Institutional shares held 90.2 Million
20.9K calls
0 puts
Total value of holdings $7.74B
$1.79M calls
$0 puts
# of Institutions 751


Latest Institutional Activity in MOAT

Top Purchases

Q2 2025
Brinker Capital Investments, LLC Shares Held: 612K ($52.5M)
Q2 2025
Ubs Group Ag Shares Held: 1.38M ($119M)
Q2 2025
Boulay Financial Advisors, LLC Shares Held: 2.08M ($178M)
Q2 2025
Ggm Financials LLC Shares Held: 268K ($23M)
Q2 2025
Assetmark, Inc Shares Held: 291K ($25M)

Top Sells

Q2 2025
Morgan Stanley Shares Held: 6.78M ($582M)
Q2 2025
Raymond James Financial Inc Shares Held: 3.84M ($329M)
Q2 2025
Obermeyer Wood Investment Counsel, Lllp Shares Held: 266K ($22.8M)
Q2 2025
Brookstone Capital Management Shares Held: 328K ($28.2M)
Q2 2025
First International Bank & Trust Shares Held: 22.5K ($1.93M)

About MOAT

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