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 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
64+ 6.33% |
$28K - $33.8K
|
1.08K
$540K
|
|
|
Apr 22, 2025
Q1 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
384+ 13.26% |
$168K - $203K
|
3.28K
$1.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
5+ 0.83% |
$2.19K - $2.64K
|
610
$306K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
29+ 0.27% |
$12.7K - $15.3K
|
10.8K
$5.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-2.11K- 31.43% |
$922K - $1.11M
|
4.6K
$2.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-4.4K- 1.99% |
$1.93M - $2.32M
|
217K
$109M
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
13+ 2.8% |
$5.69K - $6.86K
|
477
$240K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-497- 8.98% |
$218K - $262K
|
5.04K
$2.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
50+ 1000.0% |
$21.9K - $26.4K
|
55
$27.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
70+ 0.63% |
$30.6K - $36.9K
|
11.2K
$5.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-9- 1.38% |
$3.94K - $4.75K
|
642
$323K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 1.41% |
$438 - $527
|
70
$35.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
9New |
$3.94K - $4.75K
|
9
$4.52K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
10.4K+ 104.56% |
$4.54M - $5.47M
|
20.3K
$10.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
11+ 0.22% |
$4.82K - $5.8K
|
5.11K
$2.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
10+ 1.99% |
$4.38K - $5.27K
|
513
$258K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-208- 3.24% |
$91.1K - $110K
|
6.22K
$3.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
350+ 15.53% |
$153K - $185K
|
2.6K
$1.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
511+ 2.35% |
$224K - $270K
|
22.2K
$11.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-672- 36.34% |
$294K - $354K
|
1.18K
$591K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-3- 0.07% |
$1.31K - $1.58K
|
4.12K
$2.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-3- 0.47% |
$1.31K - $1.58K
|
639
$321K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
370+ 2.08% |
$162K - $195K
|
18.1K
$9.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-44- 1.42% |
$19.3K - $23.2K
|
3.05K
$1.53M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
6New |
$2.63K - $3.16K
|
6
$3.01K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
30+ 1.68% |
$13.1K - $15.8K
|
1.81K
$911K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-8- 0.12% |
$3.5K - $4.22K
|
6.83K
$3.43M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
6+ 1.22% |
$2.63K - $3.16K
|
499
$251K
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-100- 1.34% |
$43.8K - $52.7K
|
7.38K
$3.71M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
678+ 10.3% |
$297K - $358K
|
7.26K
$3.65M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
444New |
$194K - $234K
|
444
$223K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
100+ 16.61% |
$43.8K - $52.7K
|
702
$353K
|
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
5.21K+ 10.04% |
$2.28M - $2.75M
|
57.1K
$28.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
501+ 177.03% |
$219K - $264K
|
784
$394K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
44New |
$19.3K - $23.2K
|
44
$22.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
38+ 2.19% |
$16.6K - $20K
|
1.77K
$889K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-475- 1.41% |
$208K - $251K
|
33.3K
$16.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Vanderbilt University
Nashville, TN |
SELL
|
- |
-106- 2.2% |
$46.4K - $55.9K
|
4.71K
$2.36M
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-133- 13.33% |
$58.2K - $70.2K
|
865
$435K
|
|
|
Apr 21, 2025
Q1 2025
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
26.4K+ 6.25% |
$11.6M - $13.9M
|
449K
$226M
|
|
|
Apr 21, 2025
Q1 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
230+ 7.94% |
$101K - $121K
|
3.13K
$1.57M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2+ 4.35% |
$876 - $1.05K
|
48
$24.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-17- 0.59% |
$7.44K - $8.97K
|
2.86K
$1.43M
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
7+ 0.88% |
$3.06K - $3.69K
|
803
$403K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
200+ 13.63% |
$87.6K - $105K
|
1.67K
$837K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
618New |
$271K - $326K
|
618
$310K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
173+ 16.46% |
$75.7K - $91.3K
|
1.22K
$615K
|
|
|
Apr 18, 2025
Q1 2025
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
651+ 4.12% |
$285K - $343K
|
16.5K
$8.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
331+ 7.01% |
$145K - $175K
|
5.06K
$2.54M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
795+ 49.97% |
$348K - $419K
|
2.39K
$1.2M
|