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 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
428+ 11.93% |
$187K - $226K
|
4.02K
$2.02M
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
417+ 9.04% |
$183K - $220K
|
5.03K
$2.53M
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
414+ 1.48% |
$181K - $218K
|
28.3K
$14.2M
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
404+ 29.36% |
$177K - $213K
|
1.78K
$894K
|
|
May 13, 2025
Q1 2025
|
Fjarde Ap Fonden
|
BUY
|
- |
400+ 0.93% |
$175K - $211K
|
43.2K
$21.7M
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
398+ 19900.0% |
$174K - $210K
|
400
$201K
|
|
Apr 22, 2025
Q1 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
384+ 13.26% |
$168K - $203K
|
3.28K
$1.65M
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
370+ 2.08% |
$162K - $195K
|
18.1K
$9.11M
|
|
May 13, 2025
Q1 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
369New |
$162K - $195K
|
369
$185K
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
367+ 3.78% |
$161K - $194K
|
10.1K
$5.06M
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
367+ 30.26% |
$161K - $194K
|
1.58K
$794K
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
363+ 52.53% |
$159K - $191K
|
1.05K
$529K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
350+ 15.53% |
$153K - $185K
|
2.6K
$1.31M
|
|
Apr 23, 2025
Q1 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
349+ 39.08% |
$153K - $184K
|
1.24K
$624K
|
|
Apr 17, 2025
Q1 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
331+ 7.01% |
$145K - $175K
|
5.06K
$2.54M
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
325+ 31.89% |
$142K - $171K
|
1.34K
$675K
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
324+ 13.38% |
$142K - $171K
|
2.75K
$1.38M
|
|
May 13, 2025
Q1 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
319+ 3.96% |
$140K - $168K
|
8.38K
$4.21M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
314+ 25.3% |
$137K - $166K
|
1.56K
$781K
|
|
May 27, 2025
Q1 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
314+ 1.59% |
$137K - $166K
|
20.1K
$10.1M
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
311+ 50.98% |
$136K - $164K
|
921
$463K
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
305+ 4.82% |
$134K - $161K
|
6.64K
$3.33M
|
|
Apr 24, 2025
Q1 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
300+ 37.5% |
$131K - $158K
|
1.1K
$553K
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
300+ 58.71% |
$131K - $158K
|
811
$407K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
299+ 12.02% |
$131K - $158K
|
2.79K
$1.4M
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
291+ 23.08% |
$127K - $153K
|
1.55K
$780K
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
290+ 5.92% |
$127K - $153K
|
5.19K
$2.61M
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
281+ 9.68% |
$123K - $148K
|
3.19K
$1.6M
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
280+ 29.85% |
$123K - $148K
|
1.22K
$612K
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
279+ 43.39% |
$122K - $147K
|
922
$463K
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
266+ 24.4% |
$116K - $140K
|
1.36K
$681K
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
253+ 18.2% |
$111K - $133K
|
1.64K
$825K
|
|
May 13, 2025
Q1 2025
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
- |
250+ 7.69% |
$109K - $132K
|
3.5K
$1.76M
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
242+ 49.29% |
$106K - $128K
|
733
$368K
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
236+ 101.29% |
$103K - $124K
|
469
$236K
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
236New |
$103K - $124K
|
236
$119K
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
235+ 6.04% |
$103K - $124K
|
4.12K
$2.07M
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
233+ 30.14% |
$102K - $123K
|
1.01K
$505K
|
|
Apr 21, 2025
Q1 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
230+ 7.94% |
$101K - $121K
|
3.13K
$1.57M
|
|
May 15, 2025
Q1 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
229+ 1.2% |
$100K - $121K
|
19.3K
$9.69M
|
|
May 14, 2025
Q1 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
225New |
$98.5K - $119K
|
225
$113K
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
224+ 1.76% |
$98.1K - $118K
|
13K
$6.51M
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
220New |
$96.3K - $116K
|
220
$111K
|
|
Apr 15, 2025
Q1 2025
|
Fcf Advisors LLC
|
BUY
|
- |
218+ 2.1% |
$95.4K - $115K
|
10.6K
$5.31M
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
218+ 0.86% |
$95.4K - $115K
|
25.5K
$12.8M
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
214+ 47.98% |
$93.7K - $113K
|
660
$332K
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
BUY
|
- |
213+ 8.03% |
$93.3K - $112K
|
2.86K
$1.44M
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
213+ 4.67% |
$93.3K - $112K
|
4.78K
$2.4M
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
212+ 4.88% |
$92.8K - $112K
|
4.55K
$2.29M
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
212+ 0.36% |
$92.8K - $112K
|
58.5K
$29.4M
|