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 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-86- 10.08% |
$37.7K - $45.4K
|
767
$385K
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-52- 5.45% |
$22.8K - $27.4K
|
903
$454K
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.1KNew |
$1.36M - $1.64M
|
3.1K
$1.56M
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
2.13K+ 44.91% |
$934K - $1.13M
|
6.88K
$3.46M
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
140K+ 9.69% |
$61.3M - $73.9M
|
1.59M
$797M
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-71- 3.76% |
$31.1K - $37.5K
|
1.82K
$912K
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
6New |
$2.63K - $3.16K
|
6
$3.01K
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
22New |
$9.63K - $11.6K
|
22
$11.1K
|
|
May 02, 2025
Q1 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-20- 1.2% |
$8.76K - $10.5K
|
1.65K
$829K
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-240- 2.13% |
$105K - $127K
|
11K
$5.55M
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-21- 3.47% |
$9.19K - $11.1K
|
585
$294K
|
|
May 02, 2025
Q1 2025
|
Ddd Partners, LLC
|
BUY
|
- |
18+ 1.39% |
$7.88K - $9.49K
|
1.31K
$658K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
102+ 84.3% |
$44.7K - $53.8K
|
223
$112K
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-407- 0.65% |
$178K - $215K
|
61.9K
$31.1M
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-431- 3.53% |
$189K - $227K
|
11.8K
$5.92M
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-3.75K- 5.76% |
$1.64M - $1.98M
|
61.4K
$30.8M
|
|
May 02, 2025
Q1 2025
|
Tributary Capital Management, LLC
|
SELL
|
- |
-30- 3.17% |
$13.1K - $15.8K
|
915
$460K
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-954- 31.76% |
$418K - $503K
|
2.05K
$1.03M
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
84+ 18.14% |
$36.8K - $44.3K
|
547
$275K
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.05KNew |
$460K - $554K
|
1.05K
$527K
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
BUY
|
- |
606+ 1.26% |
$265K - $320K
|
48.9K
$24.5M
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
242+ 49.29% |
$106K - $128K
|
733
$368K
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-18- 3.39% |
$7.88K - $9.49K
|
513
$258K
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
44+ 4.38% |
$19.3K - $23.2K
|
1.05K
$526K
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-35- 1.97% |
$15.3K - $18.5K
|
1.74K
$876K
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
74+ 6.4% |
$32.4K - $39K
|
1.23K
$618K
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
492New |
$215K - $260K
|
492
$247K
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
106+ 13.55% |
$46.4K - $55.9K
|
888
$446K
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
7.54K+ 537.63% |
$3.3M - $3.98M
|
8.95K
$4.49M
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
29+ 4.02% |
$12.7K - $15.3K
|
751
$377K
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
3.35KNew |
$1.47M - $1.77M
|
3.35K
$1.68M
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-190- 11.36% |
$83.2K - $100K
|
1.48K
$745K
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-21- 2.83% |
$9.19K - $11.1K
|
720
$362K
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-3- 2.97% |
$1.31K - $1.58K
|
98
$49.2K
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
SELL
|
- |
-612K- 28.06% |
$268M - $323M
|
1.57M
$788M
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-146- 2.99% |
$63.9K - $77K
|
4.74K
$2.38M
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
2New |
$876 - $1.05K
|
2
$1K
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
463New |
$203K - $244K
|
463
$233K
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
28+ 1.44% |
$12.3K - $14.8K
|
1.98K
$994K
|
|
May 01, 2025
Q1 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-43- 0.73% |
$18.8K - $22.7K
|
5.81K
$2.92M
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
1+ 0.2% |
$438 - $527
|
505
$254K
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.16K+ 9.75% |
$506K - $609K
|
13K
$6.53M
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
83+ 14.29% |
$36.3K - $43.8K
|
664
$334K
|
|
May 01, 2025
Q1 2025
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-40- 6.07% |
$17.5K - $21.1K
|
619
$311K
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-3.91K- 1.7% |
$1.71M - $2.06M
|
226K
$114M
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-665- 3.56% |
$291K - $351K
|
18K
$9.04M
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-86- 7.41% |
$37.7K - $45.4K
|
1.07K
$540K
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
656+ 1.39% |
$287K - $346K
|
47.9K
$24M
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 1.19% |
$43.8K - $52.7K
|
8.3K
$4.17M
|
|
May 01, 2025
Q1 2025
|
Dock Street Asset Management Inc
|
SELL
|
- |
-2.73K- 11.46% |
$1.2M - $1.44M
|
21.1K
$10.6M
|