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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
88New |
$40K - $44.1K
|
88
$44K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
87+ 4.5% |
$39.5K - $43.6K
|
2.02K
$1.01M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
83+ 8.87% |
$37.7K - $41.6K
|
1.02K
$509K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
81+ 2.2% |
$36.8K - $40.6K
|
3.77K
$1.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
78+ 14.66% |
$35.4K - $39.1K
|
610
$305K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
78+ 2.49% |
$35.4K - $39.1K
|
3.21K
$1.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
77+ 7.53% |
$35K - $38.6K
|
1.1K
$549K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
76+ 6.31% |
$34.5K - $38.1K
|
1.28K
$639K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
74+ 2.45% |
$33.6K - $37.1K
|
3.1K
$1.55M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
73+ 5.76% |
$33.1K - $36.6K
|
1.34K
$670K
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
67+ 0.52% |
$30.4K - $33.6K
|
13K
$6.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
66+ 9.08% |
$30K - $33.1K
|
793
$396K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
64+ 7.59% |
$29.1K - $32.1K
|
907
$453K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
60+ 8.31% |
$27.2K - $30.1K
|
782
$391K
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
58+ 52.25% |
$26.3K - $29.1K
|
169
$84.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
57+ 0.82% |
$25.9K - $28.6K
|
7K
$3.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
57+ 5.08% |
$25.9K - $28.6K
|
1.18K
$589K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
51+ 13.39% |
$23.2K - $25.5K
|
432
$216K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
48New |
$21.8K - $24K
|
48
$24K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
43+ 4.49% |
$19.5K - $21.5K
|
1K
$500K
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
42+ 2.83% |
$19.1K - $21K
|
1.53K
$763K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
40New |
$18.2K - $20K
|
40
$20K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
39+ 7.44% |
$17.7K - $19.5K
|
563
$281K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
38New |
$17.3K - $19K
|
38
$19K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
32+ 2.18% |
$14.5K - $16K
|
1.5K
$751K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
31+ 3.19% |
$14.1K - $15.5K
|
1K
$501K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
30+ 3.06% |
$13.6K - $15K
|
1.01K
$504K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
29+ 6.12% |
$13.2K - $14.5K
|
503
$251K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
29New |
$13.2K - $14.5K
|
29
$14.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
28+ 0.8% |
$12.7K - $14K
|
3.51K
$1.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
28New |
$12.7K - $14K
|
28
$14K
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
28+ 3.1% |
$12.7K - $14K
|
932
$465K
|
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
27+ 2.54% |
$12.3K - $13.5K
|
1.09K
$545K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
26+ 4.39% |
$11.8K - $13K
|
618
$309K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
26+ 3.94% |
$11.8K - $13K
|
686
$343K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
25+ 2.3% |
$11.4K - $12.5K
|
1.11K
$556K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
23+ 3.18% |
$10.4K - $11.5K
|
746
$373K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
22+ 5.13% |
$9.99K - $11K
|
451
$225K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
22+ 0.79% |
$9.99K - $11K
|
2.8K
$1.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
21+ 4.42% |
$9.53K - $10.5K
|
496
$248K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
19+ 4.09% |
$8.63K - $9.52K
|
483
$241K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
17+ 0.44% |
$7.72K - $8.51K
|
3.91K
$1.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
17+ 0.88% |
$7.72K - $8.51K
|
1.95K
$974K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
16+ 1.63% |
$7.26K - $8.01K
|
998
$498K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
15+ 12.4% |
$6.81K - $7.51K
|
136
$67.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
BUY
|
- |
15+ 0.35% |
$6.81K - $7.51K
|
4.32K
$2.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
14+ 1.87% |
$6.36K - $7.01K
|
764
$382K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
13+ 0.34% |
$5.9K - $6.51K
|
3.79K
$1.89M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
13+ 2.09% |
$5.9K - $6.51K
|
636
$318K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
10New |
$4.54K - $5.01K
|
10
$4.99K
|