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 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
BUY
|
- |
606+ 1.26% |
$265K - $320K
|
48.9K
$24.5M
|
|
May 07, 2025
Q1 2025
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
602New |
$264K - $318K
|
602
$302K
|
|
May 13, 2025
Q1 2025
|
George Kaiser Family Foundation
|
BUY
|
- |
602New |
$264K - $318K
|
602
$302K
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
BUY
|
- |
584+ 0.26% |
$256K - $308K
|
226K
$113M
|
|
May 15, 2025
Q1 2025
|
Perbak Capital Partners LLP
London, X0 |
BUY
|
- |
583New |
$255K - $308K
|
583
$293K
|
|
May 15, 2025
Q1 2025
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
575New |
$252K - $303K
|
575
$289K
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
566+ 32.58% |
$248K - $299K
|
2.3K
$1.16M
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
554+ 14.96% |
$243K - $292K
|
4.26K
$2.14M
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
548+ 0.59% |
$240K - $289K
|
92.9K
$46.6M
|
|
May 13, 2025
Q1 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
539New |
$236K - $284K
|
539
$271K
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
537+ 3.75% |
$235K - $283K
|
14.9K
$7.46M
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
529+ 16.5% |
$232K - $279K
|
3.74K
$1.88M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
524+ 16.75% |
$229K - $276K
|
3.65K
$1.83M
|
|
May 15, 2025
Q1 2025
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
524+ 54.58% |
$229K - $276K
|
1.48K
$746K
|
|
May 07, 2025
Q1 2025
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
523New |
$229K - $276K
|
523
$263K
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
522+ 185.77% |
$229K - $275K
|
803
$403K
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
518+ 19.0% |
$227K - $273K
|
3.24K
$1.63M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
511+ 2.35% |
$224K - $270K
|
22.2K
$11.2M
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
508+ 4.89% |
$222K - $268K
|
10.9K
$5.47M
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
502New |
$220K - $265K
|
502
$252K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
501+ 177.03% |
$219K - $264K
|
784
$394K
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
492New |
$215K - $260K
|
492
$247K
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
490New |
$215K - $258K
|
490
$246K
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
489New |
$214K - $258K
|
489
$246K
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
480+ 10.28% |
$210K - $253K
|
5.15K
$2.59M
|
|
May 14, 2025
Q1 2025
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
480New |
$210K - $253K
|
480
$241K
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
479New |
$210K - $253K
|
479
$241K
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
BUY
|
- |
479+ 31.37% |
$210K - $253K
|
2.01K
$1.01M
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
477+ 8.36% |
$209K - $252K
|
6.19K
$3.11M
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
477New |
$209K - $252K
|
477
$240K
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
477New |
$209K - $252K
|
477
$240K
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
471+ 5.49% |
$206K - $248K
|
9.05K
$4.55M
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
463New |
$203K - $244K
|
463
$233K
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
461+ 1.32% |
$202K - $243K
|
35.4K
$17.8M
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
460New |
$201K - $243K
|
460
$231K
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
451New |
$197K - $238K
|
451
$227K
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
450+ 2.7% |
$197K - $237K
|
17.1K
$8.61M
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
449+ 41.27% |
$197K - $237K
|
1.54K
$772K
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
447+ 8.04% |
$196K - $236K
|
6.01K
$3.02M
|
|
May 14, 2025
Q1 2025
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
446+ 8.14% |
$195K - $235K
|
5.92K
$2.98M
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
445+ 3.84% |
$195K - $235K
|
12K
$6.05M
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
444New |
$194K - $234K
|
444
$223K
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
443+ 9.29% |
$194K - $234K
|
5.21K
$2.62M
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
439New |
$192K - $232K
|
439
$221K
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
439+ 19.08% |
$192K - $232K
|
2.74K
$1.38M
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
439+ 20.78% |
$192K - $232K
|
2.55K
$1.28M
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
435New |
$190K - $229K
|
435
$219K
|
|
May 14, 2025
Q1 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
434New |
$190K - $229K
|
434
$218K
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
433+ 13.48% |
$190K - $228K
|
3.65K
$1.83M
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
432+ 21.39% |
$189K - $228K
|
2.45K
$1.23M
|