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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
524+ 16.75% |
$229K - $276K
|
3.65K
$1.83M
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
7+ 1.65% |
$3.06K - $3.69K
|
430
$216K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.08K+ 27.22% |
$2.66M - $3.21M
|
28.4K
$14.3M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-4.38K- 35.69% |
$1.92M - $2.31M
|
7.9K
$3.97M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
490New |
$215K - $258K
|
490
$246K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
41+ 8.93% |
$17.9K - $21.6K
|
500
$251K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
5+ 0.95% |
$2.19K - $2.64K
|
530
$266K
|
|
|
May 06, 2025
Q1 2025
|
Ghe, LLC
|
SELL
|
- |
-217- 1.31% |
$95K - $114K
|
16.3K
$8.21M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.77K+ 46.65% |
$1.65M - $1.99M
|
11.8K
$5.95M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
299+ 12.02% |
$131K - $158K
|
2.79K
$1.4M
|
|
|
May 06, 2025
Q1 2025
|
Rothschild & CO Wealth Management Uk LTD
|
BUY
|
- |
3.48K+ 0.32% |
$1.52M - $1.83M
|
1.09M
$546M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
4.07K+ 3.96% |
$1.78M - $2.15M
|
107K
$53.8M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.04KNew |
$457K - $551K
|
1.04K
$525K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-150- 4.33% |
$65.7K - $79.1K
|
3.32K
$1.67M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-17- 0.95% |
$7.44K - $8.97K
|
1.77K
$887K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-200- 2.86% |
$87.6K - $105K
|
6.8K
$3.42M
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
119+ 3.07% |
$52.1K - $62.8K
|
4K
$2.01M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
131+ 25.79% |
$57.4K - $69.1K
|
639
$321K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1+ 0.39% |
$438 - $527
|
259
$130K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
325+ 31.89% |
$142K - $171K
|
1.34K
$675K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
7+ 10.94% |
$3.06K - $3.69K
|
71
$35.7K
|
|
|
May 05, 2025
Q1 2025
|
Milestones Administradora De Recursos Ltda.
Jaragua Do Sul, D5 |
BUY
|
- |
3.38K+ 125.93% |
$1.48M - $1.78M
|
6.06K
$3.04M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.22K+ 128.46% |
$972K - $1.17M
|
3.95K
$1.98M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
192+ 314.75% |
$84.1K - $101K
|
253
$127K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
233+ 30.14% |
$102K - $123K
|
1.01K
$505K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
64.2K+ 148.41% |
$28.1M - $33.8M
|
107K
$53.9M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
2.1K+ 30.88% |
$919K - $1.11M
|
8.9K
$4.47M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
445+ 3.84% |
$195K - $235K
|
12K
$6.05M
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-1.57K- 0.57% |
$686K - $826K
|
275K
$138M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-86- 10.08% |
$37.7K - $45.4K
|
767
$385K
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-52- 5.45% |
$22.8K - $27.4K
|
903
$454K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.1KNew |
$1.36M - $1.64M
|
3.1K
$1.56M
|
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
2.13K+ 44.91% |
$934K - $1.13M
|
6.88K
$3.46M
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
140K+ 9.69% |
$61.3M - $73.9M
|
1.59M
$797M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-71- 3.76% |
$31.1K - $37.5K
|
1.82K
$912K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
6New |
$2.63K - $3.16K
|
6
$3.01K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
22New |
$9.63K - $11.6K
|
22
$11.1K
|
|
|
May 02, 2025
Q1 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-20- 1.2% |
$8.76K - $10.5K
|
1.65K
$830K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-240- 2.13% |
$105K - $127K
|
11K
$5.55M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-21- 3.47% |
$9.19K - $11.1K
|
585
$294K
|
|
|
May 02, 2025
Q1 2025
|
Ddd Partners, LLC
|
BUY
|
- |
18+ 1.39% |
$7.88K - $9.49K
|
1.31K
$658K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
102+ 84.3% |
$44.7K - $53.8K
|
223
$112K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-407- 0.65% |
$178K - $215K
|
61.9K
$31.1M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-431- 3.53% |
$189K - $227K
|
11.8K
$5.92M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-3.75K- 5.76% |
$1.64M - $1.98M
|
61.4K
$30.8M
|
|
|
May 02, 2025
Q1 2025
|
Tributary Capital Management, LLC
|
SELL
|
- |
-30- 3.17% |
$13.1K - $15.8K
|
915
$460K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
84+ 18.14% |
$36.8K - $44.3K
|
547
$275K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.05KNew |
$460K - $554K
|
1.05K
$528K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
BUY
|
- |
606+ 1.26% |
$265K - $320K
|
48.9K
$24.6M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
242+ 49.29% |
$106K - $128K
|
733
$368K
|