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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
16+ 266.67% |
$6.35K - $8.03K
|
22
$11.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
16+ 0.15% |
$6.35K - $8.03K
|
10.7K
$5.53M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
15New |
$5.95K - $7.52K
|
15
$7.74K
|
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
15+ 0.01% |
$5.95K - $7.52K
|
127K
$65.6M
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
14+ 466.67% |
$5.55K - $7.02K
|
17
$8.77K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
14+ 175.0% |
$5.55K - $7.02K
|
22
$11.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
14New |
$5.55K - $7.02K
|
14
$7.22K
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
14+ 1.22% |
$5.55K - $7.02K
|
1.16K
$598K
|
|
|
Aug 14, 2025
Q2 2025
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
14+ 0.09% |
$5.55K - $7.02K
|
14.9K
$7.71M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
13+ 1.19% |
$5.16K - $6.52K
|
1.11K
$571K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
13+ 2.13% |
$5.16K - $6.52K
|
622
$321K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
13+ 185.71% |
$5.16K - $6.52K
|
20
$10.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
13+ 12.15% |
$5.16K - $6.52K
|
120
$61.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
12+ 2.78% |
$4.76K - $6.02K
|
444
$229K
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
12+ 1.22% |
$4.76K - $6.02K
|
998
$515K
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
12+ 0.24% |
$4.76K - $6.02K
|
4.94K
$2.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Legato Capital Management LLC
|
BUY
|
- |
12+ 0.66% |
$4.76K - $6.02K
|
1.82K
$940K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
11+ 1.02% |
$4.36K - $5.52K
|
1.09K
$565K
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
11+ 0.7% |
$4.36K - $5.52K
|
1.59K
$818K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
11+ 7.1% |
$4.36K - $5.52K
|
166
$85.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
11+ 1.05% |
$4.36K - $5.52K
|
1.06K
$548K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
11+ 39.29% |
$4.36K - $5.52K
|
39
$20.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
11+ 1.14% |
$4.36K - $5.52K
|
980
$506K
|
|
|
Jul 23, 2025
Q2 2025
|
Baxter Bros Inc
|
BUY
|
- |
10+ 1.05% |
$3.97K - $5.02K
|
959
$495K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
10+ 0.57% |
$3.97K - $5.02K
|
1.78K
$918K
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
9+ 1.13% |
$3.57K - $4.51K
|
804
$415K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
9+ 0.98% |
$3.57K - $4.51K
|
926
$478K
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
9+ 1.31% |
$3.57K - $4.51K
|
694
$358K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
8New |
$3.17K - $4.01K
|
8
$4.13K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
7+ 2.63% |
$2.78K - $3.51K
|
273
$141K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
7New |
$2.78K - $3.51K
|
7
$3.61K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
6New |
$2.38K - $3.01K
|
6
$3.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
6+ 1.2% |
$2.38K - $3.01K
|
504
$260K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
6New |
$2.38K - $3.01K
|
6
$3.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
6+ 75.0% |
$2.38K - $3.01K
|
14
$7.22K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
6+ 0.24% |
$2.38K - $3.01K
|
2.54K
$1.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
5+ 1.02% |
$1.98K - $2.51K
|
497
$256K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
5+ 1.0% |
$1.98K - $2.51K
|
504
$260K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
5+ 0.63% |
$1.98K - $2.51K
|
805
$415K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5New |
$1.98K - $2.51K
|
5
$2.58K
|
|
|
Aug 12, 2025
Q2 2025
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
5New |
$1.98K - $2.51K
|
5
$2.58K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 4.49% |
$1.59K - $2.01K
|
93
$48K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4+ 18.18% |
$1.59K - $2.01K
|
26
$13.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
4+ 30.77% |
$1.59K - $2.01K
|
17
$8.77K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4+ 0.56% |
$1.59K - $2.01K
|
717
$370K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
4New |
$1.59K - $2.01K
|
4
$2.06K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
4+ 0.4% |
$1.59K - $2.01K
|
1.01K
$519K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4+ 0.11% |
$1.59K - $2.01K
|
3.67K
$1.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
4+ 1.09% |
$1.59K - $2.01K
|
370
$191K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3+ 4.0% |
$1.19K - $1.5K
|
78
$40.3K
|