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 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
BUY
|
- |
1+ 0.08% |
$454 - $501
|
1.29K
$565K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
29New |
$13.2K - $14.5K
|
29
$12.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 0.23% |
$1.82K - $2K
|
1.76K
$768K
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
7+ 0.41% |
$3.18K - $3.51K
|
1.73K
$758K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-4- 0.66% |
$1.82K - $2K
|
605
$265K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-13- 0.79% |
$5.9K - $6.51K
|
1.62K
$710K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-400- 4.55% |
$182K - $200K
|
8.4K
$3.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-232- 2.35% |
$105K - $116K
|
9.62K
$4.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
427New |
$194K - $214K
|
427
$187K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6+ 0.85% |
$2.72K - $3.01K
|
712
$312K
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
171+ 6.26% |
$77.6K - $85.7K
|
2.9K
$1.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-616- 7.55% |
$280K - $309K
|
7.54K
$3.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Legato Capital Management LLC
|
SELL
|
- |
-2.09K- 53.58% |
$948K - $1.05M
|
1.81K
$792K
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
376+ 1.37% |
$171K - $188K
|
27.9K
$12.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-2- 8.0% |
$908 - $1K
|
23
$10.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
351+ 1.06% |
$159K - $176K
|
33.5K
$14.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-130K- 4.09% |
$58.8M - $64.9M
|
3.04M
$1.33B
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-48- 0.95% |
$21.8K - $24K
|
5K
$2.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
15+ 12.4% |
$6.81K - $7.51K
|
136
$59.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-15- 6.49% |
$6.81K - $7.51K
|
216
$94.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-2- 0.34% |
$908 - $1K
|
582
$255K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
66+ 9.08% |
$30K - $33.1K
|
793
$347K
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
BUY
|
- |
15+ 0.35% |
$6.81K - $7.51K
|
4.32K
$1.89M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
4+ 7.41% |
$1.82K - $2K
|
58
$25.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.65K- 5.9% |
$750K - $827K
|
26.3K
$11.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
22+ 5.13% |
$9.99K - $11K
|
451
$197K
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
14+ 1.87% |
$6.36K - $7.01K
|
764
$334K
|
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
SELL
|
PUT |
-45- 1.34% |
$20.4K - $22.5K
|
3.32K
$1.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
SELL
|
- |
-5.18K- 88.1% |
$2.35M - $2.6M
|
700
$306K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.16K+ 6.63% |
$529K - $583K
|
18.7K
$8.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
30.7K+ 8.22% |
$13.9M - $15.4M
|
404K
$177M
|
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-100- 7.25% |
$45.4K - $50.1K
|
1.28K
$560K
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-355- 3.09% |
$161K - $178K
|
11.1K
$4.87M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2New |
$908 - $1K
|
2
$875
|
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-980- 25.61% |
$445K - $491K
|
2.85K
$1.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Dock Street Asset Management Inc
|
SELL
|
- |
-478- 1.97% |
$217K - $239K
|
23.8K
$10.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
BUY
|
- |
328+ 42.16% |
$149K - $164K
|
1.11K
$484K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-208- 18.64% |
$94.4K - $104K
|
908
$397K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
7+ 1.42% |
$3.18K - $3.51K
|
499
$218K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
60+ 8.31% |
$27.2K - $30.1K
|
782
$342K
|
|
|
Jan 28, 2025
Q4 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-210- 6.97% |
$95.3K - $105K
|
2.8K
$1.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
176+ 3.97% |
$79.9K - $88.2K
|
4.61K
$2.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
81+ 2.2% |
$36.8K - $40.6K
|
3.77K
$1.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-285- 5.28% |
$129K - $143K
|
5.11K
$2.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-62- 1.14% |
$28.2K - $31.1K
|
5.39K
$2.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.36K+ 17.53% |
$619K - $683K
|
9.14K
$4M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
26+ 4.39% |
$11.8K - $13K
|
618
$270K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
57+ 0.82% |
$25.9K - $28.6K
|
7K
$3.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-25- 1.17% |
$11.4K - $12.5K
|
2.11K
$923K
|
|
|
Jan 28, 2025
Q4 2024
|
Pelham Capital Ltd.
London, X0 |
BUY
|
- |
16.9KNew |
$7.66M - $8.45M
|
16.9K
$7.39M
|