Purchases and Sales Made in Q2 2024 in Moodys Corp (MCO)
This table provides information about the institutional ownership of Moodys Corp (MCO) during Q2 2024. The information is specifically focused on institutions that hold shares of MOODYS CORP .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
21+ 0.4% |
$7.78K - $8.98K
|
5.23K
$2.63M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
21+ 2.64% |
$7.78K - $8.98K
|
816
$410K
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
19+ 0.57% |
$7.04K - $8.12K
|
3.33K
$1.67M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
19+ 1.69% |
$7.04K - $8.12K
|
1.14K
$573K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
19+ 76.0% |
$7.04K - $8.12K
|
44
$22.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
18+ 0.32% |
$6.67K - $7.7K
|
5.56K
$2.79M
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
16+ 0.64% |
$5.93K - $6.84K
|
2.51K
$1.26M
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
16New |
$5.93K - $6.84K
|
16
$8.04K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
16+ 0.41% |
$5.93K - $6.84K
|
3.88K
$1.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
16+ 0.25% |
$5.93K - $6.84K
|
6.46K
$3.24M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
16+ 0.54% |
$5.93K - $6.84K
|
3K
$1.51M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
15+ 1.4% |
$5.55K - $6.41K
|
1.08K
$545K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
15+ 1.65% |
$5.55K - $6.41K
|
924
$464K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
14+ 82.35% |
$5.18K - $5.99K
|
31
$15.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
14+ 1.74% |
$5.18K - $5.99K
|
817
$410K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
14New |
$5.18K - $5.99K
|
14
$7.03K
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14+ 0.68% |
$5.18K - $5.99K
|
2.08K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
14New |
$5.18K - $5.99K
|
14
$7.03K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
13+ 1.53% |
$4.81K - $5.56K
|
865
$435K
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
12+ 1.41% |
$4.44K - $5.13K
|
861
$433K
|
|
|
Jul 15, 2024
Q2 2024
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
12+ 0.08% |
$4.44K - $5.13K
|
15K
$7.52M
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
12+ 26.67% |
$4.44K - $5.13K
|
57
$28.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11+ 10.58% |
$4.07K - $4.7K
|
115
$57.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
11+ 1.07% |
$4.07K - $4.7K
|
1.04K
$523K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
10+ 1000.0% |
$3.7K - $4.28K
|
11
$5.53K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
10+ 0.39% |
$3.7K - $4.28K
|
2.57K
$1.29M
|
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
9+ 0.24% |
$3.33K - $3.85K
|
3.83K
$1.92M
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
9+ 64.29% |
$3.33K - $3.85K
|
23
$11.6K
|
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
9+ 1.26% |
$3.33K - $3.85K
|
722
$363K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
8New |
$2.96K - $3.42K
|
8
$4.02K
|
|
|
Jul 24, 2024
Q2 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
8+ 0.93% |
$2.96K - $3.42K
|
868
$436K
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
8+ 10.13% |
$2.96K - $3.42K
|
87
$43.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
8+ 12.7% |
$2.96K - $3.42K
|
71
$35.7K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7+ 0.76% |
$2.59K - $2.99K
|
924
$464K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7+ 0.66% |
$2.59K - $2.99K
|
1.06K
$534K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7+ 43.75% |
$2.59K - $2.99K
|
23
$11.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
7New |
$2.59K - $2.99K
|
7
$3.52K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
7New |
$2.59K - $2.99K
|
7
$3.52K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
6+ 0.95% |
$2.22K - $2.57K
|
640
$322K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
6New |
$2.22K - $2.57K
|
6
$3.01K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
6+ 0.34% |
$2.22K - $2.57K
|
1.75K
$878K
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
5+ 0.42% |
$1.85K - $2.14K
|
1.2K
$603K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
5New |
$1.85K - $2.14K
|
5
$2.51K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 9.26% |
$1.85K - $2.14K
|
59
$29.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
5+ 0.28% |
$1.85K - $2.14K
|
1.77K
$887K
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
5+ 0.94% |
$1.85K - $2.14K
|
537
$270K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
4+ 0.89% |
$1.48K - $1.71K
|
455
$229K
|
|
|
Jul 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
4+ 0.54% |
$1.48K - $1.71K
|
748
$376K
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
4+ 0.36% |
$1.48K - $1.71K
|
1.11K
$560K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4+ 28.57% |
$1.48K - $1.71K
|
18
$9.04K
|