West Branch Capital LLC Vaneck Morningstar Wide Moat E Transaction History

West Branch Capital LLC

$274 Million
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 03, 2022	SELL	N/A	-2,657 Closed	0 $0
Q4 2021 Jan 24, 2022	BUY	N/A	2,657 New	2,657 $202,000
Q3 2021 Nov 09, 2021	SELL	N/A	-2,657 Closed	0 $0
Q2 2021 Aug 17, 2021	BUY	N/A	2,657 New	2,657 $0

Others Institutions Holding MOAT

# of Institutions

699

Shares Held

98.3M

Call Options Held

31.5K

Put Options Held

7.5K

Morgan Stanley New York, NY

8.66M
Shares

$743 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

8.12M
Shares

$697 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

7.88M
Shares

$676 Million
0.31% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

3.21M
Shares

$276 Million
0.38% of portfolio
Mesirow Financial Investment Management, Inc.

2.64M
Shares

$227 Million
4.59% of portfolio

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