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 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-200- 2.77% |
$87.6K - $105K
|
7.03K
$3.27M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
46+ 5.07% |
$20.1K - $24.3K
|
953
$444K
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
BUY
|
- |
584+ 0.26% |
$256K - $308K
|
226K
$105M
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-23- 4.98% |
$10.1K - $12.1K
|
439
$204K
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
950+ 7.29% |
$416K - $501K
|
14K
$6.51M
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
BUY
|
- |
158+ 27.53% |
$69.2K - $83.3K
|
732
$341K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
41New |
$17.9K - $21.6K
|
41
$19.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-2- 40.0% |
$876 - $1.05K
|
3
$1.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4+ 20.0% |
$1.75K - $2.11K
|
24
$11.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
193+ 17.67% |
$84.5K - $102K
|
1.29K
$598K
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
BUY
|
- |
3.92K+ 53.74% |
$1.72M - $2.07M
|
11.2K
$5.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-25- 1.12% |
$10.9K - $13.2K
|
2.21K
$1.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
471+ 5.49% |
$206K - $248K
|
9.05K
$4.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
18+ 0.73% |
$7.88K - $9.49K
|
2.48K
$1.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
20.5K+ 29.51% |
$8.97M - $10.8M
|
89.9K
$41.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4+ 7.02% |
$1.75K - $2.11K
|
61
$28.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-250- 16.13% |
$109K - $132K
|
1.3K
$605K
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
163+ 50.31% |
$71.4K - $86K
|
487
$227K
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-55- 6.79% |
$24.1K - $29K
|
755
$352K
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
77+ 1.53% |
$33.7K - $40.6K
|
5.13K
$2.39M
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-4- 8.16% |
$1.75K - $2.11K
|
45
$21K
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
439New |
$192K - $232K
|
439
$204K
|
|
|
Apr 09, 2025
Q1 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.77K+ 5.23% |
$774K - $932K
|
35.6K
$16.6M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-36- 4.22% |
$15.8K - $19K
|
818
$381K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
537+ 3.75% |
$235K - $283K
|
14.9K
$6.92M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
6+ 1.21% |
$2.63K - $3.16K
|
502
$234K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.01KNew |
$441K - $531K
|
1.01K
$469K
|
|
|
Apr 09, 2025
Q1 2025
|
Sarasin & Partners LLP
|
BUY
|
- |
28.8K+ 5.12% |
$12.6M - $15.2M
|
591K
$275M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
84+ 3.72% |
$36.8K - $44.3K
|
2.34K
$1.09M
|
|
|
Apr 09, 2025
Q1 2025
|
Xxec, Inc.
|
SELL
|
- |
-413- 2.86% |
$181K - $218K
|
14K
$6.53M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
33+ 2.46% |
$14.4K - $17.4K
|
1.37K
$640K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.34K+ 89.65% |
$1.46M - $1.76M
|
7.06K
$3.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-3- 0.4% |
$1.31K - $1.58K
|
739
$344K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-150- 22.94% |
$65.7K - $79.1K
|
504
$235K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
41+ 4.49% |
$17.9K - $21.6K
|
954
$444K
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-3- 0.47% |
$1.31K - $1.58K
|
633
$295K
|
|
|
Apr 09, 2025
Q1 2025
|
Threadgill Financial, LLC
|
BUY
|
- |
7.73K+ 312.71% |
$3.38M - $4.08M
|
10.2K
$4.75M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
109+ 70.32% |
$47.7K - $57.5K
|
264
$123K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2+ 0.29% |
$876 - $1.05K
|
683
$318K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-498- 35.75% |
$218K - $263K
|
895
$417K
|
|
|
Apr 08, 2025
Q1 2025
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-1.02K- 0.67% |
$444K - $535K
|
151K
$70.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
30+ 3.0% |
$13.1K - $15.8K
|
1.03K
$480K
|
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-32- 5.96% |
$14K - $16.9K
|
505
$235K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
60+ 3.99% |
$26.3K - $31.6K
|
1.56K
$728K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
4.73K+ 1.44% |
$2.07M - $2.49M
|
333K
$155M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 3.91% |
$4.38K - $5.27K
|
266
$124K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
801K+ 55808.77% |
$351M - $423M
|
803K
$374M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
212+ 4.88% |
$92.8K - $112K
|
4.55K
$2.12M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5+ 18.52% |
$2.19K - $2.64K
|
32
$14.9K
|
|
|
Apr 04, 2025
Q1 2025
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-250- 6.77% |
$109K - $132K
|
3.45K
$1.6M
|