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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
525New |
$192K - $213K
|
525
$252K
|
|
|
May 13, 2024
Q1 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-150- 30.0% |
$55K - $60.8K
|
350
$168K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
97New |
$35.5K - $39.3K
|
97
$46.5K
|
|
|
May 13, 2024
Q1 2024
|
Versor Investments LP
|
BUY
|
- |
2.8KNew |
$1.03M - $1.13M
|
2.8K
$1.34M
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
8New |
$2.93K - $3.24K
|
8
$3.84K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-562- 1.14% |
$206K - $228K
|
48.6K
$23.3M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1- 0.04% |
$366 - $405
|
2.74K
$1.31M
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-12- 1.52% |
$4.4K - $4.86K
|
775
$372K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-18.7K- 4.41% |
$6.84M - $7.56M
|
405K
$194M
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-25- 0.42% |
$9.16K - $10.1K
|
5.9K
$2.83M
|
|
|
May 09, 2024
Q1 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
1.1KNew |
$403K - $446K
|
1.1K
$527K
|
|
|
May 09, 2024
Q1 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
1KNew |
$366K - $405K
|
1K
$479K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
37+ 3700.0% |
$13.6K - $15K
|
38
$18.2K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-25- 7.89% |
$9.16K - $10.1K
|
292
$140K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1New |
$366 - $405
|
1
$479
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
5+ 0.61% |
$1.83K - $2.03K
|
824
$395K
|
|
|
May 07, 2024
Q1 2024
|
Jensen Investment Management Inc
Lake Oswego, OR |
SELL
|
- |
-248K- 58.05% |
$90.8M - $100M
|
179K
$85.9M
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
55+ 3.08% |
$20.2K - $22.3K
|
1.84K
$882K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2New |
$733 - $810
|
2
$959
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-16- 0.88% |
$5.86K - $6.48K
|
1.81K
$866K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-250- 17.52% |
$91.6K - $101K
|
1.18K
$564K
|
|
|
Apr 26, 2024
Q1 2024
|
Australian Super Pty LTD
|
SELL
|
- |
-25.2K- 94.81% |
$9.23M - $10.2M
|
1.38K
$661K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.17KNew |
$430K - $476K
|
1.17K
$563K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
15New |
$5.5K - $6.08K
|
15
$7.19K
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.65KNew |
$605K - $669K
|
1.65K
$792K
|
|
|
Apr 24, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
223KNew |
$81.9M - $90.5M
|
223K
$107M
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-1.03K- 54.94% |
$377K - $417K
|
844
$405K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
8New |
$2.93K - $3.24K
|
8
$3.84K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1- 0.1% |
$366 - $405
|
996
$478K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
24New |
$8.8K - $9.72K
|
24
$11.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-52- 22.32% |
$19.1K - $21.1K
|
181
$86.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
595New |
$218K - $241K
|
595
$285K
|
|
|
Apr 16, 2024
Q1 2024
|
Amf Tjanstepension Ab
|
SELL
|
- |
-15.1K- 35.27% |
$5.55M - $6.13M
|
27.8K
$13.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-578- 6.02% |
$212K - $234K
|
9.02K
$4.32M
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-6- 1.43% |
$2.2K - $2.43K
|
415
$199K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-201- 10.63% |
$73.7K - $81.4K
|
1.69K
$810K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-24- 24.24% |
$8.8K - $9.72K
|
75
$36K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-8.03K- 2.01% |
$2.94M - $3.25M
|
392K
$188M
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-43- 91.49% |
$15.8K - $17.4K
|
4
$1.92K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
1New |
$366 - $405
|
1
$479
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3New |
$1.1K - $1.22K
|
3
$1.44K
|
|
|
Apr 12, 2024
Q1 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
7.36KNew |
$2.7M - $2.98M
|
7.36K
$3.53M
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
100+ 200.0% |
$36.6K - $40.5K
|
150
$71.9K
|
|
|
Apr 03, 2024
Q1 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
6.47K+ 342.28% |
$2.37M - $2.62M
|
8.36K
$4.01M
|
|
| Q4 2023 | |||||||
|
Jun 10, 2025
Q4 2023
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
400New |
$121K - $157K
|
400
$192K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-62- 43.66% |
$18.7K - $24.3K
|
80
$38.4K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
3New |
$906 - $1.17K
|
3
$1.44K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-80- 34.63% |
$24.2K - $31.3K
|
151
$72.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Frontier Capital Management CO LLC
|
SELL
|
- |
-19.5K- 23.31% |
$5.89M - $7.64M
|
64.2K
$30.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
10+ 0.86% |
$3.02K - $3.92K
|
1.17K
$560K
|
|