Institutional shares held 103 Million
27.5K calls
7.2K puts
Total value of holdings $8.85B
$2.36M calls
$618K puts
# of Institutions 750


Latest Institutional Activity in MOAT

Top Purchases

Q1 2025
Dynamic Advisor Solutions LLC Shares Held: 224K ($19.2M)
Q1 2025
Signal Advisors Wealth, LLC Shares Held: 288K ($24.7M)
Q1 2025
Whitaker Myers Wealth Managers, Ltd. Shares Held: 619K ($53.1M)
Q1 2025
Kingswood Wealth Advisors, LLC Shares Held: 64.7K ($5.55M)
Q1 2025
James J. Burns & Company, LLC Shares Held: 144K ($12.4M)

Top Sells

Q1 2025
Redhawk Wealth Advisors, Inc. Shares Held: 3.43K ($294K)
Q1 2025
Tompkins Financial Corp Shares Held: 76K ($6.53M)
Q1 2025
Davidson Capital Management Inc. Shares Held: 403 ($34.6K)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 103K ($8.82M)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 805K ($69.1M)

About MOAT

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