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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
Monarch Capital Management Inc
|
BUY
|
- |
600New |
$181K - $235K
|
600
$288K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
568New |
$172K - $222K
|
568
$272K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
46+ 1.31% |
$13.9K - $18K
|
3.57K
$1.71M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-575- 26.15% |
$174K - $225K
|
1.62K
$779K
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
40New |
$12.6K - $14.5K
|
40
$19.2K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
28+ 0.73% |
$8.81K - $10.1K
|
3.89K
$1.87M
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
407+ 2142.11% |
$128K - $147K
|
426
$204K
|
|
|
Nov 14, 2023
Q3 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
800New |
$252K - $289K
|
800
$384K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
204+ 9.93% |
$64.2K - $73.8K
|
2.26K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
54+ 0.07% |
$17K - $19.5K
|
80K
$38.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-119- 76.77% |
$37.4K - $43K
|
36
$17.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
6.06KNew |
$1.91M - $2.19M
|
6.06K
$2.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
14+ 1.3% |
$4.4K - $5.06K
|
1.09K
$522K
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
310+ 38.75% |
$97.5K - $112K
|
1.11K
$532K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
2New |
$629 - $723
|
2
$959
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
17+ 1.02% |
$5.35K - $6.15K
|
1.68K
$804K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
15New |
$4.72K - $5.43K
|
15
$7.19K
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-44.4K- 7.96% |
$14M - $16M
|
513K
$246M
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-520- 0.92% |
$164K - $188K
|
55.8K
$26.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Freemont Management S.A.
|
SELL
|
- |
-5.9K- 14.5% |
$1.86M - $2.13M
|
34.8K
$16.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
15+ 38.46% |
$4.72K - $5.43K
|
54
$25.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-300- 10.71% |
$94.4K - $109K
|
2.5K
$1.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
163New |
$51.3K - $59K
|
163
$78.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-300- 54.55% |
$94.4K - $109K
|
250
$120K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
11KNew |
$3.46M - $3.98M
|
11K
$5.27M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
300New |
$94.4K - $109K
|
300
$144K
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
200New |
$62.9K - $72.3K
|
200
$95.9K
|
|
|
Oct 27, 2023
Q3 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-31K- 97.31% |
$9.74M - $11.2M
|
855
$410K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.5K+ 19.41% |
$472K - $543K
|
9.24K
$4.43M
|
|
|
Oct 20, 2023
Q3 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
500+ 125.0% |
$157K - $181K
|
900
$432K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
17+ 36.96% |
$5.35K - $6.15K
|
63
$30.2K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-1- 16.67% |
$315 - $362
|
5
$2.4K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
2New |
$629 - $723
|
2
$959
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-12- 0.7% |
$3.77K - $4.34K
|
1.69K
$811K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
61New |
$19.2K - $22.1K
|
61
$29.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-79- 11.05% |
$24.8K - $28.6K
|
636
$305K
|
|
| Q2 2023 | |||||||
|
Mar 18, 2025
Q2 2023
|
Criteria Caixa, S.A.U.
Barcelona, U3 |
SELL
|
- |
-7.43KClosed |
$2.2M - $2.59M
|
0
$0
|
|
|
Mar 18, 2025
Q2 2023
|
Criteria Caixa, S.A.U.
Barcelona, U3 |
SELL
|
PUT |
-2.5KClosed |
$739K - $871K
|
0
$0
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-22.7KClosed |
$6.71M - $7.9M
|
0
$0
|
|
|
Aug 06, 2024
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
8.94KNew |
$2.64M - $3.11M
|
8.94K
$4.29M
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-8- 47.06% |
$2.37K - $2.79K
|
9
$4.32K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-6.61K- 54.17% |
$1.95M - $2.3M
|
5.59K
$2.68M
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
13New |
$3.84K - $4.53K
|
13
$6.23K
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-5.33K- 34.29% |
$1.58M - $1.86M
|
10.2K
$4.9M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
692New |
$205K - $241K
|
692
$332K
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
761New |
$225K - $265K
|
761
$365K
|
|
|
Aug 14, 2023
Q2 2023
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
1.28K+ 60.93% |
$379K - $447K
|
3.39K
$1.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
610New |
$180K - $212K
|
610
$292K
|
|
|
Aug 14, 2023
Q2 2023
|
Long Path Partners LP
Stamford, CT |
BUY
|
- |
757New |
$224K - $264K
|
757
$363K
|
|