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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
100+ 4.93% |
$43.8K - $52.7K
|
2.13K
$1.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
100+ 16.61% |
$43.8K - $52.7K
|
702
$337K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
93+ 581.25% |
$40.7K - $49.1K
|
109
$52.3K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
64New |
$28K - $33.8K
|
64
$30.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
50+ 3.58% |
$21.9K - $26.4K
|
1.45K
$694K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
43New |
$18.8K - $22.7K
|
43
$20.6K
|
|
|
May 15, 2025
Q1 2025
|
Bares Capital Management, Inc.
Austin, TX |
BUY
|
- |
34New |
$14.9K - $17.9K
|
34
$16.3K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
30+ 3.0% |
$13.1K - $15.8K
|
1.03K
$494K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
25New |
$10.9K - $13.2K
|
25
$12K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
24New |
$10.5K - $12.7K
|
24
$11.5K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
20New |
$8.76K - $10.5K
|
20
$9.59K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
20+ 2.92% |
$8.76K - $10.5K
|
706
$339K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
19New |
$8.32K - $10K
|
19
$9.11K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
16New |
$7K - $8.44K
|
16
$7.67K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
15New |
$6.57K - $7.91K
|
15
$7.19K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
12New |
$5.25K - $6.33K
|
12
$5.75K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
12+ 0.48% |
$5.25K - $6.33K
|
2.52K
$1.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
9New |
$3.94K - $4.75K
|
9
$4.32K
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
8+ 1.2% |
$3.5K - $4.22K
|
677
$325K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
7+ 1.48% |
$3.06K - $3.69K
|
481
$231K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
6New |
$2.63K - $3.16K
|
6
$2.88K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
6New |
$2.63K - $3.16K
|
6
$2.88K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
6New |
$2.63K - $3.16K
|
6
$2.88K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
5New |
$2.19K - $2.64K
|
5
$2.4K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5+ 18.52% |
$2.19K - $2.64K
|
32
$15.3K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3New |
$1.31K - $1.58K
|
3
$1.44K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
3New |
$1.31K - $1.58K
|
3
$1.44K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
3New |
$1.31K - $1.58K
|
3
$1.44K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2New |
$876 - $1.05K
|
2
$959
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
2New |
$876 - $1.05K
|
2
$959
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2+ 0.88% |
$876 - $1.05K
|
230
$110K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1+ 0.03% |
$438 - $527
|
3.94K
$1.89M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
1+ 0.2% |
$438 - $527
|
505
$242K
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
1+ 0.22% |
$438 - $527
|
464
$222K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Valley Forge Capital Management, LP
Wayne, PA |
BUY
|
- |
25.7K+ 1.99% |
$11.7M - $12.9M
|
1.31M
$630M
|
|
|
Feb 12, 2025
Q4 2024
|
Boussard & Gavaudan Investment Management LLP
London, X0 |
BUY
|
- |
20.2KNew |
$9.19M - $10.1M
|
20.2K
$9.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Whitebark Investors LP
Incline Village, NV |
BUY
|
- |
8.53KNew |
$3.87M - $4.27M
|
8.53K
$4.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Sora Investors LLC
Bryn Mawr, PA |
BUY
|
- |
7.14KNew |
$3.24M - $3.58M
|
7.14K
$3.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
6.85KNew |
$3.11M - $3.43M
|
6.85K
$3.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
CALL |
5KNew |
$2.27M - $2.5M
|
5K
$2.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
2.11KNew |
$958K - $1.06M
|
2.11K
$1.01M
|
|
|
Feb 26, 2025
Q4 2024
|
Windmill Hill Asset Management LTD
|
BUY
|
- |
1.9K+ 24.95% |
$860K - $949K
|
9.49K
$4.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
1.37K+ 208.55% |
$620K - $684K
|
2.02K
$969K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1.2KNew |
$545K - $601K
|
1.2K
$575K
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
1.06KNew |
$481K - $531K
|
1.06K
$508K
|
|
|
Feb 14, 2025
Q4 2024
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
1KNew |
$454K - $501K
|
1K
$479K
|
|
|
Feb 12, 2025
Q4 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
970+ 13.24% |
$440K - $486K
|
8.3K
$3.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
741New |
$336K - $371K
|
741
$355K
|
|
|
Feb 14, 2025
Q4 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
600New |
$272K - $301K
|
600
$288K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
595New |
$270K - $298K
|
595
$285K
|
|