MONETA GROUP INVESTMENT ADVISORS LLC historic quarter change: USA Other Stocks, Added
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 26 quarters from 2012-09-30 to 2026-06-30, MONETA GROUP INVESTMENT ADVISORS LLC opened 57 positions, added to 95, reduced 122 and sold out of 96.
- Q2 2026: Stock NERDY INC; Country of operation United States; Class CL A COM; Shares before 312,883.
- Q1 2026: Stock NERDY INC; Country of operation United States; Class CL A COM; Shares before 162,883.
- Q4 2025: Stock LONGEVERON INC; Country of operation United States; Class CL A NEW; Shares before 12,000.
- Q3 2025: Stock NERDY INC; Country of operation United States; Class CL A COM; Shares before 87,883.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1120927), 26 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-12); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-12); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-11); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-12); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-08-13); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-15); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-17); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-13); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-16); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-16); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-17); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-08); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-01-30); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-03); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-13); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-22); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-05-23); Q3 2013 (2013-06-30 to 2013-09-30, filed 2014-05-23); Q2 2013 (2013-03-31 to 2013-06-30, filed 2014-05-23); Q1 2013 (2012-12-31 to 2013-03-31, filed 2014-05-22); Q4 2012 (2012-09-30 to 2012-12-31, filed 2014-05-22). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2000-06-30. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | NERDY INC
CUSIP 64081V109 | United States | CL A COM | 312,883 | 1,029,701 | +716,818 | $255,375 | $943,309 | +$687,934 | 2026-08-14 |
|---|
| Q1 2026 | NERDY INC
CUSIP 64081V109 | United States | CL A COM | 162,883 | 312,883 | +150,000 | $169,398 | $255,375 | +$85,977 | 2026-05-12 |
|---|
| Q4 2025 | LONGEVERON INC
CUSIP 54303L203 | United States | CL A NEW | 12,000 | 21,300 | +9,300 | $9,001 | $10,778 | +$1,777 | 2026-02-12 |
|---|
| Q3 2025 | NERDY INC
CUSIP 64081V109 | United States | CL A COM | 87,883 | 237,883 | +150,000 | $143,249 | $299,733 | +$156,484 | 2025-11-14 |
|---|
| Q3 2025 | DUPONT DE NEMOURS INC
CUSIP 26614N102 | United States | COM | 10,587 | 25,959 | +15,372 | $726,177 | $845,789 | +$119,612 | 2025-11-14 |
|---|
| Q3 2025 | ATAI LIFE SCIENCES NV
CUSIP N0731H103 | | SHS | 12,746 | 14,746 | +2,000 | $27,914 | $78,006 | +$50,092 | 2025-11-14 |
|---|
| Q3 2025 | GEOVAX LABS INC
CUSIP 373678606 | United States | COM SHS | 10,000 | 20,000 | +10,000 | $8,657 | $9,462 | +$805 | 2025-11-14 |
|---|
| Q2 2025 | BERKSHIRE HATHAWAY INC DEL
