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 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
9+ 0.79% |
$4.25K - $4.69K
|
1.15K
$553K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8+ 0.45% |
$3.78K - $4.17K
|
1.8K
$864K
|
|
|
Nov 10, 2025
Q3 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
8+ 0.46% |
$3.78K - $4.17K
|
1.73K
$830K
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
8+ 0.07% |
$3.78K - $4.17K
|
11.6K
$5.55M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
8New |
$3.78K - $4.17K
|
8
$3.84K
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
8+ 1.59% |
$3.78K - $4.17K
|
512
$245K
|
|
|
Nov 12, 2025
Q3 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
7+ 10.14% |
$3.31K - $3.65K
|
76
$36.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
7+ 6.8% |
$3.31K - $3.65K
|
110
$52.7K
|
|
|
Oct 14, 2025
Q3 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
7+ 0.33% |
$3.31K - $3.65K
|
2.13K
$1.02M
|
|
|
Oct 14, 2025
Q3 2025
|
J2 Capital Management Inc
|
BUY
|
- |
7+ 0.98% |
$3.31K - $3.65K
|
720
$345K
|
|
|
Oct 10, 2025
Q3 2025
|
Corsicana & Co.
|
BUY
|
- |
7New |
$3.31K - $3.65K
|
7
$3.36K
|
|
|
Nov 17, 2025
Q3 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
6+ 1.16% |
$2.84K - $3.13K
|
524
$251K
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
6+ 24.0% |
$2.84K - $3.13K
|
31
$14.9K
|
|
|
Nov 10, 2025
Q3 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
6+ 0.64% |
$2.84K - $3.13K
|
945
$453K
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
6+ 27.27% |
$2.84K - $3.13K
|
28
$13.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
6+ 200.0% |
$2.84K - $3.13K
|
9
$4.32K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5+ 100.0% |
$2.36K - $2.61K
|
10
$4.79K
|
|
|
Nov 13, 2025
Q3 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
5+ 1.11% |
$2.36K - $2.61K
|
455
$218K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5+ 0.95% |
$2.36K - $2.61K
|
530
$254K
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
5+ 0.07% |
$2.36K - $2.61K
|
6.83K
$3.28M
|
|
|
Nov 04, 2025
Q3 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
5+ 0.62% |
$2.36K - $2.61K
|
810
$388K
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
5+ 22.73% |
$2.36K - $2.61K
|
27
$12.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
5New |
$2.36K - $2.61K
|
5
$2.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5+ 0.32% |
$2.36K - $2.61K
|
1.55K
$744K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
4+ 0.6% |
$1.89K - $2.09K
|
673
$323K
|
|
|
Nov 10, 2025
Q3 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
4+ 0.44% |
$1.89K - $2.09K
|
908
$435K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4+ 0.71% |
$1.89K - $2.09K
|
566
$271K
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
4+ 0.75% |
$1.89K - $2.09K
|
537
$257K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
4New |
$1.89K - $2.09K
|
4
$1.92K
|
|
|
Oct 07, 2025
Q3 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
4+ 0.16% |
$1.89K - $2.09K
|
2.49K
$1.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
3+ 0.07% |
$1.42K - $1.56K
|
4.16K
$1.99M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
3+ 0.73% |
$1.42K - $1.56K
|
416
$199K
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
3+ 6.52% |
$1.42K - $1.56K
|
49
$23.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
3+ 2.8% |
$1.42K - $1.56K
|
110
$52.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 0.17% |
$1.42K - $1.56K
|
1.78K
$854K
|
|
|
Oct 28, 2025
Q3 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
3+ 0.02% |
$1.42K - $1.56K
|
13.4K
$6.44M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 5.36% |
$1.42K - $1.56K
|
59
$28.3K
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
3New |
$1.42K - $1.56K
|
3
$1.44K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
3+ 0.6% |
$1.42K - $1.56K
|
506
$243K
|
|
|
Oct 20, 2025
Q3 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
3+ 0.5% |
$1.42K - $1.56K
|
606
$291K
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
3+ 0.19% |
$1.42K - $1.56K
|
1.55K
$744K
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
BUY
|
- |
3+ 0.54% |
$1.42K - $1.56K
|
557
$267K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 3.23% |
$1.42K - $1.56K
|
96
$46K
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
3+ 0.48% |
$1.42K - $1.56K
|
626
$300K
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2+ 0.29% |
$945 - $1.04K
|
696
$334K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
2+ 0.38% |
$945 - $1.04K
|
535
$257K
|
|
|
Nov 14, 2025
Q3 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
2New |
$945 - $1.04K
|
2
$959
|
|
|
Nov 13, 2025
Q3 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
2+ 0.28% |
$945 - $1.04K
|
723
$347K
|
|
|
Nov 13, 2025
Q3 2025
|
Texas Capital Bancshares Inc
|
BUY
|
- |
2New |
$945 - $1.04K
|
2
$959
|
|
|
Nov 13, 2025
Q3 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
2+ 0.39% |
$945 - $1.04K
|
512
$245K
|
|