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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-2.99K- 5.45% |
$1.42M - $1.56M
|
52K
$24.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
297+ 23.42% |
$140K - $155K
|
1.57K
$750K
|
|
|
Oct 21, 2025
Q3 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
200+ 13.61% |
$94.5K - $104K
|
1.67K
$801K
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-3- 0.3% |
$1.42K - $1.56K
|
990
$475K
|
|
|
Oct 21, 2025
Q3 2025
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
30.3K+ 37.24% |
$14.3M - $15.8M
|
112K
$53.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1+ 0.08% |
$473 - $521
|
1.23K
$589K
|
|
|
Oct 21, 2025
Q3 2025
|
Titan Global Capital Management Usa LLC
New York, NY |
SELL
|
- |
-404- 3.5% |
$191K - $211K
|
11.1K
$5.34M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
45+ 4.05% |
$21.3K - $23.5K
|
1.16K
$555K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
114+ 2.53% |
$53.9K - $59.4K
|
4.62K
$2.22M
|
|
|
Oct 21, 2025
Q3 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-264- 1.97% |
$125K - $138K
|
13.1K
$6.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-150- 12.0% |
$70.9K - $78.2K
|
1.1K
$527K
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-327- 25.33% |
$155K - $170K
|
964
$462K
|
|
|
Oct 21, 2025
Q3 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
95+ 0.86% |
$44.9K - $49.5K
|
11.2K
$5.36M
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
2New |
$945 - $1.04K
|
2
$959
|
|
|
Oct 21, 2025
Q3 2025
|
Rexford Capital Inc
Bellaire, TX |
SELL
|
- |
-4- 8.0% |
$1.89K - $2.09K
|
46
$22.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.56K+ 39.98% |
$738K - $814K
|
5.47K
$2.62M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
84+ 14.31% |
$39.7K - $43.8K
|
671
$322K
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
246+ 7.92% |
$116K - $128K
|
3.35K
$1.61M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-35- 2.31% |
$16.5K - $18.2K
|
1.48K
$710K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
904+ 14.9% |
$427K - $471K
|
6.97K
$3.34M
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-18- 0.73% |
$8.51K - $9.38K
|
2.44K
$1.17M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
21+ 0.1% |
$9.93K - $10.9K
|
20.4K
$9.76M
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
BUY
|
- |
343+ 3.28% |
$162K - $179K
|
10.8K
$5.18M
|
|
|
Oct 20, 2025
Q3 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
81+ 2.34% |
$38.3K - $42.2K
|
3.55K
$1.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-100- 4.19% |
$47.3K - $52.1K
|
2.29K
$1.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-373- 19.85% |
$176K - $194K
|
1.51K
$722K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
10+ 1.75% |
$4.73K - $5.21K
|
581
$279K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
13+ 1.63% |
$6.14K - $6.78K
|
811
$389K
|
|
|
Oct 20, 2025
Q3 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
3+ 0.5% |
$1.42K - $1.56K
|
606
$291K
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
4+ 0.75% |
$1.89K - $2.09K
|
537
$257K
|
|
|
Oct 20, 2025
Q3 2025
|
Sterling Investment Management, LLC
|
SELL
|
- |
-29- 0.32% |
$13.7K - $15.1K
|
9.13K
$4.38M
|
|
|
Oct 20, 2025
Q3 2025
|
Davidson Trust CO
|
BUY
|
- |
33+ 2.01% |
$15.6K - $17.2K
|
1.67K
$803K
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-96- 11.0% |
$45.4K - $50K
|
777
$373K
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-211K- 96.04% |
$100M - $110M
|
8.71K
$4.18M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
558+ 9.32% |
$264K - $291K
|
6.54K
$3.14M
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-2- 15.38% |
$945 - $1.04K
|
11
$5.27K
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-58- 8.31% |
$27.4K - $30.2K
|
640
$307K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-234- 3.2% |
$111K - $122K
|
7.07K
$3.39M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
236+ 25.19% |
$112K - $123K
|
1.17K
$562K
|
|
|
Oct 20, 2025
Q3 2025
|
Vanderbilt University
Nashville, TN |
SELL
|
- |
-1.92K- 30.63% |
$905K - $998K
|
4.34K
$2.08M
|
|
|
Oct 20, 2025
Q3 2025
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-57- 11.4% |
$26.9K - $29.7K
|
443
$212K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
916New |
$433K - $478K
|
916
$439K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
78New |
$36.9K - $40.7K
|
78
$37.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-14- 1.26% |
$6.62K - $7.3K
|
1.09K
$524K
|
|
|
Oct 17, 2025
Q3 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
400+ 6.02% |
$189K - $209K
|
7.04K
$3.38M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
137+ 0.25% |
$64.8K - $71.4K
|
55.5K
$26.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5+ 0.32% |
$2.36K - $2.61K
|
1.55K
$744K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
6+ 200.0% |
$2.84K - $3.13K
|
9
$4.32K
|
|
|
Oct 17, 2025
Q3 2025
|
Stone Pine Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-47K- 2.03% |
$22.2M - $24.5M
|
2.26M
$1.09B
|
|
|
Oct 17, 2025
Q3 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-96- 16.11% |
$45.4K - $50K
|
500
$240K
|
|