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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-329- 1.18% |
$139K - $163K
|
27.5K
$12.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-175- 28.41% |
$73.8K - $86.6K
|
441
$200K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-3- 0.48% |
$1.26K - $1.48K
|
617
$279K
|
|
|
Oct 29, 2024
Q3 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
763+ 20.62% |
$322K - $377K
|
4.46K
$2.02M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
453+ 96.18% |
$191K - $224K
|
924
$418K
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-756- 63.11% |
$319K - $374K
|
442
$200K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-166- 6.08% |
$70K - $82.1K
|
2.57K
$1.16M
|
|
|
Oct 29, 2024
Q3 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-4- 0.43% |
$1.69K - $1.98K
|
931
$422K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-25- 3.55% |
$10.5K - $12.4K
|
679
$307K
|
|
|
Oct 29, 2024
Q3 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
902New |
$380K - $446K
|
902
$408K
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
582+ 2.68% |
$245K - $288K
|
22.3K
$10.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
138+ 12.59% |
$58.2K - $68.3K
|
1.23K
$559K
|
|
|
Oct 29, 2024
Q3 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
166K+ 1025.54% |
$70M - $82.1M
|
182K
$82.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2+ 0.33% |
$843 - $989
|
617
$279K
|
|
|
Oct 29, 2024
Q3 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
SELL
|
PUT |
-9.51K- 73.88% |
$4.01M - $4.7M
|
3.36K
$1.52M
|
|
|
Oct 29, 2024
Q3 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-100- 3.21% |
$42.1K - $49.5K
|
3.01K
$1.36M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1+ 2.63% |
$421 - $495
|
39
$17.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
20+ 0.52% |
$8.43K - $9.89K
|
3.89K
$1.76M
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-29- 2.76% |
$12.2K - $14.3K
|
1.02K
$463K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
3.29K+ 11.01% |
$1.39M - $1.63M
|
33.2K
$15M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-17- 0.04% |
$7.17K - $8.41K
|
42.3K
$19.1M
|
|
|
Oct 29, 2024
Q3 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
42.9K+ 14.21% |
$18.1M - $21.2M
|
345K
$156M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
5.35K+ 49.72% |
$2.25M - $2.65M
|
16.1K
$7.29M
|
|
|
Oct 28, 2024
Q3 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
111New |
$46.8K - $54.9K
|
111
$50.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
BUY
|
- |
2.13K+ 0.97% |
$897K - $1.05M
|
222K
$100M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1+ 0.03% |
$421 - $495
|
3.18K
$1.44M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.43K- 45.85% |
$1.87M - $2.19M
|
5.23K
$2.37M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.31K+ 6.43% |
$553K - $649K
|
21.7K
$9.83M
|
|
|
Oct 28, 2024
Q3 2024
|
Human Investing LLC
|
BUY
|
- |
461New |
$194K - $228K
|
461
$209K
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
2+ 0.27% |
$843 - $989
|
750
$340K
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-7.69K- 3.29% |
$3.24M - $3.8M
|
226K
$102M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
3+ 42.86% |
$1.26K - $1.48K
|
10
$4.53K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-519- 17.88% |
$219K - $257K
|
2.38K
$1.08M
|
|
|
Oct 28, 2024
Q3 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-629- 1.19% |
$265K - $311K
|
52.4K
$23.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-39- 2.33% |
$16.4K - $19.3K
|
1.64K
$741K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
8New |
$3.37K - $3.96K
|
8
$3.62K
|
|
|
Oct 28, 2024
Q3 2024
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-315- 36.08% |
$133K - $156K
|
558
$253K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-129- 0.95% |
$54.4K - $63.8K
|
13.4K
$6.07M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.51K- 17.38% |
$638K - $749K
|
7.2K
$3.26M
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
7New |
$2.95K - $3.46K
|
7
$3.17K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
65+ 4.12% |
$27.4K - $32.2K
|
1.64K
$744K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-36- 17.14% |
$15.2K - $17.8K
|
174
$78.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
50+ 5.24% |
$21.1K - $24.7K
|
1.01K
$455K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
47+ 5.75% |
$19.8K - $23.2K
|
864
$391K
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1+ 0.06% |
$421 - $495
|
1.73K
$781K
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
47+ 1.72% |
$19.8K - $23.2K
|
2.78K
$1.26M
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1+ 0.16% |
$421 - $495
|
612
$277K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
474New |
$200K - $234K
|
474
$215K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1+ 0.1% |
$421 - $495
|
1.02K
$463K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
3New |
$1.26K - $1.48K
|
3
$1.36K
|