Institutional shares held 84.8 Million
8.6K calls
0 puts
Total value of holdings $7.28B
$738K calls
$0 puts
# of Institutions 762


Latest Institutional Activity in MOAT

Top Purchases

Q4 2025
Southern Farm Bureau Life Insurance Shares Held: 1.11M ($95.1M)
Q4 2025
Ubs Group Ag Shares Held: 1.11M ($95M)
Q4 2025
Bxm Wealth LLC Shares Held: 99.1K ($8.5M)
Q4 2025
Paller Financial Services Inc Shares Held: 72.3K ($6.2M)
Q4 2025
Elevation Capital Advisory, LLC Shares Held: 76.2K ($6.54M)

Top Sells

Q4 2025
Dynamic Advisor Solutions LLC Shares Held: 2.74K ($235K)
Q4 2025
Foguth Wealth Management, Llc. Shares Held: 177K ($15.2M)
Q4 2025
Aspen Wealth Strategies, LLC Shares Held: 99.6K ($8.55M)
Q4 2025
Victory Financial Group, LLC Shares Held: 44.3K ($3.8M)
Q4 2025
Tanager Wealth Management LLP Shares Held: 160K ($13.7M)

About MOAT

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