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 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-36- 2.34% |
$15.8K - $19K
|
1.5K
$756K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-37- 3.32% |
$16.2K - $19.5K
|
1.08K
$541K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-37- 43.02% |
$16.2K - $19.5K
|
49
$24.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Value Partners Investments Inc.
|
SELL
|
- |
-38- 0.73% |
$16.6K - $20K
|
5.18K
$2.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-39- 18.06% |
$17.1K - $20.6K
|
177
$88.9K
|
|
|
May 01, 2025
Q1 2025
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-40- 6.07% |
$17.5K - $21.1K
|
619
$311K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-40- 7.48% |
$17.5K - $21.1K
|
495
$249K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-43- 3.93% |
$18.8K - $22.7K
|
1.05K
$527K
|
|
|
May 01, 2025
Q1 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-43- 0.73% |
$18.8K - $22.7K
|
5.81K
$2.92M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-43- 2.83% |
$18.8K - $22.7K
|
1.48K
$741K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-43- 84.31% |
$18.8K - $22.7K
|
8
$4.02K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-44- 1.42% |
$19.3K - $23.2K
|
3.05K
$1.53M
|
|
|
May 13, 2025
Q1 2025
|
Inkwell Capital LLC
Miami, FL |
SELL
|
- |
-44- 0.63% |
$19.3K - $23.2K
|
6.92K
$3.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
SELL
|
- |
-45- 0.42% |
$19.7K - $23.7K
|
10.7K
$5.39M
|
|
|
May 15, 2025
Q1 2025
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-46- 2.4% |
$20.1K - $24.3K
|
1.87K
$941K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-49- 5.73% |
$21.5K - $25.8K
|
806
$405K
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-52- 5.45% |
$22.8K - $27.4K
|
903
$454K
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-55- 6.79% |
$24.1K - $29K
|
755
$379K
|
|
|
May 15, 2025
Q1 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-55- 0.83% |
$24.1K - $29K
|
6.57K
$3.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-58- 2.75% |
$25.4K - $30.6K
|
2.05K
$1.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-58- 19.53% |
$25.4K - $30.6K
|
239
$120K
|
|
|
May 15, 2025
Q1 2025
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-59- 0.94% |
$25.8K - $31.1K
|
6.21K
$3.12M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-64- 3.89% |
$28K - $33.8K
|
1.58K
$794K
|
|
|
May 12, 2025
Q1 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-65- 0.3% |
$28.5K - $34.3K
|
21.8K
$11M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-66- 8.32% |
$28.9K - $34.8K
|
727
$365K
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-66- 24.81% |
$28.9K - $34.8K
|
200
$100K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-68- 0.12% |
$29.8K - $35.9K
|
55.3K
$27.8M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-71- 3.76% |
$31.1K - $37.5K
|
1.82K
$912K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-72- 5.5% |
$31.5K - $38K
|
1.24K
$621K
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-74- 2.39% |
$32.4K - $39K
|
3.02K
$1.52M
|
|
|
May 14, 2025
Q1 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-74- 0.43% |
$32.4K - $39K
|
17.2K
$8.65M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-76- 10.2% |
$33.3K - $40.1K
|
669
$336K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-76- 36.71% |
$33.3K - $40.1K
|
131
$65.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-78- 9.14% |
$34.1K - $41.1K
|
775
$389K
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-79- 2.54% |
$34.6K - $41.7K
|
3.03K
$1.52M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-80- 3.23% |
$35K - $42.2K
|
2.4K
$1.2M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-83- 1.36% |
$36.3K - $43.8K
|
6.03K
$3.03M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-86- 7.41% |
$37.7K - $45.4K
|
1.07K
$540K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-86- 10.08% |
$37.7K - $45.4K
|
767
$385K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-88- 5.04% |
$38.5K - $46.4K
|
1.66K
$833K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-90- 0.67% |
$39.4K - $47.5K
|
13.3K
$6.67M
|
|
|
May 13, 2025
Q1 2025
|
Lincoln Capital LLC
|
SELL
|
- |
-96- 0.8% |
$42K - $50.6K
|
11.9K
$5.98M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-98- 25.06% |
$42.9K - $51.7K
|
293
$147K
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-99- 2.15% |
$43.3K - $52.2K
|
4.5K
$2.26M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-99- 3.34% |
$43.3K - $52.2K
|
2.86K
$1.44M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-100- 1.34% |
$43.8K - $52.7K
|
7.38K
$3.71M
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 1.19% |
$43.8K - $52.7K
|
8.3K
$4.17M
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 1.2% |
$43.8K - $52.7K
|
8.27K
$4.15M
|
|
|
May 09, 2025
Q1 2025
|
Ing Groep Nv
|
SELL
|
- |
-100- 1.42% |
$43.8K - $52.7K
|
6.94K
$3.49M
|
|
|
May 15, 2025
Q1 2025
|
Bli Banque De Luxembourg Investments
Luxembourg City, N4 |
SELL
|
- |
-100- 0.2% |
$43.8K - $52.7K
|
49.9K
$25.1M
|