Legacy Advisors, LLC Moodys Corp Transaction History

Legacy Advisors, LLC

$683 Million
Q3 2025

A detailed history of Legacy Advisors, LLC transactions in Moodys Corp stock. As of the latest transaction made, Legacy Advisors, LLC holds 730 shares of MCO stock, worth $350,020. This represents 0.05% of its overall portfolio holdings.

Number of Shares

730

Holding current value

$350,020

% of portfolio

0.05%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$472.69 - $521.32 $345,063 - $380,563	730 New	730 $347,000
Q1 2025 Apr 22, 2025	BUY	$437.8 - $527.48 $4,815 - $5,802	11 Added 0.22%	5,110 $2.38 Million
Q4 2024 Feb 14, 2025	BUY	$454.04 - $500.88 $1.48 Million - $1.63 Million	3,254 Added 176.37%	5,099 $2.41 Million
Q3 2024 Nov 13, 2024	BUY	$421.49 - $494.67 $16,438 - $19,292	39 Added 2.16%	1,845 $875,000
Q2 2024 Jul 30, 2024	SELL	$370.33 - $427.53 $162,204 - $187,258	-438 Reduced 19.52%	1,806 $760,000

Q1 2024 Apr 30, 2024	SELL	$366.48 - $405.17 $282,556 - $312,386	-771 Reduced 25.57%	2,244 $881,000
Q4 2023 Feb 12, 2024	SELL	$301.97 - $391.62 $330,355 - $428,432	-1,094 Reduced 26.62%	3,015 $1.18 Million
Q3 2023 Nov 14, 2023	BUY	$314.51 - $361.7 $43,087 - $49,552	137 Added 3.45%	4,109 $1.3 Million
Q2 2023 Jul 20, 2023	BUY	$295.66 - $348.31 $175,030 - $206,199	592 Added 17.51%	3,972 $1.38 Million
Q1 2023 May 01, 2023	BUY	$276.47 - $329.49 $124,964 - $148,929	452 Added 15.44%	3,380 $1.03 Million
Q4 2022 Feb 01, 2023	BUY	$235.25 - $310.37 $124,917 - $164,806	531 Added 22.15%	2,928 $815,000
Q3 2022 Nov 09, 2022	BUY	$243.11 - $322.97 $128,362 - $170,528	528 Added 28.25%	2,397 $583,000
Q2 2022 Jul 25, 2022	BUY	$253.64 - $343.38 $179,577 - $243,113	708 Added 60.98%	1,869 $508,000
Q1 2022 May 11, 2022	BUY	$301.31 - $386.27 $349,820 - $448,459	1,161 New	1,161 $392,000

Others Institutions Holding MCO

# of Institutions

1,505

Shares Held

154M

Call Options Held

278K

Put Options Held

200K

Warren Buffett Berkshire Hathaway Inc | Omaha, Ne

24.7M
Shares

$11.8 Billion
4.48% of portfolio
Vanguard Group Inc Valley Forge, PA

15.2M
Shares

$7.27 Billion
0.11% of portfolio
Chris Hohn Tci Fund Management LTD | London, X0

13.3M
Shares

$6.38 Billion
0.0% of portfolio
Black Rock Inc. New York, NY

13.2M
Shares

$6.32 Billion
0.13% of portfolio
State Street Corp Boston, MA

7.14M
Shares

$3.42 Billion
0.12% of portfolio

View Full List

About MOODYS CORP

Ticker MCO
Exchange NYSE
Sector Financial Services
Industry Financial Data & Stock Exchanges
Shares Outstandng 183,200,000
Market Cap $87.8B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Advisors, LLC with notifications on news.

Account