Svb Wealth LLC Moodys Corp Transaction History

Svb Wealth LLC

$117 Million
Q3 2024

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	SELL	$370.33 - $427.53 $55,919 - $64,557	-151 Reduced 4.84%	2,968 $1.25 Million
Q1 2024 May 15, 2024	BUY	$366.48 - $405.17 $1,832 - $2,025	5 Added 0.16%	3,119 $1.23 Million
Q4 2023 Jan 30, 2024	BUY	$301.97 - $391.62 $325,825 - $422,557	1,079 Added 53.02%	3,114 $1.22 Million
Q3 2023 Oct 23, 2023	SELL	$314.51 - $361.7 $21,701 - $24,957	-69 Reduced 3.28%	2,035 $643,000
Q2 2023 Jul 24, 2023	SELL	$295.66 - $348.31 $123,585 - $145,593	-418 Reduced 16.57%	2,104 $731,000
Q1 2023 May 12, 2023	SELL	$276.47 - $329.49 $34,005 - $40,527	-123 Reduced 4.65%	2,522 $771,000
Q4 2022 Feb 10, 2023	SELL	$235.25 - $310.37 $35,287 - $46,555	-150 Reduced 5.37%	2,645 $736,000
Q3 2022 Nov 09, 2022	BUY	$243.11 - $322.97 $245,541 - $326,199	1,010 Added 56.58%	2,795 $680,000
Q2 2022 Aug 16, 2022	SELL	$253.64 - $343.38 $31,958 - $43,265	-126 Reduced 6.59%	1,785 $485,000
Q1 2022 May 13, 2022	BUY	$301.31 - $386.27 $12,956 - $16,609	43 Added 2.3%	1,911 $644,000
Q4 2021 Feb 15, 2022	SELL	$349.73 - $406.69 $245,860 - $285,903	-703 Reduced 27.34%	1,868 $729,000
Q3 2021 Nov 09, 2021	BUY	$355.11 - $386.84 $147,370 - $160,538	415 Added 19.25%	2,571 $913,000
Q2 2021 Aug 13, 2021	BUY	$306.31 - $366.34 $154,380 - $184,635	504 Added 30.51%	2,156 $781,000
Q1 2021 May 11, 2021	BUY	$263.04 - $306.97 $13,941 - $16,269	53 Added 3.31%	1,652 $493,000
Q4 2020 Feb 10, 2021	BUY	$261.86 - $295.18 $14,664 - $16,530	56 Added 3.63%	1,599 $464,000
Q3 2020 Nov 10, 2020	BUY	$271.15 - $304.49 $30,368 - $34,102	112 Added 7.83%	1,543 $447,000
Q2 2020 Aug 05, 2020	BUY	$197.55 - $282.58 $27,459 - $39,278	139 Added 10.76%	1,431 $393,000
Q1 2020 May 11, 2020	BUY	$165.09 - $285.31 $16,674 - $28,816	101 Added 8.48%	1,292 $273,000
Q4 2019 Feb 13, 2020	BUY	$196.81 - $239.3 $35,425 - $43,074	180 Added 17.8%	1,191 $283,000
Q3 2019 Nov 01, 2019	BUY	$197.58 - $220.54 $199,753 - $222,965	1,011 New	1,011 $207,000

Others Institutions Holding MCO

# of Institutions

1,316

Shares Held

152M

Call Options Held

187K

Put Options Held

104K

Warren Buffett Berkshire Hathaway Inc | Omaha, Ne

24.7M
Shares

$12.1 Billion
4.45% of portfolio
Vanguard Group Inc Valley Forge, PA

14.6M
Shares

$7.16 Billion
0.13% of portfolio
Chris Hohn Tci Fund Management LTD | London, X0

13.2M
Shares

$6.49 Billion
16.33% of portfolio
Black Rock Inc. New York, NY

13.2M
Shares

$6.46 Billion
0.13% of portfolio
State Street Corp Boston, MA

7.05M
Shares

$3.45 Billion
0.14% 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 $89.7B
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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