Latest Institutional Transactions on Moodys Corp (MCO)
This table provides information on the latest institutional transactions involving Moodys Corp (MCO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Caledonia Investments PLC
|
BUY
|
- |
12.8K+ 12.02% |
$5.06M - $6.4M
|
119K
$59.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-41- 0.16% |
$16.3K - $20.6K
|
25.4K
$12.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
SELL
|
- |
-15- 2.5% |
$5.95K - $7.52K
|
586
$294K
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
34+ 5.57% |
$13.5K - $17.1K
|
644
$324K
|
|
|
Jul 18, 2025
Q2 2025
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
156+ 0.83% |
$61.9K - $78.2K
|
18.9K
$9.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Ninety One North America, Inc.
New York, NY |
BUY
|
- |
19K+ 41.66% |
$7.53M - $9.53M
|
64.6K
$32.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
9.17K+ 1.11% |
$3.64M - $4.6M
|
837K
$421M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1- 0.06% |
$397 - $502
|
1.62K
$816K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
21+ 2100.0% |
$8.33K - $10.5K
|
22
$11.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
40+ 0.8% |
$15.9K - $20.1K
|
5.04K
$2.53M
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-158K- 49.84% |
$62.6M - $79.1M
|
159K
$79.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
11+ 1.02% |
$4.36K - $5.52K
|
1.09K
$550K
|
|
|
Jul 18, 2025
Q2 2025
|
Pelham Capital Ltd.
London, X0 |
BUY
|
- |
3.52K+ 15.26% |
$1.39M - $1.76M
|
26.6K
$13.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
3+ 0.63% |
$1.19K - $1.5K
|
480
$241K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-117- 3.83% |
$46.4K - $58.7K
|
2.93K
$1.47M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
402New |
$159K - $202K
|
402
$202K
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
410New |
$163K - $206K
|
410
$206K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
382+ 3.79% |
$152K - $192K
|
10.5K
$5.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-57- 0.1% |
$22.6K - $28.6K
|
57K
$28.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Clean Yield Group
|
BUY
|
- |
3.49K+ 84.08% |
$1.39M - $1.75M
|
7.65K
$3.84M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2+ 0.85% |
$793 - $1K
|
237
$119K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
64+ 1.95% |
$25.4K - $32.1K
|
3.35K
$1.68M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.28K+ 142.19% |
$509K - $644K
|
2.19K
$1.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
9.07KNew |
$3.6M - $4.55M
|
9.07K
$4.56M
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-50- 90.91% |
$19.8K - $25.1K
|
5
$2.51K
|
|
|
Jul 17, 2025
Q2 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
228+ 18.36% |
$90.4K - $114K
|
1.47K
$739K
|
|
|
Jul 17, 2025
Q2 2025
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-1.63K- 3.45% |
$646K - $817K
|
45.5K
$22.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
103+ 0.76% |
$40.9K - $51.7K
|
13.6K
$6.85M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.45K- 19.13% |
$2.96M - $3.74M
|
31.5K
$15.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-16- 12.21% |
$6.35K - $8.03K
|
115
$57.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.48KNew |
$1.38M - $1.75M
|
3.48K
$1.75M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-652- 9.77% |
$259K - $327K
|
6.02K
$3.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 7.69% |
$397 - $502
|
12
$6.03K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
422New |
$167K - $212K
|
422
$212K
|
|
|
Jul 16, 2025
Q2 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-4.7K- 92.98% |
$1.86M - $2.36M
|
355
$178K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-16- 2.65% |
$6.35K - $8.03K
|
588
$295K
|
|
|
Jul 16, 2025
Q2 2025
|
Stone Pine Asset Management Inc.
Montreal, A8 |
BUY
|
- |
216K+ 10.29% |
$85.5M - $108M
|
2.31M
$1.16B
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-112- 1.19% |
$44.4K - $56.2K
|
9.33K
$4.69M
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
SELL
|
- |
-1.09K- 0.48% |
$433K - $548K
|
224K
$113M
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-29.2K- 24.97% |
$11.6M - $14.6M
|
87.6K
$44M
|
|
|
Jul 16, 2025
Q2 2025
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-15.3K- 21.78% |
$6.07M - $7.68M
|
55K
$27.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
407New |
$161K - $204K
|
407
$204K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
5+ 1.0% |
$1.98K - $2.51K
|
504
$253K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-58- 22.39% |
$23K - $29.1K
|
201
$101K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-429- 18.63% |
$170K - $215K
|
1.87K
$942K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-22- 3.31% |
$8.73K - $11K
|
642
$323K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
94+ 72.31% |
$37.3K - $47.1K
|
224
$113K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-775- 4.27% |
$307K - $389K
|
17.4K
$8.72M
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-2.49K- 40.1% |
$988K - $1.25M
|
3.72K
$1.87M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
4+ 30.77% |
$1.59K - $2.01K
|
17
$8.54K
|