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

Steward Partners Investment Advisory, LLC

  • $8.95 Billion
  • Q1 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 306,925 shares of MOAT stock, worth $26.3 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
306,925
Previous 168,133 82.55%
Holding current value
$26.3 Million
Previous $14.3 Million 93.37%
% of portfolio
0.31%
Previous 0.2%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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
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More about MOAT
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