CUSIP 084670108 | United States | CL A | 49 | 51 | +2 | $39,123,638 | $37,168,800 | -$1,954,838 | 2025-08-14 |
|---|
| Q2 2025 | TRAEGER INC
CUSIP 89269P103 | United States | COMMON STOCK | 139,437 | 181,913 | +42,476 | $234,254 | $311,071 | +$76,817 | 2025-08-14 |
|---|
| Q2 2025 | DUPONT DE NEMOURS INC
CUSIP 26614N102 | United States | COM | 9,825 | 10,587 | +762 | $733,731 | $726,177 | -$7,554 | 2025-08-14 |
|---|
| Q2 2025 | SENSEONICS HLDGS INC
CUSIP 81727U105 | United States | COM | 13,000 | 14,427 | +1,427 | $8,529 | $6,873 | -$1,656 | 2025-08-14 |
|---|
| Q1 2025 | BERKSHIRE HATHAWAY INC DEL
CUSIP 084670108 | United States | CL A | 9 | 49 | +40 | $6,128,280 | $39,123,638 | +$32,995,358 | 2025-05-15 |
|---|
| Q1 2025 | WALGREENS BOOTS ALLIANCE INC
CUSIP 931427108 | United States | COM | 14,233 | 23,935 | +9,702 | $132,798 | $267,350 | +$134,552 | 2025-05-15 |
|---|
| Q1 2025 | ATAI LIFE SCIENCES NV
CUSIP N0731H103 | | SHS | 12,846 | 12,891 | +45 | $17,085 | $17,532 | +$447 | 2025-05-15 |
|---|
| Q4 2024 | TRAEGER INC
CUSIP 89269P103 | United States | COMMON STOCK | 144,437 | 146,737 | +2,300 | $531,528 | $350,701 | -$180,827 | 2025-02-11 |
|---|
| Q4 2024 | NERDY INC
CUSIP 64081V109 | United States | CL A COM | 87,883 | 162,883 | +75,000 | $86,398 | $263,870 | +$177,472 | 2025-02-11 |
|---|
| Q4 2024 | DUPONT DE NEMOURS INC
CUSIP 26614N102 | United States | COM | 12,706 | 14,616 | +1,910 | $1,132,232 | $1,114,470 | -$17,762 | 2025-02-11 |
|---|
| Q3 2024 | LAM RESEARCH CORP
CUSIP 512807108 | United States | COM | 21,774 | 210,747 | +188,973 | $23,186,054 | $17,199,061 | -$5,986,993 | 2024-11-12 |
|---|
| Q3 2024 | DUPONT DE NEMOURS INC
CUSIP 26614N102 | United States | COM | 6,692 | 12,706 | +6,014 | $538,639 | $1,132,232 | +$593,593 | 2024-11-12 |
|---|
| Q3 2024 | TRAEGER INC
CUSIP 89269P103 | United States | COMMON STOCK | 121,793 | 144,437 | +22,644 | $292,303 | $531,528 | +$239,225 | 2024-11-12 |
|---|
| Q3 2024 | SUPER MICRO COMPUTER INC
CUSIP 86800U104 | United States | COM | 369 | 11,570 | +11,201 | $302,340 | $481,775 | +$179,435 | 2024-11-12 |
|---|
| Q3 2024 | DISCOVER FINL SVCS
CUSIP 254709108 | United States | COM | 1,732 | 2,022 | +290 | $226,618 | $283,731 | +$57,113 | 2024-11-12 |
|---|
| Q3 2024 | NERDY INC
CUSIP 64081V109 | United States | CL A COM | 79,283 | 87,883 | +8,600 | $132,403 | $86,398 | -$46,005 | 2024-11-12 |
|---|
| Q3 2024 | P3 HEALTH PARTNERS INC
CUSIP 744413105 | United States | COM CL A | 112,809 | 112,811 | +2 | $50,798 | $43,579 | -$7,219 | 2024-11-12 |
|---|
| Q2 2024 | WALGREENS BOOTS ALLIANCE INC
CUSIP 931427108 | United States | COM | 15,745 | 16,463 | +718 | $341,507 | $199,114 | -$142,393 | 2024-08-13 |
|---|
| Q2 2024 | BLACKROCK INC
CUSIP 09247X101 | United States | COM | 1,409 | 1,666 | +257 | $1,174,706 | $1,311,883 | +$137,177 | 2024-08-13 |
|---|
| Q2 2024 | MATTERPORT INC
CUSIP 577096100 | United States | COM CL A | 32,876 | 33,876 | +1,000 | $74,300 | $151,426 | +$77,126 | 2024-08-13 |
|---|
| Q2 2024 | AMERICAN WELL CORP
CUSIP 03044L105 | United States | CL A | 6,767 | 9,885 | +3,118 | $109,685 | $64,250 | -$45,435 | 2024-08-13 |
|---|
