B. Riley Wealth Advisors, Inc.

Position in MCO — Moodys Corp /De/

CIK 1464811 MEMPHIS, TN

Position in MCO

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$274,922

+$12,736 QoQ

Shares Held

607

+1.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,047

of 1,401 holders

Holding Since

Mar 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

B. Riley Wealth Advisors, Inc. holds $1,750,637 across 4 Financial Data & Stock Exchanges names. MCO ranks #4 (15.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc.	1,916	$698,545
2	CME	Cme Group Inc.	2,145	$473,680
3	COIN	Coinbase Global, Inc.	2,076	$303,490
4	MCO	Moodys Corp /De/ This page	607	$274,922

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$274,922	607	+1.0%	Shares	Sole	2026-07-14
2026-03-31	$262,186	601	+37.5%	Shares	Sole	2026-04-27
2025-12-31	$223,241	437	-4.0%	Shares	Sole	2026-02-17
2025-09-30	$216,798	455	-87.3%	Shares	Sole	2025-10-31
2024-12-31	$1,690,404	3,571	+0.6%	Shares	Sole	2025-02-25
2024-09-30	$1,685,269	3,551	+0.2%	Shares	Sole	2024-12-13
2024-06-30	$1,491,775	3,544	+2.3%	Shares	Sole	2024-08-19
2024-03-31	$1,361,062	3,463	+1.9%	Shares	Sole	2024-05-16
2023-12-31	$1,327,122	3,398	-1.9%	Shares	Sole	2024-03-15
2023-09-30	$1,094,896	3,463	-7.8%	Shares	Sole	2023-12-01
2023-06-30	$1,306,384	3,757	+1.6%	Shares	Sole	2023-07-27
2023-03-31	$1,131,967	3,699	-11.9%	Shares	Sole	2023-05-17
2022-12-31	$1,170,482	4,201	+2.3%	Shares	Sole	2023-03-15
2022-09-30	$998,695	4,108	+17.7%	Shares	Other	2022-11-22
2022-06-30	$949,174	3,490	-3.5%	Shares	Other	2022-08-12
2022-03-31	$1,219,736	3,615	+11.8%	Shares	Other	2022-05-02
2021-12-31	$1,262,745	3,233	+1.2%	Shares	Other	2022-01-28
2021-09-30	$1,134,576	3,195	-7.0%	Shares	Other	2021-11-16
2021-06-30	$1,244,740	3,435	+13.7%	Shares	Other	2021-08-10
2021-03-31	$902,100	3,021	—	Shares	Other	2021-05-13
No filing history on record for this holder in this stock.