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Moss Adams Wealth Advisors LLC
institutional manager combination report
- Vote records reported
- 387year to 30 June 2024
- Against management
- 1.6%6 of 387 marked votes
- Say-on-pay support
- 100.0%for, of for + against + abstain
- Shareholder-proposal support
- 33.3%for, of for + against + abstain
foragainstabstain, withhold or otheramber tick: the portion cast against management
In its Form N-PX for the year to 30 June 2024, Moss Adams Wealth Advisors LLC listed 387 vote records. Votes against management made up 1.6% of those marked either way (6 of 387); the median institutional manager stood at 7.4%.
Weighted by the number of shares voted, the against-management share is 0.3%. The two figures differ when the votes against management fall on larger or smaller holdings than the rest.
On pay and on shareholder proposals: it voted for 100.0% of the section 14A say-on-pay items it reported (the median institutional manager: 91.2%) and it voted for 33.3% of the proposals put forward by security holders (the median institutional manager: 33.3%).
By category, votes against management were most frequent in SECTION 14A SAY-ON-PAY VOTES (1.6% of 387).
Compared with other filers
Each rate is defined once, in the methodology. The median is taken over 2,487 institutional managers with at least 25 vote records in the season.
| year to 30 June 2024 | This filer | Median institutional manager | All filers pooled |
|---|---|---|---|
| Against-management share | 1.6% | 7.4% | 10.2% |
| Say-on-pay support rate | 100.0% | 91.2% | 84.6% |
| Shareholder-proposal support rate | 33.3% | 33.3% | 37.0% |
| Shares on loan, share of shares held | 0.00% | 0.00% | 0.08% |
| Largest families, year to 30 June 2026 | Against management | Say-on-pay support | Shareholder-proposal support |
|---|---|---|---|
| Vanguard | 20.1% | 94.1% | 42.0% |
| BlackRock and iShares | 7.5% | 88.3% | 11.9% |
| Fidelity | 6.0% | 94.7% | 27.6% |
| Dimensional | 16.4% | 78.9% | 57.4% |
| State Street and SPDR | 16.9% | 77.1% | 50.4% |
Votes by category
Filers choose one or more categories for each vote, so a vote can appear in more than one row. Category names are printed as Form N-PX defines them.
| Category (as the form names it) | Votes | For | Against | Against management | Split |
|---|---|---|---|---|---|
| SECTION 14A SAY-ON-PAY VOTES | 387 | 383 | 4 | 1.6% |
By season
| Season | Vote records | Against management | Say-on-pay support | Shareholder-proposal support | Split |
|---|---|---|---|---|---|
| year to 30 June 2024 | 387 | 1.6% | 100.0% | 33.3% |
Only one season is on file for this entry so far. The structured Form N-PX began with the year to 30 June 2024.
Say-on-pay votes against management
Counting one say-on-pay item per company meeting, Moss Adams Wealth Advisors LLC voted against management on 0 of the 328 it marked either way (0.0%) in the year to 30 June 2024.
Shareholder proposals it supported
Of 6 proposals from security holders that could be told apart in the filings and on which it cast a vote, Moss Adams Wealth Advisors LLC voted for 2 (33.3%). Titles are the most common wording among filers; where a wording could name a person, the SEC category is printed instead.
| Company | Meeting | Proposal |
|---|---|---|
| Intel Corporation | 7 May 2024 | Stockholder proposal requesting an excessive golden parachute approval policy |
| LABORATORY CORP. OF AMERICA HOLDINGS | 14 May 2024 | Shareholder proposal regarding shareholder opportunity to vote on excessive golden parachutes. |
Shares on loan
Moss Adams Wealth Advisors LLC reported no shares on loan for the year to 30 June 2024. Shares lent out at the record date cannot be voted by the lender, which is why Form N-PX asks for the figure. More on lending and votes.
The filings
These figures are read from the filer's own Form N-PX. If a vote on this page looks wrong, the filing is the record: a dispute about a filed vote is a matter for the filer, and an error in how this site read the filing is a matter for corrections.
- N-PX filed 27 Aug 2024 accession 0001661245-24-000004
- Every N-PX filing by this filer on EDGAR
Questions
How did Moss Adams Wealth Advisors LLC vote on executive pay?
In the year to 30 June 2024 Moss Adams Wealth Advisors LLC reported 381 votes in the category SECTION 14A SAY-ON-PAY VOTES that were cast for, against or abstain. 381 were for (100.0%), 0 against and 0 abstentions. Counting one item per company meeting, it voted against management on 0 of the 328 say-on-pay items it marked either way.
How often does Moss Adams Wealth Advisors LLC vote against management?
1.6% of the time in the year to 30 June 2024: 6 of the 387 votes it marked as for or against management. Form N-PX asks each filer to state, vote by vote, whether the vote was for or against management's recommendation; this figure counts those marks.
Is this the result of the meetings?
No. Form N-PX shows how this filer voted the shares it held. It does not show how other shareholders voted or whether a proposal was approved. Companies report certified results separately, on Form 8-K.
Where does the data come from?
From the Form N-PX filings of this filer on the SEC's EDGAR system, read as filed. The SEC does not verify the contents. Amended filings (N-PX/A) replace the filings they amend. Data on this page runs through 30 Sep 2026.
Provenance: SEC EDGAR, Form N-PX and N-PX/A filings by Moss Adams Wealth Advisors LLC (filer no. 1661245), read as filed and not verified by the SEC. Amended filings replace the filings they amend. Filings read through 30 Sep 2026; page built 1 Oct 2026.