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 14, 2025
Q3 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-3.21K- 86.24% |
$1.52M - $1.67M
|
512
$245K
|
|
|
Oct 14, 2025
Q3 2025
|
Baxter Bros Inc
|
SELL
|
- |
-10- 1.04% |
$4.73K - $5.21K
|
949
$455K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
449+ 25.66% |
$212K - $234K
|
2.2K
$1.05M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
9+ 0.79% |
$4.25K - $4.69K
|
1.15K
$553K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.02K- 5.51% |
$483K - $533K
|
17.5K
$8.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Matrix Trust CO
|
BUY
|
- |
284+ 41.64% |
$134K - $148K
|
966
$463K
|
|
|
Oct 14, 2025
Q3 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
17+ 0.39% |
$8.04K - $8.86K
|
4.35K
$2.08M
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-249- 0.81% |
$118K - $130K
|
30.4K
$14.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-12- 1.93% |
$5.67K - $6.26K
|
610
$292K
|
|
|
Oct 10, 2025
Q3 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-53- 6.25% |
$25.1K - $27.6K
|
795
$381K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1+ 0.14% |
$473 - $521
|
718
$344K
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1+ 0.15% |
$473 - $521
|
685
$328K
|
|
|
Oct 10, 2025
Q3 2025
|
Congress Asset Management CO
|
SELL
|
- |
-2.45K- 1.09% |
$1.16M - $1.27M
|
222K
$106M
|
|
|
Oct 10, 2025
Q3 2025
|
Corsicana & Co.
|
BUY
|
- |
7New |
$3.31K - $3.65K
|
7
$3.36K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
27+ 3.12% |
$12.8K - $14.1K
|
892
$428K
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
451New |
$213K - $235K
|
451
$216K
|
|
|
Oct 10, 2025
Q3 2025
|
Sarasin & Partners LLP
|
BUY
|
- |
7K+ 1.67% |
$3.31M - $3.65M
|
427K
$205M
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
8+ 1.59% |
$3.78K - $4.17K
|
512
$245K
|
|
|
Oct 10, 2025
Q3 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-560- 41.0% |
$265K - $292K
|
806
$386K
|
|
|
Oct 09, 2025
Q3 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
15+ 0.74% |
$7.09K - $7.82K
|
2.03K
$974K
|
|
|
Oct 09, 2025
Q3 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-85- 7.14% |
$40.2K - $44.3K
|
1.11K
$530K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
4New |
$1.89K - $2.09K
|
4
$1.92K
|
|
|
Oct 09, 2025
Q3 2025
|
Baskin Financial Services Inc.
|
SELL
|
- |
-153- 0.14% |
$72.3K - $79.8K
|
107K
$51.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1+ 14.29% |
$473 - $521
|
8
$3.84K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-5.69K- 1.32% |
$2.69M - $2.97M
|
426K
$204M
|
|
|
Oct 09, 2025
Q3 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-678- 6.14% |
$320K - $353K
|
10.4K
$4.97M
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
13+ 2.43% |
$6.14K - $6.78K
|
549
$263K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.06% |
$473 - $521
|
1.63K
$779K
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
23+ 3.43% |
$10.9K - $12K
|
693
$332K
|
|
|
Oct 08, 2025
Q3 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.37K+ 3.62% |
$647K - $713K
|
39.2K
$18.8M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
123+ 5.16% |
$58.1K - $64.1K
|
2.51K
$1.2M
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-5- 0.43% |
$2.36K - $2.61K
|
1.15K
$549K
|
|
|
Oct 08, 2025
Q3 2025
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-150- 4.35% |
$70.9K - $78.2K
|
3.3K
$1.58M
|
|
|
Oct 08, 2025
Q3 2025
|
Nat West Group PLC
|
SELL
|
- |
-110- 0.66% |
$52K - $57.3K
|
16.4K
$7.88M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-802- 6.01% |
$379K - $418K
|
12.5K
$6.01M
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 3.23% |
$1.42K - $1.56K
|
96
$46K
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
54+ 1.51% |
$25.5K - $28.2K
|
3.62K
$1.74M
|
|
|
Oct 07, 2025
Q3 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
43.9K+ 34.62% |
$20.7M - $22.9M
|
171K
$81.8M
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1+ 5.88% |
$473 - $521
|
18
$8.63K
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
3+ 0.48% |
$1.42K - $1.56K
|
626
$300K
|
|
|
Oct 07, 2025
Q3 2025
|
Threadgill Financial, LLC
|
SELL
|
- |
-78- 0.4% |
$36.9K - $40.7K
|
19.4K
$9.28M
|
|
|
Oct 07, 2025
Q3 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
4+ 0.16% |
$1.89K - $2.09K
|
2.49K
$1.19M
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
BUY
|
- |
127+ 30.09% |
$60K - $66.2K
|
549
$263K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
28+ 6.45% |
$13.2K - $14.6K
|
462
$222K
|
|
|
Oct 06, 2025
Q3 2025
|
Boltwood Capital Management
|
SELL
|
- |
-15- 2.04% |
$7.09K - $7.82K
|
720
$345K
|
|
|
Oct 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
117+ 1.18% |
$55.3K - $61K
|
10.1K
$4.82M
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
BUY
|
- |
25.7KNew |
$12.1M - $13.4M
|
25.7K
$12.3M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
65New |
$30.7K - $33.9K
|
65
$31.2K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-3- 20.0% |
$1.42K - $1.56K
|
12
$5.75K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
203+ 16.32% |
$96K - $106K
|
1.45K
$694K
|
|