Stock
MOAT
| Ownership Count: | 1124 |
| Ownership Count: | 1124 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| MORGAN STANLEY | 0.11% |
Added 2.03%
|
8,818,916 | $817,734,000.0 |
| LPL Financial LLC | 0.28% |
Reduced 7.51%
|
7,285,775 | $675,573,000.0 |
| RAYMOND JAMES FINANCIAL INC | 0.19% |
No Change
|
5,420,559 | $502,621,000.0 |
| BANK OF AMERICA CORP /DE/ | 0.08% |
Added 0.27%
|
5,368,825 | $497,824,000.0 |
| Mesirow Financial Investment Management, Inc. | 6.68% |
Added 32.49%
|
3,500,055 | $324,540,000.0 |
| Raymond James Financial Services Advisors, Inc. | 0.42% |
No Change
|
3,214,645 | $311,659,000.0 |
| RAYMOND JAMES & ASSOCIATES | 0.14% |
Added 0.33%
|
2,386,177 | $231,339,000.0 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.31% |
Reduced 1.49%
|
2,195,450 | $203,573,000.0 |
| AMERIPRISE FINANCIAL INC | 0.06% |
Reduced 1.16%
|
2,009,250 | $186,313,000.0 |
| UBS Group AG | 0.06% |
Reduced 1.65%
|
1,882,244 | $174,531,000.0 |
| WELLS FARGO & COMPANY/MN | 0.06% |
Added 8.09%
|
1,523,136 | $141,232,000.0 |
| CWM, LLC | 0.48% |
Added 5.63%
|
1,217,717 | $112,913,000.0 |
| FIRST FOUNDATION ADVISORS | 4.03% |
Added 3.93%
|
1,030,903 | $95,590,000.0 |
| Royal Bank of Canada | 0.05% |
Added 3.31%
|
990,736 | $91,866,000.0 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.08% |
Added 2.25%
|
988,267 | $91,637,000.0 |