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 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
47+ 3.35% |
$13K - $15.5K
|
1.45K
$729K
|
|
|
Apr 03, 2023
Q1 2023
|
Shearwater Capital LLC
|
BUY
|
- |
2+ 0.21% |
$553 - $659
|
964
$484K
|
|
| Q4 2022 | |||||||
|
May 07, 2025
Q4 2022
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
200New |
$47.1K - $62.1K
|
200
$100K
|
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
185New |
$43.5K - $57.4K
|
185
$92.9K
|
|
|
Jan 11, 2024
Q4 2022
|
Whitford Management LLC
New York, NY |
BUY
|
- |
1.27KNew |
$298K - $394K
|
1.27K
$637K
|
|
|
Sep 05, 2023
Q4 2022
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
742New |
$175K - $230K
|
742
$373K
|
|
|
Aug 15, 2023
Q4 2022
|
United American Securities Inc. (D
New York, NY |
SELL
|
- |
-2K- 40.0% |
$471K - $621K
|
3K
$1.51M
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
40New |
$9.41K - $12.4K
|
40
$20.1K
|
|
|
Mar 28, 2023
Q4 2022
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
828New |
$195K - $257K
|
828
$416K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-166- 12.7% |
$39.1K - $51.5K
|
1.14K
$573K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
102New |
$24K - $31.7K
|
102
$51.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
6New |
$1.41K - $1.86K
|
6
$3.01K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
1.41KNew |
$331K - $437K
|
1.41K
$708K
|
|
|
Feb 14, 2023
Q4 2022
|
Blue Mar Capital Management, LLC
Miami, FL |
BUY
|
- |
2.98KNew |
$701K - $925K
|
2.98K
$1.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.66MNew |
$390M - $515M
|
1.66M
$834M
|
|
|
Feb 14, 2023
Q4 2022
|
2 Xideas Ag
Pfaffikon, V8 |
SELL
|
- |
-28.4K- 77.46% |
$6.68M - $8.82M
|
8.27K
$4.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Square Group S, LLC
New York, NY |
BUY
|
- |
1K+ 16.67% |
$235K - $310K
|
7K
$3.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-3.15K- 21.06% |
$741K - $978K
|
11.8K
$5.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
659+ 15.46% |
$155K - $205K
|
4.92K
$2.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
5.66KNew |
$1.33M - $1.76M
|
5.66K
$2.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-235Closed |
$55.3K - $72.9K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
3.31KNew |
$779K - $1.03M
|
3.31K
$1.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-2- 0.13% |
$471 - $621
|
1.53K
$769K
|
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
398+ 176.89% |
$93.6K - $124K
|
623
$313K
|
|
|
Feb 13, 2023
Q4 2022
|
Mirova
Paris, I0 |
BUY
|
- |
1.28K+ 20.19% |
$301K - $397K
|
7.61K
$3.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
7.47K+ 307.78% |
$1.76M - $2.32M
|
9.9K
$4.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Stockbridge Partners LLC
Boston, MA |
BUY
|
- |
75.5KNew |
$17.8M - $23.4M
|
75.5K
$37.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Cavalier Investments, LLC
|
SELL
|
- |
-154- 6.04% |
$36.2K - $47.8K
|
2.4K
$1.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Sea Town Holdings Pte. Ltd.
|
BUY
|
- |
3.4KNew |
$800K - $1.06M
|
3.4K
$1.71M
|
|
|
Feb 09, 2023
Q4 2022
|
Long Road Investment Counsel, LLC
|
SELL
|
- |
-21- 0.57% |
$4.94K - $6.52K
|
3.68K
$1.85M
|
|
|
Feb 08, 2023
Q4 2022
|
Bancreek Capital Management, LP
Santa Monica, CA |
SELL
|
- |
-2.74K- 15.11% |
$645K - $851K
|
15.4K
$7.74M
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-914- 4.08% |
$215K - $284K
|
21.5K
$10.8M
|
|
|
Feb 07, 2023
Q4 2022
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-270- 70.13% |
$63.5K - $83.8K
|
115
$57.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1- 0.65% |
$235 - $310
|
154
$77.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-39- 0.74% |
$9.17K - $12.1K
|
5.27K
$2.65M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
32New |
$7.53K - $9.93K
|
32
$16.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Tom Gayner
Markel Corp
|
BUY
|
- |
400+ 0.19% |
$94.1K - $124K
|
214K
$107M
|
|
|
Feb 03, 2023
Q4 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-333- 34.98% |
$78.3K - $103K
|
619
$311K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
14New |
$3.29K - $4.35K
|
14
$7.03K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
767New |
$180K - $238K
|
767
$385K
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
5.06KNew |
$1.19M - $1.57M
|
5.06K
$2.54M
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-10- 50.0% |
$2.35K - $3.1K
|
10
$5.02K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
738New |
$174K - $229K
|
738
$371K
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
7New |
$1.65K - $2.17K
|
7
$3.52K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
325New |
$76.5K - $101K
|
325
$163K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
6New |
$1.41K - $1.86K
|
6
$3.01K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
201+ 8.72% |
$47.3K - $62.4K
|
2.51K
$1.26M
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1New |
$235 - $310
|
1
$502
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
5New |
$1.18K - $1.55K
|
5
$2.51K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
250New |
$58.8K - $77.6K
|
250
$126K
|
|