Purchases and Sales Made in Q2 2025 in Moodys Corp (MCO)
This table provides information about the institutional ownership of Moodys Corp (MCO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
877New |
$348K - $440K
|
877
$441K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
670New |
$266K - $336K
|
670
$337K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
366+ 114.02% |
$145K - $184K
|
687
$345K
|
|
|
Jul 07, 2025
Q2 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
320+ 6.18% |
$127K - $161K
|
5.5K
$2.76M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
148+ 2.74% |
$58.7K - $74.2K
|
5.55K
$2.79M
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
53+ 0.54% |
$21K - $26.6K
|
9.94K
$4.99M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
34+ 3.38% |
$13.5K - $17.1K
|
1.04K
$523K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
24+ 42.86% |
$9.52K - $12K
|
80
$40.2K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
23+ 3.11% |
$9.12K - $11.5K
|
762
$383K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
15New |
$5.95K - $7.52K
|
15
$7.54K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 4.49% |
$1.59K - $2.01K
|
93
$46.7K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
SELL
|
- |
-6- 0.69% |
$2.38K - $3.01K
|
861
$433K
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-10- 0.86% |
$3.97K - $5.02K
|
1.15K
$578K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-18- 3.84% |
$7.14K - $9.03K
|
451
$227K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
SELL
|
- |
-20- 2.65% |
$7.93K - $10K
|
735
$369K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-205- 4.5% |
$81.3K - $103K
|
4.35K
$2.18M
|
|
|
Jul 08, 2025
Q2 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-387- 5.5% |
$154K - $194K
|
6.64K
$3.34M
|
|
|
Jul 07, 2025
Q2 2025
|
Seilern Investment Management LTD
London, X0 |
SELL
|
- |
-1.26K- 7.0% |
$501K - $633K
|
16.8K
$8.42M
|
|
|
Jul 07, 2025
Q2 2025
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-1.73K- 1.15% |
$687K - $869K
|
149K
$74.8M
|