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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
477+ 94.08% |
$189K - $239K
|
984
$508K
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
461+ 0.53% |
$183K - $231K
|
87.5K
$45.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
457+ 1.26% |
$181K - $229K
|
36.8K
$19M
|
|
|
Aug 15, 2025
Q2 2025
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
456New |
$181K - $229K
|
456
$235K
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
454New |
$180K - $228K
|
454
$234K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
453New |
$180K - $227K
|
453
$234K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
450+ 4.33% |
$179K - $226K
|
10.9K
$5.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
446+ 25.28% |
$177K - $224K
|
2.21K
$1.14M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
442+ 17.33% |
$175K - $222K
|
2.99K
$1.54M
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
440New |
$175K - $221K
|
440
$227K
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
438New |
$174K - $220K
|
438
$226K
|
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
437New |
$173K - $219K
|
437
$226K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
437New |
$173K - $219K
|
437
$226K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
435New |
$173K - $218K
|
435
$224K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
435New |
$173K - $218K
|
435
$224K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
434New |
$172K - $218K
|
434
$224K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
433+ 17.66% |
$172K - $217K
|
2.89K
$1.49M
|
|
|
Aug 07, 2025
Q2 2025
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
432+ 26.83% |
$171K - $217K
|
2.04K
$1.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
429New |
$170K - $215K
|
429
$221K
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
429+ 0.73% |
$170K - $215K
|
58.9K
$30.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
424+ 37.1% |
$168K - $213K
|
1.57K
$809K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
422New |
$167K - $212K
|
422
$218K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
419New |
$166K - $210K
|
419
$216K
|
|
|
Aug 14, 2025
Q2 2025
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
416New |
$165K - $209K
|
416
$215K
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
416New |
$165K - $209K
|
416
$215K
|
|
|
Jul 31, 2025
Q2 2025
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
412New |
$163K - $207K
|
412
$213K
|
|
|
Aug 15, 2025
Q2 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
411New |
$163K - $206K
|
411
$212K
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
410New |
$163K - $206K
|
410
$212K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
409New |
$162K - $205K
|
409
$211K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
407+ 0.37% |
$161K - $204K
|
109K
$56.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Innova Wealth Partners
|
BUY
|
- |
407New |
$161K - $204K
|
407
$210K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
407New |
$161K - $204K
|
407
$210K
|
|
|
Aug 12, 2025
Q2 2025
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
BUY
|
- |
405New |
$161K - $203K
|
405
$209K
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
403New |
$160K - $202K
|
403
$208K
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
403New |
$160K - $202K
|
403
$208K
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
402+ 13.42% |
$159K - $202K
|
3.4K
$1.75M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
402New |
$159K - $202K
|
402
$207K
|
|
|
Aug 13, 2025
Q2 2025
|
Latash Investments, LLC
Anchorage, AK |
BUY
|
- |
400New |
$159K - $201K
|
400
$206K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisory Resource Group
|
BUY
|
- |
400New |
$159K - $201K
|
400
$206K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
400New |
$159K - $201K
|
400
$206K
|
|
|
Jul 29, 2025
Q2 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
400New |
$159K - $201K
|
400
$206K
|
|
|
Jul 29, 2025
Q2 2025
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
400New |
$159K - $201K
|
400
$206K
|
|
|
Jul 24, 2025
Q2 2025
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
400New |
$159K - $201K
|
400
$206K
|
|
|
Jul 23, 2025
Q2 2025
|
Ti Trust, Inc
|
BUY
|
- |
400New |
$159K - $201K
|
400
$206K
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
400New |
$159K - $201K
|
400
$206K
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
396+ 990.0% |
$157K - $199K
|
436
$225K
|
|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
396New |
$157K - $199K
|
396
$204K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
393+ 13.0% |
$156K - $197K
|
3.42K
$1.76M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
392+ 23.63% |
$156K - $197K
|
2.05K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
382+ 29.54% |
$152K - $192K
|
1.68K
$864K
|