Latest Institutional Transactions on Moodys Corp (MCO)
This table provides information on the latest institutional transactions involving Moodys Corp (MCO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
52+ 7.75% |
$21.9K - $25.7K
|
723
$359K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-2- 13.33% |
$843 - $989
|
13
$6.45K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
39+ 88.64% |
$16.4K - $19.3K
|
83
$41.2K
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
1.69KNew |
$711K - $834K
|
1.69K
$837K
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
649New |
$274K - $321K
|
649
$322K
|
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
1.57KNew |
$660K - $775K
|
1.57K
$778K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
2+ 4.44% |
$843 - $989
|
47
$23.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1New |
$421 - $495
|
1
$496
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
28+ 2.51% |
$11.8K - $13.9K
|
1.15K
$568K
|
|
|
Oct 16, 2024
Q3 2024
|
Walter Public Investments Inc.
Westmount, Z4 |
BUY
|
- |
1.37K+ 3.11% |
$575K - $675K
|
45.2K
$22.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
81+ 14.11% |
$34.1K - $40.1K
|
655
$325K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-67- 5.08% |
$28.2K - $33.1K
|
1.25K
$621K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
117+ 21.01% |
$49.3K - $57.9K
|
674
$335K
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
387+ 6.08% |
$163K - $191K
|
6.75K
$3.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
29+ 4.73% |
$12.2K - $14.3K
|
642
$319K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
39+ 82.98% |
$16.4K - $19.3K
|
86
$42.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
65+ 8.25% |
$27.4K - $32.2K
|
853
$423K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
613New |
$258K - $303K
|
613
$304K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-52- 4.19% |
$21.9K - $25.7K
|
1.19K
$590K
|
|
|
Oct 15, 2024
Q3 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
430New |
$181K - $213K
|
430
$213K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.93K+ 14.1% |
$1.24M - $1.45M
|
23.7K
$11.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-180- 9.52% |
$75.9K - $89K
|
1.71K
$849K
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-9- 26.47% |
$3.79K - $4.45K
|
25
$12.4K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
750+ 9375.0% |
$316K - $371K
|
758
$376K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2+ 0.13% |
$843 - $989
|
1.55K
$768K
|
|
|
Oct 08, 2024
Q3 2024
|
Fcf Advisors LLC
|
BUY
|
- |
7.14KNew |
$3.01M - $3.53M
|
7.14K
$3.54M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-27- 7.69% |
$11.4K - $13.4K
|
324
$161K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
437New |
$184K - $216K
|
437
$217K
|
|
|
Oct 07, 2024
Q3 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-200- 11.0% |
$84.3K - $98.9K
|
1.62K
$803K
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-37- 3.09% |
$15.6K - $18.3K
|
1.16K
$576K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
37+ 10.14% |
$15.6K - $18.3K
|
402
$200K
|
|
|
Oct 07, 2024
Q3 2024
|
Trium Capital LLP
London, X0 |
SELL
|
- |
-3.22K- 24.55% |
$1.36M - $1.59M
|
9.9K
$4.92M
|
|
|
Oct 07, 2024
Q3 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
307+ 6.49% |
$129K - $152K
|
5.04K
$2.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-128- 18.8% |
$54K - $63.3K
|
553
$275K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-720- 10.67% |
$303K - $356K
|
6.03K
$2.99M
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-4- 0.47% |
$1.69K - $1.98K
|
854
$424K
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-5- 0.61% |
$2.11K - $2.47K
|
810
$402K
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
3New |
$1.11K - $1.28K
|
3
$1.49K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
1.71K+ 11.78% |
$633K - $730K
|
16.2K
$8.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Francis Chou
Chou Associates Management Inc. | Toronto, A6
|
BUY
|
- |
5.9KNew |
$2.18M - $2.52M
|
5.9K
$2.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-4- 9.52% |
$1.48K - $1.71K
|
38
$18.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
CALL |
7.2KNew |
$2.67M - $3.08M
|
7.2K
$3.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
5.87KNew |
$2.17M - $2.51M
|
5.87K
$2.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
560New |
$207K - $239K
|
560
$278K
|
|
|
Aug 14, 2024
Q2 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-4- 0.06% |
$1.48K - $1.71K
|
6.62K
$3.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-15- 0.97% |
$5.55K - $6.41K
|
1.54K
$764K
|
|
|
Aug 14, 2024
Q2 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1.91K+ 129.32% |
$709K - $818K
|
3.39K
$1.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
684New |
$253K - $292K
|
684
$340K
|
|
|
Aug 14, 2024
Q2 2024
|
Chris Hohn
Tci Fund Management LTD | London, X0
|
BUY
|
- |
1.05M+ 8.59% |
$388M - $448M
|
13.2M
$6.58B
|
|
|
Aug 14, 2024
Q2 2024
|
Oribel Capital Management, LP
New York, NY |
BUY
|
CALL |
36.3KNew |
$13.4M - $15.5M
|
36.3K
$18M
|
|