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 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
5.4KNew |
$2.36M - $2.85M
|
5.4K
$2.51M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-4- 1.0% |
$1.75K - $2.11K
|
398
$185K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
12+ 0.48% |
$5.25K - $6.33K
|
2.52K
$1.17M
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-16- 0.16% |
$7K - $8.44K
|
9.89K
$4.61M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
18+ 47.37% |
$7.88K - $9.49K
|
56
$26.1K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
236+ 101.29% |
$103K - $124K
|
469
$218K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
25New |
$10.9K - $13.2K
|
25
$11.6K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
7+ 1.48% |
$3.06K - $3.69K
|
481
$224K
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
52+ 6.38% |
$22.8K - $27.4K
|
867
$404K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
124+ 26.5% |
$54.3K - $65.4K
|
592
$276K
|
|
| Q4 2024 | |||||||
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
5.12KNew |
$2.32M - $2.56M
|
5.12K
$2.38M
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
11.3KNew |
$5.13M - $5.65M
|
11.3K
$5.26M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
10New |
$4.54K - $5.01K
|
10
$4.66K
|
|
|
Mar 24, 2025
Q4 2024
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
495New |
$225K - $248K
|
495
$231K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
5New |
$2.27K - $2.5K
|
5
$2.33K
|
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
743New |
$337K - $372K
|
743
$346K
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
566+ 1.55% |
$257K - $283K
|
37K
$17.2M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.57K+ 43.7% |
$2.08M - $2.29M
|
15K
$7M
|
|
|
Mar 06, 2025
Q4 2024
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
3.7KNew |
$1.68M - $1.86M
|
3.7K
$1.72M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
4New |
$1.82K - $2K
|
4
$1.86K
|
|
|
Mar 04, 2025
Q4 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-34.8K- 84.59% |
$15.8M - $17.4M
|
6.35K
$2.95M
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 28, 2025
Q4 2024
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
216KNew |
$98.2M - $108M
|
216K
$101M
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1+ 3.33% |
$454 - $501
|
31
$14.4K
|
|
|
Feb 26, 2025
Q4 2024
|
Windmill Hill Asset Management LTD
|
BUY
|
- |
1.9K+ 24.95% |
$860K - $949K
|
9.49K
$4.42M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
2New |
$908 - $1K
|
2
$931
|
|
|
Feb 26, 2025
Q4 2024
|
Bristol John W & CO Inc
|
SELL
|
- |
-4.04K- 2.23% |
$1.83M - $2.02M
|
177K
$82.5M
|
|
|
Feb 26, 2025
Q4 2024
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-858- 7.97% |
$390K - $430K
|
9.91K
$4.61M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
56+ 8.13% |
$25.4K - $28K
|
745
$347K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
20+ 0.56% |
$9.08K - $10K
|
3.57K
$1.66M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2- 0.23% |
$908 - $1K
|
879
$409K
|
|
|
Feb 24, 2025
Q4 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-5- 0.93% |
$2.27K - $2.5K
|
535
$249K
|
|
|
Feb 21, 2025
Q4 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
182+ 3.61% |
$82.6K - $91.2K
|
5.22K
$2.43M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
106+ 18.06% |
$48.1K - $53.1K
|
693
$323K
|
|
|
Feb 19, 2025
Q4 2024
|
Cache Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.56K- 87.34% |
$3.43M - $3.79M
|
1.1K
$510K
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
25+ 2.24% |
$11.4K - $12.5K
|
1.14K
$532K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
9+ 0.06% |
$4.09K - $4.51K
|
14.2K
$6.62M
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
103+ 2.13% |
$46.8K - $51.6K
|
4.94K
$2.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.57K+ 92.92% |
$715K - $788K
|
3.27K
$1.52M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-6- 5.5% |
$2.72K - $3.01K
|
103
$48K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-3.4K- 76.49% |
$1.55M - $1.7M
|
1.05K
$487K
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
44New |
$20K - $22K
|
44
$20.5K
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-10.9K- 95.54% |
$4.96M - $5.47M
|
510
$238K
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-4.75K- 5.93% |
$2.16M - $2.38M
|
75.4K
$35.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
221K+ 16.11% |
$100M - $111M
|
1.59M
$741M
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
32.3K+ 171.4% |
$14.7M - $16.2M
|
51.1K
$23.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
13.1K+ 47.78% |
$5.94M - $6.55M
|
40.5K
$18.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
7KNew |
$3.18M - $3.51M
|
7K
$3.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-101K- 12.57% |
$45.9M - $50.6M
|
703K
$327M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-71.9K- 28.87% |
$32.6M - $36M
|
177K
$82.5M
|
|