Institutional shares held 88.6 Million
20.9K calls
0 puts
Total value of holdings $7.6B
$1.79M calls
$0 puts
# of Institutions 757


Latest Institutional Activity in MOAT

Top Purchases

Q3 2025
American National Bank Of Texas Shares Held: 72.1K ($6.19M)
Q3 2025
Boulay Financial Advisors, LLC Shares Held: 2.12M ($182M)
Q3 2025
Harbor Group, Inc. Shares Held: 448K ($38.5M)
Q3 2025
S.E.E.D. Planning Group LLC Shares Held: 154K ($13.2M)
Q3 2025
Retireful, LLC Shares Held: 13.9K ($1.2M)

Top Sells

Q3 2025
Whitaker Myers Wealth Managers, Ltd. Shares Held: 411K ($35.3M)
Q3 2025
Cwm, LLC Shares Held: 682K ($58.6M)
Q3 2025
Santori & Peters, Inc. Shares Held: 2.79K ($240K)
Q3 2025
Sk Wealth Management, LLC Shares Held: 142K ($12.2M)
Q3 2025
Flputnam Investment Management CO Shares Held: 119K ($10.2M)

About MOAT

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