Latest Institutional Transactions on Moodys Corp (MCO)
This table provides information on the latest institutional transactions involving Moodys Corp (MCO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
347New |
$146K - $172K
|
347
$174K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
38New |
$16K - $18.8K
|
38
$19.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
2.13K+ 81.95% |
$896K - $1.05M
|
4.72K
$2.37M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
83New |
$35K - $41.1K
|
83
$41.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-1.5K- 27.8% |
$632K - $742K
|
3.9K
$1.96M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-10- 0.93% |
$4.21K - $4.95K
|
1.07K
$538K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
16New |
$6.74K - $7.91K
|
16
$8.04K
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
132+ 15.21% |
$55.6K - $65.3K
|
1K
$502K
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-756- 63.11% |
$319K - $374K
|
442
$222K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1+ 2.63% |
$421 - $495
|
39
$19.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Human Investing LLC
|
BUY
|
- |
461New |
$194K - $228K
|
461
$232K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
8New |
$3.37K - $3.96K
|
8
$4.02K
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
7New |
$2.95K - $3.46K
|
7
$3.52K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
3New |
$1.26K - $1.48K
|
3
$1.51K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
827+ 20.82% |
$349K - $409K
|
4.8K
$2.41M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
1New |
$421 - $495
|
1
$502
|
|
|
Oct 23, 2024
Q3 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
100+ 9.42% |
$42.1K - $49.5K
|
1.16K
$584K
|
|
|
Oct 23, 2024
Q3 2024
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-11K- 8.53% |
$4.65M - $5.45M
|
118K
$59.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-60- 7.2% |
$25.3K - $29.7K
|
773
$388K
|
|
|
Oct 23, 2024
Q3 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
128+ 37.32% |
$54K - $63.3K
|
471
$237K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
295New |
$124K - $146K
|
295
$148K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
65+ 1.09% |
$27.4K - $32.2K
|
6.03K
$3.03M
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
4New |
$1.69K - $1.98K
|
4
$2.01K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
73+ 0.8% |
$30.8K - $36.1K
|
9.25K
$4.64M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12.5K- 15.85% |
$5.25M - $6.17M
|
66.2K
$33.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
897+ 7.08% |
$378K - $444K
|
13.6K
$6.81M
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
1New |
$421 - $495
|
1
$502
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-2- 13.33% |
$843 - $989
|
13
$6.53K
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
1.69KNew |
$711K - $834K
|
1.69K
$847K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1New |
$421 - $495
|
1
$502
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
28+ 2.51% |
$11.8K - $13.9K
|
1.15K
$575K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
81+ 14.11% |
$34.1K - $40.1K
|
655
$329K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
613New |
$258K - $303K
|
613
$308K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-52- 4.19% |
$21.9K - $25.7K
|
1.19K
$597K
|
|
|
Oct 15, 2024
Q3 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
430New |
$181K - $213K
|
430
$216K
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-9- 26.47% |
$3.79K - $4.45K
|
25
$12.6K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
750+ 9375.0% |
$316K - $371K
|
758
$381K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2+ 0.13% |
$843 - $989
|
1.55K
$777K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
437New |
$184K - $216K
|
437
$220K
|
|
|
Oct 07, 2024
Q3 2024
|
Trium Capital LLP
London, X0 |
SELL
|
- |
-3.22K- 24.55% |
$1.36M - $1.59M
|
9.9K
$4.98M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-128- 18.8% |
$54K - $63.3K
|
553
$278K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-720- 10.67% |
$303K - $356K
|
6.03K
$3.03M
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
3New |
$1.11K - $1.28K
|
3
$1.51K
|
|
|
Aug 14, 2024
Q2 2024
|
Francis Chou
Chou Associates Management Inc. | Toronto, A6
|
BUY
|
- |
5.9KNew |
$2.18M - $2.52M
|
5.9K
$2.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-4- 9.52% |
$1.48K - $1.71K
|
38
$19.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
CALL |
7.2KNew |
$2.67M - $3.08M
|
7.2K
$3.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
5.87KNew |
$2.17M - $2.51M
|
5.87K
$2.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1.91K+ 129.32% |
$709K - $818K
|
3.39K
$1.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Oribel Capital Management, LP
New York, NY |
BUY
|
CALL |
36.3KNew |
$13.4M - $15.5M
|
36.3K
$18.2M
|
|
|
Aug 14, 2024
Q2 2024
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
SELL
|
- |
-2.44K- 40.91% |
$905K - $1.04M
|
3.53K
$1.77M
|
|