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 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
1New |
$421 - $495
|
1
$516
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-2- 13.33% |
$843 - $989
|
13
$6.71K
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
1.69KNew |
$711K - $834K
|
1.69K
$870K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1New |
$421 - $495
|
1
$516
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
28+ 2.51% |
$11.8K - $13.9K
|
1.15K
$591K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
81+ 14.11% |
$34.1K - $40.1K
|
655
$338K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
613New |
$258K - $303K
|
613
$316K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-52- 4.19% |
$21.9K - $25.7K
|
1.19K
$613K
|
|
|
Oct 15, 2024
Q3 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
430New |
$181K - $213K
|
430
$222K
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-9- 26.47% |
$3.79K - $4.45K
|
25
$12.9K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
750+ 9375.0% |
$316K - $371K
|
758
$391K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
437New |
$184K - $216K
|
437
$226K
|
|
|
Oct 07, 2024
Q3 2024
|
Trium Capital LLP
London, X0 |
SELL
|
- |
-3.22K- 24.55% |
$1.36M - $1.59M
|
9.9K
$5.11M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-128- 18.8% |
$54K - $63.3K
|
553
$285K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-720- 10.67% |
$303K - $356K
|
6.03K
$3.11M
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
3New |
$1.11K - $1.28K
|
3
$1.55K
|
|
|
Aug 14, 2024
Q2 2024
|
Francis Chou
Chou Associates Management Inc. | Toronto, A6
|
BUY
|
- |
5.9KNew |
$2.18M - $2.52M
|
5.9K
$3.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-4- 9.52% |
$1.48K - $1.71K
|
38
$19.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
5.87KNew |
$2.17M - $2.51M
|
5.87K
$3.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1.91K+ 129.32% |
$709K - $818K
|
3.39K
$1.75M
|
|
|
Aug 14, 2024
Q2 2024
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
SELL
|
- |
-2.44K- 40.91% |
$905K - $1.04M
|
3.53K
$1.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Brx Global LP
New York, NY |
BUY
|
- |
5.37K+ 9.87% |
$1.99M - $2.29M
|
59.7K
$30.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
14New |
$5.18K - $5.99K
|
14
$7.22K
|
|
|
Aug 13, 2024
Q2 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-2.7K- 75.0% |
$1M - $1.15M
|
900
$464K
|
|
|
Aug 13, 2024
Q2 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
65New |
$24.1K - $27.8K
|
65
$33.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
10+ 1000.0% |
$3.7K - $4.28K
|
11
$5.68K
|
|
|
Aug 13, 2024
Q2 2024
|
1623 Capital LLC
Alexandria, VA |
SELL
|
- |
-16.6K- 88.3% |
$6.15M - $7.1M
|
2.2K
$1.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
599New |
$222K - $256K
|
599
$309K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-132K- 0.99% |
$49M - $56.6M
|
13.2M
$6.81B
|
|
|
Aug 13, 2024
Q2 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
11.8KNew |
$4.35M - $5.03M
|
11.8K
$6.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
411+ 13.05% |
$152K - $176K
|
3.56K
$1.84M
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
2.4KNew |
$889K - $1.03M
|
2.4K
$1.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Veritas Asset Management LLP
|
SELL
|
- |
-172K- 15.5% |
$63.6M - $73.4M
|
936K
$483M
|
|
|
Aug 12, 2024
Q2 2024
|
Tredje Ap Fonden
|
SELL
|
- |
-3.99K- 23.19% |
$1.48M - $1.7M
|
13.2K
$6.81M
|
|
|
Aug 12, 2024
Q2 2024
|
Exor Capital LLP
London, X0 |
BUY
|
- |
5.52K+ 46.28% |
$2.04M - $2.36M
|
17.5K
$9.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
705+ 15.49% |
$261K - $301K
|
5.26K
$2.71M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
13+ 1.53% |
$4.81K - $5.56K
|
865
$446K
|
|
|
Aug 12, 2024
Q2 2024
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-20- 1.92% |
$7.41K - $8.55K
|
1.02K
$526K
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
40+ 3.95% |
$14.8K - $17.1K
|
1.05K
$543K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
406+ 19.55% |
$150K - $174K
|
2.48K
$1.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 16.67% |
$370 - $428
|
7
$3.61K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1New |
$370 - $428
|
1
$516
|
|
|
Aug 09, 2024
Q2 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
163+ 1.7% |
$60.4K - $69.7K
|
9.76K
$5.04M
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
5New |
$1.85K - $2.14K
|
5
$2.58K
|
|
|
Aug 08, 2024
Q2 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
497New |
$184K - $212K
|
497
$256K
|
|
|
Aug 08, 2024
Q2 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-350- 3.22% |
$130K - $150K
|
10.5K
$5.42M
|
|
|
Aug 07, 2024
Q2 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
475New |
$176K - $203K
|
475
$245K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-1- 50.0% |
$370 - $428
|
1
$516
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
9+ 64.29% |
$3.33K - $3.85K
|
23
$11.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.24KNew |
$460K - $531K
|
1.24K
$640K
|
|