Institutional shares held 84.7 Million
8.6K calls
0 puts
Total value of holdings $7.27B
$738K calls
$0 puts
# of Institutions 758


Latest Institutional Activity in MOAT

Top Purchases

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
Harbor Group, Inc. Shares Held: 472K ($40.5M)
Q4 2025
Westview Management Dba Westview Investment Advisors Shares Held: 22.8K ($1.96M)
Q4 2025
Savvy Advisors, Inc. Shares Held: 24.3K ($2.09M)

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
Victory Financial Group, LLC Shares Held: 44.3K ($3.8M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 355K ($30.5M)
Q4 2025
Brookstone Capital Management Shares Held: 279K ($24M)

About MOAT

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