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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-208- 18.64% |
$94.4K - $104K
|
908
$469K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
40New |
$18.2K - $20K
|
40
$20.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
22+ 0.79% |
$9.99K - $11K
|
2.8K
$1.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2- 0.36% |
$908 - $1K
|
560
$289K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
28+ 0.8% |
$12.7K - $14K
|
3.51K
$1.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-25- 35.71% |
$11.4K - $12.5K
|
45
$23.2K
|
|
|
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
$14.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
39+ 7.44% |
$17.7K - $19.5K
|
563
$291K
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
534New |
$242K - $267K
|
534
$276K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
48New |
$21.8K - $24K
|
48
$24.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
421New |
$191K - $211K
|
421
$217K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
10New |
$4.54K - $5.01K
|
10
$5.16K
|
|
|
Jan 22, 2025
Q4 2024
|
Maj Invest Holding A
|
BUY
|
- |
180New |
$81.7K - $90.2K
|
180
$92.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-2- 20.0% |
$908 - $1K
|
8
$4.13K
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
300New |
$136K - $150K
|
300
$155K
|
|
|
Jan 21, 2025
Q4 2024
|
Benin Management Corp
|
BUY
|
- |
483+ 26.83% |
$219K - $242K
|
2.28K
$1.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-600- 14.63% |
$272K - $301K
|
3.5K
$1.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
95New |
$43.1K - $47.6K
|
95
$49K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1- 2.94% |
$454 - $501
|
33
$17K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-67- 6.62% |
$30.4K - $33.6K
|
945
$488K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-75- 14.29% |
$34.1K - $37.6K
|
450
$232K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
2New |
$908 - $1K
|
2
$1.03K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
3New |
$1.36K - $1.5K
|
3
$1.55K
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
SELL
|
- |
-230- 31.08% |
$104K - $115K
|
510
$263K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
491New |
$223K - $246K
|
491
$253K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-10- 17.54% |
$4.54K - $5.01K
|
47
$24.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1.2KNew |
$545K - $601K
|
1.2K
$619K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
5New |
$2.27K - $2.5K
|
5
$2.58K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-1.1K- 24.58% |
$499K - $551K
|
3.38K
$1.74M
|
|
| Q3 2024 | |||||||
|
Nov 18, 2024
Q3 2024
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
2.27KNew |
$955K - $1.12M
|
2.27K
$1.17M
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
3New |
$1.26K - $1.48K
|
3
$1.55K
|
|
|
Nov 14, 2024
Q3 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-29- 93.55% |
$12.2K - $14.3K
|
2
$1.03K
|
|
|
Nov 14, 2024
Q3 2024
|
Sienna Gestion
Paris, I0 |
BUY
|
- |
1.51KNew |
$638K - $749K
|
1.51K
$781K
|
|
|
Nov 14, 2024
Q3 2024
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-50- 5.9% |
$21.1K - $24.7K
|
798
$412K
|
|
|
Nov 14, 2024
Q3 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
600New |
$253K - $297K
|
600
$310K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
7+ 1.43% |
$2.95K - $3.46K
|
496
$256K
|
|
|
Nov 14, 2024
Q3 2024
|
Miura Global Management, LLC
New York, NY |
SELL
|
- |
-600- 9.09% |
$253K - $297K
|
6K
$3.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Kerrisdale Advisers, LLC
Miami, FL |
SELL
|
- |
-6.72K- 76.38% |
$2.83M - $3.32M
|
2.08K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
4.1KNew |
$1.73M - $2.03M
|
4.1K
$2.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-415- 5.64% |
$175K - $205K
|
6.94K
$3.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
14+ 1.79% |
$5.9K - $6.93K
|
796
$411K
|
|
|
Nov 14, 2024
Q3 2024
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
BUY
|
- |
471New |
$199K - $233K
|
471
$243K
|
|
|
Nov 14, 2024
Q3 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
70.6KNew |
$29.8M - $34.9M
|
70.6K
$36.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-176- 6.77% |
$74.2K - $87.1K
|
2.42K
$1.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-6- 0.4% |
$2.53K - $2.97K
|
1.5K
$774K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
6New |
$2.53K - $2.97K
|
6
$3.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
47+ 6.85% |
$19.8K - $23.2K
|
733
$378K
|
|
|
Nov 13, 2024
Q3 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
3.08KNew |
$1.3M - $1.52M
|
3.08K
$1.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-15- 2.05% |
$6.32K - $7.42K
|
715
$369K
|
|