Purchases and Sales Made in Q1 2025 in Moodys Corp (MCO)
This table provides information about the institutional ownership of Moodys Corp (MCO) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
801K+ 55808.77% |
$351M - $423M
|
803K
$374M
|
|
|
Apr 09, 2025
Q1 2025
|
Sarasin & Partners LLP
|
BUY
|
- |
28.8K+ 5.12% |
$12.6M - $15.2M
|
591K
$275M
|
|
|
Apr 10, 2025
Q1 2025
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
20.5K+ 29.51% |
$8.97M - $10.8M
|
89.9K
$41.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Threadgill Financial, LLC
|
BUY
|
- |
7.73K+ 312.71% |
$3.38M - $4.08M
|
10.2K
$4.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
6.61K+ 293.43% |
$2.89M - $3.49M
|
8.86K
$4.13M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
5.4KNew |
$2.36M - $2.85M
|
5.4K
$2.51M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
4.73K+ 1.44% |
$2.07M - $2.49M
|
333K
$155M
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
BUY
|
- |
3.92K+ 53.74% |
$1.72M - $2.07M
|
11.2K
$5.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
BUY
|
- |
3.75K+ 933.08% |
$1.64M - $1.98M
|
4.15K
$1.93M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.34K+ 89.65% |
$1.46M - $1.76M
|
7.06K
$3.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.77K+ 5.23% |
$774K - $932K
|
35.6K
$16.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.01KNew |
$441K - $531K
|
1.01K
$469K
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
950+ 7.29% |
$416K - $501K
|
14K
$6.51M
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
BUY
|
- |
584+ 0.26% |
$256K - $308K
|
226K
$105M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
537+ 3.75% |
$235K - $283K
|
14.9K
$6.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
518+ 19.0% |
$227K - $273K
|
3.24K
$1.51M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
471+ 5.49% |
$206K - $248K
|
9.05K
$4.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
439New |
$192K - $232K
|
439
$204K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
433+ 13.48% |
$190K - $228K
|
3.65K
$1.7M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
236+ 101.29% |
$103K - $124K
|
469
$218K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
212+ 4.88% |
$92.8K - $112K
|
4.55K
$2.12M
|
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
193+ 17.67% |
$84.5K - $102K
|
1.29K
$598K
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
163+ 50.31% |
$71.4K - $86K
|
487
$227K
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
BUY
|
- |
158+ 27.53% |
$69.2K - $83.3K
|
732
$341K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
133+ 5.8% |
$58.2K - $70.2K
|
2.43K
$1.13M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
124+ 26.5% |
$54.3K - $65.4K
|
592
$276K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
109+ 70.32% |
$47.7K - $57.5K
|
264
$123K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
84+ 3.72% |
$36.8K - $44.3K
|
2.34K
$1.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
77+ 1.53% |
$33.7K - $40.6K
|
5.13K
$2.39M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
60+ 3.99% |
$26.3K - $31.6K
|
1.56K
$728K
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
52+ 6.38% |
$22.8K - $27.4K
|
867
$404K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
46+ 5.07% |
$20.1K - $24.3K
|
953
$444K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
41New |
$17.9K - $21.6K
|
41
$19.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
41+ 4.49% |
$17.9K - $21.6K
|
954
$444K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
33+ 2.46% |
$14.4K - $17.4K
|
1.37K
$640K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
30+ 3.0% |
$13.1K - $15.8K
|
1.03K
$480K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
25New |
$10.9K - $13.2K
|
25
$11.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
18+ 0.73% |
$7.88K - $9.49K
|
2.48K
$1.16M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
18+ 47.37% |
$7.88K - $9.49K
|
56
$26.1K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
12+ 0.48% |
$5.25K - $6.33K
|
2.52K
$1.17M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 3.91% |
$4.38K - $5.27K
|
266
$124K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
9+ 1.06% |
$3.94K - $4.75K
|
860
$400K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
9+ 0.8% |
$3.94K - $4.75K
|
1.14K
$531K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
7+ 1.48% |
$3.06K - $3.69K
|
481
$224K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
6+ 1.21% |
$2.63K - $3.16K
|
502
$234K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5+ 18.52% |
$2.19K - $2.64K
|
32
$14.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4+ 7.02% |
$1.75K - $2.11K
|
61
$28.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4+ 20.0% |
$1.75K - $2.11K
|
24
$11.2K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2+ 0.29% |
$876 - $1.05K
|
683
$318K
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
2+ 0.21% |
$876 - $1.05K
|
934
$435K
|