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 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
67+ 8.55% |
$26.6K - $33.6K
|
851
$439K
|
|
|
Jul 24, 2025
Q2 2025
|
Abrdn PLC
|
BUY
|
- |
9.24K+ 6.27% |
$3.67M - $4.64M
|
157K
$80.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
604+ 4.32% |
$240K - $303K
|
14.6K
$7.53M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
37+ 3.44% |
$14.7K - $18.6K
|
1.11K
$574K
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-48- 4.34% |
$19K - $24.1K
|
1.06K
$546K
|
|
|
Jul 24, 2025
Q2 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-3- 0.05% |
$1.19K - $1.5K
|
5.81K
$3M
|
|
|
Jul 24, 2025
Q2 2025
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
400New |
$159K - $201K
|
400
$206K
|
|
|
Jul 24, 2025
Q2 2025
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-146- 25.17% |
$57.9K - $73.2K
|
434
$224K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
11+ 7.1% |
$4.36K - $5.52K
|
166
$85.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
152+ 3.02% |
$60.3K - $76.2K
|
5.18K
$2.67M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-47- 3.01% |
$18.6K - $23.6K
|
1.52K
$782K
|
|
|
Jul 24, 2025
Q2 2025
|
Milestones Administradora De Recursos Ltda.
Jaragua Do Sul, D5 |
BUY
|
- |
13K+ 214.7% |
$5.16M - $6.52M
|
19.1K
$9.83M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1+ 0.17% |
$397 - $502
|
578
$298K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-12.8K- 14.21% |
$5.08M - $6.42M
|
77.3K
$39.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
24+ 0.73% |
$9.52K - $12K
|
3.3K
$1.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
5.12K+ 15.95% |
$2.03M - $2.57M
|
37.2K
$19.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Slow Capital, Inc.
|
BUY
|
- |
39+ 0.54% |
$15.5K - $19.6K
|
7.26K
$3.74M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
795+ 7.3% |
$315K - $399K
|
11.7K
$6.03M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
3+ 3.06% |
$1.19K - $1.5K
|
101
$52.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 1.2% |
$39.7K - $50.2K
|
8.2K
$4.23M
|
|
|
Jul 23, 2025
Q2 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
3.43KNew |
$1.36M - $1.72M
|
3.43K
$1.77M
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-1- 25.0% |
$397 - $502
|
3
$1.55K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
571New |
$227K - $286K
|
571
$295K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-228- 13.74% |
$90.4K - $114K
|
1.43K
$738K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2New |
$793 - $1K
|
2
$1.03K
|
|
|
Jul 23, 2025
Q2 2025
|
Raub Brock Capital Management LP
|
SELL
|
- |
-1.54K- 4.51% |
$611K - $773K
|
32.6K
$16.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-15- 3.04% |
$5.95K - $7.52K
|
478
$247K
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
16+ 3.19% |
$6.35K - $8.03K
|
518
$267K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
92+ 184.0% |
$36.5K - $46.1K
|
142
$73.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.53K- 6.15% |
$605K - $765K
|
23.3K
$12M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
CALL |
100New |
$39.7K - $50.2K
|
100
$51.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
9+ 1.13% |
$3.57K - $4.51K
|
804
$415K
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
167+ 2.26% |
$66.2K - $83.8K
|
7.56K
$3.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-96- 7.35% |
$38.1K - $48.2K
|
1.21K
$624K
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2+ 0.13% |
$793 - $1K
|
1.55K
$799K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
434New |
$172K - $218K
|
434
$224K
|
|
|
Jul 23, 2025
Q2 2025
|
Ti Trust, Inc
|
BUY
|
- |
400New |
$159K - $201K
|
400
$206K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-10- 1.95% |
$3.97K - $5.02K
|
503
$260K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
682New |
$271K - $342K
|
682
$352K
|
|
|
Jul 23, 2025
Q2 2025
|
Baxter Bros Inc
|
BUY
|
- |
10+ 1.05% |
$3.97K - $5.02K
|
959
$495K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
596+ 2.34% |
$236K - $299K
|
26.1K
$13.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-400- 0.82% |
$159K - $201K
|
48.6K
$25.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Group Foundation
|
SELL
|
- |
-2.61K- 13.84% |
$1.03M - $1.31M
|
16.2K
$8.38M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1+ 50.0% |
$397 - $502
|
3
$1.55K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
516New |
$205K - $259K
|
516
$266K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.07K+ 21.86% |
$426K - $539K
|
5.99K
$3.09M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-129- 1.83% |
$51.2K - $64.7K
|
6.92K
$3.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3+ 75.0% |
$1.19K - $1.5K
|
7
$3.61K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-7- 0.7% |
$2.78K - $3.51K
|
993
$512K
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
117+ 14.53% |
$46.4K - $58.7K
|
922
$476K
|