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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
68New |
$24.9K - $27.6K
|
68
$30.8K
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-6- 20.69% |
$2.2K - $2.43K
|
23
$10.4K
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
63.3K+ 42.55% |
$23.2M - $25.6M
|
212K
$96M
|
|
|
May 13, 2024
Q1 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
55.7KNew |
$20.4M - $22.6M
|
55.7K
$25.2M
|
|
|
May 13, 2024
Q1 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
977+ 54.37% |
$358K - $396K
|
2.77K
$1.26M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
5+ 0.77% |
$1.83K - $2.03K
|
656
$297K
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
525New |
$192K - $213K
|
525
$238K
|
|
|
May 13, 2024
Q1 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-150- 30.0% |
$55K - $60.8K
|
350
$158K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
97New |
$35.5K - $39.3K
|
97
$43.9K
|
|
|
May 13, 2024
Q1 2024
|
Versor Investments LP
|
BUY
|
- |
2.8KNew |
$1.03M - $1.13M
|
2.8K
$1.27M
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
8New |
$2.93K - $3.24K
|
8
$3.62K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-562- 1.14% |
$206K - $228K
|
48.6K
$22M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1- 0.04% |
$366 - $405
|
2.74K
$1.24M
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-12- 1.52% |
$4.4K - $4.86K
|
775
$351K
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
42New |
$15.4K - $17K
|
42
$19K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-18.7K- 4.41% |
$6.84M - $7.56M
|
405K
$183M
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-25- 0.42% |
$9.16K - $10.1K
|
5.9K
$2.67M
|
|
|
May 09, 2024
Q1 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
1.1KNew |
$403K - $446K
|
1.1K
$498K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
125New |
$45.8K - $50.6K
|
125
$56.6K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
1.56K+ 9756.25% |
$572K - $632K
|
1.58K
$714K
|
|
|
May 09, 2024
Q1 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
1KNew |
$366K - $405K
|
1K
$453K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-226- 21.71% |
$82.8K - $91.6K
|
815
$369K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
37+ 3700.0% |
$13.6K - $15K
|
38
$17.2K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-25- 7.89% |
$9.16K - $10.1K
|
292
$132K
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
13+ 0.33% |
$4.76K - $5.27K
|
3.94K
$1.79M
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1New |
$366 - $405
|
1
$453
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
5+ 0.61% |
$1.83K - $2.03K
|
824
$373K
|
|
|
May 07, 2024
Q1 2024
|
Jensen Investment Management Inc
Lake Oswego, OR |
SELL
|
- |
-248K- 58.05% |
$90.8M - $100M
|
179K
$81.1M
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-106- 3.98% |
$38.8K - $42.9K
|
2.56K
$1.16M
|
|
|
May 07, 2024
Q1 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
10+ 0.55% |
$3.66K - $4.05K
|
1.83K
$829K
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
55+ 3.08% |
$20.2K - $22.3K
|
1.84K
$833K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-119- 7.87% |
$43.6K - $48.2K
|
1.39K
$631K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2New |
$733 - $810
|
2
$906
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-16- 0.88% |
$5.86K - $6.48K
|
1.81K
$818K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1- 0.1% |
$366 - $405
|
1.04K
$472K
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-116- 17.55% |
$42.5K - $47K
|
545
$247K
|
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
23.8KNew |
$8.71M - $9.63M
|
23.8K
$10.8M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-250- 17.52% |
$91.6K - $101K
|
1.18K
$533K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 0.43% |
$366 - $405
|
231
$105K
|
|
|
Apr 26, 2024
Q1 2024
|
Australian Super Pty LTD
|
SELL
|
- |
-25.2K- 94.81% |
$9.23M - $10.2M
|
1.38K
$624K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.17KNew |
$430K - $476K
|
1.17K
$532K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
15New |
$5.5K - $6.08K
|
15
$6.79K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
3New |
$1.1K - $1.22K
|
3
$1.36K
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.65KNew |
$605K - $669K
|
1.65K
$748K
|
|
|
Apr 24, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
223KNew |
$81.9M - $90.5M
|
223K
$101M
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-1.03K- 54.94% |
$377K - $417K
|
844
$382K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
8New |
$2.93K - $3.24K
|
8
$3.62K
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-57- 4.12% |
$20.9K - $23.1K
|
1.33K
$600K
|
|
|
Apr 22, 2024
Q1 2024
|
Windmill Hill Asset Management LTD
|
BUY
|
- |
1.82K+ 24.02% |
$665K - $735K
|
9.37K
$4.24M
|
|
|
Apr 22, 2024
Q1 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-3- 0.35% |
$1.1K - $1.22K
|
851
$385K
|