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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-2- 20.0% |
$908 - $1K
|
8
$4.02K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3- 1.26% |
$1.36K - $1.5K
|
235
$118K
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
300New |
$136K - $150K
|
300
$151K
|
|
|
Jan 21, 2025
Q4 2024
|
Benin Management Corp
|
BUY
|
- |
483+ 26.83% |
$219K - $242K
|
2.28K
$1.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 11.11% |
$454 - $501
|
8
$4.02K
|
|
|
Jan 21, 2025
Q4 2024
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-600- 14.63% |
$272K - $301K
|
3.5K
$1.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
95New |
$43.1K - $47.6K
|
95
$47.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1- 2.94% |
$454 - $501
|
33
$16.6K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-67- 6.62% |
$30.4K - $33.6K
|
945
$475K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
51+ 13.39% |
$23.2K - $25.5K
|
432
$217K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-75- 14.29% |
$34.1K - $37.6K
|
450
$226K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
2New |
$908 - $1K
|
2
$1K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
3New |
$1.36K - $1.5K
|
3
$1.51K
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
SELL
|
- |
-230- 31.08% |
$104K - $115K
|
510
$256K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
491New |
$223K - $246K
|
491
$247K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-10- 17.54% |
$4.54K - $5.01K
|
47
$23.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1.2KNew |
$545K - $601K
|
1.2K
$603K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-7- 0.57% |
$3.18K - $3.51K
|
1.23K
$618K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
5New |
$2.27K - $2.5K
|
5
$2.51K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-1.1K- 24.58% |
$499K - $551K
|
3.38K
$1.7M
|
|
| Q3 2024 | |||||||
|
Nov 18, 2024
Q3 2024
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
2.27KNew |
$955K - $1.12M
|
2.27K
$1.14M
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
3New |
$1.26K - $1.48K
|
3
$1.51K
|
|
|
Nov 14, 2024
Q3 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-29- 93.55% |
$12.2K - $14.3K
|
2
$1K
|
|
|
Nov 14, 2024
Q3 2024
|
Sienna Gestion
Paris, I0 |
BUY
|
- |
1.51KNew |
$638K - $749K
|
1.51K
$761K
|
|
|
Nov 14, 2024
Q3 2024
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-50- 5.9% |
$21.1K - $24.7K
|
798
$401K
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.38% |
$42.1K - $49.5K
|
26.2K
$13.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
600New |
$253K - $297K
|
600
$301K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
7+ 1.43% |
$2.95K - $3.46K
|
496
$249K
|
|
|
Nov 14, 2024
Q3 2024
|
Miura Global Management, LLC
New York, NY |
SELL
|
- |
-600- 9.09% |
$253K - $297K
|
6K
$3.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-2.94K- 87.38% |
$1.24M - $1.45M
|
424
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Kerrisdale Advisers, LLC
Miami, FL |
SELL
|
- |
-6.72K- 76.38% |
$2.83M - $3.32M
|
2.08K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
4.1KNew |
$1.73M - $2.03M
|
4.1K
$2.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-415- 5.64% |
$175K - $205K
|
6.94K
$3.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
14+ 1.79% |
$5.9K - $6.93K
|
796
$400K
|
|
|
Nov 14, 2024
Q3 2024
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
BUY
|
- |
471New |
$199K - $233K
|
471
$237K
|
|
|
Nov 14, 2024
Q3 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
70.6KNew |
$29.8M - $34.9M
|
70.6K
$35.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-176- 6.77% |
$74.2K - $87.1K
|
2.42K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
677New |
$285K - $335K
|
677
$340K
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-6- 0.4% |
$2.53K - $2.97K
|
1.5K
$753K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
6New |
$2.53K - $2.97K
|
6
$3.01K
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
47+ 6.85% |
$19.8K - $23.2K
|
733
$368K
|
|
|
Nov 13, 2024
Q3 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
3.08KNew |
$1.3M - $1.52M
|
3.08K
$1.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-28- 42.42% |
$11.8K - $13.9K
|
38
$19.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-15- 2.05% |
$6.32K - $7.42K
|
715
$359K
|
|
|
Nov 13, 2024
Q3 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
10+ 66.67% |
$4.21K - $4.95K
|
25
$12.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Advanced Portfolio Management, LLC
New York, NY |
SELL
|
- |
-596- 46.38% |
$251K - $295K
|
689
$346K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
CALL |
-5.4K- 47.37% |
$2.28M - $2.67M
|
6K
$3.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
500New |
$211K - $247K
|
500
$251K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
775New |
$327K - $383K
|
775
$389K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 0.76% |
$421 - $495
|
132
$66.3K
|
|