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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1New |
$370 - $428
|
1
$502
|
|
|
Aug 09, 2024
Q2 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
163+ 1.7% |
$60.4K - $69.7K
|
9.76K
$4.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
5New |
$1.85K - $2.14K
|
5
$2.51K
|
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-1.7K- 14.41% |
$630K - $727K
|
10.1K
$5.07M
|
|
|
Aug 08, 2024
Q2 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
497New |
$184K - $212K
|
497
$250K
|
|
|
Aug 08, 2024
Q2 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-350- 3.22% |
$130K - $150K
|
10.5K
$5.28M
|
|
|
Aug 07, 2024
Q2 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
475New |
$176K - $203K
|
475
$239K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-1- 50.0% |
$370 - $428
|
1
$502
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
9+ 64.29% |
$3.33K - $3.85K
|
23
$11.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.24KNew |
$460K - $531K
|
1.24K
$623K
|
|
|
Aug 05, 2024
Q2 2024
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-43.3K- 95.85% |
$16M - $18.5M
|
1.88K
$942K
|
|
|
Aug 05, 2024
Q2 2024
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-90- 11.12% |
$33.3K - $38.5K
|
719
$361K
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
35KNew |
$13M - $15M
|
35K
$17.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Pettee Investors, Inc.
|
SELL
|
- |
-22- 2.33% |
$8.15K - $9.41K
|
924
$464K
|
|
|
Aug 01, 2024
Q2 2024
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
3.49K+ 14.39% |
$1.29M - $1.49M
|
27.8K
$14M
|
|
|
Aug 01, 2024
Q2 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
500New |
$185K - $214K
|
500
$251K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-268- 9.54% |
$99.2K - $115K
|
2.54K
$1.28M
|
|
|
Jul 31, 2024
Q2 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-2.31K- 49.59% |
$855K - $987K
|
2.35K
$1.18M
|
|
|
Jul 30, 2024
Q2 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
3.58KNew |
$1.33M - $1.53M
|
3.58K
$1.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-253- 9.91% |
$93.7K - $108K
|
2.3K
$1.15M
|
|
|
Jul 30, 2024
Q2 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-80- 11.43% |
$29.6K - $34.2K
|
620
$311K
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-125- 17.12% |
$46.3K - $53.4K
|
605
$304K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
26New |
$9.63K - $11.1K
|
26
$13.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
25New |
$9.26K - $10.7K
|
25
$12.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
1KNew |
$371K - $428K
|
1K
$503K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
14New |
$5.18K - $5.99K
|
14
$7.03K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
6+ 0.95% |
$2.22K - $2.57K
|
640
$322K
|
|
|
Jul 24, 2024
Q2 2024
|
Penbrook Management LLC
|
SELL
|
- |
-100- 0.73% |
$37K - $42.8K
|
13.7K
$6.86M
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
251New |
$93K - $107K
|
251
$126K
|
|
|
Jul 22, 2024
Q2 2024
|
High Ground Investment Management LLP
London, X0 |
SELL
|
- |
-15.5K- 76.92% |
$5.73M - $6.62M
|
4.65K
$2.33M
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2New |
$741 - $855
|
2
$1K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
31New |
$11.5K - $13.3K
|
31
$15.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
19+ 1.69% |
$7.04K - $8.12K
|
1.14K
$573K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2+ 12.5% |
$741 - $855
|
18
$9.04K
|
|
|
Jul 19, 2024
Q2 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
6.84KNew |
$2.53M - $2.92M
|
6.84K
$3.43M
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
16New |
$5.93K - $6.84K
|
16
$8.04K
|
|
|
Jul 18, 2024
Q2 2024
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
BUY
|
- |
6.87KNew |
$2.55M - $2.94M
|
6.87K
$3.45M
|
|
|
Jul 17, 2024
Q2 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-6.18K- 40.37% |
$2.29M - $2.64M
|
9.13K
$4.59M
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
6New |
$2.22K - $2.57K
|
6
$3.01K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
7New |
$2.59K - $2.99K
|
7
$3.52K
|
|
|
Jul 16, 2024
Q2 2024
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
353+ 4.22% |
$131K - $151K
|
8.71K
$4.38M
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-60- 10.71% |
$22.2K - $25.7K
|
500
$251K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
1New |
$370 - $428
|
1
$502
|
|
|
Jul 12, 2024
Q2 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
484New |
$179K - $207K
|
484
$243K
|
|
|
Jul 12, 2024
Q2 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-4.69K- 63.03% |
$1.74M - $2.01M
|
2.75K
$1.38M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2New |
$741 - $855
|
2
$1K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-3- 25.0% |
$1.11K - $1.28K
|
9
$4.52K
|
|
|
Jul 11, 2024
Q2 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
533New |
$197K - $228K
|
533
$268K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
14+ 82.35% |
$5.18K - $5.99K
|
31
$15.6K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-86- 2.48% |
$31.8K - $36.8K
|
3.39K
$1.7M
|