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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-179- 22.83% |
$52.9K - $62.3K
|
605
$304K
|
|
|
Aug 08, 2023
Q2 2023
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
796New |
$235K - $277K
|
796
$400K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
17New |
$5.03K - $5.92K
|
17
$8.54K
|
|
|
Aug 08, 2023
Q2 2023
|
Minot Capital, LP
Boulder, CO |
SELL
|
- |
-581- 1.82% |
$172K - $202K
|
31.3K
$15.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
4New |
$1.18K - $1.39K
|
4
$2.01K
|
|
|
Aug 03, 2023
Q2 2023
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
1.31K+ 8.25% |
$386K - $455K
|
17.1K
$8.61M
|
|
|
Aug 02, 2023
Q2 2023
|
Saybrook Capital
|
BUY
|
- |
643New |
$190K - $224K
|
643
$323K
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
BUY
|
- |
597New |
$177K - $208K
|
597
$300K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.16K+ 2274.51% |
$343K - $404K
|
1.21K
$608K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-169- 92.86% |
$50K - $58.9K
|
13
$6.53K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-69- 1.14% |
$20.4K - $24K
|
6K
$3.01M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-54- 85.71% |
$16K - $18.8K
|
9
$4.52K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
4.11KNew |
$1.21M - $1.43M
|
4.11K
$2.06M
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
4New |
$1.18K - $1.39K
|
4
$2.01K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-2- 0.56% |
$591 - $697
|
354
$178K
|
|
|
Jul 19, 2023
Q2 2023
|
Quilter PLC
|
BUY
|
- |
460New |
$136K - $160K
|
460
$231K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 16.67% |
$591 - $697
|
10
$5.02K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-16- 50.0% |
$4.73K - $5.57K
|
16
$8.04K
|
|
| Q1 2023 | |||||||
|
Feb 22, 2024
Q1 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
4.07KNew |
$1.13M - $1.34M
|
4.07K
$2.05M
|
|
|
Oct 19, 2023
Q1 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
5+ 0.33% |
$1.38K - $1.65K
|
1.51K
$756K
|
|
|
May 15, 2023
Q1 2023
|
Rings Capital Management LLC
Chicago, IL |
SELL
|
- |
-117K- 49.37% |
$32.3M - $38.6M
|
120K
$60.3M
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
668+ 32.52% |
$185K - $220K
|
2.72K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-1.99K- 24.68% |
$551K - $657K
|
6.08K
$3.06M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
1.04KNew |
$288K - $343K
|
1.04K
$523K
|
|
|
May 15, 2023
Q1 2023
|
Sandler Capital Management
New York, NY |
BUY
|
- |
10.9KNew |
$3.01M - $3.59M
|
10.9K
$5.48M
|
|
|
May 15, 2023
Q1 2023
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
1.1KNew |
$304K - $362K
|
1.1K
$553K
|
|
|
May 15, 2023
Q1 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-4.35K- 13.73% |
$1.2M - $1.43M
|
27.4K
$13.7M
|
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
5.82KNew |
$1.61M - $1.92M
|
5.82K
$2.92M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-12- 4.49% |
$3.32K - $3.95K
|
255
$128K
|
|
|
May 12, 2023
Q1 2023
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
BUY
|
- |
15+ 0.0% |
$4.15K - $4.94K
|
521K
$262M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-22- 11.46% |
$6.08K - $7.25K
|
170
$85.4K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
107New |
$29.6K - $35.3K
|
107
$53.8K
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
3.38KNew |
$935K - $1.11M
|
3.38K
$1.7M
|
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
448+ 269.88% |
$124K - $148K
|
614
$308K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
350New |
$96.8K - $115K
|
350
$176K
|
|
|
May 08, 2023
Q1 2023
|
Donald Yacktman
Yacktman Asset Management LP
|
BUY
|
- |
1.4K+ 22.33% |
$387K - $461K
|
7.67K
$3.85M
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
16+ 0.61% |
$4.42K - $5.27K
|
2.66K
$1.33M
|
|
|
May 03, 2023
Q1 2023
|
Marathon Asset Management LTD
|
SELL
|
- |
-15.5K- 21.11% |
$4.28M - $5.1M
|
57.8K
$29.1M
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
4New |
$1.11K - $1.32K
|
4
$2.01K
|
|
|
May 03, 2023
Q1 2023
|
Privium Fund Management B.V.
|
BUY
|
- |
5KNew |
$1.38M - $1.65M
|
5K
$2.51M
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-12- 0.37% |
$3.32K - $3.95K
|
3.23K
$1.62M
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-41- 20.6% |
$11.3K - $13.5K
|
158
$79.4K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
4+ 18.18% |
$1.11K - $1.32K
|
26
$13.1K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-8- 22.22% |
$2.21K - $2.64K
|
28
$14.1K
|
|
|
Apr 27, 2023
Q1 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-226- 2.07% |
$62.5K - $74.5K
|
10.7K
$5.38M
|
|
|
Apr 25, 2023
Q1 2023
|
Hikari Power LTD
|
BUY
|
- |
52.7KNew |
$14.6M - $17.4M
|
52.7K
$26.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
SELL
|
- |
-1.79K- 50.0% |
$493K - $588K
|
1.79K
$897K
|
|
|
Apr 20, 2023
Q1 2023
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
2.07KNew |
$572K - $682K
|
2.07K
$1.04M
|
|
|
Apr 20, 2023
Q1 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
365+ 18.7% |
$101K - $120K
|
2.32K
$1.16M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
BUY
|
- |
266+ 24.27% |
$73.5K - $87.6K
|
1.36K
$684K
|
|