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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-9- 1.38% |
$3.94K - $4.75K
|
642
$323K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 1.41% |
$438 - $527
|
70
$35.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
9New |
$3.94K - $4.75K
|
9
$4.52K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
11+ 0.22% |
$4.82K - $5.8K
|
5.11K
$2.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
10+ 1.99% |
$4.38K - $5.27K
|
513
$258K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-208- 3.24% |
$91.1K - $110K
|
6.22K
$3.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
350+ 15.53% |
$153K - $185K
|
2.6K
$1.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
511+ 2.35% |
$224K - $270K
|
22.2K
$11.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-3- 0.47% |
$1.31K - $1.58K
|
639
$321K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
6New |
$2.63K - $3.16K
|
6
$3.01K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
30+ 1.68% |
$13.1K - $15.8K
|
1.81K
$911K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-8- 0.12% |
$3.5K - $4.22K
|
6.83K
$3.43M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-100- 1.34% |
$43.8K - $52.7K
|
7.38K
$3.71M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
678+ 10.3% |
$297K - $358K
|
7.26K
$3.65M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
444New |
$194K - $234K
|
444
$223K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
100+ 16.61% |
$43.8K - $52.7K
|
702
$353K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
501+ 177.03% |
$219K - $264K
|
784
$394K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
38+ 2.19% |
$16.6K - $20K
|
1.77K
$889K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-475- 1.41% |
$208K - $251K
|
33.3K
$16.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Vanderbilt University
Nashville, TN |
SELL
|
- |
-106- 2.2% |
$46.4K - $55.9K
|
4.71K
$2.36M
|
|
|
Apr 21, 2025
Q1 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
230+ 7.94% |
$101K - $121K
|
3.13K
$1.57M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2+ 4.35% |
$876 - $1.05K
|
48
$24.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-17- 0.59% |
$7.44K - $8.97K
|
2.86K
$1.43M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
200+ 13.63% |
$87.6K - $105K
|
1.67K
$838K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
618New |
$271K - $326K
|
618
$311K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
173+ 16.46% |
$75.7K - $91.3K
|
1.22K
$615K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
29+ 5.81% |
$12.7K - $15.3K
|
528
$265K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2+ 0.88% |
$876 - $1.05K
|
230
$116K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-10- 1.38% |
$4.38K - $5.27K
|
713
$358K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-106- 9.01% |
$46.4K - $55.9K
|
1.07K
$538K
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
281+ 9.68% |
$123K - $148K
|
3.19K
$1.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
204+ 21.73% |
$89.3K - $108K
|
1.14K
$574K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
20+ 2.92% |
$8.76K - $10.5K
|
706
$355K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-12- 0.07% |
$5.25K - $6.33K
|
17.4K
$8.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
SELL
|
- |
-45- 0.42% |
$19.7K - $23.7K
|
10.7K
$5.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-205- 29.37% |
$89.7K - $108K
|
493
$248K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.78K- 50.78% |
$781K - $941K
|
1.73K
$869K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
9New |
$3.94K - $4.75K
|
9
$4.52K
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
1+ 0.22% |
$438 - $527
|
464
$233K
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-316- 31.76% |
$138K - $167K
|
679
$341K
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
BUY
|
- |
10New |
$4.38K - $5.27K
|
10
$5.02K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-9- 6.98% |
$3.94K - $4.75K
|
120
$60.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
435New |
$190K - $229K
|
435
$219K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
15+ 3.11% |
$6.57K - $7.91K
|
498
$250K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
84+ 9.31% |
$36.8K - $44.3K
|
986
$495K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-10- 0.99% |
$4.38K - $5.27K
|
1K
$502K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-15- 1.14% |
$6.57K - $7.91K
|
1.31K
$656K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
41+ 4.68% |
$17.9K - $21.6K
|
917
$461K
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
1.43KNew |
$624K - $752K
|
1.43K
$716K
|
|
|
Apr 16, 2025
Q1 2025
|
Raub Brock Capital Management LP
|
BUY
|
- |
34.1KNew |
$14.9M - $18M
|
34.1K
$17.1M
|