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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
65+ 1.09% |
$27.4K - $32.2K
|
6.03K
$2.86M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
65+ 8.25% |
$27.4K - $32.2K
|
853
$405K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
65+ 4.2% |
$27.4K - $32.2K
|
1.61K
$765K
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
63+ 0.13% |
$26.6K - $31.2K
|
48.2K
$22.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
57+ 8.51% |
$24K - $28.2K
|
727
$345K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
56+ 3.96% |
$23.6K - $27.7K
|
1.47K
$698K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
55+ 101.85% |
$23.2K - $27.2K
|
109
$51.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
52+ 8.83% |
$21.9K - $25.7K
|
641
$304K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
52+ 7.75% |
$21.9K - $25.7K
|
723
$343K
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
51+ 0.22% |
$21.5K - $25.2K
|
23.5K
$11.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
51+ 566.67% |
$21.5K - $25.2K
|
60
$28.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
50+ 0.11% |
$21.1K - $24.7K
|
46K
$21.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
50+ 1.95% |
$21.1K - $24.7K
|
2.62K
$1.24M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
50+ 5.24% |
$21.1K - $24.7K
|
1.01K
$477K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
50+ 12.02% |
$21.1K - $24.7K
|
466
$221K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
49+ 272.22% |
$20.7K - $24.2K
|
67
$31.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
47+ 6.85% |
$19.8K - $23.2K
|
733
$348K
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
47+ 5.14% |
$19.8K - $23.2K
|
962
$457K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
47+ 5.75% |
$19.8K - $23.2K
|
864
$410K
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
47+ 1.72% |
$19.8K - $23.2K
|
2.78K
$1.32M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
45+ 0.7% |
$19K - $22.3K
|
6.5K
$3.09M
|
|
|
Nov 15, 2024
Q3 2024
|
Dorsey Wright & Associates
|
BUY
|
- |
43+ 0.59% |
$18.1K - $21.3K
|
7.37K
$3.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
43+ 8.04% |
$18.1K - $21.3K
|
578
$274K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
43+ 12.72% |
$18.1K - $21.3K
|
381
$181K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
42+ 7.68% |
$17.7K - $20.8K
|
589
$280K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
41+ 0.39% |
$17.3K - $20.3K
|
10.6K
$5.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
40+ 7.31% |
$16.9K - $19.8K
|
587
$279K
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
40+ 0.39% |
$16.9K - $19.8K
|
10.2K
$4.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
39+ 0.75% |
$16.4K - $19.3K
|
5.27K
$2.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
39+ 2.16% |
$16.4K - $19.3K
|
1.85K
$876K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
39+ 0.43% |
$16.4K - $19.3K
|
9.18K
$4.35M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
39+ 88.64% |
$16.4K - $19.3K
|
83
$39.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
39+ 82.98% |
$16.4K - $19.3K
|
86
$40.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
38New |
$16K - $18.8K
|
38
$18K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
37+ 1.47% |
$15.6K - $18.3K
|
2.56K
$1.21M
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
37+ 10.14% |
$15.6K - $18.3K
|
402
$191K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
36+ 2.13% |
$15.2K - $17.8K
|
1.73K
$819K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
35+ 0.82% |
$14.8K - $17.3K
|
4.3K
$2.04M
|
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
35+ 4.03% |
$14.8K - $17.3K
|
904
$429K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
32+ 3.73% |
$13.5K - $15.8K
|
890
$422K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
32+ 9.3% |
$13.5K - $15.8K
|
376
$178K
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
31+ 0.59% |
$13.1K - $15.3K
|
5.26K
$2.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
31+ 3.69% |
$13.1K - $15.3K
|
870
$413K
|
|
|
Nov 13, 2024
Q3 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
30New |
$12.6K - $14.8K
|
30
$14.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
30+ 1.23% |
$12.6K - $14.8K
|
2.46K
$1.17M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
29+ 1.2% |
$12.2K - $14.3K
|
2.45K
$1.16M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
29+ 0.43% |
$12.2K - $14.3K
|
6.71K
$3.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
29+ 4.73% |
$12.2K - $14.3K
|
642
$305K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
28+ 2.94% |
$11.8K - $13.9K
|
982
$466K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
28+ 2.51% |
$11.8K - $13.9K
|
1.15K
$543K
|