Institutional shares held 87.8 Million
20.9K calls
0 puts
Total value of holdings $7.54B
$1.79M calls
$0 puts
# of Institutions 754


Latest Institutional Activity in MOAT

Top Purchases

Q3 2025
Sequoia Financial Advisors, LLC Shares Held: 182K ($15.7M)
Q3 2025
Jones Financial Companies Lllp Shares Held: 1.1M ($94.5M)
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
Buttonwood Financial Advisors Inc. Shares Held: 299K ($25.6M)

Top Sells

Q3 2025
Whitaker Myers Wealth Managers, Ltd. Shares Held: 411K ($35.3M)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 1.55M ($133M)
Q3 2025
Cwm, LLC Shares Held: 682K ($58.6M)
Q3 2025
Thrivent Financial For Lutherans Shares Held: 9.24K ($793K)
Q3 2025
Envestnet Asset Management Inc Shares Held: 591K ($50.7M)

About MOAT

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