Live Oak Private Wealth LLC Moodys Corp Transaction History

Live Oak Private Wealth LLC

$562 Million
Q1 2024

A detailed history of Live Oak Private Wealth LLC transactions in Moodys Corp stock. As of the latest transaction made, Live Oak Private Wealth LLC holds 11,219 shares of MCO stock, worth $4.91 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

11,219

Previous 10,731 4.55%

Holding current value

$4.91 Million

Previous $4.19 Million 5.2%

% of portfolio

0.78%

Previous 0.81%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	BUY	$366.48 - $405.17 $178,842 - $197,722	488 Added 4.55%	11,219 $4.41 Million
Q4 2023 Jan 29, 2024	BUY	$301.97 - $391.62 $126,525 - $164,088	419 Added 4.06%	10,731 $4.19 Million
Q3 2023 Oct 23, 2023	BUY	$314.51 - $361.7 $84,603 - $97,297	269 Added 2.68%	10,312 $3.26 Million
Q2 2023 Aug 07, 2023	BUY	$295.66 - $348.31 $375,192 - $442,005	1,269 Added 14.46%	10,043 $3.49 Million
Q1 2023 May 08, 2023	BUY	$276.47 - $329.49 $127,176 - $151,565	460 Added 5.53%	8,774 $2.69 Million

Q4 2022 Feb 10, 2023	BUY	$235.25 - $310.37 $114,566 - $151,150	487 Added 6.22%	8,314 $2.32 Million
Q3 2022 Oct 25, 2022	BUY	$243.11 - $322.97 $53,484 - $71,053	220 Added 2.89%	7,827 $1.9 Million
Q2 2022 Jul 27, 2022	BUY	$253.64 - $343.38 $469,234 - $635,253	1,850 Added 32.13%	7,607 $2.07 Million
Q1 2022 Apr 21, 2022	BUY	$301.31 - $386.27 $635,161 - $814,257	2,108 Added 57.77%	5,757 $1.94 Million
Q4 2021 Feb 08, 2022	BUY	$349.73 - $406.69 $25,880 - $30,095	74 Added 2.07%	3,649 $1.43 Million
Q3 2021 Oct 29, 2021	BUY	$355.11 - $386.84 $112,924 - $123,015	318 Added 9.76%	3,575 $1.27 Million
Q2 2021 Aug 02, 2021	BUY	$306.31 - $366.34 $29,405 - $35,168	96 Added 3.04%	3,257 $1.18 Million
Q1 2021 May 11, 2021	BUY	$263.04 - $306.97 $185,443 - $216,413	705 Added 28.71%	3,161 $944,000
Q4 2020 Jan 26, 2021	BUY	$261.86 - $295.18 $105,267 - $118,662	402 Added 19.57%	2,456 $713,000
Q3 2020 Nov 09, 2020	BUY	$271.15 - $304.49 $16,540 - $18,573	61 Added 3.06%	2,054 $595,000
Q2 2020 Aug 03, 2020	BUY	$197.55 - $282.58 $13,828 - $19,780	70 Added 3.64%	1,993 $548,000
Q1 2020 May 11, 2020	BUY	$165.09 - $285.31 $100,539 - $173,753	609 Added 46.35%	1,923 $407,000
Q4 2019 Feb 13, 2020	BUY	$196.81 - $239.3 $258,608 - $314,440	1,314 New	1,314 $312,000

Others Institutions Holding MCO

# of Institutions

1,202

Shares Held

156M

Call Options Held

166K

Put Options Held

172K

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 $80.1B
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,...

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Live Oak Private Wealth LLC Moodys Corp Transaction History