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 15, 2024
Q3 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
430New |
$181K - $213K
|
430
$195K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-216- 0.77% |
$91K - $107K
|
28K
$12.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
1.07K+ 302.54% |
$453K - $531K
|
1.43K
$647K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.93K+ 14.1% |
$1.24M - $1.45M
|
23.7K
$10.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
4+ 0.37% |
$1.69K - $1.98K
|
1.09K
$493K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
648+ 26.94% |
$273K - $321K
|
3.05K
$1.38M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
43+ 12.72% |
$18.1K - $21.3K
|
381
$173K
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
504+ 4.89% |
$212K - $249K
|
10.8K
$4.89M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
9+ 1.08% |
$3.79K - $4.45K
|
843
$382K
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
1.1K+ 392.86% |
$464K - $544K
|
1.38K
$625K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
74+ 3.98% |
$31.2K - $36.6K
|
1.93K
$875K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
8+ 0.46% |
$3.37K - $3.96K
|
1.76K
$799K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
6+ 2.59% |
$2.53K - $2.97K
|
238
$108K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
96+ 15.31% |
$40.5K - $47.5K
|
723
$327K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
12+ 1.1% |
$5.06K - $5.94K
|
1.1K
$499K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-180- 9.52% |
$75.9K - $89K
|
1.71K
$774K
|
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
69+ 6.93% |
$29.1K - $34.1K
|
1.07K
$482K
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-9- 26.47% |
$3.79K - $4.45K
|
25
$11.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
35+ 4.03% |
$14.8K - $17.3K
|
904
$409K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
74+ 14.29% |
$31.2K - $36.6K
|
592
$268K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
750+ 9375.0% |
$316K - $371K
|
758
$343K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-64- 3.95% |
$27K - $31.7K
|
1.56K
$704K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2+ 0.13% |
$843 - $989
|
1.55K
$700K
|
|
|
Oct 09, 2024
Q3 2024
|
Sarasin & Partners LLP
|
BUY
|
- |
163K+ 38.11% |
$68.8M - $80.7M
|
591K
$268M
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
308+ 15.71% |
$130K - $152K
|
2.27K
$1.03M
|
|
|
Oct 08, 2024
Q3 2024
|
Artemis Investment Management LLP
|
SELL
|
- |
-63.9K- 49.66% |
$26.9M - $31.6M
|
64.8K
$29.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Fcf Advisors LLC
|
BUY
|
- |
7.14KNew |
$3.01M - $3.53M
|
7.14K
$3.23M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
28+ 4.83% |
$11.8K - $13.9K
|
608
$275K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
81+ 3.94% |
$34.1K - $40.1K
|
2.14K
$968K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
471New |
$199K - $233K
|
471
$213K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
65+ 4.2% |
$27.4K - $32.2K
|
1.61K
$729K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-90- 2.81% |
$37.9K - $44.5K
|
3.11K
$1.41M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-27- 7.69% |
$11.4K - $13.4K
|
324
$147K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
437New |
$184K - $216K
|
437
$198K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-260- 9.79% |
$110K - $129K
|
2.4K
$1.08M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
481+ 13.35% |
$203K - $238K
|
4.08K
$1.85M
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
10+ 1.48% |
$4.21K - $4.95K
|
687
$311K
|
|
|
Oct 07, 2024
Q3 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-200- 11.0% |
$84.3K - $98.9K
|
1.62K
$733K
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-37- 3.09% |
$15.6K - $18.3K
|
1.16K
$525K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
37+ 10.14% |
$15.6K - $18.3K
|
402
$182K
|
|
|
Oct 07, 2024
Q3 2024
|
Trium Capital LLP
London, X0 |
SELL
|
- |
-3.22K- 24.55% |
$1.36M - $1.59M
|
9.9K
$4.48M
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
320+ 2.53% |
$135K - $158K
|
13K
$5.87M
|
|
|
Oct 07, 2024
Q3 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
307+ 6.49% |
$129K - $152K
|
5.04K
$2.28M
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-12- 2.2% |
$5.06K - $5.94K
|
533
$241K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-128- 18.8% |
$54K - $63.3K
|
553
$250K
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
14+ 1.94% |
$5.9K - $6.93K
|
736
$333K
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
1+ 0.16% |
$421 - $495
|
623
$282K
|
|
|
Oct 07, 2024
Q3 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
192+ 12.26% |
$80.9K - $95K
|
1.76K
$796K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-177- 9.8% |
$74.6K - $87.6K
|
1.63K
$738K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
20+ 500.0% |
$8.43K - $9.89K
|
24
$10.9K
|