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 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
109+ 70.32% |
$47.7K - $57.5K
|
264
$133K
|
|
|
May 01, 2025
Q1 2025
|
Slow Capital, Inc.
|
BUY
|
- |
106+ 1.49% |
$46.4K - $55.9K
|
7.22K
$3.63M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
106+ 13.55% |
$46.4K - $55.9K
|
888
$446K
|
|
|
May 06, 2025
Q1 2025
|
Dorsey Wright & Associates
|
BUY
|
- |
106+ 1.44% |
$46.4K - $55.9K
|
7.49K
$3.76M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
104+ 12.73% |
$45.5K - $54.9K
|
921
$463K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
102+ 84.3% |
$44.7K - $53.8K
|
223
$112K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
101+ 5050.0% |
$44.2K - $53.3K
|
103
$51.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
100+ 16.61% |
$43.8K - $52.7K
|
702
$353K
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
100+ 4.93% |
$43.8K - $52.7K
|
2.13K
$1.07M
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
99+ 0.43% |
$43.3K - $52.2K
|
23.1K
$11.6M
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
95+ 1.76% |
$41.6K - $50.1K
|
5.49K
$2.76M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
94+ 8.99% |
$41.2K - $49.6K
|
1.14K
$573K
|
|
|
Apr 14, 2025
Q1 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
93+ 18.31% |
$40.7K - $49.1K
|
601
$302K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
93+ 581.25% |
$40.7K - $49.1K
|
109
$54.8K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
93+ 10.68% |
$40.7K - $49.1K
|
964
$484K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
88+ 3.57% |
$38.5K - $46.4K
|
2.56K
$1.28M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
84+ 3.72% |
$36.8K - $44.3K
|
2.34K
$1.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
84+ 9.31% |
$36.8K - $44.3K
|
986
$495K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
84+ 5.33% |
$36.8K - $44.3K
|
1.66K
$833K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
84+ 8.39% |
$36.8K - $44.3K
|
1.09K
$545K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
84+ 18.14% |
$36.8K - $44.3K
|
547
$275K
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
84+ 1.32% |
$36.8K - $44.3K
|
6.43K
$3.23M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
83+ 14.29% |
$36.3K - $43.8K
|
664
$334K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
80+ 18.74% |
$35K - $42.2K
|
507
$255K
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
77+ 1.53% |
$33.7K - $40.6K
|
5.13K
$2.57M
|
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
75+ 0.48% |
$32.8K - $39.6K
|
15.7K
$7.87M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
74+ 6.4% |
$32.4K - $39K
|
1.23K
$618K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
74+ 6.91% |
$32.4K - $39K
|
1.15K
$575K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
74+ 2.5% |
$32.4K - $39K
|
3.04K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
72+ 0.68% |
$31.5K - $38K
|
10.7K
$5.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
70+ 0.63% |
$30.6K - $36.9K
|
11.2K
$5.63M
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
68+ 7.08% |
$29.8K - $35.9K
|
1.03K
$517K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
66+ 3.84% |
$28.9K - $34.8K
|
1.78K
$896K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
66+ 2.24% |
$28.9K - $34.8K
|
3.02K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
65+ 9.33% |
$28.5K - $34.3K
|
762
$383K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
64+ 6.33% |
$28K - $33.8K
|
1.08K
$540K
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
64+ 8.58% |
$28K - $33.8K
|
810
$407K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
64New |
$28K - $33.8K
|
64
$32.2K
|
|
|
May 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
62+ 4.47% |
$27.1K - $32.7K
|
1.45K
$728K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
61+ 0.13% |
$26.7K - $32.2K
|
47.6K
$23.9M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
61+ 132.61% |
$26.7K - $32.2K
|
107
$53.8K
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
BUY
|
- |
61+ 11.17% |
$26.7K - $32.2K
|
607
$305K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
60+ 3.99% |
$26.3K - $31.6K
|
1.56K
$785K
|
|
|
Apr 16, 2025
Q1 2025
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
60+ 0.13% |
$26.3K - $31.6K
|
47.1K
$23.7M
|
|
|
May 09, 2025
Q1 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
60+ 66.67% |
$26.3K - $31.6K
|
150
$75.4K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
60New |
$26.3K - $31.6K
|
60
$30.1K
|
|
|
May 01, 2025
Q1 2025
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
55+ 9.86% |
$24.1K - $29K
|
613
$308K
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
55+ 9.27% |
$24.1K - $29K
|
648
$326K
|
|
|
May 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
54+ 1.21% |
$23.6K - $28.5K
|
4.54K
$2.28M
|
|
|
May 12, 2025
Q1 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
53+ 0.53% |
$23.2K - $28K
|
10K
$5.03M
|