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 |
---|---|---|---|---|---|---|---|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-27.8K- 12.83% |
$12.2M - $14.6M
|
189K
$94.7M
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-74- 2.39% |
$32.4K - $39K
|
3.02K
$1.52M
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-532- 9.62% |
$233K - $281K
|
5K
$2.51M
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
SELL
|
- |
-11- 0.86% |
$4.82K - $5.8K
|
1.27K
$638K
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
9+ 0.69% |
$3.94K - $4.75K
|
1.3K
$655K
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
900+ 1.01% |
$394K - $475K
|
90.1K
$45.2M
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
443+ 9.29% |
$194K - $234K
|
5.21K
$2.62M
|
|
May 06, 2025
Q1 2025
|
Close Asset Management LTD
|
SELL
|
- |
-25- 3.23% |
$10.9K - $13.2K
|
750
$377K
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
508+ 4.89% |
$222K - $268K
|
10.9K
$5.47M
|
|
May 06, 2025
Q1 2025
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
44.2K+ 4738.48% |
$19.4M - $23.3M
|
45.1K
$22.7M
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-88- 5.04% |
$38.5K - $46.4K
|
1.66K
$833K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
20+ 1.54% |
$8.76K - $10.5K
|
1.32K
$663K
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
502New |
$220K - $265K
|
502
$252K
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
45.5K+ 317.73% |
$19.9M - $24M
|
59.8K
$30M
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
28+ 4.69% |
$12.3K - $14.8K
|
625
$314K
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
100+ 4.93% |
$43.8K - $52.7K
|
2.13K
$1.07M
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
7+ 0.67% |
$3.06K - $3.69K
|
1.05K
$527K
|
|
May 06, 2025
Q1 2025
|
Dorsey Wright & Associates
|
BUY
|
- |
106+ 1.44% |
$46.4K - $55.9K
|
7.49K
$3.76M
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
1+ 0.11% |
$438 - $527
|
879
$442K
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.41KNew |
$619K - $746K
|
1.41K
$710K
|
|
May 06, 2025
Q1 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
3.42K+ 215.11% |
$1.5M - $1.8M
|
5K
$2.51M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
524+ 16.75% |
$229K - $276K
|
3.65K
$1.83M
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
7+ 1.65% |
$3.06K - $3.69K
|
430
$216K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.08K+ 27.22% |
$2.66M - $3.21M
|
28.4K
$14.3M
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-4.38K- 35.69% |
$1.92M - $2.31M
|
7.9K
$3.97M
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
490New |
$215K - $258K
|
490
$246K
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
41+ 8.93% |
$17.9K - $21.6K
|
500
$251K
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
5+ 0.95% |
$2.19K - $2.64K
|
530
$266K
|
|
May 06, 2025
Q1 2025
|
Ghe, LLC
|
SELL
|
- |
-217- 1.31% |
$95K - $114K
|
16.3K
$8.21M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.77K+ 46.65% |
$1.65M - $1.99M
|
11.8K
$5.95M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
299+ 12.02% |
$131K - $158K
|
2.79K
$1.4M
|
|
May 06, 2025
Q1 2025
|
Rothschild & CO Wealth Management Uk LTD
|
BUY
|
- |
3.48K+ 0.32% |
$1.52M - $1.83M
|
1.09M
$546M
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
4.07K+ 3.96% |
$1.78M - $2.15M
|
107K
$53.8M
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.04KNew |
$457K - $551K
|
1.04K
$524K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-150- 4.33% |
$65.7K - $79.1K
|
3.32K
$1.67M
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-17- 0.95% |
$7.44K - $8.97K
|
1.77K
$887K
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-200- 2.86% |
$87.6K - $105K
|
6.8K
$3.42M
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
119+ 3.07% |
$52.1K - $62.8K
|
4K
$2.01M
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
131+ 25.79% |
$57.4K - $69.1K
|
639
$321K
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1+ 0.39% |
$438 - $527
|
259
$130K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
325+ 31.89% |
$142K - $171K
|
1.34K
$675K
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
7+ 10.94% |
$3.06K - $3.69K
|
71
$35.7K
|
|
May 05, 2025
Q1 2025
|
Milestones Administradora De Recursos Ltda.
Jaragua Do Sul, D5 |
BUY
|
- |
3.38K+ 125.93% |
$1.48M - $1.78M
|
6.06K
$3.04M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.22K+ 128.46% |
$972K - $1.17M
|
3.95K
$1.98M
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
192+ 314.75% |
$84.1K - $101K
|
253
$127K
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
233+ 30.14% |
$102K - $123K
|
1.01K
$505K
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
64.2K+ 148.41% |
$28.1M - $33.8M
|
107K
$53.9M
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
2.1K+ 30.88% |
$919K - $1.11M
|
8.9K
$4.47M
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
445+ 3.84% |
$195K - $235K
|
12K
$6.05M
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-1.57K- 0.57% |
$686K - $826K
|
275K
$138M
|