Marshall Financial Group LLC Moodys Corp Transaction History

Marshall Financial Group LLC

$344 Million
Q1 2024

A detailed history of Marshall Financial Group LLC transactions in Moodys Corp stock. As of the latest transaction made, Marshall Financial Group LLC holds 3,691 shares of MCO stock, worth $1.57 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

3,691

Previous 3,501 5.43%

Holding current value

$1.57 Million

Previous $1.37 Million 6.07%

% of portfolio

0.42%

Previous 0.45%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 19, 2024	BUY	$366.48 - $405.17 $69,631 - $76,982	190 Added 5.43%	3,691 $1.45 Million
Q4 2023 Jan 10, 2024	BUY	$301.97 - $391.62 $670,675 - $869,788	2,221 Added 173.52%	3,501 $1.37 Million
Q3 2023 Oct 19, 2023	SELL	$314.51 - $361.7 $4,717 - $5,425	-15 Reduced 1.16%	1,280 $404,000
Q2 2023 Jul 17, 2023	SELL	$295.66 - $348.31 $49,079 - $57,819	-166 Reduced 11.36%	1,295 $450,000
Q1 2023 Apr 18, 2023	SELL	$276.47 - $329.49 $894,380 - $1.07 Million	-3,235 Reduced 68.89%	1,461 $447,000

Q4 2022 Feb 01, 2023	BUY	$235.25 - $310.37 $170,791 - $225,328	726 Added 18.29%	4,696 $1.31 Million
Q3 2022 Oct 12, 2022	SELL	$243.11 - $322.97 $486 - $645	-2 Reduced 0.05%	3,970 $965,000
Q2 2022 Jul 25, 2022	SELL	$253.64 - $343.38 $45,147 - $61,121	-178 Reduced 4.29%	3,972 $1.08 Million
Q1 2022 May 10, 2022	SELL	$301.31 - $386.27 $65,986 - $84,593	-219 Reduced 5.01%	4,150 $1.4 Million
Q4 2021 Jan 27, 2022	BUY	$349.73 - $406.69 $8,043 - $9,353	23 Added 0.53%	4,369 $1.71 Million
Q3 2021 Oct 28, 2021	BUY	$355.11 - $386.84 $138,492 - $150,867	390 Added 9.86%	4,346 $1.54 Million
Q2 2021 Jul 14, 2021	SELL	$306.31 - $366.34 $220,849 - $264,131	-721 Reduced 15.42%	3,956 $1.43 Million
Q1 2021 Apr 20, 2021	BUY	$263.04 - $306.97 $36,299 - $42,361	138 Added 3.04%	4,677 $1.4 Million
Q4 2020 Jan 29, 2021	BUY	$261.86 - $295.18 $1.19 Million - $1.34 Million	4,539 New	4,539 $1.32 Million

Others Institutions Holding MCO

# of Institutions

1,200

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 $78B
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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Marshall Financial Group LLC Moodys Corp Transaction History