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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
19+ 1.69% |
$7.04K - $8.12K
|
1.14K
$499K
|
|
|
Aug 14, 2024
Q2 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
18+ 0.32% |
$6.67K - $7.7K
|
5.56K
$2.43M
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
16+ 0.64% |
$5.93K - $6.84K
|
2.51K
$1.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
16+ 0.25% |
$5.93K - $6.84K
|
6.46K
$2.83M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
16+ 0.54% |
$5.93K - $6.84K
|
3K
$1.31M
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
16+ 0.41% |
$5.93K - $6.84K
|
3.88K
$1.7M
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
16New |
$5.93K - $6.84K
|
16
$7K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
15+ 1.4% |
$5.55K - $6.41K
|
1.08K
$474K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
15+ 1.65% |
$5.55K - $6.41K
|
924
$404K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
14New |
$5.18K - $5.99K
|
14
$6.13K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
14+ 82.35% |
$5.18K - $5.99K
|
31
$13.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14+ 0.68% |
$5.18K - $5.99K
|
2.08K
$912K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
14+ 1.74% |
$5.18K - $5.99K
|
817
$358K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
14New |
$5.18K - $5.99K
|
14
$6.13K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
13+ 1.53% |
$4.81K - $5.56K
|
865
$379K
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
12+ 1.41% |
$4.44K - $5.13K
|
861
$377K
|
|
|
Jul 15, 2024
Q2 2024
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
12+ 0.08% |
$4.44K - $5.13K
|
15K
$6.55M
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
12+ 26.67% |
$4.44K - $5.13K
|
57
$24.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
11+ 1.07% |
$4.07K - $4.7K
|
1.04K
$456K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11+ 10.58% |
$4.07K - $4.7K
|
115
$50.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
10+ 0.39% |
$3.7K - $4.28K
|
2.57K
$1.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
10+ 1000.0% |
$3.7K - $4.28K
|
11
$4.81K
|
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
9+ 0.24% |
$3.33K - $3.85K
|
3.83K
$1.68M
|
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
9+ 1.26% |
$3.33K - $3.85K
|
722
$316K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
9+ 64.29% |
$3.33K - $3.85K
|
23
$10.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
8+ 12.7% |
$2.96K - $3.42K
|
71
$31.1K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
8New |
$2.96K - $3.42K
|
8
$3.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
8+ 10.13% |
$2.96K - $3.42K
|
87
$38.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
8+ 0.93% |
$2.96K - $3.42K
|
868
$380K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7+ 43.75% |
$2.59K - $2.99K
|
23
$10.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
7New |
$2.59K - $2.99K
|
7
$3.06K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7+ 0.66% |
$2.59K - $2.99K
|
1.06K
$465K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7+ 0.76% |
$2.59K - $2.99K
|
924
$404K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
7New |
$2.59K - $2.99K
|
7
$3.06K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
6+ 0.34% |
$2.22K - $2.57K
|
1.75K
$765K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
6+ 0.95% |
$2.22K - $2.57K
|
640
$280K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
6New |
$2.22K - $2.57K
|
6
$2.63K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
5+ 0.28% |
$1.85K - $2.14K
|
1.77K
$772K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
5New |
$1.85K - $2.14K
|
5
$2.19K
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
5+ 0.42% |
$1.85K - $2.14K
|
1.2K
$526K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 9.26% |
$1.85K - $2.14K
|
59
$25.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
5+ 0.94% |
$1.85K - $2.14K
|
537
$235K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4+ 0.16% |
$1.48K - $1.71K
|
2.53K
$1.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
4+ 8.0% |
$1.48K - $1.71K
|
54
$23.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
4+ 0.54% |
$1.48K - $1.71K
|
748
$327K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
4+ 0.89% |
$1.48K - $1.71K
|
455
$199K
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
4+ 0.36% |
$1.48K - $1.71K
|
1.11K
$488K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4+ 28.57% |
$1.48K - $1.71K
|
18
$7.88K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
3+ 0.06% |
$1.11K - $1.28K
|
5K
$2.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
3+ 0.07% |
$1.11K - $1.28K
|
4.18K
$1.83M
|