| Q2 2024 | TRAEGER INC
CUSIP 89269P103 | United States | COMMON STOCK | 102,436 | 121,793 | +19,357 | $259,163 | $292,303 | +$33,140 | 2024-08-13 |
|---|
| Q2 2024 | BENSON HILL INC
CUSIP 082490103 | United States | COMMON STOCK | 3,319 | 3,323 | +4 | $23,300 | $17,710 | -$5,590 | 2024-08-13 |
|---|
| Q2 2024 | DISCOVER FINL SVCS
CUSIP 254709108 | United States | COM | 1,724 | 1,732 | +8 | $226,050 | $226,618 | +$568 | 2024-08-13 |
|---|
| Q1 2024 | LABORATORY CORP AMER HLDGS
CUSIP 50540R409 | United States | COM NEW | 4,561 | 6,768 | +2,207 | $1,036,670 | $1,478,537 | +$441,867 | 2024-08-13 |
|---|
| Q1 2024 | BLACKROCK INC
CUSIP 09247X101 | United States | COM | 1,025 | 1,409 | +384 | $831,882 | $1,174,706 | +$342,824 | 2024-08-13 |
|---|
| Q1 2024 | TE CONNECTIVITY LTD
CUSIP H84989104 | | SHS | 7,590 | 8,096 | +506 | $1,066,395 | $1,175,868 | +$109,473 | 2024-08-13 |
|---|
| Q1 2024 | DUPONT DE NEMOURS INC
CUSIP 26614N102 | United States | COM | 6,339 | 7,596 | +1,257 | $487,659 | $582,389 | +$94,730 | 2024-08-13 |
|---|
| Q1 2024 | NERDY INC
CUSIP 64081V109 | United States | CL A COM | 78,784 | 79,283 | +499 | $270,229 | $230,714 | -$39,515 | 2024-08-13 |
|---|
| Q1 2024 | WALGREENS BOOTS ALLIANCE INC
CUSIP 931427108 | United States | COM | 14,057 | 15,745 | +1,688 | $367,038 | $341,507 | -$25,531 | 2024-08-13 |
|---|
| Q1 2024 | MATTERPORT INC
CUSIP 577096100 | United States | COM CL A | 23,104 | 32,876 | +9,772 | $62,150 | $74,300 | +$12,150 | 2024-08-13 |
|---|
| Q1 2015 | Google Inc Cl A
CUSIP 38259P508 | | Common | 1,066 | 2,596 | +1,530 | $566,000 | $1,440,000 | +$874,000 | 2015-05-08 |
|---|
| Q1 2015 | Dow Chemical Co
CUSIP 260543103 | United States | Common | 13,945 | 29,857 | +15,912 | $636,000 | $1,433,000 | +$797,000 | 2015-05-08 |
|---|
| Q1 2015 | Arista Networks Inc
CUSIP 040413106 | United States | Common | 6,500 | 13,000 | +6,500 | $395,000 | $917,000 | +$522,000 | 2015-05-08 |
|---|
| Q1 2015 | Du Pont E I De Nemour & Co
CUSIP 263534109 | | Common | 5,502 | 11,502 | +6,000 | $407,000 | $822,000 | +$415,000 | 2015-05-08 |
|---|
| Q1 2015 | Vantiv Inc Cl A
CUSIP 92210H105 | | Common | 15,000 | 20,000 | +5,000 | $509,000 | $754,000 | +$245,000 | 2015-05-08 |
|---|
| Q1 2015 | United Technologies Corp
CUSIP 913017109 | United States | Common | 3,000 | 5,000 | +2,000 | $345,000 | $586,000 | +$241,000 | 2015-05-08 |
|---|
| Q1 2015 | Energizer Holdings Inc
CUSIP 29266R108 | | Common | 5,505 | 6,419 | +914 | $708,000 | $886,000 | +$178,000 | 2015-05-08 |
|---|
| Q1 2015 | Jarden Corp
CUSIP 471109108 | | Common | 8,750 | 10,050 | +1,300 | $419,000 | $532,000 | +$113,000 | 2015-05-08 |
|---|
| Q1 2015 | Bed Bath & Beyond
CUSIP 075896100 | | Common | 10,000 | 11,000 | +1,000 | $762,000 | $845,000 | +$83,000 | 2015-05-08 |
|---|
| Q1 2015 | Broadcom Corp A
CUSIP 111320107 | | Common | 7,775 | 8,700 | +925 | $337,000 | $377,000 | +$40,000 | 2015-05-08 |
|---|
| Q1 2015 | Cablevision Systems Corp NY Gr
CUSIP 12686C109 | | Common | 9,831 | 13,244 | +3,413 | $203,000 | $242,000 | +$39,000 | 2015-05-08 |
|---|
| Q1 2015 | Linkedin Corp A
CUSIP 53578A108 | | Common | 1,095 | 1,135 | +40 | $252,000 | $284,000 | +$32,000 | 2015-05-08 |
