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 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
175+ 10.65% |
$69.4K - $87.8K
|
1.82K
$938K
|
|
|
Aug 11, 2025
Q2 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
175+ 1.48% |
$69.4K - $87.8K
|
12K
$6.17M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
174New |
$69K - $87.3K
|
174
$89.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
172+ 26.92% |
$68.2K - $86.3K
|
811
$419K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
172+ 77.13% |
$68.2K - $86.3K
|
395
$204K
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
167+ 2.26% |
$66.2K - $83.8K
|
7.56K
$3.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
166+ 4.87% |
$65.9K - $83.3K
|
3.57K
$1.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
166+ 0.2% |
$65.9K - $83.3K
|
82.5K
$42.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
165+ 39.1% |
$65.5K - $82.8K
|
587
$303K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
159+ 14.78% |
$63.1K - $79.8K
|
1.24K
$637K
|
|
|
Jul 18, 2025
Q2 2025
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
156+ 0.83% |
$61.9K - $78.2K
|
18.9K
$9.76M
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
154+ 1.28% |
$61.1K - $77.2K
|
12.2K
$6.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
153New |
$60.7K - $76.7K
|
153
$79K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
152+ 3.02% |
$60.3K - $76.2K
|
5.18K
$2.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
149+ 12.23% |
$59.1K - $74.7K
|
1.37K
$705K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
148+ 2.74% |
$58.7K - $74.2K
|
5.55K
$2.86M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
144+ 8.3% |
$57.1K - $72.2K
|
1.88K
$970K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
143+ 29.98% |
$56.7K - $71.7K
|
620
$320K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
141+ 2.03% |
$55.9K - $70.7K
|
7.08K
$3.66M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
141+ 2.26% |
$55.9K - $70.7K
|
6.37K
$3.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
140+ 7.29% |
$55.5K - $70.2K
|
2.06K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
BUY
|
- |
139+ 315.91% |
$55.1K - $69.7K
|
183
$94.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
137+ 4.17% |
$54.3K - $68.7K
|
3.42K
$1.76M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
133+ 2.58% |
$52.8K - $66.7K
|
5.28K
$2.73M
|
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
131New |
$52K - $65.7K
|
131
$67.6K
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
130+ 14.99% |
$51.6K - $65.2K
|
997
$515K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
130+ 33.59% |
$51.6K - $65.2K
|
517
$267K
|
|
|
Aug 11, 2025
Q2 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
130+ 7.34% |
$51.6K - $65.2K
|
1.9K
$980K
|
|
|
Aug 13, 2025
Q2 2025
|
Blue Fin Capital, Inc.
|
BUY
|
- |
130+ 2.63% |
$51.6K - $65.2K
|
5.07K
$2.62M
|
|
|
Aug 11, 2025
Q2 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
128New |
$50.8K - $64.2K
|
128
$66.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
125+ 10.94% |
$49.6K - $62.7K
|
1.27K
$654K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
122+ 2.22% |
$48.4K - $61.2K
|
5.62K
$2.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
121+ 5.17% |
$48K - $60.7K
|
2.46K
$1.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
120+ 20.83% |
$47.6K - $60.2K
|
696
$359K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
118+ 6.63% |
$46.8K - $59.2K
|
1.9K
$979K
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
117+ 14.53% |
$46.4K - $58.7K
|
922
$476K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
116+ 0.21% |
$46K - $58.2K
|
55.4K
$28.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
116+ 21.68% |
$46K - $58.2K
|
651
$336K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
114+ 3.13% |
$45.2K - $57.2K
|
3.76K
$1.94M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
114+ 19.03% |
$45.2K - $57.2K
|
713
$368K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
113+ 12.27% |
$44.8K - $56.7K
|
1.03K
$534K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
112+ 22.4% |
$44.4K - $56.2K
|
612
$316K
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
BUY
|
- |
109+ 3.81% |
$43.2K - $54.7K
|
2.97K
$1.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
109+ 8.48% |
$43.2K - $54.7K
|
1.39K
$719K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
107New |
$42.4K - $53.7K
|
107
$55.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
104New |
$41.3K - $52.2K
|
104
$53.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
103+ 0.76% |
$40.9K - $51.7K
|
13.6K
$7.04M
|
|
|
Aug 04, 2025
Q2 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
103+ 3.23% |
$40.9K - $51.7K
|
3.29K
$1.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
102+ 11.06% |
$40.5K - $51.2K
|
1.02K
$528K
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
100+ 0.75% |
$39.7K - $50.2K
|
13.4K
$6.9M
|