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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-17- 0.94% |
$6.74K - $8.53K
|
1.8K
$928K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
566+ 0.91% |
$225K - $284K
|
62.5K
$32.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
77+ 1.11% |
$30.5K - $38.6K
|
6.99K
$3.61M
|
|
|
Jul 30, 2025
Q2 2025
|
Alapocas Investment Partners, Inc.
Beverly, MA |
SELL
|
- |
-1.31K- 6.07% |
$521K - $659K
|
20.3K
$10.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Tiptree Advisors, LLC
New York, NY |
BUY
|
- |
2KNew |
$793K - $1M
|
2K
$1.03M
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
23New |
$9.12K - $11.5K
|
23
$11.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
1.58KNew |
$628K - $794K
|
1.58K
$816K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.25K+ 33.33% |
$494K - $624K
|
4.98K
$2.57M
|
|
|
Jul 30, 2025
Q2 2025
|
William Von Mueffling
Cantillon Capital Management LLC
|
SELL
|
- |
-13K- 2.82% |
$5.14M - $6.5M
|
447K
$231M
|
|
|
Jul 30, 2025
Q2 2025
|
Sterling Investment Management, LLC
|
BUY
|
- |
1.96K+ 27.23% |
$778K - $983K
|
9.16K
$4.73M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
392+ 23.63% |
$156K - $197K
|
2.05K
$1.06M
|
|
|
Jul 30, 2025
Q2 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-70- 3.41% |
$27.8K - $35.1K
|
1.98K
$1.02M
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-3- 0.26% |
$1.19K - $1.5K
|
1.17K
$602K
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-114- 0.45% |
$45.2K - $57.2K
|
25.4K
$13.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-82- 10.92% |
$32.5K - $41.1K
|
669
$345K
|
|
|
Jul 30, 2025
Q2 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
355+ 3.31% |
$141K - $178K
|
11.1K
$5.72M
|
|
|
Jul 30, 2025
Q2 2025
|
Tributary Capital Management, LLC
|
SELL
|
- |
-25- 2.73% |
$9.92K - $12.5K
|
890
$459K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1- 0.08% |
$397 - $502
|
1.28K
$660K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
1+ 0.19% |
$397 - $502
|
531
$274K
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
1+ 0.11% |
$397 - $502
|
904
$467K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
11+ 1.05% |
$4.36K - $5.52K
|
1.06K
$548K
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-4- 0.28% |
$1.59K - $2.01K
|
1.41K
$728K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
34New |
$13.5K - $17.1K
|
34
$17.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
307+ 16.53% |
$122K - $154K
|
2.16K
$1.12M
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-28- 21.37% |
$11.1K - $14K
|
103
$53.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-157- 35.36% |
$62.3K - $78.7K
|
287
$148K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
222+ 13.5% |
$88.1K - $111K
|
1.87K
$963K
|
|
|
Jul 29, 2025
Q2 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
99K+ 19.59% |
$39.3M - $49.6M
|
604K
$312M
|
|
|
Jul 29, 2025
Q2 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
502+ 1.58% |
$199K - $252K
|
32.3K
$16.7M
|
|
|
Jul 29, 2025
Q2 2025
|
S Bank Fund Management LTD
Helsinki, H9 |
SELL
|
- |
-1.53K- 24.19% |
$606K - $766K
|
4.79K
$2.47M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
200+ 5.16% |
$79.3K - $100K
|
4.08K
$2.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
2.77KNew |
$1.1M - $1.39M
|
2.77K
$1.43M
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
461+ 0.53% |
$183K - $231K
|
87.5K
$45.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
89+ 14.96% |
$35.3K - $44.6K
|
684
$353K
|
|
|
Jul 29, 2025
Q2 2025
|
Progressive Investment Management Corp
|
SELL
|
- |
-368- 1.07% |
$146K - $185K
|
34.1K
$17.6M
|
|
|
Jul 29, 2025
Q2 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
28+ 2.21% |
$11.1K - $14K
|
1.3K
$669K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
199+ 14.68% |
$78.9K - $99.8K
|
1.56K
$802K
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-260- 1.44% |
$103K - $130K
|
17.7K
$9.16M
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
82+ 0.4% |
$32.5K - $41.1K
|
20.3K
$10.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
141+ 2.03% |
$55.9K - $70.7K
|
7.08K
$3.66M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-320- 5.06% |
$127K - $161K
|
6K
$3.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
400New |
$159K - $201K
|
400
$206K
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
24+ 0.88% |
$9.52K - $12K
|
2.75K
$1.42M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
667New |
$265K - $335K
|
667
$344K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-87- 10.73% |
$34.5K - $43.6K
|
724
$374K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 1.82% |
$397 - $502
|
56
$28.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-195- 3.14% |
$77.4K - $97.8K
|
6.02K
$3.11M
|
|
|
Jul 29, 2025
Q2 2025
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
400New |
$159K - $201K
|
400
$206K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
435New |
$173K - $218K
|
435
$224K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
133+ 2.58% |
$52.8K - $66.7K
|
5.28K
$2.73M
|