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 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-29- 2.68% |
$10.7K - $12.4K
|
1.05K
$528K
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-29- 2.76% |
$10.7K - $12.4K
|
1.02K
$513K
|
|
|
Jul 15, 2024
Q2 2024
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-29- 2.83% |
$10.7K - $12.4K
|
996
$500K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-30- 20.69% |
$11.1K - $12.8K
|
115
$57.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-31- 5.6% |
$11.5K - $13.3K
|
523
$263K
|
|
|
Jul 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-32- 1.34% |
$11.9K - $13.7K
|
2.36K
$1.18M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-32- 7.64% |
$11.9K - $13.7K
|
387
$194K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-33- 1.58% |
$12.2K - $14.1K
|
2.05K
$1.03M
|
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-33- 1.88% |
$12.2K - $14.1K
|
1.72K
$866K
|
|
|
Jul 29, 2024
Q2 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-36- 2.66% |
$13.3K - $15.4K
|
1.32K
$662K
|
|
|
Aug 08, 2024
Q2 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-36- 1.81% |
$13.3K - $15.4K
|
1.95K
$979K
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-36- 0.85% |
$13.3K - $15.4K
|
4.18K
$2.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-36- 1.94% |
$13.3K - $15.4K
|
1.82K
$913K
|
|
|
Aug 01, 2024
Q2 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-40- 5.72% |
$14.8K - $17.1K
|
659
$331K
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-44- 2.41% |
$16.3K - $18.8K
|
1.78K
$893K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-45- 8.17% |
$16.7K - $19.2K
|
506
$254K
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-46- 0.9% |
$17K - $19.7K
|
5.04K
$2.53M
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-48- 2.88% |
$17.8K - $20.5K
|
1.62K
$813K
|
|
|
Jul 22, 2024
Q2 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-49- 0.4% |
$18.1K - $20.9K
|
12.2K
$6.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-49- 2.88% |
$18.1K - $20.9K
|
1.65K
$830K
|
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-50- 4.96% |
$18.5K - $21.4K
|
959
$482K
|
|
|
Aug 14, 2024
Q2 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-53- 8.26% |
$19.6K - $22.7K
|
589
$296K
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-55- 0.72% |
$20.4K - $23.5K
|
7.58K
$3.81M
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-56- 6.29% |
$20.7K - $23.9K
|
834
$419K
|
|
|
Aug 13, 2024
Q2 2024
|
Profund Advisors LLC
|
SELL
|
- |
-56- 2.32% |
$20.7K - $23.9K
|
2.36K
$1.19M
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-56- 8.28% |
$20.7K - $23.9K
|
620
$311K
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-57- 0.16% |
$21.1K - $24.4K
|
34.5K
$17.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-60- 10.71% |
$22.2K - $25.7K
|
500
$251K
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-63- 11.03% |
$23.3K - $26.9K
|
508
$255K
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-65- 9.85% |
$24.1K - $27.8K
|
595
$299K
|
|
|
Jul 19, 2024
Q2 2024
|
Walter Public Investments Inc.
Westmount, Z4 |
SELL
|
- |
-65- 0.15% |
$24.1K - $27.8K
|
43.8K
$22M
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-68- 0.19% |
$25.2K - $29.1K
|
35.9K
$18.1M
|
|
|
Apr 08, 2025
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-69- 0.9% |
$25.6K - $29.5K
|
7.56K
$3.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-69- 5.36% |
$25.6K - $29.5K
|
1.22K
$612K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-70- 2.7% |
$25.9K - $29.9K
|
2.52K
$1.26M
|
|
|
Aug 02, 2024
Q2 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-71- 7.9% |
$26.3K - $30.4K
|
828
$416K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-71- 1.16% |
$26.3K - $30.4K
|
6.03K
$3.03M
|
|
|
Jul 30, 2024
Q2 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-80- 11.43% |
$29.6K - $34.2K
|
620
$311K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
SELL
|
- |
-80- 2.84% |
$29.6K - $34.2K
|
2.73K
$1.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-81- 0.78% |
$30K - $34.6K
|
10.3K
$5.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-81- 11.42% |
$30K - $34.6K
|
628
$315K
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-85- 1.14% |
$31.5K - $36.3K
|
7.36K
$3.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-85- 3.17% |
$31.5K - $36.3K
|
2.6K
$1.31M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-86- 2.48% |
$31.8K - $36.8K
|
3.39K
$1.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-86- 12.3% |
$31.8K - $36.8K
|
613
$308K
|
|
|
Aug 05, 2024
Q2 2024
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-90- 11.12% |
$33.3K - $38.5K
|
719
$361K
|
|
|
Jul 24, 2024
Q2 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-95- 0.27% |
$35.2K - $40.6K
|
34.6K
$17.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Alapocas Investment Partners, Inc.
Beverly, MA |
SELL
|
- |
-95- 0.42% |
$35.2K - $40.6K
|
22.6K
$11.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-96- 14.33% |
$35.6K - $41K
|
574
$288K
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-96- 2.99% |
$35.6K - $41K
|
3.11K
$1.56M
|