MOODY NATIONAL BANK TRUST DIVISION historic quarter change: USA Everything Else, Sold out
In partnership units, exchange-traded notes and anything else (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, MOODY NATIONAL BANK TRUST DIVISION opened 16 positions, added to 0, reduced 0 and sold out of 15.
- Q2 2025: Stock NAUTICUS ROBOTICS INC; Country of operation United States; Class None; Shares before 37,175.
- Q4 2024: Stock Amphitryon Ltd; Country of operation —; Class None; Shares before 66,578.
- Q3 2016: Stock AMERICAN NATIONAL INSURANCE; Country of operation —; Class CO COMMON STOCK; Shares before 11,412,824.
- Q3 2016: Stock NATIONAL WESTERN LIFE INSURA; Country of operation United States; Class NC COMMON STOCK; Shares before 1,157,396.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1092903), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-07); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-09); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-12); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-06); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-10); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-04); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-03); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-03); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-04); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-08); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-02); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-17); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-12); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-19); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-15); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-13); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-13); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-22); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-13); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-15); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-18); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-28). 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 1999-09-30. 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).
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| LVW Advisors, LLC | United States | $1.050B | 436 |
| Compass Ion Advisors, LLC | United States | $1.049B | 398 |
| SPIREPOINT PRIVATE CLIENT, LLC | United States | $1.051B | 322 |
| L2 Asset Management, LLC | United States | $1.051B | 397 |
| TRUE Private Wealth Advisors | United States | $1.049B | 266 |
| Asset Advisors Investment Management, LLC | United States | $1.049B | 106 |
| HORAN Wealth, LLC | United States | $1.052B | 257 |
| Nemes Rush Group LLC | United States | $1.052B | 944 |
| Syntegra Private Wealth Group, LLC | United States | $1.053B | 189 |
| Apriem Advisors | United States | $1.048B | 186 |