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 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1+ 0.15% |
$473 - $521
|
685
$328K
|
|
|
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
|
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
|
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
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.06% |
$473 - $521
|
1.63K
$779K
|
|
|
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
|
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 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
|
Ignite Planners, LLC
|
BUY
|
- |
28+ 6.45% |
$13.2K - $14.6K
|
462
$222K
|
|
|
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
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1New |
$473 - $521
|
1
$479
|
|
| Q2 2025 | |||||||
|
Jan 07, 2026
Q2 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
SELL
|
- |
-1- 25.0% |
$397 - $502
|
3
$1.44K
|
|
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
3.8K+ 4.63% |
$1.51M - $1.91M
|
86K
$41.2M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-155K- 15.18% |
$61.6M - $77.8M
|
867K
$416M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-461- 18.48% |
$183K - $231K
|
2.03K
$975K
|
|
|
Nov 12, 2025
Q2 2025
|
Local Pensions Partnership Investment LTD
London, X0 |
SELL
|
- |
-18.1K- 3.74% |
$7.18M - $9.08M
|
466K
$223M
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-7.78K- 41.75% |
$3.09M - $3.9M
|
10.9K
$5.21M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-2- 4.08% |
$793 - $1K
|
47
$22.5K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
6+ 0.24% |
$2.38K - $3.01K
|
2.54K
$1.22M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
50New |
$19.8K - $25.1K
|
50
$24K
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
396+ 990.0% |
$157K - $199K
|
436
$209K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
1+ 0.8% |
$397 - $502
|
126
$60.4K
|
|
|
Aug 15, 2025
Q2 2025
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
3.53KNew |
$1.4M - $1.77M
|
3.53K
$1.69M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.14K- 68.48% |
$453K - $573K
|
526
$252K
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-77- 29.73% |
$30.5K - $38.6K
|
182
$87.3K
|
|
|
Aug 15, 2025
Q2 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
SELL
|
- |
-19- 95.0% |
$7.54K - $9.53K
|
1
$479
|
|
|
Aug 15, 2025
Q2 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-8- 0.71% |
$3.17K - $4.01K
|
1.12K
$538K
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
33New |
$13.1K - $16.6K
|
33
$15.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Avanda Investment Management Pte. Ltd.
Singapore, U0 |
SELL
|
- |
-200- 7.69% |
$79.3K - $100K
|
2.4K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
14+ 1.22% |
$5.55K - $7.02K
|
1.16K
$556K
|
|
|
Aug 14, 2025
Q2 2025
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-26.9K- 61.59% |
$10.7M - $13.5M
|
16.8K
$8.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
153New |
$60.7K - $76.7K
|
153
$73.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
13.2K+ 43.81% |
$5.23M - $6.61M
|
43.3K
$20.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-293- 37.23% |
$116K - $147K
|
494
$237K
|
|
|
Aug 14, 2025
Q2 2025
|
Arrow Capital Pty LTD
Sydney, C3 |
BUY
|
- |
5KNew |
$1.98M - $2.51M
|
5K
$2.4M
|
|
|
Aug 14, 2025
Q2 2025
|
George Kaiser Family Foundation
|
BUY
|
- |
302+ 50.17% |
$120K - $151K
|
904
$433K
|
|
|
Aug 14, 2025
Q2 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
1.59KNew |
$629K - $796K
|
1.59K
$760K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
521New |
$207K - $261K
|
521
$250K
|
|