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
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-13- 1.44% |
$5.69K - $6.86K
|
891
$448K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-14- 1.7% |
$6.13K - $7.38K
|
808
$406K
|
|
|
May 13, 2025
Q1 2025
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-14- 1.46% |
$6.13K - $7.38K
|
945
$475K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-14- 0.72% |
$6.13K - $7.38K
|
1.92K
$965K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-15- 1.14% |
$6.57K - $7.91K
|
1.31K
$656K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-15- 40.54% |
$6.57K - $7.91K
|
22
$11.1K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-16- 0.16% |
$7K - $8.44K
|
9.89K
$4.97M
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-17- 3.05% |
$7.44K - $8.97K
|
541
$272K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-17- 0.59% |
$7.44K - $8.97K
|
2.86K
$1.43M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-17- 1.55% |
$7.44K - $8.97K
|
1.08K
$544K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-17- 0.95% |
$7.44K - $8.97K
|
1.77K
$887K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-18- 3.39% |
$7.88K - $9.49K
|
513
$258K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-19- 0.28% |
$8.32K - $10K
|
6.67K
$3.35M
|
|
|
May 02, 2025
Q1 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-20- 1.2% |
$8.76K - $10.5K
|
1.65K
$829K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-21- 3.47% |
$9.19K - $11.1K
|
585
$294K
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-21- 2.83% |
$9.19K - $11.1K
|
720
$362K
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-21- 2.33% |
$9.19K - $11.1K
|
880
$442K
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-22- 1.36% |
$9.63K - $11.6K
|
1.6K
$804K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-23- 4.98% |
$10.1K - $12.1K
|
439
$221K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-23- 3.72% |
$10.1K - $12.1K
|
595
$299K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-24- 0.06% |
$10.5K - $12.7K
|
37K
$18.6M
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-24- 1.32% |
$10.5K - $12.7K
|
1.8K
$902K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-24- 0.49% |
$10.5K - $12.7K
|
4.92K
$2.47M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-25- 1.12% |
$10.9K - $13.2K
|
2.21K
$1.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-25- 3.94% |
$10.9K - $13.2K
|
609
$306K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-25- 8.33% |
$10.9K - $13.2K
|
275
$138K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-25- 5.33% |
$10.9K - $13.2K
|
444
$223K
|
|
|
May 06, 2025
Q1 2025
|
Close Asset Management LTD
|
SELL
|
- |
-25- 3.23% |
$10.9K - $13.2K
|
750
$377K
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-25- 2.65% |
$10.9K - $13.2K
|
917
$461K
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-25- 5.26% |
$10.9K - $13.2K
|
450
$226K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-26- 0.84% |
$11.4K - $13.7K
|
3.09K
$1.55M
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-26- 66.67% |
$11.4K - $13.7K
|
13
$6.53K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-27- 5.99% |
$11.8K - $14.2K
|
424
$213K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-27- 2.53% |
$11.8K - $14.2K
|
1.04K
$523K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-27- 6.87% |
$11.8K - $14.2K
|
366
$184K
|
|
|
May 02, 2025
Q1 2025
|
Tributary Capital Management, LLC
|
SELL
|
- |
-30- 3.17% |
$13.1K - $15.8K
|
915
$460K
|
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-30- 4.92% |
$13.1K - $15.8K
|
580
$291K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-30- 0.25% |
$13.1K - $15.8K
|
12.1K
$6.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-31- 22.79% |
$13.6K - $16.4K
|
105
$52.7K
|
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-32- 5.96% |
$14K - $16.9K
|
505
$254K
|
|
|
May 14, 2025
Q1 2025
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-32- 0.54% |
$14K - $16.9K
|
5.94K
$2.99M
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-33- 4.99% |
$14.4K - $17.4K
|
628
$315K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-33- 0.84% |
$14.4K - $17.4K
|
3.88K
$1.95M
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-33- 0.47% |
$14.4K - $17.4K
|
6.99K
$3.51M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-33- 2.49% |
$14.4K - $17.4K
|
1.29K
$650K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-34- 3.87% |
$14.9K - $17.9K
|
845
$425K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-34- 3.88% |
$14.9K - $17.9K
|
842
$423K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-35- 1.97% |
$15.3K - $18.5K
|
1.74K
$876K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-36- 4.22% |
$15.8K - $19K
|
818
$411K
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-36- 4.28% |
$15.8K - $19K
|
805
$404K
|