A detailed history of Summit Financial, LLC transactions in Moodys Corp stock. As of the latest transaction made, Summit Financial, LLC holds 1,619 shares of MCO stock, worth $770,401. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,619
Previous 1,549 4.52%
Holding current value
$770,401
Previous $652,000 17.79%
% of portfolio
0.03%
Previous 0.03%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$421.49 - $494.67 $29,504 - $34,626
70 Added 4.52%
1,619 $768,000
Q2 2024

Jul 31, 2024

BUY
$370.33 - $427.53 $188,868 - $218,040
510 Added 49.09%
1,549 $652,000
Q1 2024

Apr 24, 2024

SELL
$366.48 - $405.17 $100,049 - $110,611
-273 Reduced 20.81%
1,039 $408,000
Q4 2023

Feb 05, 2024

BUY
$301.97 - $391.62 $48,315 - $62,659
160 Added 13.89%
1,312 $512,000
Q3 2023

Nov 07, 2023

BUY
$314.51 - $361.7 $29,563 - $33,999
94 Added 8.88%
1,152 $364,000
Q2 2023

Aug 11, 2023

BUY
$295.66 - $348.31 $67,410 - $79,414
228 Added 27.47%
1,058 $367,000
Q1 2023

May 03, 2023

SELL
$276.47 - $329.49 $6,082 - $7,248
-22 Reduced 2.58%
830 $253,000
Q4 2022

Feb 07, 2023

SELL
$235.25 - $310.37 $10,351 - $13,656
-44 Reduced 4.91%
852 $237,000
Q3 2022

Nov 15, 2022

BUY
$243.11 - $322.97 $17,503 - $23,253
72 Added 8.74%
896 $218 Million
Q2 2022

Aug 12, 2022

SELL
$253.64 - $343.38 $1,268 - $1,716
-5 Reduced 0.6%
824 $224,000
Q4 2021

Feb 07, 2022

BUY
$349.73 - $406.69 $9,442 - $10,980
27 Added 3.37%
829 $323,000
Q3 2021

Nov 08, 2021

BUY
$355.11 - $386.84 $284,798 - $310,245
802 New
802 $284,000

Others Institutions Holding MCO

About MOODYS CORP


  • Ticker MCO
  • Exchange NYSE
  • Sector Financial Services
  • Industry Financial Data & Stock Exchanges
  • Shares Outstandng 183,200,000
  • Market Cap $87.2B
  • 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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