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 14, 2024
Q2 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
966+ 5.01% |
$358K - $413K
|
20.2K
$10.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
958+ 38.9% |
$355K - $410K
|
3.42K
$1.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
949+ 1.56% |
$351K - $406K
|
61.9K
$30.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
945New |
$350K - $404K
|
945
$470K
|
|
|
Aug 14, 2024
Q2 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
918New |
$340K - $392K
|
918
$457K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
909+ 54.89% |
$337K - $389K
|
2.57K
$1.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Xponance, Inc.
|
BUY
|
- |
905+ 1.77% |
$335K - $387K
|
52K
$25.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
902+ 2.78% |
$334K - $386K
|
33.3K
$16.6M
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
881+ 2.51% |
$326K - $377K
|
35.9K
$17.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
BUY
|
- |
857+ 10.84% |
$317K - $366K
|
8.76K
$4.36M
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
839New |
$311K - $359K
|
839
$417K
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
834New |
$309K - $357K
|
834
$415K
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
829+ 4.19% |
$307K - $354K
|
20.6K
$10.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
828+ 110.25% |
$307K - $354K
|
1.58K
$786K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
817New |
$303K - $349K
|
817
$406K
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
808+ 6.37% |
$299K - $345K
|
13.5K
$6.71M
|
|
|
Aug 13, 2024
Q2 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
780+ 13.96% |
$289K - $333K
|
6.37K
$3.17M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
777+ 26.21% |
$288K - $332K
|
3.74K
$1.86M
|
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
773+ 5.99% |
$286K - $330K
|
13.7K
$6.81M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
762+ 9.29% |
$282K - $326K
|
8.96K
$4.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
761+ 23.87% |
$282K - $325K
|
3.95K
$1.96M
|
|
|
Aug 09, 2024
Q2 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
741New |
$274K - $317K
|
741
$369K
|
|
|
Aug 14, 2024
Q2 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
724New |
$268K - $310K
|
724
$360K
|
|
|
Oct 23, 2024
Q2 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
722New |
$267K - $309K
|
722
$359K
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
710+ 4.58% |
$263K - $304K
|
16.2K
$8.07M
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
708+ 21.69% |
$262K - $303K
|
3.97K
$1.98M
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
705+ 15.49% |
$261K - $301K
|
5.26K
$2.61M
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
704New |
$261K - $301K
|
704
$350K
|
|
|
Aug 14, 2024
Q2 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
684New |
$253K - $292K
|
684
$340K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
676New |
$250K - $289K
|
676
$336K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
672+ 5.6% |
$249K - $287K
|
12.7K
$6.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
636New |
$236K - $272K
|
636
$316K
|
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
635+ 24.42% |
$235K - $271K
|
3.24K
$1.61M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
634+ 5.77% |
$235K - $271K
|
11.6K
$5.78M
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
619+ 0.46% |
$229K - $265K
|
134K
$66.7M
|
|
|
Aug 15, 2024
Q2 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
617+ 11.27% |
$228K - $264K
|
6.09K
$3.03M
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
616New |
$228K - $263K
|
616
$306K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
607+ 5518.18% |
$225K - $260K
|
618
$307K
|
|
|
Aug 13, 2024
Q2 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
606New |
$224K - $259K
|
606
$302K
|
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
599New |
$222K - $256K
|
599
$298K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
580New |
$215K - $248K
|
580
$289K
|
|
|
Aug 13, 2024
Q2 2024
|
11 Capital Partners LP
New York, NY |
BUY
|
- |
580+ 1.81% |
$215K - $248K
|
32.7K
$16.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
576New |
$213K - $246K
|
576
$287K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
560New |
$207K - $239K
|
560
$279K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
555+ 355.77% |
$206K - $237K
|
711
$354K
|
|
|
Aug 14, 2024
Q2 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
550New |
$204K - $235K
|
550
$274K
|
|
|
Jul 22, 2024
Q2 2024
|
Carderock Capital Management Inc
|
BUY
|
- |
546+ 2.78% |
$202K - $233K
|
20.2K
$10M
|
|
|
Jul 09, 2024
Q2 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
540+ 12.88% |
$200K - $231K
|
4.73K
$2.35M
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
540New |
$200K - $231K
|
540
$269K
|
|
|
Aug 14, 2024
Q2 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
533+ 1.95% |
$197K - $228K
|
27.9K
$13.9M
|