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
|
Ascent Group, LLC
|
BUY
|
- |
1.04K+ 150.36% |
$456K - $550K
|
1.74K
$872K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.01K+ 4.43% |
$443K - $534K
|
23.9K
$12M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.01KNew |
$441K - $531K
|
1.01K
$506K
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.01K+ 179.82% |
$441K - $531K
|
1.57K
$787K
|
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
981+ 65.01% |
$429K - $517K
|
2.49K
$1.25M
|
|
|
May 12, 2025
Q1 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
968+ 2.39% |
$424K - $511K
|
41.4K
$20.8M
|
|
|
May 13, 2025
Q1 2025
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
955New |
$418K - $504K
|
955
$480K
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
950+ 7.29% |
$416K - $501K
|
14K
$7.03M
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
944+ 1.4% |
$413K - $498K
|
68.5K
$34.4M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
926+ 152.3% |
$405K - $488K
|
1.53K
$771K
|
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
925+ 2102.27% |
$405K - $488K
|
969
$487K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
918New |
$402K - $484K
|
918
$461K
|
|
|
May 12, 2025
Q1 2025
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
916+ 139.0% |
$401K - $483K
|
1.58K
$791K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
916+ 30.39% |
$401K - $483K
|
3.93K
$1.97M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
903New |
$395K - $476K
|
903
$454K
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
900+ 1.01% |
$394K - $475K
|
90.1K
$45.2M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
882+ 98.55% |
$386K - $465K
|
1.78K
$893K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
878+ 1.73% |
$384K - $463K
|
51.6K
$25.9M
|
|
|
May 09, 2025
Q1 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
828+ 7.08% |
$362K - $437K
|
12.5K
$6.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
823New |
$360K - $434K
|
823
$413K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
795+ 49.97% |
$348K - $419K
|
2.39K
$1.2M
|
|
|
May 16, 2025
Q1 2025
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
792New |
$347K - $418K
|
792
$398K
|
|
|
May 15, 2025
Q1 2025
|
Caxton Associates LLP
London, |
BUY
|
- |
790New |
$346K - $417K
|
790
$397K
|
|
|
May 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
784+ 9.0% |
$343K - $414K
|
9.5K
$4.77M
|
|
|
May 15, 2025
Q1 2025
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
782+ 68.24% |
$342K - $412K
|
1.93K
$969K
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
764+ 73.6% |
$334K - $403K
|
1.8K
$905K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
760New |
$333K - $401K
|
760
$382K
|
|
|
May 14, 2025
Q1 2025
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
759+ 1.48% |
$332K - $400K
|
51.9K
$26.1M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
755New |
$331K - $398K
|
755
$379K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
753+ 30.97% |
$330K - $397K
|
3.18K
$1.6M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
752+ 24.36% |
$329K - $397K
|
3.84K
$1.93M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
724+ 8.69% |
$317K - $382K
|
9.05K
$4.55M
|
|
|
May 15, 2025
Q1 2025
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
720New |
$315K - $380K
|
720
$362K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
717New |
$314K - $378K
|
717
$360K
|
|
|
May 14, 2025
Q1 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
716+ 1.48% |
$313K - $378K
|
49K
$24.6M
|
|
|
May 15, 2025
Q1 2025
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
701+ 105.41% |
$307K - $370K
|
1.37K
$686K
|
|
|
May 12, 2025
Q1 2025
|
Ns Partners LTD
|
BUY
|
- |
697+ 0.92% |
$305K - $368K
|
76.6K
$38.5M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
693+ 23.33% |
$303K - $366K
|
3.66K
$1.84M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
693+ 147.13% |
$303K - $366K
|
1.16K
$585K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
678+ 10.3% |
$297K - $358K
|
7.26K
$3.65M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
677+ 657.28% |
$296K - $357K
|
780
$392K
|
|
|
May 14, 2025
Q1 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
664New |
$291K - $350K
|
664
$334K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
656+ 1.39% |
$287K - $346K
|
47.9K
$24M
|
|
|
Apr 18, 2025
Q1 2025
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
651+ 4.12% |
$285K - $343K
|
16.5K
$8.27M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
641+ 47.59% |
$281K - $338K
|
1.99K
$999K
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
633+ 1.89% |
$277K - $334K
|
34.1K
$17.1M
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
632New |
$277K - $333K
|
632
$317K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
618New |
$271K - $326K
|
618
$310K
|
|
|
May 13, 2025
Q1 2025
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
618+ 22.42% |
$271K - $326K
|
3.38K
$1.7M
|
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
615New |
$269K - $324K
|
615
$309K
|