West Branch Capital LLC Vaneck Morningstar Wide Moat E Transaction History

West Branch Capital LLC

$257 Million
Q2 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

681

Shares Held

96.6M

Call Options Held

29.5K

Put Options Held

5.4K

Bank Of America Corp Charlotte, NC

8.54M
Shares

$733 Million
0.07% of portfolio
Morgan Stanley New York, NY

8.52M
Shares

$731 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

7.26M
Shares

$624 Million
0.32% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

3.18M
Shares

$273 Million
0.4% of portfolio
Wells Fargo & Company San Francisco, CA

2.7M
Shares

$232 Million
0.06% of portfolio

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