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 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
8+ 0.2% |
$3.5K - $4.22K
|
3.94K
$1.98M
|
|
|
May 15, 2025
Q1 2025
|
Altshuler Shaham LTD
|
BUY
|
- |
8New |
$3.5K - $4.22K
|
8
$4.02K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
8New |
$3.5K - $4.22K
|
8
$4.02K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
7+ 1.48% |
$3.06K - $3.69K
|
481
$242K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
7+ 0.88% |
$3.06K - $3.69K
|
803
$403K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
7+ 10.94% |
$3.06K - $3.69K
|
71
$35.7K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
7+ 0.67% |
$3.06K - $3.69K
|
1.05K
$527K
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
7+ 1.65% |
$3.06K - $3.69K
|
430
$216K
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
BUY
|
- |
7+ 1.26% |
$3.06K - $3.69K
|
564
$283K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
6+ 1.21% |
$2.63K - $3.16K
|
502
$252K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
6New |
$2.63K - $3.16K
|
6
$3.01K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
6+ 1.22% |
$2.63K - $3.16K
|
499
$251K
|
|
|
Apr 23, 2025
Q1 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
6+ 3.55% |
$2.63K - $3.16K
|
175
$87.9K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
6New |
$2.63K - $3.16K
|
6
$3.01K
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
6+ 0.2% |
$2.63K - $3.16K
|
3K
$1.5M
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
6New |
$2.63K - $3.16K
|
6
$3.01K
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
6+ 0.08% |
$2.63K - $3.16K
|
7.8K
$3.92M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5+ 18.52% |
$2.19K - $2.64K
|
32
$16.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
5+ 0.83% |
$2.19K - $2.64K
|
610
$306K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
5+ 0.62% |
$2.19K - $2.64K
|
811
$407K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5+ 0.84% |
$2.19K - $2.64K
|
599
$301K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
5+ 0.95% |
$2.19K - $2.64K
|
530
$266K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
5New |
$2.19K - $2.64K
|
5
$2.51K
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
5+ 0.25% |
$2.19K - $2.64K
|
2K
$1M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4+ 20.0% |
$1.75K - $2.11K
|
24
$12.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4+ 7.02% |
$1.75K - $2.11K
|
61
$30.6K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
4New |
$1.75K - $2.11K
|
4
$2.01K
|
|
|
May 14, 2025
Q1 2025
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
4+ 0.1% |
$1.75K - $2.11K
|
4.15K
$2.09M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4+ 0.64% |
$1.75K - $2.11K
|
629
$316K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
3New |
$1.31K - $1.58K
|
3
$1.51K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
3New |
$1.31K - $1.58K
|
3
$1.51K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3+ 0.65% |
$1.31K - $1.58K
|
462
$232K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
3New |
$1.31K - $1.58K
|
3
$1.51K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3New |
$1.31K - $1.58K
|
3
$1.51K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2+ 0.29% |
$876 - $1.05K
|
683
$343K
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
2+ 0.21% |
$876 - $1.05K
|
934
$469K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2+ 0.88% |
$876 - $1.05K
|
230
$116K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2+ 4.35% |
$876 - $1.05K
|
48
$24.1K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
2New |
$876 - $1.05K
|
2
$1K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
2+ 0.03% |
$876 - $1.05K
|
6.91K
$3.47M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2New |
$876 - $1.05K
|
2
$1K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2New |
$876 - $1.05K
|
2
$1K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1+ 8.33% |
$438 - $527
|
13
$6.53K
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
1+ 0.22% |
$438 - $527
|
464
$233K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 5.88% |
$438 - $527
|
18
$9.04K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.06% |
$438 - $527
|
1.63K
$816K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
1+ 33.33% |
$438 - $527
|
4
$2.01K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 8.33% |
$438 - $527
|
13
$6.53K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
1New |
$438 - $527
|
1
$502
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
1+ 0.2% |
$438 - $527
|
505
$254K
|