|---|
| Q4 2014 | Vantiv Inc Cl A
CUSIP 92210H105 | | Common | 6,500 | 15,000 | +8,500 | $201,000 | $509,000 | +$308,000 | 2015-01-30 |
|---|
| Q4 2014 | Google Inc Cl A
CUSIP 38259P508 | | Common | 605 | 1,066 | +461 | $356,000 | $566,000 | +$210,000 | 2015-01-30 |
|---|
| Q4 2014 | Jarden Corp
CUSIP 471109108 | | Common | 4,500 | 8,750 | +4,250 | $270,000 | $419,000 | +$149,000 | 2015-01-30 |
|---|
| Q4 2014 | BB&T Corp
CUSIP 054937107 | | Common | 10,000 | 13,000 | +3,000 | $372,000 | $506,000 | +$134,000 | 2015-01-30 |
|---|
| Q3 2014 | Sigma Aldrich Corp
CUSIP 826552101 | | Common | 12,656 | 25,445 | +12,789 | $1,284,000 | $3,461,000 | +$2,177,000 | 2014-11-03 |
|---|
| Q3 2014 | Chicago Bridge & Iron Co
CUSIP 167250109 | | Common | 6,000 | 9,000 | +3,000 | $409,000 | $521,000 | +$112,000 | 2014-11-03 |
|---|
| Q3 2014 | NCI Building Sys Inc
CUSIP 628852204 | | Common | 16,800 | 21,400 | +4,600 | $326,000 | $415,000 | +$89,000 | 2014-11-03 |
|---|
| Q3 2014 | Google Inc Cl C
CUSIP 38259P706 | | Common | 546 | 696 | +150 | $314,000 | $402,000 | +$88,000 | 2014-11-03 |
|---|
| Q3 2014 | Dow Chemical Co
CUSIP 260543103 | United States | Common | 14,530 | 15,592 | +1,062 | $748,000 | $818,000 | +$70,000 | 2014-11-03 |
|---|
| Q3 2014 | Hess Corp
CUSIP 42809H107 | United States | Common | 3,250 | 3,940 | +690 | $321,000 | $372,000 | +$51,000 | 2014-11-03 |
|---|
| Q3 2014 | Chesapeake Energy Corp
CUSIP 165167107 | | Common | 11,510 | 13,770 | +2,260 | $358,000 | $317,000 | -$41,000 | 2014-11-03 |
|---|
| Q3 2014 | Google Inc Cl A
CUSIP 38259P508 | | Common | 544 | 605 | +61 | $318,000 | $356,000 | +$38,000 | 2014-11-03 |
|---|
| Q3 2014 | Gannett Co
CUSIP 364730101 | | Common | 23,593 | 24,201 | +608 | $739,000 | $718,000 | -$21,000 | 2014-11-03 |
|---|
| Q3 2014 | Endo International PLC
CUSIP G30401106 | | Common | 6,715 | 6,750 | +35 | $470,000 | $461,000 | -$9,000 | 2014-11-03 |
|---|
| Q2 2014 | Dow Chemical Co
CUSIP 260543103 | United States | Common | 7,465 | 14,530 | +7,065 | $363,000 | $748,000 | +$385,000 | 2014-08-13 |
|---|
| Q2 2014 | Gannett Co
CUSIP 364730101 | | Common | 20,993 | 23,593 | +2,600 | $579,000 | $739,000 | +$160,000 | 2014-08-13 |
|---|
| Q2 2014 | Du Pont E I De Nemour & Co
CUSIP 263534109 | | Common | 4,150 | 5,502 | +1,352 | $278,000 | $360,000 | +$82,000 | 2014-08-13 |
|---|
| Q2 2014 | General Electric
CUSIP 369604103 | United States | Common | 56,371 | 56,596 | +225 | $1,459,000 | $1,487,000 | +$28,000 | 2014-08-13 |
|---|
| Q1 2014 | Endo Pharmaceuticals Hldgs Inc
CUSIP 29264F205 | | Common | 6,340 | 7,340 | +1,000 | $428,000 | $504,000 | +$76,000 | 2014-05-22 |
|---|
| Q1 2014 | NCI Building Sys Inc
CUSIP 628852204 | | Common | 15,800 | 16,800 | +1,000 | $277,000 | $293,000 | +$16,000 | 2014-05-22 |
|---|
| Q1 2014 | Gannett Co
CUSIP 364730101 | | Common | 19,108 | 20,993 | +1,885 | $565,000 | $579,000 | +$14,000 | 2014-05-22 |
|---|
| Q4 2013 | General Electric
CUSIP 369604103 | United States | Common | 56,036 | 56,371 | +335 | $1,339,000 | $1,580,000 | +$241,000 | 2014-05-23 |
|---|
| Q4 2013 | Jacobs Engr Group Inc Del
