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 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
6.2K+ 21.65% |
$2.72M - $3.27M
|
34.8K
$17.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Investment Management, LLC
|
BUY
|
- |
1.86K+ 34.85% |
$814K - $981K
|
7.2K
$3.62M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-25- 3.94% |
$10.9K - $13.2K
|
609
$306K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
32+ 0.86% |
$14K - $16.9K
|
3.74K
$1.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-17- 3.05% |
$7.44K - $8.97K
|
541
$272K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
BUY
|
- |
3.75K+ 933.08% |
$1.64M - $1.98M
|
4.15K
$2.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
133+ 5.8% |
$58.2K - $70.2K
|
2.43K
$1.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-257- 4.97% |
$113K - $136K
|
4.91K
$2.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
6.61K+ 293.43% |
$2.89M - $3.49M
|
8.86K
$4.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
433+ 13.48% |
$190K - $228K
|
3.65K
$1.83M
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-2.45K- 16.61% |
$1.07M - $1.29M
|
12.3K
$6.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
518+ 19.0% |
$227K - $273K
|
3.24K
$1.63M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
9+ 0.8% |
$3.94K - $4.75K
|
1.14K
$573K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
9+ 1.06% |
$3.94K - $4.75K
|
860
$432K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-158- 19.39% |
$69.2K - $83.3K
|
657
$330K
|
|
|
Apr 14, 2025
Q1 2025
|
Fenimore Asset Management Inc
|
SELL
|
- |
-195- 24.78% |
$85.4K - $103K
|
592
$297K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
48+ 436.36% |
$21K - $25.3K
|
59
$29.6K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
16New |
$7K - $8.44K
|
16
$8.04K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
192+ 12.09% |
$84.1K - $101K
|
1.78K
$894K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
3.03KNew |
$1.33M - $1.6M
|
3.03K
$1.52M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-211- 1.12% |
$92.4K - $111K
|
18.7K
$9.38M
|
|
|
Apr 14, 2025
Q1 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
93+ 18.31% |
$40.7K - $49.1K
|
601
$302K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
178+ 26.65% |
$77.9K - $93.9K
|
846
$425K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-156- 2.16% |
$68.3K - $82.3K
|
7.05K
$3.54M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-801K- 99.79% |
$351M - $423M
|
1.72K
$866K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
46+ 5.07% |
$20.1K - $24.3K
|
953
$479K
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
BUY
|
- |
584+ 0.26% |
$256K - $308K
|
226K
$113M
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-23- 4.98% |
$10.1K - $12.1K
|
439
$221K
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
950+ 7.29% |
$416K - $501K
|
14K
$7.03M
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
BUY
|
- |
158+ 27.53% |
$69.2K - $83.3K
|
732
$368K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
41New |
$17.9K - $21.6K
|
41
$20.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-2- 40.0% |
$876 - $1.05K
|
3
$1.51K
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
2+ 0.21% |
$876 - $1.05K
|
934
$469K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4+ 20.0% |
$1.75K - $2.11K
|
24
$12.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
193+ 17.67% |
$84.5K - $102K
|
1.29K
$646K
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
BUY
|
- |
3.92K+ 53.74% |
$1.72M - $2.07M
|
11.2K
$5.63M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-25- 1.12% |
$10.9K - $13.2K
|
2.21K
$1.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
471+ 5.49% |
$206K - $248K
|
9.05K
$4.55M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
18+ 0.73% |
$7.88K - $9.49K
|
2.48K
$1.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
20.5K+ 29.51% |
$8.97M - $10.8M
|
89.9K
$45.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4+ 7.02% |
$1.75K - $2.11K
|
61
$30.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-250- 16.13% |
$109K - $132K
|
1.3K
$653K
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
163+ 50.31% |
$71.4K - $86K
|
487
$245K
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
77+ 1.53% |
$33.7K - $40.6K
|
5.13K
$2.57M
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-4- 8.16% |
$1.75K - $2.11K
|
45
$22.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
439New |
$192K - $232K
|
439
$221K
|
|
|
Apr 09, 2025
Q1 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.77K+ 5.23% |
$774K - $932K
|
35.6K
$17.9M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-36- 4.22% |
$15.8K - $19K
|
818
$411K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
537+ 3.75% |
$235K - $283K
|
14.9K
$7.46M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
6+ 1.21% |
$2.63K - $3.16K
|
502
$252K
|