Apriem Advisors Vaneck Morningstar Wide Moat E Transaction History

Apriem Advisors

$855 Million
Q4 2024

A detailed history of Apriem Advisors transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Apriem Advisors holds 226,652 shares of MOAT stock, worth $19.5 Million. This represents 2.28% of its overall portfolio holdings.

Number of Shares

226,652

Previous 197,002 15.05%

Holding current value

$19.5 Million

Previous $16.9 Million 15.05%

% of portfolio

2.28%

Previous 1.99%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	N/A	29,650 Added 15.05%	226,652 $19.5 Million
Q3 2024 Nov 14, 2024	BUY	$85.84 - $85.84 $1.94 Million - $1.94 Million	22,547 Added 12.92%	197,002 $16.9 Million
Q2 2024 Aug 14, 2024	BUY	$83.97 - $89.72 $1.41 Million - $1.51 Million	16,835 Added 10.68%	174,455 $15.1 Million
Q1 2024 May 15, 2024	BUY	$82.58 - $89.9 $1.44 Million - $1.57 Million	17,475 Added 12.47%	157,620 $14.2 Million
Q4 2023 Feb 14, 2024	BUY	$70.71 - $85.3 $129,045 - $155,672	1,825 Added 1.32%	140,145 $11.9 Million
Q3 2023 Nov 13, 2023	BUY	$74.88 - $83.28 $148,112 - $164,727	1,978 Added 1.45%	138,320 $10.5 Million
Q2 2023 Aug 08, 2023	BUY	$72.17 - $80.16 $181,651 - $201,762	2,517 Added 1.88%	136,342 $10.9 Million
Q1 2023 May 12, 2023	SELL	$65.24 - $76.13 $40,253 - $46,972	-617 Reduced 0.46%	133,825 $9.88 Million
Q4 2022 Feb 13, 2023	SELL	$60.7 - $69.78 $19,788 - $22,748	-326 Reduced 0.24%	134,442 $8.73 Million
Q3 2022 Nov 14, 2022	SELL	N/A	-318 Reduced 0.24%	134,768 $8.09 Million
Q2 2022 Aug 08, 2022	SELL	N/A	-4,663 Reduced 3.34%	135,086 $8.61 Million
Q1 2022 May 10, 2022	BUY	N/A	2,365 Added 1.72%	139,749 $10.4 Million
Q4 2021 Feb 09, 2022	SELL	N/A	-170 Reduced 0.12%	137,384 $10.5 Million
Q3 2021 Nov 12, 2021	SELL	N/A	-2,129 Reduced 1.52%	137,554 $10.1 Million
Q2 2021 Aug 10, 2021	SELL	N/A	-628 Reduced 0.45%	139,683 $10.3 Million
Q1 2021 May 10, 2021	BUY	N/A	14,945 Added 11.92%	140,311 $9.72 Million
Q4 2020 Feb 04, 2021	SELL	N/A	-20,250 Reduced 13.91%	125,366 $7.77 Million
Q3 2020 Nov 10, 2020	BUY	N/A	2,113 Added 1.47%	145,616 $7.95 Million
Q2 2020 Aug 07, 2020	BUY	N/A	8,646 Added 6.41%	143,503 $7.5 Million
Q1 2020 May 07, 2020	BUY	N/A	134,857 New	134,857 $5.9 Million

Others Institutions Holding MOAT

# of Institutions

736

Shares Held

104M

Call Options Held

37.6K

Put Options Held

7.5K

View Full List

About VANECK MORNINGSTAR WIDE MOAT E

Ticker MOAT
Sector ETFs
Industry ETFs

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