Bartlett & Co. LLC Vaneck Morningstar Wide Moat E Transaction History

Bartlett & Co. LLC

$6.16 Billion
Q4 2023

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Jan 20, 2021	SELL	N/A	-46 Closed	0 $0
Q3 2020 Oct 20, 2020	BUY	N/A	46 New	46 $0
Q2 2020 Aug 03, 2020	SELL	N/A	-151 Closed	0 $0
Q1 2020 May 07, 2020	BUY	N/A	151 New	151 $7,000

Others Institutions Holding MOAT

# of Institutions

705

Shares Held

98.6M

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

About VANECK MORNINGSTAR WIDE MOAT E

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