Latest Institutional Purchases of Moodys Corp (MCO)
This list provides information on the latest institutional transactions involving Moodys Corp (MCO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
232New |
$56.4K - $74.9K
|
232
$117K
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
191+ 2.49% |
$46.4K - $61.7K
|
7.87K
$3.95M
|
|
Nov 02, 2022
Q3 2022
|
Dubuque Bank & Trust CO
|
BUY
|
- |
185+ 17.54% |
$45K - $59.7K
|
1.24K
$623K
|
|
Nov 08, 2022
Q3 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
180+ 5.86% |
$43.8K - $58.1K
|
3.25K
$1.63M
|
|
Nov 03, 2022
Q3 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
100+ 12.82% |
$24.3K - $32.3K
|
880
$442K
|
|
Nov 16, 2022
Q3 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
56+ 4.42% |
$13.6K - $18.1K
|
1.32K
$664K
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
32New |
$7.78K - $10.3K
|
32
$16.1K
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
28New |
$6.81K - $9.04K
|
28
$14.1K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
27New |
$6.56K - $8.72K
|
27
$13.6K
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
12+ 0.91% |
$2.92K - $3.88K
|
1.33K
$665K
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
11+ 100.0% |
$2.67K - $3.55K
|
22
$11K
|
|
Nov 02, 2022
Q3 2022
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
10+ 1.14% |
$2.43K - $3.23K
|
890
$447K
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
5New |
$1.22K - $1.61K
|
5
$2.51K
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
5+ 29.41% |
$1.22K - $1.61K
|
22
$11K
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
3New |
$729 - $969
|
3
$1.51K
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2New |
$486 - $646
|
2
$1K
|
|
Q2 2022 | |||||||
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
20KNew |
$5.07M - $6.87M
|
20K
$10M
|
|
Aug 12, 2022
Q2 2022
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
2.28KNew |
$579K - $784K
|
2.28K
$1.15M
|
|
Aug 09, 2022
Q2 2022
|
Hikari Tsushin, Inc.
Tokyo, M0 |
BUY
|
- |
1.71K+ 5.7% |
$433K - $587K
|
31.7K
$15.9M
|
|
Aug 15, 2022
Q2 2022
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
1KNew |
$254K - $343K
|
1K
$502K
|
|
Aug 12, 2022
Q2 2022
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
1KNew |
$254K - $343K
|
1K
$502K
|
|
Aug 08, 2022
Q2 2022
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
960New |
$243K - $330K
|
960
$482K
|
|
Aug 10, 2022
Q2 2022
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
883+ 50.0% |
$224K - $303K
|
2.65K
$1.33M
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
701+ 21.54% |
$178K - $241K
|
3.96K
$1.99M
|
|
Aug 11, 2022
Q2 2022
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
400New |
$101K - $137K
|
400
$201K
|
|
Aug 04, 2022
Q2 2022
|
Brr Op Co, LLC
|
BUY
|
- |
262+ 4.69% |
$66.5K - $90K
|
5.85K
$2.94M
|
|
Aug 08, 2022
Q2 2022
|
Tpi Fund Managers LTD
|
BUY
|
- |
223+ 0.45% |
$56.6K - $76.6K
|
49.7K
$25M
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
216+ 3.95% |
$54.8K - $74.2K
|
5.68K
$2.85M
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
90New |
$22.8K - $30.9K
|
90
$45.2K
|
|
Jul 14, 2022
Q2 2022
|
Highland Private Wealth Management
|
BUY
|
- |
30+ 4.2% |
$7.61K - $10.3K
|
745
$374K
|
|
Aug 15, 2022
Q2 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
25+ 3.36% |
$6.34K - $8.58K
|
769
$386K
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
23+ 13.61% |
$5.83K - $7.9K
|
192
$96.4K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
21New |
$5.33K - $7.21K
|
21
$10.5K
|
|
Jul 28, 2022
Q2 2022
|
Jb Capital LLC
|
BUY
|
- |
18+ 1.86% |
$4.57K - $6.18K
|
986
$495K
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
13+ 1.27% |
$3.3K - $4.46K
|
1.03K
$519K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
9New |
$2.28K - $3.09K
|
9
$4.52K
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
6New |
$1.52K - $2.06K
|
6
$3.01K
|
|
Aug 12, 2022
Q2 2022
|
Ativo Capital Management LLC
Chicago, IL |
BUY
|
- |
5+ 0.11% |
$1.27K - $1.72K
|
4.76K
$2.39M
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
2New |
$507 - $687
|
2
$1K
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
1+ 3.13% |
$254 - $343
|
33
$16.6K
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2022 | |||||||
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
107KNew |
$32.2M - $41.3M
|
107K
$53.7M
|
|
May 10, 2022
Q1 2022
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
1.69KNew |
$510K - $654K
|
1.69K
$851K
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
34+ 2.96% |
$10.2K - $13.1K
|
1.18K
$593K
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
10New |
$3.01K - $3.86K
|
10
$5.02K
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
7New |
$2.11K - $2.7K
|
7
$3.52K
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
PUT |
5.1K+ 463.64% |
$1.78M - $2.07M
|
6.2K
$3.11M
|
|
Feb 09, 2022
Q4 2021
|
Enhancing Capital LLC
|
BUY
|
- |
2KNew |
$699K - $813K
|
2K
$1M
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.74KNew |
$610K - $709K
|
1.74K
$876K
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
615New |
$215K - $250K
|
615
$309K
|