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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-206- 20.5% |
$81.7K - $103K
|
799
$383K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
5.32K+ 731.64% |
$2.11M - $2.67M
|
6.05K
$2.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
5New |
$1.98K - $2.51K
|
5
$2.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
6.05KNew |
$2.4M - $3.04M
|
6.05K
$2.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
16.9KNew |
$6.7M - $8.47M
|
16.9K
$8.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1+ 1.67% |
$397 - $502
|
61
$29.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Asset Management LTD
London, |
SELL
|
- |
-3.87K- 99.77% |
$1.53M - $1.94M
|
9
$4.32K
|
|
|
Aug 12, 2025
Q2 2025
|
Employees Retirement System Of Texas
|
BUY
|
- |
11.9KNew |
$4.72M - $5.97M
|
11.9K
$5.71M
|
|
|
Aug 12, 2025
Q2 2025
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
BUY
|
- |
1.31K+ 1.53% |
$521K - $659K
|
87K
$41.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
128New |
$50.8K - $64.2K
|
128
$61.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
19.6KNew |
$7.77M - $9.82M
|
19.6K
$9.39M
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-30- 3.39% |
$11.9K - $15K
|
855
$410K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
8New |
$3.17K - $4.01K
|
8
$3.84K
|
|
|
Aug 11, 2025
Q2 2025
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
295+ 15.3% |
$117K - $148K
|
2.22K
$1.07M
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-4- 1.69% |
$1.59K - $2.01K
|
232
$111K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
BUY
|
- |
6.48K+ 6.93% |
$2.57M - $3.25M
|
100K
$47.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Impax Asset Management Group PLC
|
BUY
|
- |
1K+ 72.84% |
$398K - $503K
|
2.38K
$1.14M
|
|
|
Aug 08, 2025
Q2 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-1- 0.23% |
$397 - $502
|
433
$208K
|
|
|
Aug 08, 2025
Q2 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-105- 15.49% |
$41.7K - $52.7K
|
573
$275K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
16+ 42.11% |
$6.35K - $8.03K
|
54
$25.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Allianz Se
Munich, 2M |
BUY
|
- |
1.5K+ 17.46% |
$595K - $752K
|
10.1K
$4.84M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 1.01% |
$397 - $502
|
100
$47.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Thistle LLC
|
BUY
|
- |
1.78KNew |
$708K - $895K
|
1.78K
$855K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisory Resource Group
|
BUY
|
- |
400New |
$159K - $201K
|
400
$192K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.1K+ 30.23% |
$438K - $554K
|
4.76K
$2.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
17.7K+ 175.25% |
$7.02M - $8.88M
|
27.8K
$13.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
25+ 3.69% |
$9.92K - $12.5K
|
702
$337K
|
|
|
Aug 07, 2025
Q2 2025
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
302+ 50.17% |
$120K - $151K
|
904
$433K
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
154+ 1.28% |
$61.1K - $77.2K
|
12.2K
$5.84M
|
|
|
Aug 07, 2025
Q2 2025
|
Accent Capital Management, LLC
Dayton, OH |
SELL
|
- |
-81- 2.06% |
$32.1K - $40.6K
|
3.86K
$1.85M
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
11+ 39.29% |
$4.36K - $5.52K
|
39
$18.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
48+ 3.68% |
$19K - $24.1K
|
1.35K
$648K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-4- 0.78% |
$1.59K - $2.01K
|
506
$243K
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-10- 0.32% |
$3.97K - $5.02K
|
3.11K
$1.49M
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1New |
$397 - $502
|
1
$479
|
|
|
Aug 06, 2025
Q2 2025
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-13.2K- 35.29% |
$5.24M - $6.62M
|
24.2K
$11.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Donald Yacktman
Yacktman Asset Management LP
|
BUY
|
- |
4.76K+ 61.99% |
$1.89M - $2.39M
|
12.4K
$5.96M
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
2+ 50.0% |
$793 - $1K
|
6
$2.88K
|
|
|
Aug 05, 2025
Q2 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
912New |
$362K - $457K
|
912
$437K
|
|
|
Aug 05, 2025
Q2 2025
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-283- 3.54% |
$112K - $142K
|
7.7K
$3.69M
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
6New |
$2.38K - $3.01K
|
6
$2.88K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
51+ 86.44% |
$20.2K - $25.6K
|
110
$52.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1New |
$397 - $502
|
1
$479
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
118+ 6.63% |
$46.8K - $59.2K
|
1.9K
$910K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
113+ 12.27% |
$44.8K - $56.7K
|
1.03K
$496K
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.31K+ 83.04% |
$520K - $658K
|
2.89K
$1.39M
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
438New |
$174K - $220K
|
438
$210K
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
454New |
$180K - $228K
|
454
$218K
|
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1+ 0.7% |
$397 - $502
|
143
$68.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
412New |
$163K - $207K
|
412
$198K
|
|