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 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
SELL
|
- |
-5.18K- 88.1% |
$2.35M - $2.6M
|
700
$322K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.16K+ 6.63% |
$529K - $583K
|
18.7K
$8.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
30.7K+ 8.22% |
$13.9M - $15.4M
|
404K
$186M
|
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-100- 7.25% |
$45.4K - $50.1K
|
1.28K
$588K
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-355- 3.09% |
$161K - $178K
|
11.1K
$5.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2New |
$908 - $1K
|
2
$919
|
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-980- 25.61% |
$445K - $491K
|
2.85K
$1.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Dock Street Asset Management Inc
|
SELL
|
- |
-478- 1.97% |
$217K - $239K
|
23.8K
$10.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
BUY
|
- |
328+ 42.16% |
$149K - $164K
|
1.11K
$508K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-208- 18.64% |
$94.4K - $104K
|
908
$417K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
7+ 1.42% |
$3.18K - $3.51K
|
499
$229K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
60+ 8.31% |
$27.2K - $30.1K
|
782
$359K
|
|
|
Jan 28, 2025
Q4 2024
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-54- 3.37% |
$24.5K - $27K
|
1.55K
$712K
|
|
|
Jan 28, 2025
Q4 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-210- 6.97% |
$95.3K - $105K
|
2.8K
$1.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
176+ 3.97% |
$79.9K - $88.2K
|
4.61K
$2.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
81+ 2.2% |
$36.8K - $40.6K
|
3.77K
$1.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-285- 5.28% |
$129K - $143K
|
5.11K
$2.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-62- 1.14% |
$28.2K - $31.1K
|
5.39K
$2.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.36K+ 17.53% |
$619K - $683K
|
9.14K
$4.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
26+ 4.39% |
$11.8K - $13K
|
618
$284K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
57+ 0.82% |
$25.9K - $28.6K
|
7K
$3.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-25- 1.17% |
$11.4K - $12.5K
|
2.11K
$969K
|
|
|
Jan 28, 2025
Q4 2024
|
Pelham Capital Ltd.
London, X0 |
BUY
|
- |
16.9KNew |
$7.66M - $8.45M
|
16.9K
$7.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
100New |
$45.4K - $50.1K
|
100
$45.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
17+ 0.44% |
$7.72K - $8.51K
|
3.91K
$1.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-10- 0.27% |
$4.54K - $5.01K
|
3.7K
$1.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
219+ 7.18% |
$99.4K - $110K
|
3.27K
$1.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
40New |
$18.2K - $20K
|
40
$18.4K
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
780+ 12.09% |
$354K - $391K
|
7.23K
$3.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
332+ 6.43% |
$151K - $166K
|
5.5K
$2.53M
|
|
|
Jan 27, 2025
Q4 2024
|
Ninety One North America, Inc.
New York, NY |
SELL
|
- |
-3.75K- 4.1% |
$1.7M - $1.88M
|
87.6K
$40.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Ninety One Uk LTD
London, X0 |
SELL
|
- |
-31.2K- 2.01% |
$14.2M - $15.6M
|
1.52M
$697M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
22+ 0.79% |
$9.99K - $11K
|
2.8K
$1.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-38- 3.43% |
$17.3K - $19K
|
1.07K
$491K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2- 0.36% |
$908 - $1K
|
560
$257K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-744- 3.79% |
$338K - $373K
|
18.9K
$8.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
236+ 0.7% |
$107K - $118K
|
33.7K
$15.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
SELL
|
- |
-35- 0.32% |
$15.9K - $17.5K
|
10.8K
$4.95M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3.14K+ 23.55% |
$1.42M - $1.57M
|
16.5K
$7.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
105+ 119.32% |
$47.7K - $52.6K
|
193
$88.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1+ 0.17% |
$454 - $501
|
577
$265K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
842+ 24.27% |
$382K - $422K
|
4.31K
$1.98M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-393- 5.76% |
$178K - $197K
|
6.43K
$2.95M
|
|
|
Jan 27, 2025
Q4 2024
|
Vanderbilt University
Nashville, TN |
SELL
|
- |
-2.63K- 35.34% |
$1.19M - $1.32M
|
4.81K
$2.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.31K- 39.62% |
$1.05M - $1.15M
|
3.51K
$1.61M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-420- 2.31% |
$191K - $210K
|
17.8K
$8.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
26+ 3.94% |
$11.8K - $13K
|
686
$315K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
28+ 0.8% |
$12.7K - $14K
|
3.51K
$1.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-25- 35.71% |
$11.4K - $12.5K
|
45
$20.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-547- 1.46% |
$248K - $274K
|
37K
$17M
|