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 24, 2025
Q2 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
337+ 3.77% |
$134K - $169K
|
9.28K
$4.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
322+ 6.41% |
$128K - $162K
|
5.35K
$2.76M
|
|
|
Jul 07, 2025
Q2 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
320+ 6.18% |
$127K - $161K
|
5.5K
$2.84M
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
318+ 13.98% |
$126K - $160K
|
2.59K
$1.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
311+ 19.57% |
$123K - $156K
|
1.9K
$980K
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
307+ 16.53% |
$122K - $154K
|
2.16K
$1.12M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
305+ 17.65% |
$121K - $153K
|
2.03K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
304+ 4.73% |
$121K - $152K
|
6.73K
$3.47M
|
|
|
Aug 07, 2025
Q2 2025
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
302+ 50.17% |
$120K - $151K
|
904
$467K
|
|
|
Aug 14, 2025
Q2 2025
|
George Kaiser Family Foundation
|
BUY
|
- |
302+ 50.17% |
$120K - $151K
|
904
$467K
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
300+ 67.57% |
$119K - $150K
|
744
$384K
|
|
|
Aug 13, 2025
Q2 2025
|
Pragma Gestao De Patrimonio LTD
Sao Paulo, D5 |
BUY
|
- |
300+ 1.1% |
$119K - $150K
|
27.5K
$14.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
297+ 3.6% |
$118K - $149K
|
8.55K
$4.41M
|
|
|
Aug 11, 2025
Q2 2025
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
295+ 15.3% |
$117K - $148K
|
2.22K
$1.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
285+ 8.11% |
$113K - $143K
|
3.8K
$1.96M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
285+ 8.21% |
$113K - $143K
|
3.76K
$1.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
280+ 0.39% |
$111K - $140K
|
72.6K
$37.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
276+ 19.05% |
$109K - $138K
|
1.73K
$890K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
268+ 1.08% |
$106K - $134K
|
25.1K
$12.9M
|
|
|
Aug 13, 2025
Q2 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
264+ 39.11% |
$105K - $132K
|
939
$485K
|
|
|
Jul 09, 2025
Q2 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
262+ 2.62% |
$104K - $131K
|
10.3K
$5.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
258+ 13.56% |
$102K - $129K
|
2.16K
$1.11M
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
252+ 1.1% |
$100K - $126K
|
23.2K
$12M
|
|
|
Aug 11, 2025
Q2 2025
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
BUY
|
- |
252+ 0.16% |
$100K - $126K
|
161K
$83.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Smart Money Group LLC
|
BUY
|
- |
246+ 12.26% |
$97.6K - $123K
|
2.25K
$1.16M
|
|
|
Jul 28, 2025
Q2 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
245New |
$97.2K - $123K
|
245
$126K
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
BUY
|
- |
241+ 0.49% |
$95.6K - $121K
|
49.1K
$25.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
239+ 32.92% |
$94.8K - $120K
|
965
$498K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
238+ 15.31% |
$94.4K - $119K
|
1.79K
$925K
|
|
|
Aug 04, 2025
Q2 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
236+ 13.1% |
$93.6K - $118K
|
2.04K
$1.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
232+ 4.43% |
$92K - $116K
|
5.47K
$2.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
228+ 18.36% |
$90.4K - $114K
|
1.47K
$759K
|
|
|
Aug 13, 2025
Q2 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
228+ 16.32% |
$90.4K - $114K
|
1.63K
$839K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
225+ 18.28% |
$89.3K - $113K
|
1.46K
$751K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
222+ 13.5% |
$88.1K - $111K
|
1.87K
$963K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
219+ 16.49% |
$86.9K - $110K
|
1.55K
$798K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
219+ 29.59% |
$86.9K - $110K
|
959
$495K
|
|
|
Aug 05, 2025
Q2 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
218+ 6.97% |
$86.5K - $109K
|
3.35K
$1.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
211+ 2.7% |
$83.7K - $106K
|
8.02K
$4.14M
|
|
|
Jul 21, 2025
Q2 2025
|
J2 Capital Management Inc
|
BUY
|
- |
208+ 41.19% |
$82.5K - $104K
|
713
$368K
|
|
|
Jul 25, 2025
Q2 2025
|
Bsn Capital Partners LTD
|
BUY
|
- |
208New |
$82.5K - $104K
|
208
$107K
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
205+ 1.24% |
$81.3K - $103K
|
16.7K
$8.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
201+ 18.53% |
$79.7K - $101K
|
1.29K
$664K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
200+ 5.16% |
$79.3K - $100K
|
4.08K
$2.1M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
199+ 14.68% |
$78.9K - $99.8K
|
1.56K
$802K
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
199New |
$78.9K - $99.8K
|
199
$103K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
198+ 3.28% |
$78.5K - $99.3K
|
6.23K
$3.21M
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
195+ 40.04% |
$77.4K - $97.8K
|
682
$352K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
185+ 9.0% |
$73.4K - $92.8K
|
2.24K
$1.16M
|
|
|
Jul 24, 2025
Q2 2025
|
Baskin Financial Services Inc.
|
BUY
|
- |
176+ 0.17% |
$69.8K - $88.3K
|
107K
$55.1M
|