Naples Global Advisors, LLC Moodys Corp Transaction History

Naples Global Advisors, LLC

$1.06 Billion
Q3 2024

A detailed history of Naples Global Advisors, LLC transactions in Moodys Corp stock. As of the latest transaction made, Naples Global Advisors, LLC holds 5,050 shares of MCO stock, worth $2.53 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

5,050

Previous 5,042 0.16%

Holding current value

$2.53 Million

Previous $2.12 Million 12.91%

% of portfolio

0.23%

Previous 0.22%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$421.49 - $494.67 $3,371 - $3,957	8 Added 0.16%	5,050 $2.4 Million
Q2 2024 Jul 18, 2024	SELL	$370.33 - $427.53 $17,035 - $19,666	-46 Reduced 0.9%	5,042 $2.12 Million
Q1 2024 Apr 29, 2024	SELL	$366.48 - $405.17 $36,648 - $40,517	-100 Reduced 1.93%	5,088 $2 Million
Q4 2023 Jan 11, 2024	SELL	$301.97 - $391.62 $7,549 - $9,790	-25 Reduced 0.48%	5,188 $2.03 Million
Q3 2023 Oct 16, 2023	BUY	$314.51 - $361.7 $25,160 - $28,936	80 Added 1.56%	5,213 $1.65 Million
Q2 2023 Jul 17, 2023	SELL	$295.66 - $348.31 $47,009 - $55,381	-159 Reduced 3.0%	5,133 $1.78 Million
Q4 2022 Jan 20, 2023	SELL	$235.25 - $310.37 $3,528 - $4,655	-15 Reduced 0.28%	5,292 $0
Q2 2022 Aug 11, 2022	BUY	$253.64 - $343.38 $376,655 - $509,919	1,485 Added 38.85%	5,307 $1.44 Million
Q1 2022 Apr 28, 2022	BUY	$301.31 - $386.27 $149,751 - $191,976	497 Added 14.95%	3,822 $1.29 Million
Q4 2021 Feb 04, 2022	BUY	$349.73 - $406.69 $18,535 - $21,554	53 Added 1.62%	3,325 $1.3 Million
Q3 2021 Oct 25, 2021	SELL	$355.11 - $386.84 $53,266 - $58,025	-150 Reduced 4.38%	3,272 $1.16 Million
Q2 2021 Aug 06, 2021	SELL	$306.31 - $366.34 $7,657 - $9,158	-25 Reduced 0.73%	3,422 $1.24 Million
Q1 2021 May 10, 2021	SELL	$263.04 - $306.97 $13,152 - $15,348	-50 Reduced 1.43%	3,447 $1.03 Million
Q4 2020 Feb 08, 2021	SELL	$261.86 - $295.18 $10,474 - $11,807	-40 Reduced 1.13%	3,497 $1.02 Million
Q3 2020 Oct 26, 2020	BUY	$271.15 - $304.49 $40,672 - $45,673	150 Added 4.43%	3,537 $1.03 Million
Q2 2020 Aug 04, 2020	SELL	$197.55 - $282.58 $17,779 - $25,432	-90 Reduced 2.59%	3,387 $931,000
Q1 2020 Apr 27, 2020	BUY	$165.09 - $285.31 $10,235 - $17,689	62 Added 1.82%	3,477 $735,000
Q3 2019 Oct 28, 2019	SELL	$197.58 - $220.54 $15,806 - $17,643	-80 Reduced 2.29%	3,415 $699,000
Q2 2019 Jul 10, 2019	SELL	$181.01 - $197.35 $13,575 - $14,801	-75 Reduced 2.1%	3,495 $683,000
Q1 2019 Apr 29, 2019	SELL	$136.18 - $181.99 $18,111 - $24,204	-133 Reduced 3.59%	3,570 $646,000
Q4 2018 Feb 01, 2019	SELL	$129.35 - $169.56 $102,445 - $134,291	-792 Reduced 17.62%	3,703 $552,000
Q3 2018 Nov 13, 2018	BUY	$167.2 - $187.02 $415,826 - $465,118	2,487 Added 123.85%	4,495 $752,000
Q2 2018 Jul 23, 2018	BUY	$158.66 - $179.21 $2,062 - $2,329	13 Added 0.65%	2,008 $342,000
Q3 2017 Oct 16, 2017	BUY	$126.91 - $139.21 $253,185 - $277,723	1,995	1,995 $278,000

Others Institutions Holding MCO

# of Institutions

1,298

Shares Held

154M

Call Options Held

187K

Put Options Held

104K

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 $91.8B
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,...

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Naples Global Advisors, LLC Moodys Corp Transaction History