Institutional shares held 85.7 Million
20.9K calls
0 puts
Total value of holdings $7.36B
$1.79M calls
$0 puts
# of Institutions 755


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
Apriem Advisors Shares Held: 494K ($42.4M)

Top Sells

Q3 2025
Employees' Retirement Fund Of The City Of Fort Worth Shares Held: 119K ($10.2M)
Q3 2025
Ubs Group Ag Shares Held: 975K ($83.7M)
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
Provenance Wealth Advisors, LLC Shares Held: 913K ($78.4M)

About MOAT

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