Evercore Wealth Management, LLC Moodys Corp Transaction History

Evercore Wealth Management, LLC

  • $6.66 Billion
  • Q3 2024

A detailed history of Evercore Wealth Management, LLC transactions in Moodys Corp stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 1,539 shares of MCO stock, worth $730,394. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,539
Previous 1,539 -0.0%
Holding current value
$730,394
Previous $647,000 12.83%
% of portfolio
0.01%
Previous 0.01%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
SELL
$370.33 - $427.53 $5,554 - $6,412
-15 Reduced 0.97%
1,539 $647,000
Q1 2024

May 15, 2024
SELL
$366.48 - $405.17 $38,480 - $42,542
-105 Reduced 6.33%
1,554 $610,000
Q4 2023

Feb 14, 2024
BUY
$301.97 - $391.62 $64,923 - $84,198
215 Added 14.89%
1,659 $647,000
Q4 2022

Feb 14, 2023
BUY
$235.25 - $310.37 $9,410 - $12,414
40 Added 2.85%
1,444 $402,000
Q1 2022

May 16, 2022
SELL
$301.31 - $386.27 $301 - $386
-1 Reduced 0.07%
1,404 $474,000
Q3 2021

Nov 15, 2021
SELL
$355.11 - $386.84 $35,511 - $38,684
-100 Reduced 6.64%
1,405 $499,000
Q2 2021

Aug 16, 2021
SELL
$306.31 - $366.34 $3,369 - $4,029
-11 Reduced 0.73%
1,505 $545,000
Q1 2021

May 17, 2021
SELL
$263.04 - $306.97 $26,567 - $31,003
-101 Reduced 6.25%
1,516 $453,000
Q4 2020

Feb 16, 2021
SELL
$261.86 - $295.18 $15,449 - $17,415
-59 Reduced 3.52%
1,617 $469,000
Q3 2020

Nov 16, 2020
SELL
$271.15 - $304.49 $27,928 - $31,362
-103 Reduced 5.79%
1,676 $486,000
Q2 2020

Aug 13, 2020
SELL
$197.55 - $282.58 $145,396 - $207,978
-736 Reduced 29.26%
1,779 $489,000
Q1 2020

May 14, 2020
SELL
$165.09 - $285.31 $7,924 - $13,694
-48 Reduced 1.87%
2,515 $532,000
Q4 2019

Feb 13, 2020
SELL
$196.81 - $239.3 $20,468 - $24,887
-104 Reduced 3.9%
2,563 $609,000
Q3 2019

Nov 14, 2019
SELL
$197.58 - $220.54 $29,637 - $33,081
-150 Reduced 5.32%
2,667 $546,000
Q2 2019

Aug 13, 2019
BUY
$181.01 - $197.35 $4,344 - $4,736
24 Added 0.86%
2,817 $550,000
Q1 2019

May 14, 2019
BUY
$136.18 - $181.99 $34,453 - $46,043
253 Added 9.96%
2,793 $506,000
Q4 2018

Feb 13, 2019
BUY
$129.35 - $169.56 $17,462 - $22,890
135 Added 5.61%
2,540 $356,000
Q3 2018

Nov 13, 2018
BUY
$167.2 - $187.02 $402,116 - $449,783
2,405 New
2,405 $402,000
Q1 2018

May 15, 2018
SELL
$146.13 - $170.2 $21,919 - $25,530
-150 Closed
0 $0
Q3 2017

Nov 13, 2017
BUY
$126.91 - $139.21 $19,036 - $20,881
150
150 $21,000

Others Institutions Holding MCO

# of Institutions
1,297
Shares Held
154M
Call Options Held
187K
Put Options Held
104K
View Full List

About MOODYS CORP

MCO Quotes by TradingView
  • Ticker MCO
  • Exchange NYSE
  • Sector Financial Services
  • Industry Financial Data & Stock Exchanges
  • Shares Outstandng 183,200,000
  • Market Cap $86.9B
  • Description
  • Moody's Corporation operates as an integrated risk assessment firm worldwide. It operates in two segments, Moody's Investors Service and Moody's Analytics. The Moody's Investors Service segment publishes credit ratings and provides assessment services on various debt obligations, programs and facilities, and entities that issue such obligations,...
More about MCO
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