Latest Institutional Transactions on Moodys Corp (MCO)
This table provides information on the latest institutional transactions involving Moodys Corp (MCO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
21+ 4.42% |
$9.53K - $10.5K
|
496
$225K
|
|
|
Jan 10, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-48- 0.13% |
$21.8K - $24K
|
36.4K
$16.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
467+ 4.67% |
$212K - $234K
|
10.5K
$4.74M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-7- 0.57% |
$3.18K - $3.51K
|
1.23K
$557K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1- 7.69% |
$454 - $501
|
12
$5.43K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
31+ 3.19% |
$14.1K - $15.5K
|
1K
$455K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-724K- 99.85% |
$329M - $362M
|
1.09K
$494K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
73+ 5.76% |
$33.1K - $36.6K
|
1.34K
$607K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
7+ 0.28% |
$3.18K - $3.51K
|
2.51K
$1.14M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
5New |
$2.27K - $2.5K
|
5
$2.26K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
19+ 4.09% |
$8.63K - $9.52K
|
483
$219K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-59- 1.18% |
$26.8K - $29.6K
|
4.95K
$2.24M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
10+ 1.82% |
$4.54K - $5.01K
|
558
$253K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 2.22% |
$908 - $1K
|
92
$41.7K
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
207K+ 1506.82% |
$93.8M - $103M
|
220K
$99.7M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
74+ 2.45% |
$33.6K - $37.1K
|
3.1K
$1.4M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-262- 2.58% |
$119K - $131K
|
9.91K
$4.49M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
877New |
$398K - $439K
|
877
$397K
|
|
|
Jan 03, 2025
Q4 2024
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-500- 11.92% |
$227K - $250K
|
3.7K
$1.67M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-1.1K- 24.58% |
$499K - $551K
|
3.38K
$1.53M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
38New |
$17.3K - $19K
|
38
$17.2K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
157+ 206.58% |
$71.3K - $78.6K
|
233
$106K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
368+ 34.46% |
$167K - $184K
|
1.44K
$650K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
161K+ 11.04% |
$67.8M - $79.6M
|
1.62M
$733M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7+ 0.2% |
$2.95K - $3.46K
|
3.55K
$1.61M
|
|
|
Dec 06, 2024
Q3 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.14K- 3.28% |
$479K - $562K
|
33.5K
$15.2M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-4- 0.82% |
$1.69K - $1.98K
|
485
$220K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-64- 0.74% |
$27K - $31.7K
|
8.55K
$3.87M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
8.11KNew |
$3.42M - $4.01M
|
8.11K
$3.67M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.22K+ 29.26% |
$515K - $604K
|
5.4K
$2.44M
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
204+ 3.35% |
$86K - $101K
|
6.3K
$2.85M
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.6K+ 210.38% |
$4.46M - $5.23M
|
15.6K
$7.07M
|
|
|
Nov 19, 2024
Q3 2024
|
Unigestion Holding Sa
|
BUY
|
- |
3.23K+ 236.56% |
$1.36M - $1.6M
|
4.59K
$2.08M
|
|
|
Nov 18, 2024
Q3 2024
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
2.27KNew |
$955K - $1.12M
|
2.27K
$1.03M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
55+ 101.85% |
$23.2K - $27.2K
|
109
$49.4K
|
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-792- 6.3% |
$334K - $392K
|
11.8K
$5.33M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.62K+ 828.16% |
$1.1M - $1.29M
|
2.93K
$1.33M
|
|
|
Nov 15, 2024
Q3 2024
|
Marshfield Associates
Washington, DC |
SELL
|
- |
-6.13K- 1.19% |
$2.59M - $3.03M
|
511K
$232M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
6.34K+ 11.21% |
$2.67M - $3.14M
|
62.9K
$28.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.78K+ 11.66% |
$751K - $882K
|
17.1K
$7.72M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.27KNew |
$1.8M - $2.11M
|
4.27K
$1.93M
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
52+ 8.83% |
$21.9K - $25.7K
|
641
$290K
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-301- 0.37% |
$127K - $149K
|
80.1K
$36.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-3- 0.63% |
$1.26K - $1.48K
|
475
$215K
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-28- 1.57% |
$11.8K - $13.9K
|
1.75K
$792K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-24- 8.19% |
$10.1K - $11.9K
|
269
$122K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
67.5K+ 17.51% |
$28.4M - $33.4M
|
453K
$205M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 100.0% |
$843 - $989
|
4
$1.81K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
45+ 0.7% |
$19K - $22.3K
|
6.5K
$2.95M
|
|
|
Nov 15, 2024
Q3 2024
|
Dorsey Wright & Associates
|
BUY
|
- |
43+ 0.59% |
$18.1K - $21.3K
|
7.37K
$3.34M
|
|