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 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
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
8New |
$3.5K - $4.22K
|
8
$4.02K
|
|
|
May 15, 2025
Q1 2025
|
Altshuler Shaham LTD
|
BUY
|
- |
8New |
$3.5K - $4.22K
|
8
$4.02K
|
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
8+ 0.2% |
$3.5K - $4.22K
|
3.94K
$1.98M
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
8+ 1.2% |
$3.5K - $4.22K
|
677
$340K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
7+ 0.67% |
$3.06K - $3.69K
|
1.05K
$527K
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
7+ 1.65% |
$3.06K - $3.69K
|
430
$216K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
7+ 10.94% |
$3.06K - $3.69K
|
71
$35.7K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
7+ 0.88% |
$3.06K - $3.69K
|
803
$403K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
7+ 1.48% |
$3.06K - $3.69K
|
481
$242K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
6New |
$2.63K - $3.16K
|
6
$3.01K
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
6+ 0.08% |
$2.63K - $3.16K
|
7.8K
$3.92M
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
6New |
$2.63K - $3.16K
|
6
$3.01K
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
6+ 0.2% |
$2.63K - $3.16K
|
3K
$1.5M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
6New |
$2.63K - $3.16K
|
6
$3.01K
|
|
|
Apr 23, 2025
Q1 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
6+ 3.55% |
$2.63K - $3.16K
|
175
$87.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
6New |
$2.63K - $3.16K
|
6
$3.01K
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
6+ 1.22% |
$2.63K - $3.16K
|
499
$251K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
5New |
$2.19K - $2.64K
|
5
$2.51K
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
5+ 0.25% |
$2.19K - $2.64K
|
2K
$1M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
5+ 0.95% |
$2.19K - $2.64K
|
530
$266K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5+ 0.84% |
$2.19K - $2.64K
|
599
$301K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
5+ 0.62% |
$2.19K - $2.64K
|
811
$407K
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
5+ 0.83% |
$2.19K - $2.64K
|
610
$306K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5+ 18.52% |
$2.19K - $2.64K
|
32
$16.1K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4+ 0.64% |
$1.75K - $2.11K
|
629
$316K
|
|
|
May 14, 2025
Q1 2025
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
4+ 0.1% |
$1.75K - $2.11K
|
4.15K
$2.09M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
4New |
$1.75K - $2.11K
|
4
$2.01K
|
|
|
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
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4+ 7.02% |
$1.75K - $2.11K
|
61
$30.6K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3New |
$1.31K - $1.58K
|
3
$1.51K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
3New |
$1.31K - $1.58K
|
3
$1.51K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3+ 0.65% |
$1.31K - $1.58K
|
462
$232K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
3New |
$1.31K - $1.58K
|
3
$1.51K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
3New |
$1.31K - $1.58K
|
3
$1.51K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2New |
$876 - $1.05K
|
2
$1K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2New |
$876 - $1.05K
|
2
$1K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
2+ 0.03% |
$876 - $1.05K
|
6.91K
$3.47M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
2New |
$876 - $1.05K
|
2
$1K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2+ 4.35% |
$876 - $1.05K
|
48
$24.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2+ 0.88% |
$876 - $1.05K
|
230
$116K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2+ 0.29% |
$876 - $1.05K
|
683
$343K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1+ 0.01% |
$438 - $527
|
9.23K
$4.63M
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1+ 0.71% |
$438 - $527
|
142
$71.3K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1+ 0.03% |
$438 - $527
|
3.94K
$1.98M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
1+ 0.11% |
$438 - $527
|
879
$441K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1+ 0.39% |
$438 - $527
|
259
$130K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
1+ 0.2% |
$438 - $527
|
505
$254K
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1+ 0.39% |
$438 - $527
|
259
$130K
|