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 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
16+ 0.25% |
$5.93K - $6.84K
|
6.46K
$3.21M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
16+ 0.54% |
$5.93K - $6.84K
|
3K
$1.49M
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
16+ 0.41% |
$5.93K - $6.84K
|
3.88K
$1.93M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
15+ 1.4% |
$5.55K - $6.41K
|
1.08K
$539K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
15+ 1.65% |
$5.55K - $6.41K
|
924
$460K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
14New |
$5.18K - $5.99K
|
14
$6.97K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
14New |
$5.18K - $5.99K
|
14
$6.97K
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14+ 0.68% |
$5.18K - $5.99K
|
2.08K
$1.04M
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
14+ 1.74% |
$5.18K - $5.99K
|
817
$406K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
14+ 82.35% |
$5.18K - $5.99K
|
31
$15.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
13+ 1.53% |
$4.81K - $5.56K
|
865
$430K
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
12+ 26.67% |
$4.44K - $5.13K
|
57
$28.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
12+ 1.41% |
$4.44K - $5.13K
|
861
$428K
|
|
|
Jul 15, 2024
Q2 2024
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
12+ 0.08% |
$4.44K - $5.13K
|
15K
$7.44M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11+ 10.58% |
$4.07K - $4.7K
|
115
$57.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
11+ 1.07% |
$4.07K - $4.7K
|
1.04K
$518K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
10+ 0.39% |
$3.7K - $4.28K
|
2.57K
$1.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
10+ 1000.0% |
$3.7K - $4.28K
|
11
$5.47K
|
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
9+ 1.26% |
$3.33K - $3.85K
|
722
$359K
|
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
9+ 0.24% |
$3.33K - $3.85K
|
3.83K
$1.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
9+ 64.29% |
$3.33K - $3.85K
|
23
$11.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
8+ 12.7% |
$2.96K - $3.42K
|
71
$35.3K
|
|
|
Jul 24, 2024
Q2 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
8+ 0.93% |
$2.96K - $3.42K
|
868
$432K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
8New |
$2.96K - $3.42K
|
8
$3.98K
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
8+ 10.13% |
$2.96K - $3.42K
|
87
$43.3K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7+ 0.76% |
$2.59K - $2.99K
|
924
$460K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
7New |
$2.59K - $2.99K
|
7
$3.48K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
7New |
$2.59K - $2.99K
|
7
$3.48K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7+ 43.75% |
$2.59K - $2.99K
|
23
$11.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7+ 0.66% |
$2.59K - $2.99K
|
1.06K
$529K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
6New |
$2.22K - $2.57K
|
6
$2.99K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
6+ 0.34% |
$2.22K - $2.57K
|
1.75K
$870K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
6+ 0.95% |
$2.22K - $2.57K
|
640
$318K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
5New |
$1.85K - $2.14K
|
5
$2.49K
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
5+ 0.42% |
$1.85K - $2.14K
|
1.2K
$598K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
5+ 0.28% |
$1.85K - $2.14K
|
1.77K
$878K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 9.26% |
$1.85K - $2.14K
|
59
$29.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
5+ 0.94% |
$1.85K - $2.14K
|
537
$267K
|
|
|
Jul 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
4+ 0.54% |
$1.48K - $1.71K
|
748
$372K
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
4+ 0.36% |
$1.48K - $1.71K
|
1.11K
$554K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
4+ 0.89% |
$1.48K - $1.71K
|
455
$226K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
4+ 8.0% |
$1.48K - $1.71K
|
54
$26.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4+ 28.57% |
$1.48K - $1.71K
|
18
$8.96K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4+ 0.16% |
$1.48K - $1.71K
|
2.53K
$1.26M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
3+ 0.06% |
$1.11K - $1.28K
|
5K
$2.49M
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3+ 6.12% |
$1.11K - $1.28K
|
52
$25.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
3+ 9.68% |
$1.11K - $1.28K
|
34
$16.9K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
3New |
$1.11K - $1.28K
|
3
$1.49K
|
|
|
Aug 13, 2024
Q2 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
3+ 0.38% |
$1.11K - $1.28K
|
797
$397K
|
|
|
Aug 14, 2024
Q2 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
3+ 0.07% |
$1.11K - $1.28K
|
4.18K
$2.08M
|