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 06, 2024
Q2 2024
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
127+ 2.35% |
$47K - $54.3K
|
5.53K
$2.75M
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
126+ 4.34% |
$46.7K - $53.9K
|
3.03K
$1.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
126+ 0.54% |
$46.7K - $53.9K
|
23.5K
$11.7M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
126+ 14.79% |
$46.7K - $53.9K
|
978
$487K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
124+ 23.48% |
$45.9K - $53K
|
652
$324K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
122+ 15.17% |
$45.2K - $52.2K
|
926
$461K
|
|
|
Aug 02, 2024
Q2 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
122+ 12.99% |
$45.2K - $52.2K
|
1.06K
$528K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
121+ 11.67% |
$44.8K - $51.7K
|
1.16K
$576K
|
|
|
Aug 06, 2024
Q2 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
117+ 1.03% |
$43.3K - $50K
|
11.5K
$5.71M
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
117+ 7.14% |
$43.3K - $50K
|
1.76K
$874K
|
|
|
Jul 17, 2024
Q2 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
112+ 1.0% |
$41.5K - $47.9K
|
11.3K
$5.64M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
112+ 3.18% |
$41.5K - $47.9K
|
3.64K
$1.81M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
110+ 1.98% |
$40.7K - $47K
|
5.67K
$2.82M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
108+ 3.5% |
$40K - $46.2K
|
3.2K
$1.59M
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
107+ 1.94% |
$39.6K - $45.7K
|
5.62K
$2.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
106+ 10.59% |
$39.3K - $45.3K
|
1.11K
$551K
|
|
|
Aug 14, 2024
Q2 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
106+ 1.7% |
$39.3K - $45.3K
|
6.34K
$3.15M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
101+ 3.99% |
$37.4K - $43.2K
|
2.63K
$1.31M
|
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
100+ 0.74% |
$37K - $42.8K
|
13.5K
$6.73M
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
98+ 11.29% |
$36.3K - $41.9K
|
966
$481K
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
98+ 11.29% |
$36.3K - $41.9K
|
966
$481K
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
96+ 6.02% |
$35.6K - $41K
|
1.69K
$841K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
95+ 1.35% |
$35.2K - $40.6K
|
7.16K
$3.56M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
92+ 2.37% |
$34.1K - $39.3K
|
3.97K
$1.98M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
89New |
$33K - $38.1K
|
89
$44.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
88+ 11.53% |
$32.6K - $37.6K
|
851
$423K
|
|
|
Jul 11, 2024
Q2 2024
|
Threadgill Financial, LLC
|
BUY
|
- |
85+ 5.74% |
$31.5K - $36.3K
|
1.57K
$779K
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
85+ 14.05% |
$31.5K - $36.3K
|
690
$343K
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
84New |
$31.1K - $35.9K
|
84
$41.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
83+ 5.29% |
$30.7K - $35.5K
|
1.65K
$822K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
83+ 8.71% |
$30.7K - $35.5K
|
1.04K
$515K
|
|
|
Aug 01, 2024
Q2 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
81+ 3.25% |
$30K - $34.6K
|
2.58K
$1.28M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
81+ 2.34% |
$30K - $34.6K
|
3.54K
$1.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Claret Asset Management Corp
|
BUY
|
- |
79+ 15.13% |
$29.3K - $33.8K
|
601
$299K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
78+ 18.4% |
$28.9K - $33.3K
|
502
$250K
|
|
|
Aug 12, 2024
Q2 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
76+ 0.51% |
$28.1K - $32.5K
|
15.1K
$7.53M
|
|
|
Jul 17, 2024
Q2 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
74+ 5.97% |
$27.4K - $31.6K
|
1.31K
$654K
|
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
74+ 2.0% |
$27.4K - $31.6K
|
3.77K
$1.87M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
74+ 4.15% |
$27.4K - $31.6K
|
1.86K
$925K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
72+ 20.93% |
$26.7K - $30.8K
|
416
$207K
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
68+ 4.19% |
$25.2K - $29.1K
|
1.69K
$841K
|
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
68+ 6.14% |
$25.2K - $29.1K
|
1.18K
$585K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
67+ 3.85% |
$24.8K - $28.6K
|
1.81K
$899K
|
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
67+ 1.4% |
$24.8K - $28.6K
|
4.85K
$2.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
65New |
$24.1K - $27.8K
|
65
$32.3K
|
|
|
Aug 13, 2024
Q2 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
63+ 9.91% |
$23.3K - $26.9K
|
699
$348K
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
63+ 5.24% |
$23.3K - $26.9K
|
1.27K
$629K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
62+ 23.85% |
$23K - $26.5K
|
322
$160K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
62+ 11.85% |
$23K - $26.5K
|
585
$291K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
60+ 0.32% |
$22.2K - $25.7K
|
18.8K
$9.36M
|