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 |
---|---|---|---|---|---|---|---|
Nov 08, 2023
Q3 2023
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-300- 54.55% |
$94.4K - $109K
|
250
$113K
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
PUT |
400New |
$126K - $145K
|
400
$181K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
11KNew |
$3.46M - $3.98M
|
11K
$4.98M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
300New |
$94.4K - $109K
|
300
$136K
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
200New |
$62.9K - $72.3K
|
200
$90.6K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-6- 50.0% |
$1.89K - $2.17K
|
6
$2.72K
|
|
Oct 27, 2023
Q3 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-31K- 97.31% |
$9.74M - $11.2M
|
855
$387K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.5K+ 19.41% |
$472K - $543K
|
9.24K
$4.18M
|
|
Oct 20, 2023
Q3 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
500+ 125.0% |
$157K - $181K
|
900
$408K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
17+ 36.96% |
$5.35K - $6.15K
|
63
$28.5K
|
|
Oct 19, 2023
Q3 2023
|
Olio Financial Planning
|
BUY
|
- |
2.12KNew |
$668K - $768K
|
2.12K
$962K
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-1- 16.67% |
$315 - $362
|
5
$2.26K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
2New |
$629 - $723
|
2
$906
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-12- 0.7% |
$3.77K - $4.34K
|
1.69K
$766K
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
61New |
$19.2K - $22.1K
|
61
$27.6K
|
|
Oct 10, 2023
Q3 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-79- 11.05% |
$24.8K - $28.6K
|
636
$288K
|
|
Q2 2023 | |||||||
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-22.7KClosed |
$6.71M - $7.9M
|
0
$0
|
|
Aug 06, 2024
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
8.94KNew |
$2.64M - $3.11M
|
8.94K
$4.05M
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-8- 47.06% |
$2.37K - $2.79K
|
9
$4.08K
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-6.61K- 54.17% |
$1.95M - $2.3M
|
5.59K
$2.53M
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
13New |
$3.84K - $4.53K
|
13
$5.89K
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-5.33K- 34.29% |
$1.58M - $1.86M
|
10.2K
$4.62M
|
|
Aug 23, 2023
Q2 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
1KNew |
$296K - $348K
|
1K
$453K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
692New |
$205K - $241K
|
692
$313K
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
761New |
$225K - $265K
|
761
$345K
|
|
Aug 14, 2023
Q2 2023
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
1.28K+ 60.93% |
$379K - $447K
|
3.39K
$1.53M
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
610New |
$180K - $212K
|
610
$276K
|
|
Aug 14, 2023
Q2 2023
|
Long Path Partners LP
Stamford, CT |
BUY
|
- |
757New |
$224K - $264K
|
757
$343K
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
30New |
$8.87K - $10.4K
|
30
$13.6K
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-113- 35.31% |
$33.4K - $39.4K
|
207
$93.7K
|
|
Aug 14, 2023
Q2 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
977New |
$289K - $340K
|
977
$442K
|
|
Aug 14, 2023
Q2 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
1.87KNew |
$552K - $650K
|
1.87K
$845K
|
|
Aug 14, 2023
Q2 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
CALL |
30KNew |
$8.87M - $10.4M
|
30K
$13.6M
|
|
Aug 14, 2023
Q2 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
7.28KNew |
$2.15M - $2.54M
|
7.28K
$3.3M
|
|
Aug 14, 2023
Q2 2023
|
Man Group PLC
London, X0 |
BUY
|
CALL |
22KNew |
$6.5M - $7.66M
|
22K
$9.96M
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
365+ 7.81% |
$108K - $127K
|
5.04K
$2.28M
|
|
Aug 14, 2023
Q2 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
26KNew |
$7.69M - $9.06M
|
26K
$11.8M
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-73- 0.99% |
$21.6K - $25.4K
|
7.31K
$3.31M
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-872- 25.68% |
$258K - $304K
|
2.52K
$1.14M
|
|
Aug 11, 2023
Q2 2023
|
George Kaiser Family Foundation
|
SELL
|
- |
-1.2K- 16.08% |
$355K - $419K
|
6.27K
$2.84M
|
|
Aug 11, 2023
Q2 2023
|
Oribel Capital Management, LP
New York, NY |
BUY
|
- |
141KNew |
$41.6M - $49M
|
141K
$63.7M
|
|
Aug 11, 2023
Q2 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-5- 0.19% |
$1.48K - $1.74K
|
2.67K
$1.21M
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
PUT |
-2K- 50.0% |
$591K - $697K
|
2K
$906K
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
6.11KNew |
$1.81M - $2.13M
|
6.11K
$2.76M
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
4.55K+ 5.33% |
$1.34M - $1.58M
|
90K
$40.7M
|
|
Aug 09, 2023
Q2 2023
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-100- 1.89% |
$29.6K - $34.8K
|
5.2K
$2.35M
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
7.66KNew |
$2.26M - $2.67M
|
7.66K
$3.47M
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2New |
$591 - $697
|
2
$906
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2- 0.03% |
$591 - $697
|
6.52K
$2.95M
|