CUSIP 469814107 | | Common | 3,590 | 5,315 | +1,725 | $209,000 | $335,000 | +$126,000 | 2014-05-23 |
|---|
| Q4 2013 | United Technologies Corp
CUSIP 913017109 | United States | Common | 2,250 | 3,000 | +750 | $243,000 | $341,000 | +$98,000 | 2014-05-23 |
|---|
| Q4 2013 | Gannett Co
CUSIP 364730101 | | Common | 18,775 | 19,108 | +333 | $503,000 | $565,000 | +$62,000 | 2014-05-23 |
|---|
| Q3 2013 | Citrix Systems Inc
CUSIP 177376100 | | Common | 4,125 | 7,160 | +3,035 | $249,000 | $506,000 | +$257,000 | 2014-05-23 |
|---|
| Q3 2013 | Endo Pharmaceuticals Hldgs Inc
CUSIP 29264F205 | | Common | 8,640 | 9,090 | +450 | $318,000 | $413,000 | +$95,000 | 2014-05-23 |
|---|
| Q3 2013 | EMC Corp Mass
CUSIP 268648102 | | Common | 22,330 | 23,380 | +1,050 | $527,000 | $598,000 | +$71,000 | 2014-05-23 |
|---|
| Q3 2013 | Express Scripts Inc
CUSIP 302182100 | | Common | 28,608 | 29,308 | +700 | $1,766,000 | $1,811,000 | +$45,000 | 2014-05-23 |
|---|
| Q2 2013 | Express Scripts Inc
CUSIP 302182100 | | Common | 28,558 | 28,608 | +50 | $1,646,000 | $1,766,000 | +$120,000 | 2014-05-23 |
|---|
| Q2 2013 | Suntrust Banks Inc
CUSIP 867914103 | | Common | 29,840 | 29,940 | +100 | $860,000 | $945,000 | +$85,000 | 2014-05-23 |
|---|
| Q2 2013 | NCI Building Sys Inc
CUSIP 628852204 | | Common | 11,300 | 15,800 | +4,500 | $196,000 | $242,000 | +$46,000 | 2014-05-23 |
|---|
| Q2 2013 | Citrix Systems Inc
CUSIP 177376100 | | Common | 4,075 | 4,125 | +50 | $294,000 | $249,000 | -$45,000 | 2014-05-23 |
|---|
| Q2 2013 | Jacobs Engr Group Inc Del
CUSIP 469814107 | | Common | 3,890 | 4,065 | +175 | $219,000 | $224,000 | +$5,000 | 2014-05-23 |
|---|
| Q1 2013 | Lorillard Inc
CUSIP 544147101 | | Common | 2,250 | 6,750 | +4,500 | $263,000 | $272,000 | +$9,000 | 2014-05-22 |
|---|
| Q4 2012 | Suntrust Banks Inc
CUSIP 867914103 | | Common | 34,710 | 43,400 | +8,690 | $981,000 | $1,230,000 | +$249,000 | 2014-05-22 |
|---|
| Q4 2012 | Eaton Corp
CUSIP 278058102 | | Common | 23,125 | 24,480 | +1,355 | $1,093,000 | $1,326,000 | +$233,000 | 2014-05-22 |
|---|
| Q4 2012 | CBS Corp New Cl B
CUSIP 124857202 | | Common | 29,005 | 31,745 | +2,740 | $1,054,000 | $1,208,000 | +$154,000 | 2014-05-22 |
|---|
| Q4 2012 | Forest Laboratories
CUSIP 345838106 | | Common | 19,235 | 23,110 | +3,875 | $685,000 | $816,000 | +$131,000 | 2014-05-22 |
|---|
| Q4 2012 | Google Inc Cl A
CUSIP 38259P508 | | Common | 1,381 | 1,598 | +217 | $1,042,000 | $1,130,000 | +$88,000 | 2014-05-22 |
|---|
| Q4 2012 | Citrix Systems Inc
CUSIP 177376100 | | Common | 7,500 | 7,650 | +150 | $574,000 | $502,000 | -$72,000 | 2014-05-22 |
|---|
| Q4 2012 | Jacobs Engr Group Inc Del
CUSIP 469814107 | | Common | 8,350 | 9,590 | +1,240 | $338,000 | $408,000 | +$70,000 | 2014-05-22 |
|---|
| Q4 2012 | Express Scripts Inc
CUSIP 302182100 | | Common | 29,413 | 33,116 | +3,703 | $1,842,000 | $1,788,000 | -$54,000 | 2014-05-22 |
|---|
| Q4 2012 | Allergan Inc
CUSIP 018490102 | | Common | 7,785 | 8,135 | +350 | $713,000 | $746,000 | +$33,000 | 2014-05-22 |
|---|
| Q4 2012 | Cytomedix Inc New
CUSIP 23283B204 | | Common | 38,601 | 43,101 | +4,500 | $34,000 | $31,000 | -$3,000 | 2014-05-22 |
|---|