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 17, 2025
Q1 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-4.7K- 7.17% |
$2.06M - $2.48M
|
60.9K
$30.6M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
29+ 5.81% |
$12.7K - $15.3K
|
528
$265K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2+ 0.88% |
$876 - $1.05K
|
230
$116K
|
|
|
Apr 17, 2025
Q1 2025
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-3.08K- 4.2% |
$1.35M - $1.62M
|
70.3K
$35.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-15- 40.54% |
$6.57K - $7.91K
|
22
$11.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-10- 1.38% |
$4.38K - $5.27K
|
713
$358K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-106- 9.01% |
$46.4K - $55.9K
|
1.07K
$538K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-376- 0.96% |
$165K - $198K
|
39K
$19.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
281+ 9.68% |
$123K - $148K
|
3.19K
$1.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1+ 8.33% |
$438 - $527
|
13
$6.53K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
204+ 21.73% |
$89.3K - $108K
|
1.14K
$574K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
20+ 2.92% |
$8.76K - $10.5K
|
706
$355K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.33KNew |
$581K - $700K
|
1.33K
$667K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-12- 0.07% |
$5.25K - $6.33K
|
17.4K
$8.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
SELL
|
- |
-45- 0.42% |
$19.7K - $23.7K
|
10.7K
$5.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-1.86K- 23.04% |
$814K - $981K
|
6.21K
$3.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-205- 29.37% |
$89.7K - $108K
|
493
$248K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.78K- 50.78% |
$781K - $941K
|
1.73K
$869K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
9New |
$3.94K - $4.75K
|
9
$4.52K
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
1+ 0.22% |
$438 - $527
|
464
$233K
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-316- 31.76% |
$138K - $167K
|
679
$341K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-24- 0.06% |
$10.5K - $12.7K
|
37K
$18.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
BUY
|
- |
10New |
$4.38K - $5.27K
|
10
$5.02K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.49K+ 49.81% |
$3.28M - $3.95M
|
22.5K
$11.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
60+ 0.13% |
$26.3K - $31.6K
|
47.1K
$23.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-9- 6.98% |
$3.94K - $4.75K
|
120
$60.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
435New |
$190K - $229K
|
435
$219K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
15+ 3.11% |
$6.57K - $7.91K
|
498
$250K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
84+ 9.31% |
$36.8K - $44.3K
|
986
$495K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
22+ 0.58% |
$9.63K - $11.6K
|
3.81K
$1.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-10- 0.99% |
$4.38K - $5.27K
|
1K
$502K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-15- 1.14% |
$6.57K - $7.91K
|
1.31K
$656K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
41+ 4.68% |
$17.9K - $21.6K
|
917
$461K
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
1.43KNew |
$624K - $752K
|
1.43K
$716K
|
|
|
Apr 16, 2025
Q1 2025
|
Raub Brock Capital Management LP
|
BUY
|
- |
34.1KNew |
$14.9M - $18M
|
34.1K
$17.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
432+ 21.39% |
$189K - $228K
|
2.45K
$1.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Sarasin & Partners LLP
|
SELL
|
- |
-145K- 24.57% |
$63.6M - $76.6M
|
446K
$224M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
69.5K+ 4421.96% |
$30.4M - $36.6M
|
71K
$35.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-76- 10.2% |
$33.3K - $40.1K
|
669
$336K
|
|
|
Apr 15, 2025
Q1 2025
|
Fcf Advisors LLC
|
BUY
|
- |
218+ 2.1% |
$95.4K - $115K
|
10.6K
$5.31M
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-117- 0.97% |
$51.2K - $61.7K
|
11.9K
$6M
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-400- 50.0% |
$175K - $211K
|
400
$201K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-2.47K- 3.98% |
$1.08M - $1.3M
|
59.5K
$29.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-5- 1.03% |
$2.19K - $2.64K
|
481
$242K
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
59.2K+ 74.76% |
$25.9M - $31.2M
|
138K
$69.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1- 1.0% |
$438 - $527
|
99
$49.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-37- 3.32% |
$16.2K - $19.5K
|
1.08K
$541K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.29K+ 5.61% |
$565K - $681K
|
24.3K
$12.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
10+ 1.01% |
$4.38K - $5.27K
|
1K
$504K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
311+ 50.98% |
$136K - $164K
|
921
$463K
|