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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
530+ 0.83% |
$241K - $265K
|
64.8K
$31.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-7.56K- 5.93% |
$3.43M - $3.79M
|
120K
$58.8M
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1- 0.1% |
$454 - $501
|
961
$471K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-19- 0.61% |
$8.63K - $9.52K
|
3.11K
$1.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
88New |
$40K - $44.1K
|
88
$43.1K
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-16- 1.23% |
$7.26K - $8.01K
|
1.28K
$628K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
8+ 0.45% |
$3.63K - $4.01K
|
1.77K
$869K
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
10.4K+ 16.43% |
$4.7M - $5.18M
|
73.3K
$36M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.67K- 85.52% |
$759K - $837K
|
283
$139K
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
BUY
|
- |
716+ 0.54% |
$325K - $359K
|
134K
$65.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-3.02K- 3.3% |
$1.37M - $1.51M
|
88.4K
$43.3M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-200- 2.6% |
$90.8K - $100K
|
7.49K
$3.67M
|
|
|
Jan 30, 2025
Q4 2024
|
Stone Pine Asset Management Inc.
Montreal, A8 |
BUY
|
- |
53.5K+ 3.61% |
$24.3M - $26.8M
|
1.54M
$754M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-5.25K- 1.58% |
$2.38M - $2.63M
|
328K
$161M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1- 0.12% |
$454 - $501
|
817
$401K
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-32- 1.25% |
$14.5K - $16K
|
2.53K
$1.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-89- 59.33% |
$40.4K - $44.6K
|
61
$29.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-2- 0.22% |
$908 - $1K
|
902
$442K
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
3.18K+ 1.44% |
$1.45M - $1.59M
|
225K
$110M
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-25- 4.06% |
$11.4K - $12.5K
|
591
$290K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-45- 3.74% |
$20.4K - $22.5K
|
1.16K
$567K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 0.23% |
$1.82K - $2K
|
1.76K
$861K
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
7+ 0.41% |
$3.18K - $3.51K
|
1.73K
$849K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-4- 0.66% |
$1.82K - $2K
|
605
$297K
|
|
|
Jan 29, 2025
Q4 2024
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
508New |
$231K - $254K
|
508
$249K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-13- 0.79% |
$5.9K - $6.51K
|
1.62K
$796K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-11- 2.66% |
$4.99K - $5.51K
|
402
$197K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-400- 4.55% |
$182K - $200K
|
8.4K
$4.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-232- 2.35% |
$105K - $116K
|
9.62K
$4.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
427New |
$194K - $214K
|
427
$209K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6+ 0.85% |
$2.72K - $3.01K
|
712
$349K
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
171+ 6.26% |
$77.6K - $85.7K
|
2.9K
$1.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-616- 7.55% |
$280K - $309K
|
7.54K
$3.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Legato Capital Management LLC
|
SELL
|
- |
-2.09K- 53.58% |
$948K - $1.05M
|
1.81K
$887K
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
376+ 1.37% |
$171K - $188K
|
27.9K
$13.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-2- 8.0% |
$908 - $1K
|
23
$11.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
351+ 1.06% |
$159K - $176K
|
33.5K
$16.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-130K- 4.09% |
$58.8M - $64.9M
|
3.04M
$1.49B
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-48- 0.95% |
$21.8K - $24K
|
5K
$2.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
15+ 12.4% |
$6.81K - $7.51K
|
136
$66.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-15- 6.49% |
$6.81K - $7.51K
|
216
$106K
|
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-2- 0.34% |
$908 - $1K
|
582
$285K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
66+ 9.08% |
$30K - $33.1K
|
793
$389K
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
BUY
|
- |
15+ 0.35% |
$6.81K - $7.51K
|
4.32K
$2.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
4+ 7.41% |
$1.82K - $2K
|
58
$28.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.65K- 5.9% |
$750K - $827K
|
26.3K
$12.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
22+ 5.13% |
$9.99K - $11K
|
451
$221K
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
14+ 1.87% |
$6.36K - $7.01K
|
764
$375K
|
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
SELL
|
PUT |
-45- 1.34% |
$20.4K - $22.5K
|
3.32K
$1.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
SELL
|
- |
-5.18K- 88.1% |
$2.35M - $2.6M
|
700
$343K
|