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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
22New |
$9.63K - $11.6K
|
22
$11.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
20+ 2.92% |
$8.76K - $10.5K
|
706
$355K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
20+ 1.54% |
$8.76K - $10.5K
|
1.32K
$663K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
20New |
$8.76K - $10.5K
|
20
$10K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
20New |
$8.76K - $10.5K
|
20
$10K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
19+ 1.93% |
$8.32K - $10K
|
1.01K
$505K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
19New |
$8.32K - $10K
|
19
$9.55K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
19+ 13.97% |
$8.32K - $10K
|
155
$77.9K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
19+ 61.29% |
$8.32K - $10K
|
50
$25.1K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
18+ 47.37% |
$7.88K - $9.49K
|
56
$28.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
18+ 0.73% |
$7.88K - $9.49K
|
2.48K
$1.25M
|
|
|
May 02, 2025
Q1 2025
|
Ddd Partners, LLC
|
BUY
|
- |
18+ 1.39% |
$7.88K - $9.49K
|
1.31K
$658K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
17New |
$7.44K - $8.97K
|
17
$8.54K
|
|
|
May 13, 2025
Q1 2025
|
Claret Asset Management Corp
|
BUY
|
- |
17+ 2.8% |
$7.44K - $8.97K
|
624
$313K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
16New |
$7K - $8.44K
|
16
$8.04K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
15+ 3.11% |
$6.57K - $7.91K
|
498
$250K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
15+ 1.52% |
$6.57K - $7.91K
|
1K
$503K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
15+ 2.13% |
$6.57K - $7.91K
|
720
$362K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
15+ 1.27% |
$6.57K - $7.91K
|
1.2K
$603K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
15+ 2.11% |
$6.57K - $7.91K
|
727
$365K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
15New |
$6.57K - $7.91K
|
15
$7.54K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
14+ 0.8% |
$6.13K - $7.38K
|
1.77K
$889K
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
14+ 0.45% |
$6.13K - $7.38K
|
3.12K
$1.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
13+ 2.8% |
$5.69K - $6.86K
|
477
$240K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
13+ 0.73% |
$5.69K - $6.86K
|
1.79K
$897K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
13+ 1.31% |
$5.69K - $6.86K
|
1.01K
$506K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
12+ 0.48% |
$5.25K - $6.33K
|
2.52K
$1.27M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
12New |
$5.25K - $6.33K
|
12
$6.03K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
12+ 1.51% |
$5.25K - $6.33K
|
807
$405K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
11+ 0.22% |
$4.82K - $5.8K
|
5.11K
$2.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
11+ 0.83% |
$4.82K - $5.8K
|
1.34K
$672K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
11+ 0.67% |
$4.82K - $5.8K
|
1.65K
$830K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
11+ 2.23% |
$4.82K - $5.8K
|
505
$254K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 3.91% |
$4.38K - $5.27K
|
266
$134K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
10+ 1.01% |
$4.38K - $5.27K
|
1K
$504K
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
BUY
|
- |
10New |
$4.38K - $5.27K
|
10
$5.02K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
10+ 1.99% |
$4.38K - $5.27K
|
513
$258K
|
|
|
May 08, 2025
Q1 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
10+ 0.44% |
$4.38K - $5.27K
|
2.27K
$1.14M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
10+ 1.23% |
$4.38K - $5.27K
|
821
$412K
|
|
|
May 12, 2025
Q1 2025
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
10+ 0.55% |
$4.38K - $5.27K
|
1.84K
$925K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
9+ 0.8% |
$3.94K - $4.75K
|
1.14K
$573K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
9+ 1.06% |
$3.94K - $4.75K
|
860
$432K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
9+ 2.88% |
$3.94K - $4.75K
|
321
$161K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
9New |
$3.94K - $4.75K
|
9
$4.52K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
9New |
$3.94K - $4.75K
|
9
$4.52K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
9+ 0.04% |
$3.94K - $4.75K
|
20.3K
$10.2M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
9+ 0.69% |
$3.94K - $4.75K
|
1.3K
$655K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
9+ 0.69% |
$3.94K - $4.75K
|
1.31K
$660K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
9New |
$3.94K - $4.75K
|
9
$4.52K
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
8+ 1.2% |
$3.5K - $4.22K
|
677
$340K
|