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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
1+ 0.19% |
$397 - $502
|
531
$255K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
11+ 1.05% |
$4.36K - $5.52K
|
1.06K
$509K
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-4- 0.28% |
$1.59K - $2.01K
|
1.41K
$676K
|
|
|
Jul 29, 2025
Q2 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
400New |
$159K - $201K
|
400
$192K
|
|
|
Jul 29, 2025
Q2 2025
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
400New |
$159K - $201K
|
400
$192K
|
|
|
Jul 28, 2025
Q2 2025
|
Innova Wealth Partners
|
BUY
|
- |
407New |
$161K - $204K
|
407
$195K
|
|
|
Jul 28, 2025
Q2 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
245New |
$97.2K - $123K
|
245
$117K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-8- 7.02% |
$3.17K - $4.01K
|
106
$50.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-7.68K- 79.81% |
$3.05M - $3.85M
|
1.94K
$932K
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
PUT |
-16.3K- 42.01% |
$6.47M - $8.18M
|
22.5K
$10.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Bsn Capital Partners LTD
|
BUY
|
- |
208New |
$82.5K - $104K
|
208
$99.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
7New |
$2.78K - $3.51K
|
7
$3.36K
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
440New |
$175K - $221K
|
440
$211K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.49K- 41.56% |
$591K - $747K
|
2.1K
$1M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.1% |
$397 - $502
|
1K
$481K
|
|
|
Jul 24, 2025
Q2 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-3- 0.05% |
$1.19K - $1.5K
|
5.81K
$2.78M
|
|
|
Jul 24, 2025
Q2 2025
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
400New |
$159K - $201K
|
400
$192K
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-1- 25.0% |
$397 - $502
|
3
$1.44K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2New |
$793 - $1K
|
2
$959
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
CALL |
100New |
$39.7K - $50.2K
|
100
$47.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-96- 7.35% |
$38.1K - $48.2K
|
1.21K
$580K
|
|
|
Jul 23, 2025
Q2 2025
|
Ti Trust, Inc
|
BUY
|
- |
400New |
$159K - $201K
|
400
$192K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
682New |
$271K - $342K
|
682
$327K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1+ 50.0% |
$397 - $502
|
3
$1.44K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
516New |
$205K - $259K
|
516
$247K
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.11KNew |
$441K - $558K
|
1.11K
$533K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
225+ 18.28% |
$89.3K - $113K
|
1.46K
$698K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-194- 4.09% |
$77K - $97.3K
|
4.55K
$2.18M
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-128- 27.18% |
$50.8K - $64.2K
|
343
$164K
|
|
|
Jul 18, 2025
Q2 2025
|
Caledonia Investments PLC
|
BUY
|
- |
12.8K+ 12.02% |
$5.06M - $6.4M
|
119K
$57M
|
|
|
Jul 18, 2025
Q2 2025
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
156+ 0.83% |
$61.9K - $78.2K
|
18.9K
$9.07M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
40+ 0.8% |
$15.9K - $20.1K
|
5.04K
$2.42M
|
|
|
Jul 18, 2025
Q2 2025
|
Pelham Capital Ltd.
London, X0 |
BUY
|
- |
3.52K+ 15.26% |
$1.39M - $1.76M
|
26.6K
$12.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
402New |
$159K - $202K
|
402
$193K
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
410New |
$163K - $206K
|
410
$197K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2+ 0.85% |
$793 - $1K
|
237
$114K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
64+ 1.95% |
$25.4K - $32.1K
|
3.35K
$1.61M
|
|
|
Jul 17, 2025
Q2 2025
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
9.07KNew |
$3.6M - $4.55M
|
9.07K
$4.35M
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-50- 90.91% |
$19.8K - $25.1K
|
5
$2.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 7.69% |
$397 - $502
|
12
$5.75K
|
|
|
Jul 16, 2025
Q2 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-4.7K- 92.98% |
$1.86M - $2.36M
|
355
$170K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
407New |
$161K - $204K
|
407
$195K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
94+ 72.31% |
$37.3K - $47.1K
|
224
$107K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
4+ 30.77% |
$1.59K - $2.01K
|
17
$8.15K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
6New |
$2.38K - $3.01K
|
6
$2.88K
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
205+ 1.24% |
$81.3K - $103K
|
16.7K
$7.99M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 37.5% |
$1.19K - $1.5K
|
5
$2.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
553New |
$219K - $277K
|
553
$265K
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
5+ 1.02% |
$1.98K - $2.51K
|
497
$238K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-62- 5.92% |
$24.6K - $31.1K
|
986
$473K
|
|