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 31, 2025
Q2 2025
|
Ddd Partners, LLC
|
SELL
|
- |
-11- 0.84% |
$4.36K - $5.52K
|
1.3K
$670K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-11- 2.59% |
$4.36K - $5.52K
|
413
$213K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-12- 0.32% |
$4.76K - $6.02K
|
3.72K
$1.92M
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-12- 1.48% |
$4.76K - $6.02K
|
798
$412K
|
|
|
Aug 13, 2025
Q2 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-12- 0.02% |
$4.76K - $6.02K
|
51.9K
$26.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-13- 1.34% |
$5.16K - $6.52K
|
960
$495K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-14- 3.69% |
$5.55K - $7.02K
|
365
$188K
|
|
|
Jul 18, 2025
Q2 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
SELL
|
- |
-15- 2.5% |
$5.95K - $7.52K
|
586
$302K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-15- 1.12% |
$5.95K - $7.52K
|
1.32K
$683K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-15- 3.04% |
$5.95K - $7.52K
|
478
$247K
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-15- 0.19% |
$5.95K - $7.52K
|
7.79K
$4.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-15- 1.02% |
$5.95K - $7.52K
|
1.46K
$753K
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
SELL
|
- |
-15- 2.09% |
$5.95K - $7.52K
|
702
$362K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-16- 2.65% |
$6.35K - $8.03K
|
588
$303K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-16- 12.21% |
$6.35K - $8.03K
|
115
$59.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-16- 1.12% |
$6.35K - $8.03K
|
1.41K
$728K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-17- 0.56% |
$6.74K - $8.53K
|
3.02K
$1.56M
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-17- 1.97% |
$6.74K - $8.53K
|
848
$438K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-17- 0.94% |
$6.74K - $8.53K
|
1.8K
$928K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-17- 3.37% |
$6.74K - $8.53K
|
488
$252K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-18- 3.84% |
$7.14K - $9.03K
|
451
$233K
|
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-19- 3.01% |
$7.54K - $9.53K
|
613
$316K
|
|
|
Aug 15, 2025
Q2 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
SELL
|
- |
-19- 95.0% |
$7.54K - $9.53K
|
1
$516
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
SELL
|
- |
-20- 2.65% |
$7.93K - $10K
|
735
$379K
|
|
|
Aug 13, 2025
Q2 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-20- 2.27% |
$7.93K - $10K
|
860
$444K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-22- 3.31% |
$8.73K - $11K
|
642
$331K
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-22- 0.37% |
$8.73K - $11K
|
5.9K
$3.05M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-23- 1.75% |
$9.12K - $11.5K
|
1.29K
$666K
|
|
|
Jul 30, 2025
Q2 2025
|
Tributary Capital Management, LLC
|
SELL
|
- |
-25- 2.73% |
$9.92K - $12.5K
|
890
$459K
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-25- 2.5% |
$9.92K - $12.5K
|
977
$504K
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-26- 4.92% |
$10.3K - $13K
|
502
$259K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-27- 2.25% |
$10.7K - $13.5K
|
1.17K
$605K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-28- 21.37% |
$11.1K - $14K
|
103
$53.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-28- 0.92% |
$11.1K - $14K
|
3.02K
$1.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-28- 8.28% |
$11.1K - $14K
|
310
$160K
|
|
|
Aug 08, 2025
Q2 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-29- 12.89% |
$11.5K - $14.5K
|
196
$101K
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-29- 60.42% |
$11.5K - $14.5K
|
19
$9.8K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-30- 5.07% |
$11.9K - $15K
|
562
$290K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-30- 1.69% |
$11.9K - $15K
|
1.75K
$903K
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-30- 4.93% |
$11.9K - $15K
|
579
$299K
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-30- 3.39% |
$11.9K - $15K
|
855
$441K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-32- 5.1% |
$12.7K - $16.1K
|
596
$308K
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-32- 2.6% |
$12.7K - $16.1K
|
1.2K
$619K
|
|
|
Aug 13, 2025
Q2 2025
|
Sepio Capital, LP
|
SELL
|
- |
-36- 1.37% |
$14.3K - $18.1K
|
2.6K
$1.34M
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-37- 6.32% |
$14.7K - $18.6K
|
548
$283K
|
|
|
Aug 14, 2025
Q2 2025
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-37- 2.56% |
$14.7K - $18.6K
|
1.41K
$728K
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-40- 1.81% |
$15.9K - $20.1K
|
2.17K
$1.12M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-41- 0.16% |
$16.3K - $20.6K
|
25.4K
$13.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-42- 1.73% |
$16.7K - $21.1K
|
2.39K
$1.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Claret Asset Management Corp
|
SELL
|
- |
-43- 6.89% |
$17.1K - $21.6K
|
581
$300K
|