Latest Institutional Purchases of Moodys Corp (MCO)
This list provides information on the latest institutional transactions involving Moodys Corp (MCO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
64+ 8.58% |
$28K - $33.8K
|
810
$407K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
64+ 6.33% |
$28K - $33.8K
|
1.08K
$540K
|
|
|
May 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
62+ 4.47% |
$27.1K - $32.7K
|
1.45K
$728K
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
BUY
|
- |
61+ 11.17% |
$26.7K - $32.2K
|
607
$305K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
61+ 132.61% |
$26.7K - $32.2K
|
107
$53.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
61+ 0.13% |
$26.7K - $32.2K
|
47.6K
$23.9M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
60New |
$26.3K - $31.6K
|
60
$30.1K
|
|
|
May 09, 2025
Q1 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
60+ 66.67% |
$26.3K - $31.6K
|
150
$75.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
60+ 0.13% |
$26.3K - $31.6K
|
47.1K
$23.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
60+ 3.99% |
$26.3K - $31.6K
|
1.56K
$785K
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
55+ 9.27% |
$24.1K - $29K
|
648
$325K
|
|
|
May 01, 2025
Q1 2025
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
55+ 9.86% |
$24.1K - $29K
|
613
$308K
|
|
|
May 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
54+ 1.21% |
$23.6K - $28.5K
|
4.54K
$2.28M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
52+ 1.74% |
$22.8K - $27.4K
|
3.04K
$1.52M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
50+ 3.58% |
$21.9K - $26.4K
|
1.45K
$727K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
50+ 1000.0% |
$21.9K - $26.4K
|
55
$27.6K
|
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
48+ 1.97% |
$21K - $25.3K
|
2.49K
$1.25M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
48+ 436.36% |
$21K - $25.3K
|
59
$29.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
46+ 5.07% |
$20.1K - $24.3K
|
953
$479K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
45+ 21.23% |
$19.7K - $23.7K
|
257
$129K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
44New |
$19.3K - $23.2K
|
44
$22.1K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
44+ 4.38% |
$19.3K - $23.2K
|
1.05K
$526K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
44New |
$19.3K - $23.2K
|
44
$22.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
43New |
$18.8K - $22.7K
|
43
$21.6K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
41+ 8.93% |
$17.9K - $21.6K
|
500
$251K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
41+ 4.68% |
$17.9K - $21.6K
|
917
$461K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
41+ 4.49% |
$17.9K - $21.6K
|
954
$479K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
40New |
$17.5K - $21.1K
|
40
$20.1K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
40+ 2.61% |
$17.5K - $21.1K
|
1.57K
$790K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
38+ 2.19% |
$16.6K - $20K
|
1.77K
$889K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
36+ 10.26% |
$15.8K - $19K
|
387
$194K
|
|
|
May 15, 2025
Q1 2025
|
Bares Capital Management, Inc.
Austin, TX |
BUY
|
- |
34New |
$14.9K - $17.9K
|
34
$17.1K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
34+ 11.18% |
$14.9K - $17.9K
|
338
$170K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
34+ 30.36% |
$14.9K - $17.9K
|
146
$73.3K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
34+ 0.66% |
$14.9K - $17.9K
|
5.15K
$2.59M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
33+ 1.63% |
$14.4K - $17.4K
|
2.06K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
31+ 31.0% |
$13.6K - $16.4K
|
131
$65.8K
|
|
|
May 14, 2025
Q1 2025
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
31+ 1.96% |
$13.6K - $16.4K
|
1.61K
$809K
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
31+ 4.06% |
$13.6K - $16.4K
|
795
$399K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
31+ 0.57% |
$13.6K - $16.4K
|
5.5K
$2.76M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
30+ 3.18% |
$13.1K - $15.8K
|
973
$489K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
30+ 1.68% |
$13.1K - $15.8K
|
1.81K
$911K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
30+ 3.0% |
$13.1K - $15.8K
|
1.03K
$517K
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
29+ 4.65% |
$12.7K - $15.3K
|
653
$328K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
29+ 4.02% |
$12.7K - $15.3K
|
751
$377K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
29+ 0.27% |
$12.7K - $15.3K
|
10.8K
$5.42M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
29+ 5.81% |
$12.7K - $15.3K
|
528
$265K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
28+ 4.69% |
$12.3K - $14.8K
|
625
$314K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
28+ 7.98% |
$12.3K - $14.8K
|
379
$190K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
27+ 13.99% |
$11.8K - $14.2K
|
220
$110K
|