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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
500New |
$227K - $250K
|
500
$251K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2New |
$908 - $1K
|
2
$1K
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
1.06KNew |
$481K - $531K
|
1.06K
$533K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-644- 7.54% |
$292K - $323K
|
7.9K
$3.97M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
3New |
$1.36K - $1.5K
|
3
$1.51K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
32+ 1.4% |
$14.5K - $16K
|
2.32K
$1.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-25- 5.36% |
$11.4K - $12.5K
|
441
$222K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-2.7K- 5.23% |
$1.23M - $1.35M
|
49K
$24.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
12New |
$5.45K - $6.01K
|
12
$6.03K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-188- 17.52% |
$85.4K - $94.2K
|
885
$445K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-22- 1.13% |
$9.99K - $11K
|
1.93K
$967K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-16- 7.62% |
$7.26K - $8.01K
|
194
$97.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-19- 14.29% |
$8.63K - $9.52K
|
114
$57.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-47- 15.67% |
$21.3K - $23.5K
|
253
$127K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
13New |
$5.9K - $6.51K
|
13
$6.53K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
14.6KNew |
$6.63M - $7.32M
|
14.6K
$7.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
228+ 2.81% |
$104K - $114K
|
8.34K
$4.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
4+ 0.16% |
$1.82K - $2K
|
2.57K
$1.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-13- 2.99% |
$5.9K - $6.51K
|
422
$212K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
88New |
$40K - $44.1K
|
88
$44.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-25- 4.06% |
$11.4K - $12.5K
|
591
$297K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
167+ 7.01% |
$75.8K - $83.6K
|
2.55K
$1.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Legato Capital Management LLC
|
SELL
|
- |
-2.09K- 53.58% |
$948K - $1.05M
|
1.81K
$909K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-2- 8.0% |
$908 - $1K
|
23
$11.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-48- 0.95% |
$21.8K - $24K
|
5K
$2.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-2- 0.34% |
$908 - $1K
|
582
$292K
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
BUY
|
- |
15+ 0.35% |
$6.81K - $7.51K
|
4.32K
$2.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
SELL
|
PUT |
-45- 1.34% |
$20.4K - $22.5K
|
3.32K
$1.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-100- 7.25% |
$45.4K - $50.1K
|
1.28K
$643K
|
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-980- 25.61% |
$445K - $491K
|
2.85K
$1.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
BUY
|
- |
328+ 42.16% |
$149K - $164K
|
1.11K
$556K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-208- 18.64% |
$94.4K - $104K
|
908
$456K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
40New |
$18.2K - $20K
|
40
$20.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
22+ 0.79% |
$9.99K - $11K
|
2.8K
$1.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2- 0.36% |
$908 - $1K
|
560
$281K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1+ 0.17% |
$454 - $501
|
577
$290K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
28+ 0.8% |
$12.7K - $14K
|
3.51K
$1.76M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-25- 35.71% |
$11.4K - $12.5K
|
45
$22.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Citadel Investment Advisory, Inc.
|
BUY
|
- |
120+ 1.53% |
$54.5K - $60.1K
|
7.99K
$4.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Vinland Capital Management Gestora De Recursos Ltda.
Sao Paulo, D5 |
SELL
|
- |
-1.93KClosed |
$874K - $964K
|
0
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
28New |
$12.7K - $14K
|
28
$14.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
39+ 7.44% |
$17.7K - $19.5K
|
563
$283K
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
534New |
$242K - $267K
|
534
$268K
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
400+ 0.76% |
$182K - $200K
|
53.3K
$26.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
427New |
$194K - $214K
|
427
$215K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
48New |
$21.8K - $24K
|
48
$24.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
421New |
$191K - $211K
|
421
$211K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
10New |
$4.54K - $5.01K
|
10
$5.02K
|
|
|
Jan 22, 2025
Q4 2024
|
Maj Invest Holding A
|
BUY
|
- |
180New |
$81.7K - $90.2K
|
180
$90.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-40- 34.78% |
$18.2K - $20K
|
75
$37.7K
|