Institutional shares held 85 Million
8.6K calls
0 puts
Total value of holdings $7.3B
$738K calls
$0 puts
# of Institutions 754


Latest Institutional Activity in MOAT

Top Purchases

Q3 2025
Mercer Global Advisors Inc Shares Held: 795K ($68.2M)
Q3 2025
Cetera Investment Advisers Shares Held: 1.22M ($105M)
Q3 2025
Sequoia Financial Advisors, LLC Shares Held: 182K ($15.7M)
Q3 2025
Advisor Group Holdings, Inc. Shares Held: 742K ($63.7M)
Q3 2025
Jones Financial Companies Lllp Shares Held: 1.1M ($94.5M)

Top Sells

Q3 2025
Raymond James Financial Inc Shares Held: 3.22M ($276M)
Q3 2025
Employees' Retirement Fund Of The City Of Fort Worth Shares Held: 119K ($10.2M)
Q3 2025
Bank Of America Corp Shares Held: 6.28M ($539M)
Q3 2025
Ubs Group Ag Shares Held: 975K ($83.7M)
Q3 2025
Whitaker Myers Wealth Managers, Ltd. Shares Held: 411K ($35.3M)

About MOAT

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