Perennial Investment Advisors, LLC Vaneck Morningstar Wide Moat E Transaction History

Perennial Investment Advisors, LLC

  • $657 Million
  • Q1 2024

A detailed history of Perennial Investment Advisors, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 5,072 shares of MOAT stock, worth $435,380. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,072
Previous 4,630 9.55%
Holding current value
$435,380
Previous $392,000 16.07%
% of portfolio
0.07%
Previous 0.06%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$82.58 - $89.9 $36,500 - $39,735
442 Added 9.55%
5,072 $455,000
Q4 2023

Feb 14, 2024
BUY
$70.71 - $85.3 $3,959 - $4,776
56 Added 1.22%
4,630 $392,000
Q3 2023

Nov 14, 2023
BUY
$74.88 - $83.28 $9,884 - $10,992
132 Added 2.97%
4,574 $346,000
Q2 2023

Aug 14, 2023
BUY
$72.17 - $80.16 $95,264 - $105,811
1,320 Added 42.28%
4,442 $354,000
Q1 2023

May 11, 2023
BUY
$65.24 - $76.13 $203,679 - $237,677
3,122 New
3,122 $230,000
Q2 2022

Aug 10, 2022
SELL
N/A
-4,884 Closed
0 $0
Q1 2022

May 09, 2022
BUY
N/A
266 Added 5.76%
4,884 $364,000
Q4 2021

Feb 14, 2022
SELL
N/A
-212 Reduced 4.39%
4,618 $351,000
Q3 2021

Nov 12, 2021
BUY
N/A
47 Added 0.98%
4,830 $354,000
Q2 2021

Jul 29, 2021
BUY
N/A
40 Added 0.84%
4,783 $354,000
Q2 2020

Jul 16, 2020
BUY
N/A
125 Added 2.71%
4,743 $248,000
Q4 2019

Feb 07, 2020
BUY
N/A
4,618 New
4,618 $253,000

Others Institutions Holding MOAT

# of Institutions
652
Shares Held
97.9M
Call Options Held
44K
Put Options Held
22.7K
View Full List

About VANECK MORNINGSTAR WIDE MOAT E

MOAT Quotes by TradingView
  • Ticker MOAT
  • Sector ETFs
  • Industry ETFs
More about MOAT
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