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 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
52+ 6.38% |
$22.8K - $27.4K
|
867
$436K
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
52+ 1.74% |
$22.8K - $27.4K
|
3.04K
$1.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
50+ 1000.0% |
$21.9K - $26.4K
|
55
$27.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
50+ 3.58% |
$21.9K - $26.4K
|
1.45K
$727K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
48+ 436.36% |
$21K - $25.3K
|
59
$29.6K
|
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
48+ 1.97% |
$21K - $25.3K
|
2.49K
$1.25M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
46+ 5.07% |
$20.1K - $24.3K
|
953
$479K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
45+ 21.23% |
$19.7K - $23.7K
|
257
$129K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
44New |
$19.3K - $23.2K
|
44
$22.1K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
44+ 4.38% |
$19.3K - $23.2K
|
1.05K
$526K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
44New |
$19.3K - $23.2K
|
44
$22.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
43New |
$18.8K - $22.7K
|
43
$21.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
41+ 4.49% |
$17.9K - $21.6K
|
954
$479K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
41New |
$17.9K - $21.6K
|
41
$20.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
41+ 4.68% |
$17.9K - $21.6K
|
917
$461K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
41+ 8.93% |
$17.9K - $21.6K
|
500
$251K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
40+ 2.61% |
$17.5K - $21.1K
|
1.57K
$791K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
40New |
$17.5K - $21.1K
|
40
$20.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
38+ 2.19% |
$16.6K - $20K
|
1.77K
$889K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
36+ 10.26% |
$15.8K - $19K
|
387
$194K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
34+ 0.66% |
$14.9K - $17.9K
|
5.15K
$2.59M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
34+ 11.18% |
$14.9K - $17.9K
|
338
$170K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
34+ 30.36% |
$14.9K - $17.9K
|
146
$73.3K
|
|
|
May 15, 2025
Q1 2025
|
Bares Capital Management, Inc.
Austin, TX |
BUY
|
- |
34New |
$14.9K - $17.9K
|
34
$17.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
33+ 2.46% |
$14.4K - $17.4K
|
1.37K
$690K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
33+ 1.63% |
$14.4K - $17.4K
|
2.06K
$1.03M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
32+ 0.86% |
$14K - $16.9K
|
3.74K
$1.88M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
31+ 0.57% |
$13.6K - $16.4K
|
5.5K
$2.76M
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
31+ 4.06% |
$13.6K - $16.4K
|
795
$399K
|
|
|
May 14, 2025
Q1 2025
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
31+ 1.96% |
$13.6K - $16.4K
|
1.61K
$809K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
31+ 31.0% |
$13.6K - $16.4K
|
131
$65.8K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
30+ 3.0% |
$13.1K - $15.8K
|
1.03K
$517K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
30+ 1.68% |
$13.1K - $15.8K
|
1.81K
$911K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
30+ 3.18% |
$13.1K - $15.8K
|
973
$489K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
29+ 5.81% |
$12.7K - $15.3K
|
528
$265K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
29+ 0.27% |
$12.7K - $15.3K
|
10.8K
$5.42M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
29+ 4.02% |
$12.7K - $15.3K
|
751
$377K
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
29+ 4.65% |
$12.7K - $15.3K
|
653
$328K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
28+ 7.98% |
$12.3K - $14.8K
|
379
$190K
|
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
28+ 1.44% |
$12.3K - $14.8K
|
1.98K
$994K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
28+ 4.69% |
$12.3K - $14.8K
|
625
$314K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
27+ 32.14% |
$11.8K - $14.2K
|
111
$55.8K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
27+ 13.99% |
$11.8K - $14.2K
|
220
$111K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
26+ 5.76% |
$11.4K - $13.7K
|
477
$240K
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
26+ 2.27% |
$11.4K - $13.7K
|
1.17K
$587K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
26+ 5.7% |
$11.4K - $13.7K
|
482
$242K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
26+ 28.57% |
$11.4K - $13.7K
|
117
$58.8K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
25New |
$10.9K - $13.2K
|
25
$12.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
25+ 2.12% |
$10.9K - $13.2K
|
1.21K
$605K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
22+ 0.58% |
$9.63K - $11.6K
|
3.81K
$1.92M
|