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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-43- 3.93% |
$18.8K - $22.7K
|
1.05K
$527K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
8.6KNew |
$3.77M - $4.54M
|
8.6K
$4.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.44K+ 289.79% |
$1.07M - $1.29M
|
3.28K
$1.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-150- 19.76% |
$65.7K - $79.1K
|
609
$306K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
84+ 5.33% |
$36.8K - $44.3K
|
1.66K
$833K
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
164+ 45.18% |
$71.8K - $86.5K
|
527
$265K
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
823New |
$360K - $434K
|
823
$413K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.47K- 5.47% |
$644K - $776K
|
25.4K
$12.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Impax Asset Management Group PLC
|
BUY
|
- |
1.38KNew |
$603K - $726K
|
1.38K
$692K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-8- 1.42% |
$3.5K - $4.22K
|
555
$279K
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
64+ 8.58% |
$28K - $33.8K
|
810
$407K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-1- 3.45% |
$438 - $527
|
28
$14.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-6- 60.0% |
$2.63K - $3.16K
|
4
$2.01K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
43New |
$18.8K - $22.7K
|
43
$21.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-58- 19.53% |
$25.4K - $30.6K
|
239
$120K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
184K+ 70.04% |
$80.7M - $97.2M
|
447K
$225M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-363- 32.01% |
$159K - $191K
|
771
$387K
|
|
|
Apr 29, 2025
Q1 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-305- 2.09% |
$134K - $161K
|
14.3K
$7.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-76- 36.71% |
$33.3K - $40.1K
|
131
$65.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
28+ 7.98% |
$12.3K - $14.8K
|
379
$190K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1- 0.2% |
$438 - $527
|
510
$256K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
10.1K+ 62.22% |
$4.44M - $5.35M
|
26.4K
$13.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-1.29K- 0.19% |
$563K - $679K
|
679K
$341M
|
|
|
Apr 29, 2025
Q1 2025
|
Walter Public Investments Inc.
Westmount, Z4 |
BUY
|
- |
2.35K+ 5.61% |
$1.03M - $1.24M
|
44.2K
$22.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.14K+ 6.08% |
$498K - $600K
|
19.9K
$9.98M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
1.09K+ 11.73% |
$478K - $576K
|
10.4K
$5.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
480+ 10.28% |
$210K - $253K
|
5.15K
$2.59M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-27- 5.99% |
$11.8K - $14.2K
|
424
$213K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
25+ 2.12% |
$10.9K - $13.2K
|
1.21K
$605K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
19+ 1.93% |
$8.32K - $10K
|
1.01K
$505K
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-144- 0.31% |
$63K - $76K
|
46.6K
$23.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-25- 5.33% |
$10.9K - $13.2K
|
444
$223K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
404+ 29.36% |
$177K - $213K
|
1.78K
$894K
|
|
|
Apr 28, 2025
Q1 2025
|
Baskin Financial Services Inc.
|
SELL
|
- |
-1.28K- 1.18% |
$558K - $673K
|
107K
$53.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
566+ 32.58% |
$248K - $299K
|
2.3K
$1.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
548+ 0.59% |
$240K - $289K
|
92.9K
$46.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
BUY
|
- |
479+ 31.37% |
$210K - $253K
|
2.01K
$1.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-90- 0.67% |
$39.4K - $47.5K
|
13.3K
$6.67M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
529+ 16.5% |
$232K - $279K
|
3.74K
$1.88M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-82.5K- 11.06% |
$36.1M - $43.5M
|
663K
$333M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-78- 9.14% |
$34.1K - $41.1K
|
775
$389K
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
1.64KNew |
$718K - $866K
|
1.64K
$824K
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-2- 0.23% |
$876 - $1.05K
|
852
$428K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
9+ 0.04% |
$3.94K - $4.75K
|
20.3K
$10.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.03K- 42.71% |
$449K - $541K
|
1.38K
$691K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
11+ 0.83% |
$4.82K - $5.8K
|
1.34K
$672K
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
31+ 4.06% |
$13.6K - $16.4K
|
795
$399K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-26- 0.84% |
$11.4K - $13.7K
|
3.09K
$1.55M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-30.8K- 7.61% |
$13.5M - $16.2M
|
374K
$188M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
5.68K+ 6.47% |
$2.49M - $3M
|
93.5K
$47M
|