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 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1+ 0.39% |
$438 - $527
|
259
$130K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1+ 0.39% |
$438 - $527
|
259
$130K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
1+ 0.11% |
$438 - $527
|
879
$442K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1+ 0.03% |
$438 - $527
|
3.94K
$1.98M
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1+ 0.71% |
$438 - $527
|
142
$71.3K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1+ 0.01% |
$438 - $527
|
9.23K
$4.64M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1- 1.0% |
$438 - $527
|
99
$49.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 1.41% |
$438 - $527
|
70
$35.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1- 0.17% |
$438 - $527
|
604
$303K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-1- 3.45% |
$438 - $527
|
28
$14.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1- 0.2% |
$438 - $527
|
510
$256K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-1- 0.14% |
$438 - $527
|
721
$362K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-1- 33.33% |
$438 - $527
|
2
$1K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-2- 40.0% |
$876 - $1.05K
|
3
$1.51K
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-2- 0.23% |
$876 - $1.05K
|
852
$428K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-2- 25.0% |
$876 - $1.05K
|
6
$3.01K
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-2- 0.08% |
$876 - $1.05K
|
2.64K
$1.32M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-3- 0.4% |
$1.31K - $1.58K
|
739
$371K
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-3- 0.47% |
$1.31K - $1.58K
|
633
$318K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-3- 0.07% |
$1.31K - $1.58K
|
4.12K
$2.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-3- 0.47% |
$1.31K - $1.58K
|
639
$321K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-3- 5.17% |
$1.31K - $1.58K
|
55
$27.6K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-3- 2.97% |
$1.31K - $1.58K
|
98
$49.2K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-3- 3.26% |
$1.31K - $1.58K
|
89
$44.7K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-4- 1.0% |
$1.75K - $2.11K
|
398
$200K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-4- 8.16% |
$1.75K - $2.11K
|
45
$22.6K
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
SELL
|
- |
-4- 0.19% |
$1.75K - $2.11K
|
2.15K
$1.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-5- 1.03% |
$2.19K - $2.64K
|
481
$242K
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-5- 0.76% |
$2.19K - $2.64K
|
654
$329K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-6- 60.0% |
$2.63K - $3.16K
|
4
$2.01K
|
|
|
May 14, 2025
Q1 2025
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
SELL
|
- |
-7- 5.74% |
$3.06K - $3.69K
|
115
$57.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-8- 0.12% |
$3.5K - $4.22K
|
6.83K
$3.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-8- 1.42% |
$3.5K - $4.22K
|
555
$279K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-8- 0.49% |
$3.5K - $4.22K
|
1.63K
$817K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-8- 0.65% |
$3.5K - $4.22K
|
1.22K
$612K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-9- 6.98% |
$3.94K - $4.75K
|
120
$60.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-9- 1.38% |
$3.94K - $4.75K
|
642
$323K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-9- 9.78% |
$3.94K - $4.75K
|
83
$41.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-10- 0.99% |
$4.38K - $5.27K
|
1K
$502K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-10- 1.38% |
$4.38K - $5.27K
|
713
$358K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-10- 7.81% |
$4.38K - $5.27K
|
118
$59.3K
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-10- 0.44% |
$4.38K - $5.27K
|
2.28K
$1.15M
|
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
SELL
|
- |
-11- 0.86% |
$4.82K - $5.8K
|
1.27K
$638K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-11- 0.86% |
$4.82K - $5.8K
|
1.27K
$638K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-11- 0.3% |
$4.82K - $5.8K
|
3.67K
$1.84M
|
|
|
May 14, 2025
Q1 2025
|
Bahl & Gaynor Inc
|
SELL
|
- |
-11- 0.44% |
$4.82K - $5.8K
|
2.52K
$1.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-12- 0.07% |
$5.25K - $6.33K
|
17.4K
$8.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-12- 0.32% |
$5.25K - $6.33K
|
3.76K
$1.89M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-12- 6.45% |
$5.25K - $6.33K
|
174
$87.4K
|
|
|
May 14, 2025
Q1 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-12- 0.08% |
$5.25K - $6.33K
|
14.3K
$7.19M
|