Institutional shares held 95.7 Million
37K calls
9.4K puts
Total value of holdings $8.21B
$3.18M calls
$806K puts
# of Institutions 760


Latest Institutional Activity in MOAT

Top Purchases

Q2 2025
Boulay Financial Advisors, LLC Shares Held: 2.08M ($178M)
Q2 2025
Ggm Financials LLC Shares Held: 268K ($23M)
Q2 2025
Whitaker Myers Wealth Managers, Ltd. Shares Held: 659K ($56.5M)
Q2 2025
Xy Planning Network, Inc. Shares Held: 34.7K ($2.98M)
Q2 2025
Verde Capital Management Shares Held: 588K ($50.5M)

Top Sells

Q2 2025
First International Bank & Trust Shares Held: 22.5K ($1.93M)
Q2 2025
Ttp Investments, Inc. Shares Held: 65.4K ($5.61M)
Q2 2025
Tanager Wealth Management LLP Shares Held: 273K ($23.4M)
Q2 2025
Beaumont Financial Advisors, LLC Shares Held: 84.4K ($7.24M)
Q2 2025
Fiduciary Financial Group, LLC Shares Held: 15.9K ($1.37M)

About MOAT

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