Purchases and Sales Made in Q2 2025 in Moodys Corp (MCO)
This table provides information about the institutional ownership of Moodys Corp (MCO) during Q2 2025. The information is specifically focused on institutions that hold shares of MOODYS CORP .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Stone Pine Asset Management Inc.
Montreal, A8 |
BUY
|
- |
216K+ 10.29% |
$85.5M - $108M
|
2.31M
$1.16B
|
|
|
Jul 18, 2025
Q2 2025
|
Ninety One North America, Inc.
New York, NY |
BUY
|
- |
19K+ 41.66% |
$7.53M - $9.53M
|
64.6K
$32.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Caledonia Investments PLC
|
BUY
|
- |
12.8K+ 12.02% |
$5.06M - $6.4M
|
119K
$59.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Threadgill Financial, LLC
|
BUY
|
- |
9.24K+ 90.63% |
$3.67M - $4.64M
|
19.4K
$9.72M
|
|
|
Jul 18, 2025
Q2 2025
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
9.17K+ 1.11% |
$3.64M - $4.6M
|
837K
$419M
|
|
|
Jul 17, 2025
Q2 2025
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
9.07KNew |
$3.6M - $4.55M
|
9.07K
$4.54M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.03KNew |
$1.6M - $2.02M
|
4.03K
$2.02M
|
|
|
Jul 18, 2025
Q2 2025
|
Pelham Capital Ltd.
London, X0 |
BUY
|
- |
3.52K+ 15.26% |
$1.39M - $1.76M
|
26.6K
$13.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Clean Yield Group
|
BUY
|
- |
3.49K+ 84.08% |
$1.39M - $1.75M
|
7.65K
$3.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.48KNew |
$1.38M - $1.75M
|
3.48K
$1.74M
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
3.11KNew |
$1.23M - $1.56M
|
3.11K
$1.55M
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
3.05K+ 3.94% |
$1.21M - $1.53M
|
80.4K
$40.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.89K+ 40.95% |
$1.15M - $1.45M
|
9.94K
$4.97M
|
|
|
Jul 11, 2025
Q2 2025
|
Walter Public Investments Inc.
Westmount, Z4 |
BUY
|
- |
2.39K+ 5.41% |
$949K - $1.2M
|
46.6K
$23.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
2.26K+ 6.36% |
$897K - $1.13M
|
37.8K
$18.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
1.77KNew |
$701K - $887K
|
1.77K
$884K
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.62K+ 5.57% |
$641K - $811K
|
30.6K
$15.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.57K+ 8.33% |
$623K - $787K
|
20.4K
$10.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
1.55K+ 32.84% |
$613K - $775K
|
6.25K
$3.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.28K+ 142.19% |
$509K - $644K
|
2.19K
$1.09M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.12K+ 21.74% |
$444K - $561K
|
6.27K
$3.13M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.11KNew |
$441K - $558K
|
1.11K
$556K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.07K+ 21.86% |
$426K - $539K
|
5.99K
$2.99M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
906New |
$359K - $454K
|
906
$453K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
877New |
$348K - $440K
|
877
$439K
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
839+ 1.24% |
$333K - $421K
|
68.6K
$34.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
788+ 33.03% |
$313K - $395K
|
3.17K
$1.59M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
748+ 3.32% |
$297K - $375K
|
23.3K
$11.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
716+ 41.53% |
$284K - $359K
|
2.44K
$1.22M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
670New |
$266K - $336K
|
670
$335K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
645+ 7.28% |
$256K - $324K
|
9.51K
$4.76M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
603New |
$239K - $302K
|
603
$302K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
580+ 3.34% |
$230K - $291K
|
18K
$8.98M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
553New |
$219K - $277K
|
553
$277K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
533New |
$211K - $267K
|
533
$267K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
516New |
$205K - $259K
|
516
$258K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
437New |
$173K - $219K
|
437
$219K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
422New |
$167K - $212K
|
422
$211K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
419New |
$166K - $210K
|
419
$210K
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
410New |
$163K - $206K
|
410
$205K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
407New |
$161K - $204K
|
407
$204K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
402New |
$159K - $202K
|
402
$201K
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
400New |
$159K - $201K
|
400
$200K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
382+ 3.79% |
$152K - $192K
|
10.5K
$5.23M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
366+ 114.02% |
$145K - $184K
|
687
$344K
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
351+ 1.77% |
$139K - $176K
|
20.2K
$10.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
320+ 6.18% |
$127K - $161K
|
5.5K
$2.75M
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
318+ 13.98% |
$126K - $160K
|
2.59K
$1.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
262+ 2.62% |
$104K - $131K
|
10.3K
$5.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
228+ 18.36% |
$90.4K - $114K
|
1.47K
$735K
|