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 |
---|---|---|---|---|---|---|---|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
103+ 0.76% |
$40.9K - $51.7K
|
13.6K
$6.85M
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
94+ 72.31% |
$37.3K - $47.1K
|
224
$113K
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
94New |
$37.3K - $47.1K
|
94
$47.2K
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
91+ 10.76% |
$36.1K - $45.6K
|
937
$471K
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
72+ 1.44% |
$28.6K - $36.1K
|
5.07K
$2.55M
|
|
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 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
53+ 0.54% |
$21K - $26.6K
|
9.94K
$5M
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
41+ 3.48% |
$16.3K - $20.6K
|
1.22K
$612K
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
40+ 0.8% |
$15.9K - $20.1K
|
5.04K
$2.53M
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
39+ 3.24% |
$15.5K - $19.6K
|
1.24K
$625K
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
37+ 1.87% |
$14.7K - $18.6K
|
2.02K
$1.01M
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
34+ 5.57% |
$13.5K - $17.1K
|
644
$324K
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
34+ 6.77% |
$13.5K - $17.1K
|
536
$269K
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
34+ 3.38% |
$13.5K - $17.1K
|
1.04K
$523K
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
27+ 33.75% |
$10.7K - $13.5K
|
107
$53.8K
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
24New |
$9.52K - $12K
|
24
$12.1K
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
24+ 42.86% |
$9.52K - $12K
|
80
$40.2K
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
23+ 3.11% |
$9.12K - $11.5K
|
762
$383K
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
22+ 50.0% |
$8.73K - $11K
|
66
$33.2K
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
21+ 2100.0% |
$8.33K - $10.5K
|
22
$11.1K
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
18+ 58.06% |
$7.14K - $9.03K
|
49
$24.6K
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
15New |
$5.95K - $7.52K
|
15
$7.54K
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
13+ 1.19% |
$5.16K - $6.52K
|
1.11K
$556K
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
12+ 2.78% |
$4.76K - $6.02K
|
444
$223K
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
11+ 1.02% |
$4.36K - $5.52K
|
1.09K
$550K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
7+ 2.63% |
$2.78K - $3.51K
|
273
$137K
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
6New |
$2.38K - $3.01K
|
6
$3.01K
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
5+ 1.0% |
$1.98K - $2.51K
|
504
$253K
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
5+ 1.02% |
$1.98K - $2.51K
|
497
$250K
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
4+ 30.77% |
$1.59K - $2.01K
|
17
$8.54K
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4+ 18.18% |
$1.59K - $2.01K
|
26
$13.1K
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 4.49% |
$1.59K - $2.01K
|
93
$46.7K
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
3+ 0.63% |
$1.19K - $1.5K
|
480
$241K
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3+ 4.0% |
$1.19K - $1.5K
|
78
$39.2K
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2+ 0.85% |
$793 - $1K
|
237
$119K
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
2New |
$793 - $1K
|
2
$1K
|
|
Q1 2025 | |||||||
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
706KNew |
$309M - $372M
|
706K
$355M
|
|
May 14, 2025
Q1 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
285K+ 129.28% |
$125M - $150M
|
505K
$254M
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
265K+ 20.98% |
$116M - $140M
|
1.53M
$769M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
247K+ 37.71% |
$108M - $130M
|
902K
$453M
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
227K+ 128.15% |
$99.4M - $120M
|
404K
$203M
|
|
May 15, 2025
Q1 2025
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
190K+ 5244.65% |
$83.2M - $100M
|
194K
$97.3M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
184K+ 70.04% |
$80.7M - $97.2M
|
447K
$225M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
184K+ 21.98% |
$80.7M - $97.2M
|
1.02M
$514M
|
|
May 14, 2025
Q1 2025
|
Ako Capital
Ako Capital LLP | London, X0
|
BUY
|
- |
173K+ 26.53% |
$75.9M - $91.4M
|
827K
$415M
|
|
May 15, 2025
Q1 2025
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
172K+ 869.18% |
$75.4M - $90.8M
|
192K
$96.4M
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
159K+ 795.32% |
$69.5M - $83.7M
|
179K
$89.8M
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
158K+ 35.79% |
$69.1M - $83.2M
|
599K
$301M
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
146K+ 29.91% |
$64M - $77.1M
|
635K
$319M
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
142KNew |
$62.2M - $75M
|
142K
$71.4M
|