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 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1- 5.56% |
$397 - $502
|
17
$8.77K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1- 0.16% |
$397 - $502
|
638
$329K
|
|
|
Aug 08, 2025
Q2 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-1- 0.23% |
$397 - $502
|
433
$223K
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1- 0.22% |
$397 - $502
|
461
$238K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1- 0.94% |
$397 - $502
|
105
$54.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
SELL
|
- |
-2- 0.27% |
$793 - $1K
|
730
$377K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-2- 2.82% |
$793 - $1K
|
69
$35.6K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-2- 4.08% |
$793 - $1K
|
47
$24.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 37.5% |
$1.19K - $1.5K
|
5
$2.58K
|
|
|
Jul 24, 2025
Q2 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-3- 0.05% |
$1.19K - $1.5K
|
5.81K
$3M
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-3- 0.26% |
$1.19K - $1.5K
|
1.17K
$602K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-3- 0.48% |
$1.19K - $1.5K
|
622
$321K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-3- 17.65% |
$1.19K - $1.5K
|
14
$7.22K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-4- 0.23% |
$1.59K - $2.01K
|
1.74K
$898K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-4- 1.64% |
$1.59K - $2.01K
|
240
$124K
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-4- 0.28% |
$1.59K - $2.01K
|
1.41K
$728K
|
|
|
Aug 05, 2025
Q2 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-4- 0.93% |
$1.59K - $2.01K
|
426
$220K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-4- 0.78% |
$1.59K - $2.01K
|
506
$261K
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-4- 1.69% |
$1.59K - $2.01K
|
232
$120K
|
|
|
Aug 13, 2025
Q2 2025
|
Optimize Financial Inc
Laguna Hills, CA |
SELL
|
- |
-4- 0.51% |
$1.59K - $2.01K
|
788
$407K
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-4Closed |
$1.59K - $2.01K
|
0
$0
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-5- 0.93% |
$1.98K - $2.51K
|
533
$275K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
SELL
|
- |
-6- 0.69% |
$2.38K - $3.01K
|
861
$444K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-6- 0.75% |
$2.38K - $3.01K
|
797
$411K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-6- 9.84% |
$2.38K - $3.01K
|
55
$28.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Connable Office Inc
|
SELL
|
- |
-6- 0.09% |
$2.38K - $3.01K
|
6.72K
$3.47M
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-6- 2.05% |
$2.38K - $3.01K
|
287
$148K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-6- 0.3% |
$2.38K - $3.01K
|
1.99K
$1.03M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-7- 0.12% |
$2.78K - $3.51K
|
6.07K
$3.13M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-7- 0.7% |
$2.78K - $3.51K
|
993
$512K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7- 0.08% |
$2.78K - $3.51K
|
9.17K
$4.73M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-8- 7.02% |
$3.17K - $4.01K
|
106
$54.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-8- 0.86% |
$3.17K - $4.01K
|
922
$476K
|
|
|
Aug 15, 2025
Q2 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-8- 0.71% |
$3.17K - $4.01K
|
1.12K
$580K
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-9- 0.3% |
$3.57K - $4.51K
|
3.03K
$1.56M
|
|
|
Aug 01, 2025
Q2 2025
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-9- 0.36% |
$3.57K - $4.51K
|
2.48K
$1.28M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-9- 1.4% |
$3.57K - $4.51K
|
633
$327K
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-9- 0.06% |
$3.57K - $4.51K
|
14.2K
$7.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-9- 1.07% |
$3.57K - $4.51K
|
833
$430K
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-10- 0.86% |
$3.97K - $5.02K
|
1.15K
$593K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-10- 1.77% |
$3.97K - $5.02K
|
554
$286K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-10- 1.58% |
$3.97K - $5.02K
|
623
$321K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-10- 1.95% |
$3.97K - $5.02K
|
503
$260K
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-10- 0.32% |
$3.97K - $5.02K
|
3.11K
$1.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-10- 2.17% |
$3.97K - $5.02K
|
450
$232K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-10- 0.62% |
$3.97K - $5.02K
|
1.62K
$834K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-10- 0.42% |
$3.97K - $5.02K
|
2.39K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-10- 0.15% |
$3.97K - $5.02K
|
6.56K
$3.38M
|
|
|
Aug 15, 2025
Q2 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-10- 0.22% |
$3.97K - $5.02K
|
4.45K
$2.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-11- 0.27% |
$4.36K - $5.52K
|
4.11K
$2.12M
|