Steward Partners Investment Advisory, LLC Vaneck Morningstar Wide Moat E Transaction History

Steward Partners Investment Advisory, LLC

  • $9.37 Billion
  • Q2 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 310,608 shares of MOAT stock, worth $26.7 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
310,608
Previous 306,925 1.2%
Holding current value
$26.7 Million
Previous $27.6 Million 2.5%
% of portfolio
0.29%
Previous 0.31%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
BUY
$83.97 - $89.72 $309,261 - $330,438
3,683 Added 1.2%
310,608 $26.9 Million
Q1 2024

May 15, 2024
BUY
$82.58 - $89.9 $11.5 Million - $12.5 Million
138,792 Added 82.55%
306,925 $27.6 Million
Q4 2023

Feb 12, 2024
BUY
$70.71 - $85.3 $765,718 - $923,713
10,829 Added 6.88%
168,133 $14.3 Million
Q3 2023

Nov 13, 2023
BUY
$74.88 - $83.28 $932,031 - $1.04 Million
12,447 Added 8.59%
157,304 $11.9 Million
Q2 2023

Aug 14, 2023
SELL
$72.17 - $80.16 $414,760 - $460,679
-5,747 Reduced 3.82%
144,857 $11.6 Million
Q1 2023

May 15, 2023
BUY
$65.24 - $76.13 $252,413 - $294,546
3,869 Added 2.64%
150,604 $11.1 Million
Q4 2022

Feb 15, 2023
SELL
$60.7 - $69.78 $276,549 - $317,917
-4,556 Reduced 3.01%
146,735 $9.52 Million
Q3 2022

Nov 10, 2022
BUY
N/A
25,943 Added 20.7%
151,291 $9.08 Million
Q2 2022

Aug 04, 2022
SELL
N/A
-6,613 Reduced 5.01%
125,348 $7.99 Million
Q1 2022

May 02, 2022
BUY
N/A
1,660 Added 1.27%
131,961 $9.86 Million
Q4 2021

Feb 08, 2022
BUY
N/A
2,804 Added 2.2%
130,301 $9.92 Million
Q3 2021

Nov 12, 2021
BUY
N/A
16,673 Added 15.04%
127,497 $9.34 Million
Q2 2021

Aug 13, 2021
BUY
N/A
26,124 Added 30.84%
110,824 $8.21 Million
Q1 2021

May 14, 2021
BUY
N/A
13,146 Added 18.37%
84,700 $0
Q4 2020

Feb 11, 2021
SELL
N/A
-5,183 Reduced 6.75%
71,554 $4.44 Million
Q3 2020

Oct 30, 2020
BUY
N/A
10,653 Added 16.12%
76,737 $4.19 Million
Q2 2020

Aug 06, 2020
SELL
N/A
-5,352 Reduced 7.49%
66,084 $3.45 Million
Q1 2020

Apr 29, 2020
SELL
N/A
-835 Reduced 1.16%
71,436 $3.12 Million
Q4 2019

Jan 17, 2020
BUY
N/A
10,747 Added 17.47%
72,271 $3.96 Million
Q3 2019

Oct 30, 2019
BUY
N/A
6,810 Added 12.45%
61,524 $3.09 Million
Q2 2019

Jul 25, 2019
BUY
N/A
2,480 Added 4.75%
54,714 $2.63 Million
Q1 2019

Apr 30, 2019
BUY
N/A
1,147 Added 2.25%
52,234 $2.44 Million
Q4 2018

Jan 15, 2019
BUY
N/A
37,552 Added 277.44%
51,087 $2.1 Million
Q3 2018

Oct 23, 2018
BUY
N/A
1,903 Added 16.36%
13,535 $633,000
Q2 2018

Jul 20, 2018
BUY
N/A
11,632 New
11,632 $507,000

Others Institutions Holding MOAT

# of Institutions
685
Shares Held
97.1M
Call Options Held
19.7K
Put Options Held
5.4K
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 Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, 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 Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email