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 08, 2024
Q2 2024
|
Boltwood Capital Management
|
SELL
|
- |
-5- 0.61% |
$1.85K - $2.14K
|
815
$357K
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-5- 3.09% |
$1.85K - $2.14K
|
157
$68.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-5- 55.56% |
$1.85K - $2.14K
|
4
$1.75K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6- 0.25% |
$2.22K - $2.57K
|
2.39K
$1.04M
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-6- 4.48% |
$2.22K - $2.57K
|
128
$56K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-6- 46.15% |
$2.22K - $2.57K
|
7
$3.06K
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-7- 0.45% |
$2.59K - $2.99K
|
1.54K
$673K
|
|
|
Aug 08, 2024
Q2 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-7- 1.42% |
$2.59K - $2.99K
|
486
$213K
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-7- 0.89% |
$2.59K - $2.99K
|
782
$342K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-7- 0.82% |
$2.59K - $2.99K
|
851
$372K
|
|
|
Aug 13, 2024
Q2 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-7- 0.05% |
$2.59K - $2.99K
|
13.9K
$6.08M
|
|
|
Jul 09, 2024
Q2 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-7- 0.8% |
$2.59K - $2.99K
|
869
$380K
|
|
|
Jul 26, 2024
Q2 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-8- 0.41% |
$2.96K - $3.42K
|
1.93K
$843K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-9- 0.16% |
$3.33K - $3.85K
|
5.47K
$2.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-9- 0.28% |
$3.33K - $3.85K
|
3.19K
$1.39M
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-10- 1.8% |
$3.7K - $4.28K
|
545
$239K
|
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-10- 0.15% |
$3.7K - $4.28K
|
6.8K
$2.97M
|
|
|
Aug 06, 2024
Q2 2024
|
Connable Office Inc
|
SELL
|
- |
-10- 0.12% |
$3.7K - $4.28K
|
8.29K
$3.63M
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-11- 1.0% |
$4.07K - $4.7K
|
1.08K
$474K
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-11- 1.31% |
$4.07K - $4.7K
|
829
$363K
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-11- 1.69% |
$4.07K - $4.7K
|
638
$279K
|
|
|
Aug 12, 2024
Q2 2024
|
Accent Capital Management, LLC
Dayton, OH |
SELL
|
- |
-11- 0.25% |
$4.07K - $4.7K
|
4.42K
$1.93M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-11- 1.14% |
$4.07K - $4.7K
|
954
$418K
|
|
|
Aug 14, 2024
Q2 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-12- 0.28% |
$4.44K - $5.13K
|
4.26K
$1.86M
|
|
|
Jul 17, 2024
Q2 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-12- 0.71% |
$4.44K - $5.13K
|
1.68K
$733K
|
|
|
Aug 05, 2024
Q2 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-13- 0.5% |
$4.81K - $5.56K
|
2.59K
$1.13M
|
|
|
Aug 07, 2024
Q2 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-13- 0.28% |
$4.81K - $5.56K
|
4.67K
$2.05M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-13- 0.7% |
$4.81K - $5.56K
|
1.86K
$813K
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-14- 0.34% |
$5.18K - $5.99K
|
4.12K
$1.8M
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-14- 35.0% |
$5.18K - $5.99K
|
26
$11.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-15- 0.97% |
$5.55K - $6.41K
|
1.54K
$674K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-17- 40.48% |
$6.3K - $7.27K
|
25
$10.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-18- 0.4% |
$6.67K - $7.7K
|
4.48K
$1.96M
|
|
|
Aug 12, 2024
Q2 2024
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-20- 1.92% |
$7.41K - $8.55K
|
1.02K
$446K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-20- 18.69% |
$7.41K - $8.55K
|
87
$38.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-20- 0.92% |
$7.41K - $8.55K
|
2.14K
$938K
|
|
|
Jul 18, 2024
Q2 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-20- 0.61% |
$7.41K - $8.55K
|
3.25K
$1.42M
|
|
|
Aug 02, 2024
Q2 2024
|
Pettee Investors, Inc.
|
SELL
|
- |
-22- 2.33% |
$8.15K - $9.41K
|
924
$404K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghe, LLC
|
SELL
|
- |
-24- 0.15% |
$8.89K - $10.3K
|
16.4K
$7.17M
|
|
|
Jul 24, 2024
Q2 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-25- 2.36% |
$9.26K - $10.7K
|
1.04K
$453K
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-25- 2.02% |
$9.26K - $10.7K
|
1.21K
$530K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-25- 0.85% |
$9.26K - $10.7K
|
2.9K
$1.27M
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-26- 1.42% |
$9.63K - $11.1K
|
1.8K
$787K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-28- 3.16% |
$10.4K - $12K
|
858
$376K
|
|
|
Aug 13, 2024
Q2 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-28- 6.65% |
$10.4K - $12K
|
393
$172K
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-29- 2.68% |
$10.7K - $12.4K
|
1.05K
$460K
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-29- 2.76% |
$10.7K - $12.4K
|
1.02K
$447K
|
|
|
Jul 15, 2024
Q2 2024
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-29- 2.83% |
$10.7K - $12.4K
|
996
$436K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-30- 20.69% |
$11.1K - $12.8K
|
115
$50.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-31- 5.6% |
$11.5K - $13.3K
|
523
$229K
|