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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
46+ 5.01% |
$18.2K - $23.1K
|
964
$497K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-4.84K- 98.12% |
$1.92M - $2.43M
|
93
$48K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-323- 7.46% |
$128K - $162K
|
4.01K
$2.07M
|
|
|
Aug 04, 2025
Q2 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
360+ 3.21% |
$143K - $181K
|
11.6K
$5.97M
|
|
|
Aug 04, 2025
Q2 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-66- 0.2% |
$26.2K - $33.1K
|
33.2K
$17.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
956New |
$379K - $480K
|
956
$493K
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
SELL
|
- |
-16.6K- 30.5% |
$6.6M - $8.35M
|
37.9K
$19.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1.14K+ 40.81% |
$451K - $570K
|
3.92K
$2.02M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
450+ 4.33% |
$179K - $226K
|
10.9K
$5.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
300+ 67.57% |
$119K - $150K
|
744
$384K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
30+ 0.25% |
$11.9K - $15K
|
11.9K
$6.13M
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
663+ 1.87% |
$263K - $333K
|
36.1K
$18.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-616- 3.91% |
$244K - $309K
|
15.1K
$7.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
4+ 0.4% |
$1.59K - $2.01K
|
1.01K
$519K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
66+ 7.51% |
$26.2K - $33.1K
|
945
$488K
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
537New |
$213K - $269K
|
537
$277K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
113+ 12.27% |
$44.8K - $56.7K
|
1.03K
$534K
|
|
|
Aug 04, 2025
Q2 2025
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
3+ 0.06% |
$1.19K - $1.5K
|
4.97K
$2.56M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1- 5.56% |
$397 - $502
|
17
$8.77K
|
|
|
Aug 04, 2025
Q2 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
103+ 3.23% |
$40.9K - $51.7K
|
3.29K
$1.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
BUY
|
- |
241+ 0.49% |
$95.6K - $121K
|
49.1K
$25.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-92- 2.98% |
$36.5K - $46.1K
|
3K
$1.55M
|
|
|
Aug 04, 2025
Q2 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
236+ 13.1% |
$93.6K - $118K
|
2.04K
$1.05M
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
500+ 1.36% |
$198K - $251K
|
37.2K
$19.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.31K+ 83.04% |
$520K - $658K
|
2.89K
$1.49M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.19K+ 24.06% |
$870K - $1.1M
|
11.3K
$5.83M
|
|
|
Aug 01, 2025
Q2 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-20.9K- 22.53% |
$8.3M - $10.5M
|
71.9K
$37.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
122+ 2.22% |
$48.4K - $61.2K
|
5.62K
$2.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
429+ 0.73% |
$170K - $215K
|
58.9K
$30.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
342+ 19.25% |
$136K - $172K
|
2.12K
$1.09M
|
|
|
Aug 01, 2025
Q2 2025
|
Fjarde Ap Fonden
|
BUY
|
- |
3.3K+ 7.63% |
$1.31M - $1.66M
|
46.5K
$24M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-11- 2.59% |
$4.36K - $5.52K
|
413
$213K
|
|
|
Aug 01, 2025
Q2 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
40+ 1.17% |
$15.9K - $20.1K
|
3.47K
$1.79M
|
|
|
Aug 01, 2025
Q2 2025
|
Auto Owners Insurance CO
Lansing, MI |
SELL
|
- |
-44.2K- 97.93% |
$17.5M - $22.2M
|
933
$481K
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
438New |
$174K - $220K
|
438
$226K
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
130+ 14.99% |
$51.6K - $65.2K
|
997
$515K
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
252+ 1.1% |
$100K - $126K
|
23.2K
$12M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
454New |
$180K - $228K
|
454
$234K
|
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1+ 0.7% |
$397 - $502
|
143
$73.8K
|
|
|
Aug 01, 2025
Q2 2025
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-9- 0.36% |
$3.57K - $4.51K
|
2.48K
$1.28M
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
199New |
$78.9K - $99.8K
|
199
$103K
|
|
|
Aug 01, 2025
Q2 2025
|
Jennison Associates LLC
|
SELL
|
- |
-224K- 14.26% |
$88.8M - $112M
|
1.35M
$694M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
4New |
$1.59K - $2.01K
|
4
$2.06K
|
|
|
Jul 31, 2025
Q2 2025
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
42.2K+ 107.58% |
$16.7M - $21.2M
|
81.4K
$42M
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.74K+ 2.49% |
$691K - $874K
|
71.6K
$36.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-476- 9.45% |
$189K - $239K
|
4.56K
$2.35M
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-74- 14.04% |
$29.4K - $37.1K
|
453
$234K
|
|
|
Jul 31, 2025
Q2 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-16- 1.12% |
$6.35K - $8.03K
|
1.41K
$728K
|
|
|
Jul 31, 2025
Q2 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
72New |
$28.6K - $36.1K
|
72
$37.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
412New |
$163K - $207K
|
412
$213K
|