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 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
40+ 0.8% |
$15.9K - $20.1K
|
5.04K
$2.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
40+ 1.17% |
$15.9K - $20.1K
|
3.47K
$1.79M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
39+ 3.24% |
$15.5K - $19.6K
|
1.24K
$642K
|
|
|
Jul 23, 2025
Q2 2025
|
Slow Capital, Inc.
|
BUY
|
- |
39+ 0.54% |
$15.5K - $19.6K
|
7.26K
$3.74M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
38+ 422.22% |
$15.1K - $19.1K
|
47
$24.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
38+ 3.62% |
$15.1K - $19.1K
|
1.09K
$561K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
38+ 4.7% |
$15.1K - $19.1K
|
846
$437K
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
37+ 1.87% |
$14.7K - $18.6K
|
2.02K
$1.04M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
37+ 3.44% |
$14.7K - $18.6K
|
1.11K
$574K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
37+ 5.99% |
$14.7K - $18.6K
|
655
$338K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
37+ 2.75% |
$14.7K - $18.6K
|
1.38K
$713K
|
|
|
Aug 13, 2025
Q2 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
37+ 1.2% |
$14.7K - $18.6K
|
3.13K
$1.62M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
34+ 3.38% |
$13.5K - $17.1K
|
1.04K
$537K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
34+ 6.77% |
$13.5K - $17.1K
|
536
$277K
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
34+ 5.57% |
$13.5K - $17.1K
|
644
$332K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
34New |
$13.5K - $17.1K
|
34
$17.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
33+ 0.6% |
$13.1K - $16.6K
|
5.52K
$2.85M
|
|
|
Aug 13, 2025
Q2 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
33+ 3.68% |
$13.1K - $16.6K
|
929
$479K
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
33New |
$13.1K - $16.6K
|
33
$17K
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
33+ 5.09% |
$13.1K - $16.6K
|
681
$351K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
32+ 3.35% |
$12.7K - $16.1K
|
986
$509K
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
32+ 6.71% |
$12.7K - $16.1K
|
509
$263K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
31+ 2.55% |
$12.3K - $15.5K
|
1.25K
$645K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
30+ 0.25% |
$11.9K - $15K
|
11.9K
$6.13M
|
|
|
Jul 29, 2025
Q2 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
28+ 2.21% |
$11.1K - $14K
|
1.3K
$669K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
28+ 19.18% |
$11.1K - $14K
|
174
$89.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
27+ 33.75% |
$10.7K - $13.5K
|
107
$55.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
25+ 3.69% |
$9.92K - $12.5K
|
702
$362K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
24+ 42.86% |
$9.52K - $12K
|
80
$41.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
24New |
$9.52K - $12K
|
24
$12.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
24+ 0.73% |
$9.52K - $12K
|
3.3K
$1.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
24+ 0.88% |
$9.52K - $12K
|
2.75K
$1.42M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
23+ 3.11% |
$9.12K - $11.5K
|
762
$393K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
23New |
$9.12K - $11.5K
|
23
$11.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
22+ 50.0% |
$8.73K - $11K
|
66
$34.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
22+ 2.89% |
$8.73K - $11K
|
782
$404K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
21+ 2100.0% |
$8.33K - $10.5K
|
22
$11.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
21+ 17.95% |
$8.33K - $10.5K
|
138
$71.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
21+ 1.95% |
$8.33K - $10.5K
|
1.1K
$566K
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
21New |
$8.33K - $10.5K
|
21
$10.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
20+ 1.64% |
$7.93K - $10K
|
1.24K
$638K
|
|
|
Jul 28, 2025
Q2 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
20+ 0.27% |
$7.93K - $10K
|
7.4K
$3.82M
|
|
|
Aug 12, 2025
Q2 2025
|
Wulff, Hansen & Co.
|
BUY
|
- |
20+ 3.31% |
$7.93K - $10K
|
625
$323K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
20+ 0.09% |
$7.93K - $10K
|
22.1K
$11.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
19+ 70.37% |
$7.54K - $9.53K
|
46
$23.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
19+ 1.97% |
$7.54K - $9.53K
|
983
$507K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
18+ 58.06% |
$7.14K - $9.03K
|
49
$25.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
16+ 3.19% |
$6.35K - $8.03K
|
518
$267K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
16+ 42.11% |
$6.35K - $8.03K
|
54
$27.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
16+ 2.34% |
$6.35K - $8.03K
|
699
$361K
|