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 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-4- 0.65% |
$1.48K - $1.71K
|
611
$307K
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-5- 3.09% |
$1.85K - $2.14K
|
157
$78.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-5- 55.56% |
$1.85K - $2.14K
|
4
$2.01K
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-5- 0.87% |
$1.85K - $2.14K
|
571
$287K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-5- 0.91% |
$1.85K - $2.14K
|
547
$275K
|
|
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-5- 0.29% |
$1.85K - $2.14K
|
1.72K
$866K
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-5- 0.71% |
$1.85K - $2.14K
|
702
$353K
|
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
SELL
|
- |
-5- 0.61% |
$1.85K - $2.14K
|
815
$409K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-6- 46.15% |
$2.22K - $2.57K
|
7
$3.52K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6- 0.25% |
$2.22K - $2.57K
|
2.39K
$1.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-6- 4.48% |
$2.22K - $2.57K
|
128
$64.3K
|
|
|
Jul 09, 2024
Q2 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-7- 0.8% |
$2.59K - $2.99K
|
869
$437K
|
|
|
Aug 08, 2024
Q2 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-7- 1.42% |
$2.59K - $2.99K
|
486
$244K
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-7- 0.89% |
$2.59K - $2.99K
|
782
$393K
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-7- 0.45% |
$2.59K - $2.99K
|
1.54K
$773K
|
|
|
Aug 13, 2024
Q2 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-7- 0.05% |
$2.59K - $2.99K
|
13.9K
$6.98M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-7- 0.82% |
$2.59K - $2.99K
|
851
$428K
|
|
|
Jul 26, 2024
Q2 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-8- 0.41% |
$2.96K - $3.42K
|
1.93K
$968K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-9- 0.16% |
$3.33K - $3.85K
|
5.47K
$2.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-9- 0.28% |
$3.33K - $3.85K
|
3.19K
$1.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-10- 0.15% |
$3.7K - $4.28K
|
6.8K
$3.41M
|
|
|
Aug 06, 2024
Q2 2024
|
Connable Office Inc
|
SELL
|
- |
-10- 0.12% |
$3.7K - $4.28K
|
8.29K
$4.16M
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-10- 1.8% |
$3.7K - $4.28K
|
545
$274K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-11- 1.14% |
$4.07K - $4.7K
|
954
$479K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-11- 1.0% |
$4.07K - $4.7K
|
1.08K
$545K
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-11- 1.31% |
$4.07K - $4.7K
|
829
$416K
|
|
|
Aug 12, 2024
Q2 2024
|
Accent Capital Management, LLC
Dayton, OH |
SELL
|
- |
-11- 0.25% |
$4.07K - $4.7K
|
4.42K
$2.22M
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-11- 1.69% |
$4.07K - $4.7K
|
638
$321K
|
|
|
Jul 17, 2024
Q2 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-12- 0.71% |
$4.44K - $5.13K
|
1.68K
$841K
|
|
|
Aug 14, 2024
Q2 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-12- 0.28% |
$4.44K - $5.13K
|
4.26K
$2.14M
|
|
|
Aug 07, 2024
Q2 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-13- 0.28% |
$4.81K - $5.56K
|
4.67K
$2.35M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-13- 0.7% |
$4.81K - $5.56K
|
1.86K
$933K
|
|
|
Aug 05, 2024
Q2 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-13- 0.5% |
$4.81K - $5.56K
|
2.59K
$1.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-14- 0.34% |
$5.18K - $5.99K
|
4.12K
$2.07M
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-14- 35.0% |
$5.18K - $5.99K
|
26
$13.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-15- 0.97% |
$5.55K - $6.41K
|
1.54K
$773K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-17- 40.48% |
$6.3K - $7.27K
|
25
$12.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-18- 0.4% |
$6.67K - $7.7K
|
4.48K
$2.25M
|
|
|
Aug 12, 2024
Q2 2024
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-20- 1.92% |
$7.41K - $8.55K
|
1.02K
$512K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-20- 18.69% |
$7.41K - $8.55K
|
87
$43.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-20- 0.92% |
$7.41K - $8.55K
|
2.14K
$1.08M
|
|
|
Jul 18, 2024
Q2 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-20- 0.61% |
$7.41K - $8.55K
|
3.25K
$1.63M
|
|
|
Aug 02, 2024
Q2 2024
|
Pettee Investors, Inc.
|
SELL
|
- |
-22- 2.33% |
$8.15K - $9.41K
|
924
$464K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghe, LLC
|
SELL
|
- |
-24- 0.15% |
$8.89K - $10.3K
|
16.4K
$8.23M
|
|
|
Jul 24, 2024
Q2 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-25- 2.36% |
$9.26K - $10.7K
|
1.04K
$520K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-25- 0.85% |
$9.26K - $10.7K
|
2.9K
$1.46M
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-25- 2.02% |
$9.26K - $10.7K
|
1.21K
$608K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-26- 1.42% |
$9.63K - $11.1K
|
1.8K
$904K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-28- 3.16% |
$10.4K - $12K
|
858
$431K
|
|
|
Aug 13, 2024
Q2 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-28- 6.65% |
$10.4K - $12K
|
393
$197K
|