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 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
4+ 18.18% |
$1.11K - $1.32K
|
26
$11.8K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
23New |
$6.36K - $7.58K
|
23
$10.4K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-8- 22.22% |
$2.21K - $2.64K
|
28
$12.7K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-25- 7.69% |
$6.91K - $8.24K
|
300
$136K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
399New |
$110K - $131K
|
399
$181K
|
|
|
Apr 27, 2023
Q1 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-226- 2.07% |
$62.5K - $74.5K
|
10.7K
$4.85M
|
|
|
Apr 25, 2023
Q1 2023
|
Hikari Power LTD
|
BUY
|
- |
52.7KNew |
$14.6M - $17.4M
|
52.7K
$23.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
SELL
|
- |
-1.79K- 50.0% |
$493K - $588K
|
1.79K
$808K
|
|
|
Apr 20, 2023
Q1 2023
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
2.07KNew |
$572K - $682K
|
2.07K
$937K
|
|
|
Apr 20, 2023
Q1 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
365+ 18.7% |
$101K - $120K
|
2.32K
$1.05M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
BUY
|
- |
266+ 24.27% |
$73.5K - $87.6K
|
1.36K
$617K
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
47+ 3.35% |
$13K - $15.5K
|
1.45K
$657K
|
|
|
Apr 03, 2023
Q1 2023
|
Shearwater Capital LLC
|
BUY
|
- |
2+ 0.21% |
$553 - $659
|
964
$437K
|
|
| Q4 2022 | |||||||
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
185New |
$43.5K - $57.4K
|
185
$83.8K
|
|
|
Jan 11, 2024
Q4 2022
|
Whitford Management LLC
New York, NY |
BUY
|
- |
1.27KNew |
$298K - $394K
|
1.27K
$574K
|
|
|
Sep 05, 2023
Q4 2022
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
742New |
$175K - $230K
|
742
$336K
|
|
|
Aug 15, 2023
Q4 2022
|
United American Securities Inc. (D
New York, NY |
SELL
|
- |
-2K- 40.0% |
$471K - $621K
|
3K
$1.36M
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
40New |
$9.41K - $12.4K
|
40
$18.1K
|
|
|
Mar 28, 2023
Q4 2022
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
828New |
$195K - $257K
|
828
$375K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-166- 12.7% |
$39.1K - $51.5K
|
1.14K
$517K
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
130New |
$30.6K - $40.3K
|
130
$58.9K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
102New |
$24K - $31.7K
|
102
$46.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
6New |
$1.41K - $1.86K
|
6
$2.72K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
1.41KNew |
$331K - $437K
|
1.41K
$638K
|
|
|
Feb 14, 2023
Q4 2022
|
Blue Mar Capital Management, LLC
Miami, FL |
BUY
|
- |
2.98KNew |
$701K - $925K
|
2.98K
$1.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.66MNew |
$390M - $515M
|
1.66M
$751M
|
|
|
Feb 14, 2023
Q4 2022
|
2 Xideas Ag
Pfaffikon, V8 |
SELL
|
- |
-28.4K- 77.46% |
$6.68M - $8.82M
|
8.27K
$3.74M
|
|
|
Feb 14, 2023
Q4 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
720New |
$169K - $223K
|
720
$326K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Square Group S, LLC
New York, NY |
BUY
|
- |
1K+ 16.67% |
$235K - $310K
|
7K
$3.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-3.15K- 21.06% |
$741K - $978K
|
11.8K
$5.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
659+ 15.46% |
$155K - $205K
|
4.92K
$2.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
5.66KNew |
$1.33M - $1.76M
|
5.66K
$2.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-235Closed |
$55.3K - $72.9K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
933New |
$219K - $290K
|
933
$422K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
24New |
$5.65K - $7.45K
|
24
$10.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
3.31KNew |
$779K - $1.03M
|
3.31K
$1.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-2- 0.13% |
$471 - $621
|
1.53K
$693K
|
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
398+ 176.89% |
$93.6K - $124K
|
623
$282K
|
|
|
Feb 13, 2023
Q4 2022
|
Mirova
Paris, I0 |
BUY
|
- |
1.28K+ 20.19% |
$301K - $397K
|
7.61K
$3.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
7.47K+ 307.78% |
$1.76M - $2.32M
|
9.9K
$4.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Stockbridge Partners LLC
Boston, MA |
BUY
|
- |
75.5KNew |
$17.8M - $23.4M
|
75.5K
$34.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Cavalier Investments, LLC
|
SELL
|
- |
-154- 6.04% |
$36.2K - $47.8K
|
2.4K
$1.08M
|
|
|
Feb 10, 2023
Q4 2022
|
Sea Town Holdings Pte. Ltd.
|
BUY
|
- |
3.4KNew |
$800K - $1.06M
|
3.4K
$1.54M
|
|
|
Feb 09, 2023
Q4 2022
|
Long Road Investment Counsel, LLC
|
SELL
|
- |
-21- 0.57% |
$4.94K - $6.52K
|
3.68K
$1.67M
|
|
|
Feb 08, 2023
Q4 2022
|
Bancreek Capital Management, LP
Santa Monica, CA |
SELL
|
- |
-2.74K- 15.11% |
$645K - $851K
|
15.4K
$6.98M
|
|
|
Feb 08, 2023
Q4 2022
|
Carson Advisory Inc.
|
BUY
|
- |
720New |
$169K - $223K
|
720
$326K
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2+ 66.67% |
$471 - $621
|
5
$2.26K
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-914- 4.08% |
$215K - $284K
|
21.5K
$9.73M
|
|
|
Feb 07, 2023
Q4 2022
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-270- 70.13% |
$63.5K - $83.8K
|
115
$52.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1- 0.65% |
$235 - $310
|
154
$69.7K
|
|