Latest Institutional Sells of Moodys Corp (MCO)
This list provides information on the latest institutional transactions involving Moodys Corp (MCO) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-16- 50.0% |
$4.73K - $5.57K
|
16
$7.69K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-8- 47.06% |
$2.37K - $2.79K
|
9
$4.33K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-7- 53.85% |
$2.07K - $2.44K
|
6
$2.88K
|
|
|
Aug 11, 2023
Q2 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-5- 0.19% |
$1.48K - $1.74K
|
2.67K
$1.28M
|
|
|
Jul 21, 2023
Q2 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-5- 0.39% |
$1.48K - $1.74K
|
1.29K
$618K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2- 0.03% |
$591 - $697
|
6.52K
$3.14M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-2- 0.56% |
$591 - $697
|
354
$170K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 16.67% |
$591 - $697
|
10
$4.81K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Rings Capital Management LLC
Chicago, IL |
SELL
|
- |
-117K- 49.37% |
$32.3M - $38.6M
|
120K
$57.7M
|
|
|
May 03, 2023
Q1 2023
|
Marathon Asset Management LTD
|
SELL
|
- |
-15.5K- 21.11% |
$4.28M - $5.1M
|
57.8K
$27.8M
|
|
|
May 15, 2023
Q1 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-4.35K- 13.73% |
$1.2M - $1.43M
|
27.4K
$13.1M
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-1.99K- 24.68% |
$551K - $657K
|
6.08K
$2.92M
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
SELL
|
- |
-1.79K- 50.0% |
$493K - $588K
|
1.79K
$858K
|
|
|
Apr 27, 2023
Q1 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-226- 2.07% |
$62.5K - $74.5K
|
10.7K
$5.15M
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-41- 20.6% |
$11.3K - $13.5K
|
158
$75.9K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-25- 7.69% |
$6.91K - $8.24K
|
300
$144K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-22- 11.46% |
$6.08K - $7.25K
|
170
$81.7K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-12- 4.49% |
$3.32K - $3.95K
|
255
$123K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-12- 0.37% |
$3.32K - $3.95K
|
3.23K
$1.55M
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-8- 22.22% |
$2.21K - $2.64K
|
28
$13.5K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
2 Xideas Ag
Pfaffikon, V8 |
SELL
|
- |
-28.4K- 77.46% |
$6.68M - $8.82M
|
8.27K
$3.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-3.15K- 21.06% |
$741K - $978K
|
11.8K
$5.68M
|
|
|
Feb 08, 2023
Q4 2022
|
Bancreek Capital Management, LP
Santa Monica, CA |
SELL
|
- |
-2.74K- 15.11% |
$645K - $851K
|
15.4K
$7.41M
|
|
|
Aug 15, 2023
Q4 2022
|
United American Securities Inc. (D
New York, NY |
SELL
|
- |
-2K- 40.0% |
$471K - $621K
|
3K
$1.44M
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-914- 4.08% |
$215K - $284K
|
21.5K
$10.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-333- 34.98% |
$78.3K - $103K
|
619
$298K
|
|
|
Feb 07, 2023
Q4 2022
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-270- 70.13% |
$63.5K - $83.8K
|
115
$55.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-235Closed |
$55.3K - $72.9K
|
0
$0
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-166- 12.7% |
$39.1K - $51.5K
|
1.14K
$548K
|
|
|
Feb 10, 2023
Q4 2022
|
Cavalier Investments, LLC
|
SELL
|
- |
-154- 6.04% |
$36.2K - $47.8K
|
2.4K
$1.15M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-39- 0.74% |
$9.17K - $12.1K
|
5.27K
$2.53M
|
|
|
Jan 18, 2023
Q4 2022
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-30- 0.38% |
$7.06K - $9.31K
|
7.87K
$3.78M
|
|
|
Feb 09, 2023
Q4 2022
|
Long Road Investment Counsel, LLC
|
SELL
|
- |
-21- 0.57% |
$4.94K - $6.52K
|
3.68K
$1.77M
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-10- 50.0% |
$2.35K - $3.1K
|
10
$4.81K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-2- 0.13% |
$471 - $621
|
1.53K
$735K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1- 0.65% |
$235 - $310
|
154
$74K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Atalan Capital Partners, LP
New York, NY |
SELL
|
- |
-127K- 36.62% |
$30.8M - $40.9M
|
219K
$105M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-17.3K- 15.54% |
$4.21M - $5.59M
|
94.1K
$45.2M
|
|
|
Nov 04, 2022
Q3 2022
|
Virginia National Bank
|
SELL
|
- |
-3K- 17.19% |
$729K - $969K
|
14.5K
$6.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.51K- 49.14% |
$367K - $488K
|
1.56K
$751K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-956- 90.87% |
$232K - $309K
|
96
$46.1K
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-789- 16.46% |
$192K - $255K
|
4K
$1.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-571- 98.96% |
$139K - $184K
|
6
$2.88K
|
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-431- 31.28% |
$105K - $139K
|
947
$455K
|
|
|
Nov 03, 2022
Q3 2022
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-274- 24.91% |
$66.6K - $88.5K
|
826
$397K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-272- 9.39% |
$66.1K - $87.8K
|
2.63K
$1.26M
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-270- 94.41% |
$65.6K - $87.2K
|
16
$7.69K
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-191Closed |
$46.4K - $61.7K
|
0
$0
|
|
|
Oct 11, 2022
Q3 2022
|
Heartland Bank & Trust CO
|
SELL
|
- |
-81- 3.42% |
$19.7K - $26.2K
|
2.28K
$1.1M
|
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
SELL
|
- |
-44- 12.22% |
$10.7K - $14.2K
|
316
$152K
|
|