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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
534New |
$242K - $267K
|
534
$267K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
530+ 0.83% |
$241K - $265K
|
64.8K
$32.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
524+ 12.35% |
$238K - $262K
|
4.77K
$2.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
508New |
$231K - $254K
|
508
$254K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
491New |
$223K - $246K
|
491
$245K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
489+ 44.37% |
$222K - $245K
|
1.59K
$795K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
486New |
$221K - $243K
|
486
$243K
|
|
|
Jan 21, 2025
Q4 2024
|
Benin Management Corp
|
BUY
|
- |
483+ 26.83% |
$219K - $242K
|
2.28K
$1.14M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
467+ 4.67% |
$212K - $234K
|
10.5K
$5.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
463New |
$210K - $232K
|
463
$231K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
462New |
$210K - $231K
|
462
$231K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
427New |
$194K - $214K
|
427
$213K
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
427New |
$194K - $214K
|
427
$213K
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
423New |
$192K - $212K
|
423
$211K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
421New |
$191K - $211K
|
421
$210K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
402+ 9.43% |
$183K - $201K
|
4.67K
$2.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
400+ 0.76% |
$182K - $200K
|
53.3K
$26.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
376+ 1.37% |
$171K - $188K
|
27.9K
$13.9M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
368+ 34.46% |
$167K - $184K
|
1.44K
$717K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
351+ 1.06% |
$159K - $176K
|
33.5K
$16.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
332+ 6.43% |
$151K - $166K
|
5.5K
$2.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
330+ 54.28% |
$150K - $165K
|
938
$468K
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
BUY
|
- |
328+ 42.16% |
$149K - $164K
|
1.11K
$552K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
326+ 11.32% |
$148K - $163K
|
3.21K
$1.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
324New |
$147K - $162K
|
324
$162K
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
300New |
$136K - $150K
|
300
$150K
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
288+ 384.0% |
$131K - $144K
|
363
$181K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
236+ 0.7% |
$107K - $118K
|
33.7K
$16.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
234+ 3.25% |
$106K - $117K
|
7.43K
$3.71M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
228+ 2.81% |
$104K - $114K
|
8.34K
$4.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
219+ 7.18% |
$99.4K - $110K
|
3.27K
$1.63M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
217+ 7.32% |
$98.5K - $109K
|
3.18K
$1.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
202+ 2.41% |
$91.7K - $101K
|
8.58K
$4.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
191New |
$86.7K - $95.7K
|
191
$95.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Maj Invest Holding A
|
BUY
|
- |
180New |
$81.7K - $90.2K
|
180
$89.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
176+ 3.97% |
$79.9K - $88.2K
|
4.61K
$2.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
171+ 6.26% |
$77.6K - $85.7K
|
2.9K
$1.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
171+ 13.99% |
$77.6K - $85.7K
|
1.39K
$696K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
167+ 7.01% |
$75.8K - $83.6K
|
2.55K
$1.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
165+ 7.18% |
$74.9K - $82.6K
|
2.46K
$1.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
157+ 7.35% |
$71.3K - $78.6K
|
2.29K
$1.15M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
157+ 206.58% |
$71.3K - $78.6K
|
233
$116K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
156+ 12.64% |
$70.8K - $78.1K
|
1.39K
$694K
|
|
|
Jan 24, 2025
Q4 2024
|
Citadel Investment Advisory, Inc.
|
BUY
|
- |
120+ 1.53% |
$54.5K - $60.1K
|
7.99K
$3.99M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
105+ 119.32% |
$47.7K - $52.6K
|
193
$96.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
100New |
$45.4K - $50.1K
|
100
$49.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
100+ 17.61% |
$45.4K - $50.1K
|
668
$334K
|
|
|
Jan 24, 2025
Q4 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
95+ 3.39% |
$43.1K - $47.6K
|
2.9K
$1.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
95New |
$43.1K - $47.6K
|
95
$47.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
90+ 11.52% |
$40.9K - $45.1K
|
871
$435K
|