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 13, 2025
Q1 2025
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
206+ 1.11% |
$90.2K - $109K
|
18.8K
$9.45M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
206+ 2.2% |
$90.2K - $109K
|
9.59K
$4.82M
|
|
|
May 15, 2025
Q1 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
206+ 27.73% |
$90.2K - $109K
|
949
$477K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
204+ 21.73% |
$89.3K - $108K
|
1.14K
$574K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
200+ 13.63% |
$87.6K - $105K
|
1.67K
$837K
|
|
|
May 14, 2025
Q1 2025
|
Pragma Gestao De Patrimonio LTD
Sao Paulo, D5 |
BUY
|
- |
200+ 0.74% |
$87.6K - $105K
|
27.2K
$13.7M
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
198+ 7.82% |
$86.7K - $104K
|
2.73K
$1.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
193+ 17.67% |
$84.5K - $102K
|
1.29K
$646K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
192+ 12.09% |
$84.1K - $101K
|
1.78K
$894K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
192+ 314.75% |
$84.1K - $101K
|
253
$127K
|
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
182+ 3.32% |
$79.7K - $96K
|
5.67K
$2.85M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
178+ 26.65% |
$77.9K - $93.9K
|
846
$425K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
177+ 5.69% |
$77.5K - $93.4K
|
3.29K
$1.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
175+ 5.38% |
$76.6K - $92.3K
|
3.43K
$1.72M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
173+ 16.46% |
$75.7K - $91.3K
|
1.22K
$615K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
169+ 1.25% |
$74K - $89.1K
|
13.7K
$6.89M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
169+ 9.75% |
$74K - $89.1K
|
1.9K
$956K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
167+ 29.87% |
$73.1K - $88.1K
|
726
$365K
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
166+ 26.73% |
$72.7K - $87.6K
|
787
$395K
|
|
|
May 15, 2025
Q1 2025
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
165+ 3.22% |
$72.2K - $87K
|
5.3K
$2.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
164+ 45.18% |
$71.8K - $86.5K
|
527
$265K
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
163+ 50.31% |
$71.4K - $86K
|
487
$245K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
163+ 4.93% |
$71.4K - $86K
|
3.47K
$1.74M
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
BUY
|
- |
158+ 27.53% |
$69.2K - $83.3K
|
732
$368K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
155+ 15.69% |
$67.9K - $81.8K
|
1.14K
$574K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
150+ 28.04% |
$65.7K - $79.1K
|
685
$344K
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
146+ 0.71% |
$63.9K - $77K
|
20.7K
$10.4M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
144+ 24.12% |
$63K - $76K
|
741
$372K
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
142+ 19.75% |
$62.2K - $74.9K
|
861
$433K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
142+ 2.64% |
$62.2K - $74.9K
|
5.51K
$2.77M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
141+ 3.16% |
$61.7K - $74.4K
|
4.61K
$2.32M
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
140+ 16.24% |
$61.3K - $73.8K
|
1K
$503K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
136+ 4.16% |
$59.5K - $71.7K
|
3.41K
$1.71M
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
135+ 3.12% |
$59.1K - $71.2K
|
4.46K
$2.24M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
135+ 2.07% |
$59.1K - $71.2K
|
6.67K
$3.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
133+ 5.8% |
$58.2K - $70.2K
|
2.43K
$1.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
133+ 3.64% |
$58.2K - $70.2K
|
3.78K
$1.9M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
133+ 2.47% |
$58.2K - $70.2K
|
5.51K
$2.77M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
131+ 25.79% |
$57.4K - $69.1K
|
639
$321K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
131+ 17.68% |
$57.4K - $69.1K
|
872
$438K
|
|
|
May 12, 2025
Q1 2025
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
128+ 2.65% |
$56K - $67.5K
|
4.96K
$2.49M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
125New |
$54.7K - $65.9K
|
125
$62.8K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
124+ 26.5% |
$54.3K - $65.4K
|
592
$297K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
123+ 2.92% |
$53.8K - $64.9K
|
4.33K
$2.18M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
123+ 7.5% |
$53.8K - $64.9K
|
1.76K
$886K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
120+ 37.27% |
$52.5K - $63.3K
|
442
$222K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
119+ 3.07% |
$52.1K - $62.8K
|
4K
$2.01M
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
119+ 2.82% |
$52.1K - $62.8K
|
4.34K
$2.18M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
115+ 18.4% |
$50.3K - $60.7K
|
740
$372K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
114New |
$49.9K - $60.1K
|
114
$57.3K
|