Patriot Financial Group Insurance Agency, LLC Vaneck Morningstar Wide Moat E Transaction History

Patriot Financial Group Insurance Agency, LLC

  • $795 Million
  • Q2 2025

A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 3,181 shares of MOAT stock, worth $273,057. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,181
Previous 3,653 12.92%
Holding current value
$273,057
Previous $313,000 12.78%
% of portfolio
0.03%
Previous 0.05%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
SELL
N/A
-472 Reduced 12.92%
3,181 $273,000
Q1 2025

Apr 14, 2025
BUY
N/A
267 Added 7.89%
3,653 $313,000
Q4 2024

Jan 22, 2025
SELL
N/A
-2,487 Reduced 42.35%
3,386 $290,000
Q3 2024

Oct 24, 2024
SELL
$85.84 - $85.84 $40,602 - $40,602
-473 Reduced 7.45%
5,873 $504,000
Q2 2024

Jul 26, 2024
SELL
$83.97 - $89.72 $82,878 - $88,553
-987 Reduced 13.46%
6,346 $549,000
Q1 2024

Apr 30, 2024
SELL
$82.58 - $89.9 $14,451 - $15,732
-175 Reduced 2.33%
7,333 $659,000
Q4 2023

Jan 19, 2024
SELL
$70.71 - $85.3 $960,948 - $1.16 Million
-13,590 Reduced 64.41%
7,508 $637,000
Q3 2023

Oct 19, 2023
BUY
$74.88 - $83.28 $207,118 - $230,352
2,766 Added 15.09%
21,098 $1.6 Million
Q2 2023

Jul 17, 2023
SELL
$72.17 - $80.16 $46,766 - $51,943
-648 Reduced 3.41%
18,332 $1.46 Million
Q1 2023

Apr 20, 2023
SELL
$65.24 - $76.13 $391,896 - $457,312
-6,007 Reduced 24.04%
18,980 $1.4 Million
Q4 2022

Jan 17, 2023
SELL
$60.7 - $69.78 $55,540 - $63,848
-915 Reduced 3.53%
24,987 $0
Q3 2022

Oct 31, 2022
BUY
N/A
299 Added 1.17%
25,902 $1.55 Million
Q2 2022

Jul 29, 2022
BUY
N/A
995 Added 4.04%
25,603 $1.63 Million
Q1 2022

May 11, 2022
BUY
N/A
1,405 Added 6.06%
24,608 $1.84 Million
Q4 2021

Jan 10, 2022
SELL
N/A
-360 Reduced 1.53%
23,203 $1.77 Million
Q3 2021

Nov 24, 2021
BUY
N/A
2,449 Added 11.6%
23,563 $1.73 Million
Q2 2021

Jul 30, 2021
BUY
N/A
1,000 Added 4.97%
21,114 $1.56 Million
Q1 2021

Apr 29, 2021
BUY
N/A
15,672 Added 352.81%
20,114 $1.39 Million
Q4 2020

Jan 15, 2021
BUY
N/A
2,135 Added 92.54%
4,442 $275,000
Q3 2020

Oct 21, 2020
SELL
N/A
-255 Reduced 9.95%
2,307 $126,000
Q2 2020

Jul 10, 2020
BUY
N/A
1,081 Added 72.99%
2,562 $134,000
Q1 2020

Apr 15, 2020
SELL
N/A
-469 Reduced 24.05%
1,481 $65,000
Q4 2019

Jan 22, 2020
SELL
N/A
-2,435 Reduced 55.53%
1,950 $107,000
Q3 2019

Oct 25, 2019
SELL
N/A
-2,073 Reduced 32.1%
4,385 $220,000
Q2 2019

Aug 07, 2019
SELL
N/A
-178 Reduced 2.68%
6,458 $313,000
Q1 2019

Apr 29, 2019
BUY
N/A
62 Added 0.94%
6,636 $310,000
Q3 2018

Oct 30, 2018
BUY
N/A
511 Added 8.43%
6,574 $307,000
Q2 2018

Aug 14, 2018
SELL
N/A
-1,099 Reduced 15.34%
6,063 $264,000
Q1 2018

May 14, 2018
BUY
N/A
990 Added 16.04%
7,162 $290,000
Q4 2017

Feb 14, 2018
SELL
N/A
-198 Reduced 3.11%
6,172 $268,000
Q2 2017

Aug 08, 2017
BUY
N/A
6,370
6,370 $250,000

Others Institutions Holding MOAT

# of Institutions
755
Shares Held
89.5M
Call Options Held
20.9K
Put Options Held
0
View Full List

About VANECK MORNINGSTAR WIDE MOAT E

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