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 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
32+ 3.35% |
$12.7K - $16.1K
|
986
$509K
|
|
|
Jul 28, 2025
Q2 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
20+ 0.27% |
$7.93K - $10K
|
7.4K
$3.82M
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
SELL
|
- |
-21.1K- 3.2% |
$8.35M - $10.6M
|
637K
$329M
|
|
|
Jul 28, 2025
Q2 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-1- 0.22% |
$397 - $502
|
462
$238K
|
|
|
Jul 28, 2025
Q2 2025
|
Innova Wealth Partners
|
BUY
|
- |
407New |
$161K - $204K
|
407
$210K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
424+ 37.1% |
$168K - $213K
|
1.57K
$809K
|
|
|
Jul 28, 2025
Q2 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
245New |
$97.2K - $123K
|
245
$126K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
433+ 17.66% |
$172K - $217K
|
2.89K
$1.49M
|
|
|
Jul 28, 2025
Q2 2025
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
29.4K+ 32.69% |
$11.7M - $14.7M
|
119K
$61.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
43+ 8.92% |
$17.1K - $21.6K
|
525
$271K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-8- 7.02% |
$3.17K - $4.01K
|
106
$54.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Dock Street Asset Management Inc
|
SELL
|
- |
-1.1K- 5.2% |
$435K - $550K
|
20K
$10.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-7.68K- 79.81% |
$3.05M - $3.85M
|
1.94K
$1M
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
PUT |
-16.3K- 42.01% |
$6.47M - $8.18M
|
22.5K
$11.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
605+ 78.06% |
$240K - $303K
|
1.38K
$712K
|
|
|
Jul 28, 2025
Q2 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-6.33K- 32.8% |
$2.51M - $3.17M
|
13K
$6.69M
|
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
15+ 0.01% |
$5.95K - $7.52K
|
127K
$65.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-9- 0.3% |
$3.57K - $4.51K
|
3.03K
$1.56M
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-19.4K- 18.06% |
$7.69M - $9.73M
|
88K
$45.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
1.7K+ 19.1% |
$674K - $853K
|
10.6K
$5.47M
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
416New |
$165K - $209K
|
416
$215K
|
|
|
Jul 28, 2025
Q2 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
2.13KNew |
$843K - $1.07M
|
2.13K
$1.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1+ 0.01% |
$397 - $502
|
6.83K
$3.52M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
137+ 4.17% |
$54.3K - $68.7K
|
3.42K
$1.76M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.49K+ 22.63% |
$1.78M - $2.25M
|
24.3K
$12.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Bsn Capital Partners LTD
|
BUY
|
- |
208New |
$82.5K - $104K
|
208
$107K
|
|
|
Jul 25, 2025
Q2 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
71+ 47.33% |
$28.2K - $35.6K
|
221
$114K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
1.14K+ 29.72% |
$453K - $572K
|
4.98K
$2.57M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
37+ 5.99% |
$14.7K - $18.6K
|
655
$338K
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-122- 1.64% |
$48.4K - $61.2K
|
7.31K
$3.77M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
102+ 11.06% |
$40.5K - $51.2K
|
1.02K
$528K
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
BUY
|
- |
774+ 33.95% |
$307K - $388K
|
3.05K
$1.58M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
7New |
$2.78K - $3.51K
|
7
$3.61K
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
440New |
$175K - $221K
|
440
$227K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-125- 0.67% |
$49.6K - $62.7K
|
18.6K
$9.57M
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
100+ 0.75% |
$39.7K - $50.2K
|
13.4K
$6.9M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
305+ 17.65% |
$121K - $153K
|
2.03K
$1.05M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
97+ 5.56% |
$38.5K - $48.7K
|
1.84K
$950K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.49K- 41.56% |
$591K - $747K
|
2.1K
$1.08M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-423- 5.83% |
$168K - $212K
|
6.84K
$3.53M
|
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-19- 3.01% |
$7.54K - $9.53K
|
613
$316K
|
|
|
Jul 24, 2025
Q2 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
337+ 3.77% |
$134K - $169K
|
9.28K
$4.79M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-17.9K- 41.01% |
$7.12M - $9M
|
25.8K
$13.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
6.75K+ 265.6% |
$2.68M - $3.39M
|
9.29K
$4.79M
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
63+ 1.48% |
$25K - $31.6K
|
4.32K
$2.23M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.1% |
$397 - $502
|
1K
$518K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-123- 3.11% |
$48.8K - $61.7K
|
3.83K
$1.97M
|
|
|
Jul 24, 2025
Q2 2025
|
Baskin Financial Services Inc.
|
BUY
|
- |
176+ 0.17% |
$69.8K - $88.3K
|
107K
$55.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
864+ 49.97% |
$343K - $433K
|
2.59K
$1.34M
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4+ 0.56% |
$1.59K - $2.01K
|
717
$370K
|