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 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.03KNew |
$1.6M - $2.02M
|
4.03K
$2.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
53+ 2.97% |
$21K - $26.6K
|
1.84K
$948K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.12K+ 21.74% |
$444K - $561K
|
6.27K
$3.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
44+ 0.16% |
$17.5K - $22.1K
|
28.4K
$14.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
5+ 0.63% |
$1.98K - $2.51K
|
805
$415K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.89K+ 40.95% |
$1.15M - $1.45M
|
9.94K
$5.13M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-428- 15.59% |
$170K - $215K
|
2.32K
$1.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-240- 1.76% |
$95.2K - $120K
|
13.4K
$6.93M
|
|
|
Jul 21, 2025
Q2 2025
|
J2 Capital Management Inc
|
BUY
|
- |
208+ 41.19% |
$82.5K - $104K
|
713
$368K
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
3.05K+ 3.94% |
$1.21M - $1.53M
|
80.4K
$41.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.57K+ 8.33% |
$623K - $787K
|
20.4K
$10.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.11KNew |
$441K - $558K
|
1.11K
$574K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
225+ 18.28% |
$89.3K - $113K
|
1.46K
$751K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-194- 4.09% |
$77K - $97.3K
|
4.55K
$2.35M
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
125+ 10.94% |
$49.6K - $62.7K
|
1.27K
$654K
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
11+ 0.7% |
$4.36K - $5.52K
|
1.59K
$818K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-128- 27.18% |
$50.8K - $64.2K
|
343
$177K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
45+ 11.31% |
$17.9K - $22.6K
|
443
$229K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
580+ 3.34% |
$230K - $291K
|
18K
$9.27M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
144+ 8.3% |
$57.1K - $72.2K
|
1.88K
$970K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-306- 63.88% |
$121K - $153K
|
173
$89.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
1.55K+ 32.84% |
$613K - $775K
|
6.25K
$3.23M
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
20+ 1.64% |
$7.93K - $10K
|
1.24K
$638K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-316- 36.24% |
$125K - $159K
|
556
$287K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-301- 18.06% |
$119K - $151K
|
1.37K
$705K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-15- 1.12% |
$5.95K - $7.52K
|
1.32K
$683K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
13+ 2.13% |
$5.16K - $6.52K
|
622
$321K
|
|
|
Jul 18, 2025
Q2 2025
|
Caledonia Investments PLC
|
BUY
|
- |
12.8K+ 12.02% |
$5.06M - $6.4M
|
119K
$61.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-41- 0.16% |
$16.3K - $20.6K
|
25.4K
$13.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
SELL
|
- |
-15- 2.5% |
$5.95K - $7.52K
|
586
$302K
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
34+ 5.57% |
$13.5K - $17.1K
|
644
$332K
|
|
|
Jul 18, 2025
Q2 2025
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
156+ 0.83% |
$61.9K - $78.2K
|
18.9K
$9.76M
|
|
|
Jul 18, 2025
Q2 2025
|
Ninety One North America, Inc.
New York, NY |
BUY
|
- |
19K+ 41.66% |
$7.53M - $9.53M
|
64.6K
$33.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
9.17K+ 1.11% |
$3.64M - $4.6M
|
837K
$432M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1- 0.06% |
$397 - $502
|
1.62K
$838K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
21+ 2100.0% |
$8.33K - $10.5K
|
22
$11.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
40+ 0.8% |
$15.9K - $20.1K
|
5.04K
$2.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-158K- 49.84% |
$62.6M - $79.1M
|
159K
$81.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
11+ 1.02% |
$4.36K - $5.52K
|
1.09K
$565K
|
|
|
Jul 18, 2025
Q2 2025
|
Pelham Capital Ltd.
London, X0 |
BUY
|
- |
3.52K+ 15.26% |
$1.39M - $1.76M
|
26.6K
$13.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
3+ 0.63% |
$1.19K - $1.5K
|
480
$248K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-117- 3.83% |
$46.4K - $58.7K
|
2.93K
$1.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
402New |
$159K - $202K
|
402
$207K
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
410New |
$163K - $206K
|
410
$212K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
382+ 3.79% |
$152K - $192K
|
10.5K
$5.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-57- 0.1% |
$22.6K - $28.6K
|
57K
$29.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Clean Yield Group
|
BUY
|
- |
3.49K+ 84.08% |
$1.39M - $1.75M
|
7.65K
$3.95M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2+ 0.85% |
$793 - $1K
|
237
$122K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
64+ 1.95% |
$25.4K - $32.1K
|
3.35K
$1.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.28K+ 142.19% |
$509K - $644K
|
2.19K
$1.13M
|