 02, 2023	BUY	$72.17 - $80.16 $11.8 Million - $13.1 Million	164,005 New	164,005 $13.1 Million
Q2 2022 Aug 10, 2022	BUY	N/A	1,965 New	1,965 $125,000

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

About VANECK MORNINGSTAR WIDE MOAT E

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