Institutional shares held 97.8 Million
37K calls
9.4K puts
Total value of holdings $8.39B
$3.18M calls
$806K puts
# of Institutions 761


Latest Institutional Activity in MOAT

Top Purchases

Q1 2025
Boulay Financial Advisors, LLC Shares Held: 1.81M ($155M)
Q1 2025
Jones Financial Companies Lllp Shares Held: 883K ($75.8M)
Q1 2025
Summit Financial, LLC Shares Held: 259K ($22.2M)
Q1 2025
Dynamic Advisor Solutions LLC Shares Held: 224K ($19.2M)
Q1 2025
Empowered Funds, LLC Shares Held: 154K ($13.3M)

Top Sells

Q1 2025
Morgan Stanley Shares Held: 7.83M ($672M)
Q1 2025
Raymond James Financial Inc Shares Held: 4.51M ($387M)
Q1 2025
Bank Of America Corp Shares Held: 7.23M ($620M)
Q1 2025
Ubs Group Ag Shares Held: 1.1M ($94.6M)
Q1 2025
Mesirow Financial Investment Management, Inc. Shares Held: 2.75M ($236M)

About MOAT

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