Institutional shares held 98.5 Million
31.5K calls
7.5K puts
Total value of holdings $8.46B
$2.7M calls
$643K puts
# of Institutions 706


Latest Institutional Activity in MOAT

Top Purchases

Q4 2024
Signal Advisors Wealth, LLC Shares Held: 200K ($17.1M)
Q4 2024
Whitaker Myers Wealth Managers, Ltd. Shares Held: 558K ($47.9M)
Q4 2024
Geneos Wealth Management Inc. Shares Held: 334K ($28.6M)
Q4 2024
Jacksonville Wealth Management, LLC Shares Held: 26.5K ($2.28M)
Q4 2024
S.E.E.D. Planning Group LLC Shares Held: 171K ($14.7M)

Top Sells

Q4 2024
Brookstone Capital Management Shares Held: 896K ($76.9M)
Q4 2024
Patton Albertson Miller Group, LLC Shares Held: 120K ($10.3M)
Q4 2024
Beaumont Financial Advisors, LLC Shares Held: 274K ($23.5M)
Q4 2024
Rda Financial Network Shares Held: 33.7K ($2.89M)
Q4 2024
Lionsbridge Wealth Management LLC Shares Held: 35.1K ($3.01M)

About MOAT

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