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

Patriot Financial Group Insurance Agency, LLC

  • $720 Million
  • Q3 2024

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 5,873 shares of MOAT stock, worth $504,138. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,873
Previous 6,346 7.45%
Holding current value
$504,138
Previous $549,000 8.2%
% of portfolio
0.07%
Previous 0.08%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
701
Shares Held
98.4M
Call Options Held
31.5K
Put Options Held
7.5K
View Full List

About VANECK MORNINGSTAR WIDE MOAT E

MOAT Quotes by TradingView
  • Ticker MOAT
  • Sector ETFs
  • Industry ETFs
More about MOAT
Track This Portfolio

Track Patriot Financial Group Insurance Agency, LLC Portfolio

Follow Patriot Financial Group Insurance Agency, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Patriot Financial Group Insurance Agency, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Patriot Financial Group Insurance Agency, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email