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 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-83- 4.58% |
$39.2K - $43.3K
|
1.73K
$830K
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
8+ 0.07% |
$3.78K - $4.17K
|
11.6K
$5.55M
|
|
|
Oct 17, 2025
Q3 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
612+ 3.68% |
$289K - $319K
|
17.2K
$8.26M
|
|
|
Oct 17, 2025
Q3 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-368- 0.65% |
$174K - $192K
|
56.6K
$27.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-610- 2.41% |
$288K - $318K
|
24.8K
$11.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
1.89KNew |
$891K - $983K
|
1.89K
$904K
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-132- 3.82% |
$62.4K - $68.8K
|
3.33K
$1.59M
|
|
|
Oct 17, 2025
Q3 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-100- 1.35% |
$47.3K - $52.1K
|
7.3K
$3.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2+ 4.08% |
$945 - $1.04K
|
51
$24.5K
|
|
|
Oct 16, 2025
Q3 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
1.46K+ 13.88% |
$692K - $763K
|
12K
$5.76M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
740+ 86.96% |
$350K - $386K
|
1.59K
$763K
|
|
|
Oct 16, 2025
Q3 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
10+ 1.85% |
$4.73K - $5.21K
|
551
$264K
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-183- 23.67% |
$86.5K - $95.4K
|
590
$283K
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
BUY
|
- |
124+ 2.15% |
$58.6K - $64.6K
|
5.88K
$2.82M
|
|
|
Oct 16, 2025
Q3 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
284+ 8.28% |
$134K - $148K
|
3.71K
$1.78M
|
|
|
Oct 16, 2025
Q3 2025
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-2- 0.29% |
$945 - $1.04K
|
689
$330K
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
10.9K+ 279.81% |
$5.14M - $5.66M
|
14.7K
$7.07M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
8New |
$3.78K - $4.17K
|
8
$3.84K
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
3+ 0.19% |
$1.42K - $1.56K
|
1.55K
$744K
|
|
|
Oct 16, 2025
Q3 2025
|
Olio Financial Planning
|
SELL
|
- |
-156- 21.37% |
$73.7K - $81.3K
|
574
$275K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
194+ 3.74% |
$91.7K - $101K
|
5.38K
$2.58M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
198+ 3.16% |
$93.6K - $103K
|
6.46K
$3.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.03K- 8.71% |
$959K - $1.06M
|
21.3K
$10.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-61- 0.09% |
$28.8K - $31.8K
|
68.5K
$32.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
1.32K+ 5508.33% |
$625K - $689K
|
1.35K
$645K
|
|
|
Oct 15, 2025
Q3 2025
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
660New |
$312K - $344K
|
660
$316K
|
|
|
Oct 15, 2025
Q3 2025
|
Value Partners Investments Inc.
|
SELL
|
- |
-7- 0.13% |
$3.31K - $3.65K
|
5.5K
$2.63M
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-12- 0.55% |
$5.67K - $6.26K
|
2.16K
$1.03M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-39- 13.59% |
$18.4K - $20.3K
|
248
$119K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
159+ 39.75% |
$75.2K - $82.9K
|
559
$268K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-66- 3.22% |
$31.2K - $34.4K
|
1.99K
$952K
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
422New |
$199K - $220K
|
422
$202K
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
79+ 2.62% |
$37.3K - $41.2K
|
3.1K
$1.48M
|
|
|
Oct 15, 2025
Q3 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-50- 1.6% |
$23.6K - $26.1K
|
3.08K
$1.47M
|
|
|
Oct 15, 2025
Q3 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
572+ 3.92% |
$270K - $298K
|
15.2K
$7.27M
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-85- 0.67% |
$40.2K - $44.3K
|
12.6K
$6.06M
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
48+ 4.39% |
$22.7K - $25K
|
1.14K
$548K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1- 1.82% |
$473 - $521
|
54
$25.9K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
22+ 0.44% |
$10.4K - $11.5K
|
5K
$2.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
BUY
|
- |
3+ 0.54% |
$1.42K - $1.56K
|
557
$267K
|
|
|
Oct 15, 2025
Q3 2025
|
Canoe Financial LP
Calgary, A0 |
SELL
|
- |
-13.5K- 3.17% |
$6.38M - $7.04M
|
412K
$198M
|
|
|
Oct 15, 2025
Q3 2025
|
Raub Brock Capital Management LP
|
SELL
|
- |
-293- 0.9% |
$138K - $153K
|
32.3K
$15.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
174+ 33.53% |
$82.2K - $90.7K
|
693
$332K
|
|
|
Oct 14, 2025
Q3 2025
|
Seilern Investment Management LTD
London, X0 |
SELL
|
- |
-1.97K- 11.74% |
$930K - $1.03M
|
14.8K
$7.09M
|
|
|
Oct 14, 2025
Q3 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
1.18KNew |
$556K - $613K
|
1.18K
$564K
|
|
|
Oct 14, 2025
Q3 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
7+ 0.33% |
$3.31K - $3.65K
|
2.13K
$1.02M
|
|
|
Oct 14, 2025
Q3 2025
|
J2 Capital Management Inc
|
BUY
|
- |
7+ 0.98% |
$3.31K - $3.65K
|
720
$345K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.71K+ 53.72% |
$806K - $889K
|
4.88K
$2.34M
|
|
|
Oct 14, 2025
Q3 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
43+ 19.46% |
$20.3K - $22.4K
|
264
$127K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
11New |
$5.2K - $5.73K
|
11
$5.27K
|
|