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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
39K+ 3.71% |
$18.4M - $20.3M
|
1.09M
$522M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
447New |
$211K - $233K
|
447
$214K
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-455- 7.45% |
$215K - $237K
|
5.65K
$2.71M
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
121+ 4.74% |
$57.2K - $63.1K
|
2.68K
$1.28M
|
|
|
Nov 10, 2025
Q3 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
8+ 0.46% |
$3.78K - $4.17K
|
1.73K
$830K
|
|
|
Nov 10, 2025
Q3 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1.77K- 6.25% |
$838K - $924K
|
26.6K
$12.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
9+ 0.16% |
$4.25K - $4.69K
|
5.48K
$2.63M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-54- 3.7% |
$25.5K - $28.2K
|
1.41K
$674K
|
|
|
Nov 10, 2025
Q3 2025
|
Makena Capital Management LLC
Menlo Park, CA |
BUY
|
- |
9.43K+ 16.5% |
$4.46M - $4.92M
|
66.6K
$31.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
6+ 24.0% |
$2.84K - $3.13K
|
31
$14.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.62% |
$2.84K - $3.13K
|
959
$460K
|
|
|
Nov 10, 2025
Q3 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-2- 0.2% |
$945 - $1.04K
|
975
$467K
|
|
|
Nov 10, 2025
Q3 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-43- 2.91% |
$20.3K - $22.4K
|
1.44K
$688K
|
|
|
Nov 10, 2025
Q3 2025
|
Generation Investment Management LLP
London, X0 |
SELL
|
- |
-16.9K- 6.24% |
$7.99M - $8.81M
|
254K
$122M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
19+ 6.15% |
$8.98K - $9.91K
|
328
$157K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
2.15K+ 70.67% |
$1.01M - $1.12M
|
5.19K
$2.49M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-19- 5.14% |
$8.98K - $9.91K
|
351
$168K
|
|
|
Nov 10, 2025
Q3 2025
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-4- 0.92% |
$1.89K - $2.09K
|
430
$206K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
60+ 4.8% |
$28.4K - $31.3K
|
1.31K
$628K
|
|
|
Nov 10, 2025
Q3 2025
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-35- 0.55% |
$16.5K - $18.2K
|
6.28K
$3.01M
|
|
|
Nov 10, 2025
Q3 2025
|
Inkwell Capital LLC
Miami, FL |
SELL
|
- |
-112- 1.63% |
$52.9K - $58.4K
|
6.75K
$3.23M
|
|
|
Nov 10, 2025
Q3 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
732+ 21.35% |
$346K - $382K
|
4.16K
$2M
|
|
|
Nov 10, 2025
Q3 2025
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
601New |
$284K - $313K
|
601
$288K
|
|
|
Nov 10, 2025
Q3 2025
|
Td Asset Management Inc
|
SELL
|
- |
-21.2K- 3.32% |
$10M - $11M
|
616K
$295M
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-50- 5.43% |
$23.6K - $26.1K
|
870
$417K
|
|
|
Nov 10, 2025
Q3 2025
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-96- 3.87% |
$45.4K - $50K
|
2.39K
$1.14M
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-654- 35.05% |
$309K - $341K
|
1.21K
$581K
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-9- 0.9% |
$4.25K - $4.69K
|
996
$478K
|
|
|
Nov 10, 2025
Q3 2025
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-1.1K- 8.04% |
$520K - $573K
|
12.6K
$6.03M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-51- 0.2% |
$24.1K - $26.6K
|
26K
$12.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
BUY
|
- |
405+ 1.02% |
$191K - $211K
|
40.2K
$19.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
4+ 0.44% |
$1.89K - $2.09K
|
908
$435K
|
|
|
Nov 10, 2025
Q3 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
16.1K+ 5.35% |
$7.61M - $8.39M
|
317K
$152M
|
|
|
Nov 10, 2025
Q3 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
3.85K+ 77.44% |
$1.82M - $2.01M
|
8.83K
$4.23M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
882+ 20.28% |
$417K - $460K
|
5.23K
$2.51M
|
|
|
Nov 10, 2025
Q3 2025
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-4- 0.61% |
$1.89K - $2.09K
|
647
$310K
|
|
|
Nov 10, 2025
Q3 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
519New |
$245K - $271K
|
519
$249K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-16- 2.66% |
$7.56K - $8.34K
|
586
$281K
|
|
|
Nov 10, 2025
Q3 2025
|
Mar Vista Investment Partners LLC
Los Angeles, CA |
SELL
|
- |
-1.8K- 1.92% |
$850K - $937K
|
91.6K
$43.9M
|
|
|
Nov 10, 2025
Q3 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
6+ 0.64% |
$2.84K - $3.13K
|
945
$453K
|
|
|
Nov 10, 2025
Q3 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
16+ 3.0% |
$7.56K - $8.34K
|
549
$263K
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
1+ 4.55% |
$473 - $521
|
23
$11K
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
784+ 8.6% |
$371K - $409K
|
9.9K
$4.75M
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
1+ 4.55% |
$473 - $521
|
23
$11K
|
|
|
Nov 07, 2025
Q3 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-30.2K- 81.31% |
$14.3M - $15.8M
|
6.95K
$3.33M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.85K- 1.97% |
$1.35M - $1.49M
|
142K
$68M
|
|
|
Nov 07, 2025
Q3 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
10+ 1.1% |
$4.73K - $5.21K
|
916
$439K
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1+ 4.0% |
$473 - $521
|
26
$12.5K
|
|
|
Nov 07, 2025
Q3 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
2.59K+ 4.78% |
$1.23M - $1.35M
|
56.9K
$27.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-260K- 20.08% |
$123M - $135M
|
1.03M
$496M
|
|