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 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
26+ 0.09% |
$11K - $12.9K
|
28.9K
$13.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.31K- 38.9% |
$551K - $647K
|
2.05K
$930K
|
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-106K- 31.49% |
$44.6M - $52.3M
|
230K
$104M
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
1.69KNew |
$711K - $834K
|
1.69K
$763K
|
|
|
Oct 17, 2024
Q3 2024
|
Chronos Wealth Management, LLC
|
BUY
|
- |
673+ 72.29% |
$284K - $333K
|
1.6K
$726K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
774+ 108.86% |
$326K - $383K
|
1.49K
$672K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-27- 4.54% |
$11.4K - $13.4K
|
568
$257K
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
649New |
$274K - $321K
|
649
$294K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
23+ 2.12% |
$9.69K - $11.4K
|
1.11K
$501K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4+ 0.72% |
$1.69K - $1.98K
|
562
$254K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
16+ 3.15% |
$6.74K - $7.91K
|
524
$237K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
176+ 18.59% |
$74.2K - $87.1K
|
1.12K
$509K
|
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
1.57KNew |
$660K - $775K
|
1.57K
$710K
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
95+ 3.13% |
$40K - $47K
|
3.13K
$1.42M
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
2+ 4.44% |
$843 - $989
|
47
$21.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-1- 0.04% |
$421 - $495
|
2.3K
$1.04M
|
|
|
Oct 16, 2024
Q3 2024
|
Carderock Capital Management Inc
|
SELL
|
- |
-331- 1.64% |
$140K - $164K
|
19.8K
$8.99M
|
|
|
Oct 16, 2024
Q3 2024
|
Baskin Financial Services Inc.
|
SELL
|
- |
-1.04K- 0.95% |
$439K - $515K
|
108K
$49.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-3- 0.38% |
$1.26K - $1.48K
|
794
$360K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1New |
$421 - $495
|
1
$453
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
28+ 2.51% |
$11.8K - $13.9K
|
1.15K
$518K
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
14+ 0.37% |
$5.9K - $6.93K
|
3.78K
$1.71M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
93+ 2.74% |
$39.2K - $46K
|
3.48K
$1.58M
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
8+ 0.42% |
$3.37K - $3.96K
|
1.93K
$876K
|
|
|
Oct 16, 2024
Q3 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-520- 5.31% |
$219K - $257K
|
9.28K
$4.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-10- 2.25% |
$4.21K - $4.95K
|
435
$197K
|
|
|
Oct 16, 2024
Q3 2024
|
Walter Public Investments Inc.
Westmount, Z4 |
BUY
|
- |
1.37K+ 3.11% |
$575K - $675K
|
45.2K
$20.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
193+ 0.35% |
$81.3K - $95.5K
|
55.7K
$25.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
81+ 14.11% |
$34.1K - $40.1K
|
655
$297K
|
|
|
Oct 16, 2024
Q3 2024
|
Crown Oak Advisors, LLC
Piedmont, CA |
SELL
|
- |
-836- 5.59% |
$352K - $414K
|
14.1K
$6.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-14- 1.36% |
$5.9K - $6.93K
|
1.02K
$461K
|
|
|
Oct 15, 2024
Q3 2024
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-97- 0.19% |
$40.9K - $48K
|
50.4K
$22.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-67- 5.08% |
$28.2K - $33.1K
|
1.25K
$566K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
42+ 7.68% |
$17.7K - $20.8K
|
589
$267K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$421 - $495
|
5.47K
$2.48M
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
480+ 32.72% |
$202K - $237K
|
1.95K
$882K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
117+ 21.01% |
$49.3K - $57.9K
|
674
$305K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
6+ 1.92% |
$2.53K - $2.97K
|
318
$144K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
140+ 4.96% |
$59K - $69.3K
|
2.96K
$1.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-1- 1.15% |
$421 - $495
|
86
$38.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.12KNew |
$470K - $552K
|
1.12K
$505K
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
387+ 6.08% |
$163K - $191K
|
6.75K
$3.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
29+ 4.73% |
$12.2K - $14.3K
|
642
$291K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
225+ 381.36% |
$94.8K - $111K
|
284
$129K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
532New |
$224K - $263K
|
532
$241K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
39+ 82.98% |
$16.4K - $19.3K
|
86
$38.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-56- 0.94% |
$23.6K - $27.7K
|
5.93K
$2.68M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
65+ 8.25% |
$27.4K - $32.2K
|
853
$386K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
613New |
$258K - $303K
|
613
$278K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-52- 4.19% |
$21.9K - $25.7K
|
1.19K
$538K
|