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 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
62+ 11.85% |
$23K - $26.5K
|
585
$295K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
62+ 23.85% |
$23K - $26.5K
|
322
$162K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
60+ 0.32% |
$22.2K - $25.7K
|
18.8K
$9.48M
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
58+ 9.48% |
$21.5K - $24.8K
|
670
$338K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
55+ 8.94% |
$20.4K - $23.5K
|
670
$338K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
52+ 8.27% |
$19.3K - $22.2K
|
681
$343K
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
50+ 2.02% |
$18.5K - $21.4K
|
2.53K
$1.27M
|
|
|
Aug 06, 2024
Q2 2024
|
Ycg, LLC
|
BUY
|
- |
50+ 0.03% |
$18.5K - $21.4K
|
184K
$92.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
50+ 4.15% |
$18.5K - $21.4K
|
1.26K
$632K
|
|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
50+ 52.08% |
$18.5K - $21.4K
|
146
$73.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
49+ 0.67% |
$18.1K - $20.9K
|
7.36K
$3.71M
|
|
|
Jul 29, 2024
Q2 2024
|
Tobam
|
BUY
|
- |
48+ 38.4% |
$17.8K - $20.5K
|
173
$87.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
46+ 15.08% |
$17K - $19.7K
|
351
$177K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
46+ 0.53% |
$17K - $19.7K
|
8.73K
$4.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
44+ 3.5% |
$16.3K - $18.8K
|
1.3K
$656K
|
|
|
Jul 22, 2024
Q2 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
43+ 4.6% |
$15.9K - $18.4K
|
978
$493K
|
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
42+ 4.01% |
$15.6K - $18K
|
1.09K
$549K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
42New |
$15.6K - $18K
|
42
$21.2K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
40+ 114.29% |
$14.8K - $17.1K
|
75
$37.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
40+ 3.95% |
$14.8K - $17.1K
|
1.05K
$531K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
40+ 7.49% |
$14.8K - $17.1K
|
574
$289K
|
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
BUY
|
- |
38+ 0.89% |
$14.1K - $16.2K
|
4.31K
$2.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
38+ 7.47% |
$14.1K - $16.2K
|
547
$276K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
38+ 7.31% |
$14.1K - $16.2K
|
558
$281K
|
|
|
Aug 07, 2024
Q2 2024
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
37+ 0.14% |
$13.7K - $15.8K
|
27.2K
$13.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
37+ 21.39% |
$13.7K - $15.8K
|
210
$106K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
36+ 1.51% |
$13.3K - $15.4K
|
2.43K
$1.22M
|
|
|
Aug 13, 2024
Q2 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
36+ 4.1% |
$13.3K - $15.4K
|
915
$461K
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
35+ 4.55% |
$13K - $15K
|
804
$405K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
34New |
$12.6K - $14.5K
|
34
$17.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
32+ 1.9% |
$11.9K - $13.7K
|
1.72K
$864K
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
32+ 2.71% |
$11.9K - $13.7K
|
1.21K
$612K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
31+ 3.75% |
$11.5K - $13.3K
|
858
$432K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
31New |
$11.5K - $13.3K
|
31
$15.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
29+ 16.96% |
$10.7K - $12.4K
|
200
$101K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
28New |
$10.4K - $12K
|
28
$14.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
26New |
$9.63K - $11.1K
|
26
$13.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Dorsey Wright & Associates
|
BUY
|
- |
26+ 0.36% |
$9.63K - $11.1K
|
7.33K
$3.69M
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
26+ 0.68% |
$9.63K - $11.1K
|
3.87K
$1.95M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
25New |
$9.26K - $10.7K
|
25
$12.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
24+ 4.7% |
$8.89K - $10.3K
|
535
$270K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
24+ 2.56% |
$8.89K - $10.3K
|
960
$484K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
24+ 1.8% |
$8.89K - $10.3K
|
1.36K
$684K
|
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
BUY
|
- |
23+ 3.05% |
$8.52K - $9.83K
|
778
$392K
|
|
|
Jul 24, 2024
Q2 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
22+ 0.81% |
$8.15K - $9.41K
|
2.73K
$1.38M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
21+ 0.4% |
$7.78K - $8.98K
|
5.23K
$2.64M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
21+ 2.64% |
$7.78K - $8.98K
|
816
$411K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
19+ 1.69% |
$7.04K - $8.12K
|
1.14K
$575K
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
19+ 0.57% |
$7.04K - $8.12K
|
3.33K
$1.68M
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
19+ 76.0% |
$7.04K - $8.12K
|
44
$22.2K
|