Latest Institutional Purchases of Moodys Corp (MCO)
This list provides information on the latest institutional transactions involving Moodys Corp (MCO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
23+ 3.43% |
$10.9K - $12K
|
693
$332K
|
|
|
Nov 14, 2025
Q3 2025
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
22+ 1.19% |
$10.4K - $11.5K
|
1.87K
$894K
|
|
|
Oct 30, 2025
Q3 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
22+ 2.24% |
$10.4K - $11.5K
|
1K
$480K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
22+ 0.44% |
$10.4K - $11.5K
|
5K
$2.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
21+ 0.43% |
$9.93K - $10.9K
|
4.9K
$2.35M
|
|
|
Oct 31, 2025
Q3 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
21+ 4.38% |
$9.93K - $10.9K
|
501
$240K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
21+ 0.1% |
$9.93K - $10.9K
|
20.4K
$9.76M
|
|
|
Nov 12, 2025
Q3 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
20+ 1.16% |
$9.45K - $10.4K
|
1.75K
$837K
|
|
|
Nov 12, 2025
Q3 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
20+ 0.17% |
$9.45K - $10.4K
|
11.7K
$5.61M
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
20+ 100.0% |
$9.45K - $10.4K
|
40
$19.2K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
20+ 3.97% |
$9.45K - $10.4K
|
524
$251K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
19+ 6.15% |
$8.98K - $9.91K
|
328
$157K
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
19New |
$8.98K - $9.91K
|
19
$9.11K
|
|
|
Nov 14, 2025
Q3 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
18+ 4.38% |
$8.51K - $9.38K
|
429
$206K
|
|
|
Nov 06, 2025
Q3 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
18+ 2.49% |
$8.51K - $9.38K
|
742
$356K
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
18+ 3.97% |
$8.51K - $9.38K
|
471
$226K
|
|
|
Oct 14, 2025
Q3 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
17+ 0.39% |
$8.04K - $8.86K
|
4.35K
$2.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
16+ 1.63% |
$7.56K - $8.34K
|
999
$479K
|
|
|
Nov 10, 2025
Q3 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
16+ 3.0% |
$7.56K - $8.34K
|
549
$263K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
16+ 3.61% |
$7.56K - $8.34K
|
459
$220K
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
15+ 0.69% |
$7.09K - $7.82K
|
2.18K
$1.04M
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
15+ 10.56% |
$7.09K - $7.82K
|
157
$75.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
15+ 2.33% |
$7.09K - $7.82K
|
659
$316K
|
|
|
Oct 09, 2025
Q3 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
15+ 0.74% |
$7.09K - $7.82K
|
2.03K
$974K
|
|
|
Nov 13, 2025
Q3 2025
|
Claret Asset Management Corp
|
BUY
|
- |
14+ 2.41% |
$6.62K - $7.3K
|
595
$285K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
14+ 0.26% |
$6.62K - $7.3K
|
5.42K
$2.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
14New |
$6.62K - $7.3K
|
14
$6.71K
|
|
|
Nov 14, 2025
Q3 2025
|
Bamco Inc
New York, NY |
BUY
|
- |
13+ 0.04% |
$6.14K - $6.78K
|
36K
$17.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
13+ 11.3% |
$6.14K - $6.78K
|
128
$61.4K
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
13+ 2.99% |
$6.14K - $6.78K
|
448
$215K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
13+ 1.63% |
$6.14K - $6.78K
|
811
$389K
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
13+ 2.43% |
$6.14K - $6.78K
|
549
$263K
|
|
|
Oct 31, 2025
Q3 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
12+ 0.36% |
$5.67K - $6.26K
|
3.32K
$1.59M
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
12+ 2.66% |
$5.67K - $6.26K
|
463
$222K
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
11+ 2.3% |
$5.2K - $5.73K
|
490
$235K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
11New |
$5.2K - $5.73K
|
11
$5.27K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
10+ 0.61% |
$4.73K - $5.21K
|
1.64K
$788K
|
|
|
Nov 07, 2025
Q3 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
10+ 1.1% |
$4.73K - $5.21K
|
916
$439K
|
|
|
Nov 04, 2025
Q3 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
10+ 1.0% |
$4.73K - $5.21K
|
1.01K
$483K
|
|
|
Oct 31, 2025
Q3 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
10+ 1.24% |
$4.73K - $5.21K
|
814
$390K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
10New |
$4.73K - $5.21K
|
10
$4.79K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
10+ 15.15% |
$4.73K - $5.21K
|
76
$36.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
10+ 1.75% |
$4.73K - $5.21K
|
581
$279K
|
|
|
Oct 16, 2025
Q3 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
10+ 1.85% |
$4.73K - $5.21K
|
551
$264K
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
9+ 64.29% |
$4.25K - $4.69K
|
23
$11K
|
|
|
Nov 10, 2025
Q3 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
9+ 0.87% |
$4.25K - $4.69K
|
1.04K
$499K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
9+ 0.16% |
$4.25K - $4.69K
|
5.48K
$2.63M
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
9+ 1.05% |
$4.25K - $4.69K
|
865
$415K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
9+ 5.17% |
$4.25K - $4.69K
|
183
$87.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
9+ 8.91% |
$4.25K - $4.69K
|
110
$52.7K
|
|