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 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
437New |
$173K - $219K
|
437
$226K
|
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
437New |
$173K - $219K
|
437
$226K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
435New |
$173K - $218K
|
435
$224K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
435New |
$173K - $218K
|
435
$224K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
434New |
$172K - $218K
|
434
$224K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
433+ 17.66% |
$172K - $217K
|
2.89K
$1.49M
|
|
|
Aug 07, 2025
Q2 2025
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
432+ 26.83% |
$171K - $217K
|
2.04K
$1.05M
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
429+ 0.73% |
$170K - $215K
|
58.9K
$30.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
429New |
$170K - $215K
|
429
$221K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
424+ 37.1% |
$168K - $213K
|
1.57K
$809K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
422New |
$167K - $212K
|
422
$218K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
419New |
$166K - $210K
|
419
$216K
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
416New |
$165K - $209K
|
416
$215K
|
|
|
Aug 14, 2025
Q2 2025
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
416New |
$165K - $209K
|
416
$215K
|
|
|
Jul 31, 2025
Q2 2025
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
412New |
$163K - $207K
|
412
$213K
|
|
|
Aug 15, 2025
Q2 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
411New |
$163K - $206K
|
411
$212K
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
410New |
$163K - $206K
|
410
$212K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
409New |
$162K - $205K
|
409
$211K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
407New |
$161K - $204K
|
407
$210K
|
|
|
Jul 28, 2025
Q2 2025
|
Innova Wealth Partners
|
BUY
|
- |
407New |
$161K - $204K
|
407
$210K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
407+ 0.37% |
$161K - $204K
|
109K
$56.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
BUY
|
- |
405New |
$161K - $203K
|
405
$209K
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
403New |
$160K - $202K
|
403
$208K
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
403New |
$160K - $202K
|
403
$208K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
402New |
$159K - $202K
|
402
$207K
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
402+ 13.42% |
$159K - $202K
|
3.4K
$1.75M
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
400New |
$159K - $201K
|
400
$206K
|
|
|
Jul 23, 2025
Q2 2025
|
Ti Trust, Inc
|
BUY
|
- |
400New |
$159K - $201K
|
400
$206K
|
|
|
Jul 24, 2025
Q2 2025
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
400New |
$159K - $201K
|
400
$206K
|
|
|
Jul 29, 2025
Q2 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
400New |
$159K - $201K
|
400
$206K
|
|
|
Jul 29, 2025
Q2 2025
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
400New |
$159K - $201K
|
400
$206K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
400New |
$159K - $201K
|
400
$206K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisory Resource Group
|
BUY
|
- |
400New |
$159K - $201K
|
400
$206K
|
|
|
Aug 13, 2025
Q2 2025
|
Latash Investments, LLC
Anchorage, AK |
BUY
|
- |
400New |
$159K - $201K
|
400
$206K
|
|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
396New |
$157K - $199K
|
396
$204K
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
396+ 990.0% |
$157K - $199K
|
436
$225K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
393+ 13.0% |
$156K - $197K
|
3.42K
$1.76M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
392+ 23.63% |
$156K - $197K
|
2.05K
$1.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
382+ 3.79% |
$152K - $192K
|
10.5K
$5.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
382+ 29.54% |
$152K - $192K
|
1.68K
$864K
|
|
|
Aug 11, 2025
Q2 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
379+ 8.36% |
$150K - $190K
|
4.91K
$2.54M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
377New |
$150K - $189K
|
377
$195K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
366+ 114.02% |
$145K - $184K
|
687
$355K
|
|
|
Aug 07, 2025
Q2 2025
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
366+ 6.16% |
$145K - $184K
|
6.31K
$3.26M
|
|
|
Aug 04, 2025
Q2 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
360+ 3.21% |
$143K - $181K
|
11.6K
$5.97M
|
|
|
Jul 30, 2025
Q2 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
355+ 3.31% |
$141K - $178K
|
11.1K
$5.72M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
351+ 1.77% |
$139K - $176K
|
20.2K
$10.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
345+ 8.37% |
$137K - $173K
|
4.47K
$2.31M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
342+ 19.25% |
$136K - $172K
|
2.12K
$1.09M
|
|
|
Jul 31, 2025
Q2 2025
|
Hikari Power LTD
|
BUY
|
- |
340+ 0.65% |
$135K - $171K
|
53K
$27.4M
|