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 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
77+ 7.53% |
$35K - $38.6K
|
1.1K
$539K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-323- 0.58% |
$147K - $162K
|
55.3K
$27.1M
|
|
Jan 22, 2025
Q4 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-1.21K- 13.02% |
$548K - $605K
|
8.07K
$3.95M
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
122K+ 66.76% |
$55.2M - $60.9M
|
304K
$149M
|
|
Jan 22, 2025
Q4 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
739+ 112.31% |
$336K - $370K
|
1.4K
$684K
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
560New |
$254K - $280K
|
560
$274K
|
|
Jan 21, 2025
Q4 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
3.3K+ 230.65% |
$1.5M - $1.65M
|
4.73K
$2.31M
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
2+ 0.06% |
$908 - $1K
|
3.25K
$1.59M
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-106- 10.4% |
$48.1K - $53.1K
|
913
$447K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3- 1.26% |
$1.36K - $1.5K
|
235
$115K
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
489+ 44.37% |
$222K - $245K
|
1.59K
$779K
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
25+ 2.3% |
$11.4K - $12.5K
|
1.11K
$545K
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
300New |
$136K - $150K
|
300
$147K
|
|
Jan 21, 2025
Q4 2024
|
Benin Management Corp
|
BUY
|
- |
483+ 26.83% |
$219K - $242K
|
2.28K
$1.12M
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1+ 1.0% |
$454 - $501
|
101
$49.5K
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
16+ 1.63% |
$7.26K - $8.01K
|
998
$489K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10+ 3.69% |
$4.54K - $5.01K
|
281
$138K
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
775+ 16.2% |
$352K - $388K
|
5.56K
$2.72M
|
|
Jan 21, 2025
Q4 2024
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-1.25K- 1.77% |
$568K - $627K
|
69.4K
$34M
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-296- 1.02% |
$134K - $148K
|
28.6K
$14M
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
2+ 0.25% |
$908 - $1K
|
796
$390K
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 11.11% |
$454 - $501
|
8
$3.92K
|
|
Jan 21, 2025
Q4 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-45- 4.55% |
$20.4K - $22.5K
|
945
$463K
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-33- 1.13% |
$15K - $16.5K
|
2.9K
$1.42M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1+ 0.15% |
$454 - $501
|
651
$319K
|
|
Jan 21, 2025
Q4 2024
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-600- 14.63% |
$272K - $301K
|
3.5K
$1.71M
|
|
Jan 21, 2025
Q4 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-75- 1.27% |
$34.1K - $37.6K
|
5.85K
$2.87M
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
13+ 0.34% |
$5.9K - $6.51K
|
3.79K
$1.86M
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
SELL
|
- |
-1.55K- 72.98% |
$704K - $776K
|
574
$281K
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
58+ 52.25% |
$26.3K - $29.1K
|
169
$82.8K
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
741New |
$336K - $371K
|
741
$363K
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
78+ 14.66% |
$35.4K - $39.1K
|
610
$299K
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-93- 1.65% |
$42.2K - $46.6K
|
5.53K
$2.71M
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-3.83K- 5.39% |
$1.74M - $1.92M
|
67.1K
$32.9M
|
|
Jan 17, 2025
Q4 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-67- 1.24% |
$30.4K - $33.6K
|
5.34K
$2.61M
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
95New |
$43.1K - $47.6K
|
95
$46.5K
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
171+ 13.99% |
$77.6K - $85.7K
|
1.39K
$682K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.92K- 6.91% |
$1.33M - $1.46M
|
39.3K
$19.3M
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-10.2K- 86.68% |
$4.64M - $5.12M
|
1.57K
$769K
|
|
Jan 17, 2025
Q4 2024
|
Rothschild & CO Wealth Management Uk LTD
|
SELL
|
- |
-278K- 20.4% |
$126M - $139M
|
1.08M
$530M
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
9+ 1.08% |
$4.09K - $4.51K
|
841
$412K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-11- 1.27% |
$4.99K - $5.51K
|
853
$418K
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-8- 3.72% |
$3.63K - $4.01K
|
207
$101K
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-41- 8.13% |
$18.6K - $20.5K
|
463
$227K
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
524+ 12.35% |
$238K - $262K
|
4.77K
$2.33M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1- 2.94% |
$454 - $501
|
33
$16.2K
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-67- 6.62% |
$30.4K - $33.6K
|
945
$463K
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
23+ 3.18% |
$10.4K - $11.5K
|
746
$365K
|
|
Jan 17, 2025
Q4 2024
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
1.69K+ 11.98% |
$768K - $847K
|
15.8K
$7.74M
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
51+ 13.39% |
$23.2K - $25.5K
|
432
$212K
|