Latest Institutional Purchases of Moodys Corp (MCO)
This list provides information on the latest institutional transactions involving Moodys Corp (MCO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
10+ 1.23% |
$4.38K - $5.27K
|
821
$412K
|
|
|
May 12, 2025
Q1 2025
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
10+ 0.55% |
$4.38K - $5.27K
|
1.84K
$925K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
10+ 1.99% |
$4.38K - $5.27K
|
513
$258K
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
BUY
|
- |
10New |
$4.38K - $5.27K
|
10
$5.02K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
10+ 1.01% |
$4.38K - $5.27K
|
1K
$504K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
9New |
$3.94K - $4.75K
|
9
$4.52K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
9+ 0.69% |
$3.94K - $4.75K
|
1.31K
$660K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
9+ 0.69% |
$3.94K - $4.75K
|
1.3K
$655K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
9+ 0.04% |
$3.94K - $4.75K
|
20.3K
$10.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
9New |
$3.94K - $4.75K
|
9
$4.52K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
9New |
$3.94K - $4.75K
|
9
$4.52K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
9+ 0.8% |
$3.94K - $4.75K
|
1.14K
$573K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
9+ 1.06% |
$3.94K - $4.75K
|
860
$432K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
8New |
$3.5K - $4.22K
|
8
$4.02K
|
|
|
May 15, 2025
Q1 2025
|
Altshuler Shaham LTD
|
BUY
|
- |
8New |
$3.5K - $4.22K
|
8
$4.02K
|
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
8+ 0.2% |
$3.5K - $4.22K
|
3.94K
$1.98M
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
8+ 1.2% |
$3.5K - $4.22K
|
677
$340K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
7+ 0.67% |
$3.06K - $3.69K
|
1.05K
$528K
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
7+ 1.65% |
$3.06K - $3.69K
|
430
$216K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
7+ 10.94% |
$3.06K - $3.69K
|
71
$35.7K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
7+ 1.48% |
$3.06K - $3.69K
|
481
$242K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
6New |
$2.63K - $3.16K
|
6
$3.01K
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
6+ 0.08% |
$2.63K - $3.16K
|
7.8K
$3.92M
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
6New |
$2.63K - $3.16K
|
6
$3.01K
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
6+ 0.2% |
$2.63K - $3.16K
|
3K
$1.5M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
6New |
$2.63K - $3.16K
|
6
$3.01K
|
|
|
Apr 23, 2025
Q1 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
6+ 3.55% |
$2.63K - $3.16K
|
175
$87.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
6New |
$2.63K - $3.16K
|
6
$3.01K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
5New |
$2.19K - $2.64K
|
5
$2.51K
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
5+ 0.25% |
$2.19K - $2.64K
|
2K
$1M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
5+ 0.95% |
$2.19K - $2.64K
|
530
$266K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5+ 0.84% |
$2.19K - $2.64K
|
599
$301K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
5+ 0.62% |
$2.19K - $2.64K
|
811
$407K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5+ 18.52% |
$2.19K - $2.64K
|
32
$16.1K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4+ 0.64% |
$1.75K - $2.11K
|
629
$316K
|
|
|
May 14, 2025
Q1 2025
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
4+ 0.1% |
$1.75K - $2.11K
|
4.15K
$2.09M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
4New |
$1.75K - $2.11K
|
4
$2.01K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4+ 20.0% |
$1.75K - $2.11K
|
24
$12.1K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3New |
$1.31K - $1.58K
|
3
$1.51K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
3New |
$1.31K - $1.58K
|
3
$1.51K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3+ 0.65% |
$1.31K - $1.58K
|
462
$232K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
3New |
$1.31K - $1.58K
|
3
$1.51K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
3New |
$1.31K - $1.58K
|
3
$1.51K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2New |
$876 - $1.05K
|
2
$1K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2New |
$876 - $1.05K
|
2
$1K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
2+ 0.03% |
$876 - $1.05K
|
6.91K
$3.47M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
2New |
$876 - $1.05K
|
2
$1K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2+ 4.35% |
$876 - $1.05K
|
48
$24.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2+ 0.88% |
$876 - $1.05K
|
230
$116K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2+ 0.29% |
$876 - $1.05K
|
683
$343K
|