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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
5.66KNew |
$1.33M - $1.76M
|
5.66K
$2.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-235Closed |
$55.3K - $72.9K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
933New |
$219K - $290K
|
933
$396K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
24New |
$5.65K - $7.45K
|
24
$10.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
3.31KNew |
$779K - $1.03M
|
3.31K
$1.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-2- 0.13% |
$471 - $621
|
1.53K
$650K
|
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
398+ 176.89% |
$93.6K - $124K
|
623
$265K
|
|
|
Feb 13, 2023
Q4 2022
|
Mirova
Paris, I0 |
BUY
|
- |
1.28K+ 20.19% |
$301K - $397K
|
7.61K
$3.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
7.47K+ 307.78% |
$1.76M - $2.32M
|
9.9K
$4.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Stockbridge Partners LLC
Boston, MA |
BUY
|
- |
75.5KNew |
$17.8M - $23.4M
|
75.5K
$32.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Cavalier Investments, LLC
|
SELL
|
- |
-154- 6.04% |
$36.2K - $47.8K
|
2.4K
$1.02M
|
|
|
Feb 10, 2023
Q4 2022
|
Sea Town Holdings Pte. Ltd.
|
BUY
|
- |
3.4KNew |
$800K - $1.06M
|
3.4K
$1.44M
|
|
|
Feb 09, 2023
Q4 2022
|
Long Road Investment Counsel, LLC
|
SELL
|
- |
-21- 0.57% |
$4.94K - $6.52K
|
3.68K
$1.56M
|
|
|
Feb 08, 2023
Q4 2022
|
Bancreek Capital Management, LP
Santa Monica, CA |
SELL
|
- |
-2.74K- 15.11% |
$645K - $851K
|
15.4K
$6.55M
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2+ 66.67% |
$471 - $621
|
5
$2.12K
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-914- 4.08% |
$215K - $284K
|
21.5K
$9.13M
|
|
|
Feb 07, 2023
Q4 2022
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-270- 70.13% |
$63.5K - $83.8K
|
115
$48.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1- 0.65% |
$235 - $310
|
154
$65.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-39- 0.74% |
$9.17K - $12.1K
|
5.27K
$2.24M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
32New |
$7.53K - $9.93K
|
32
$13.6K
|
|
|
Feb 03, 2023
Q4 2022
|
Tom Gayner
Markel Corp
|
BUY
|
- |
400+ 0.19% |
$94.1K - $124K
|
214K
$90.9M
|
|
|
Feb 03, 2023
Q4 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-333- 34.98% |
$78.3K - $103K
|
619
$263K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
14New |
$3.29K - $4.35K
|
14
$5.95K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
767New |
$180K - $238K
|
767
$326K
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
5.06KNew |
$1.19M - $1.57M
|
5.06K
$2.15M
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-10- 50.0% |
$2.35K - $3.1K
|
10
$4.25K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
738New |
$174K - $229K
|
738
$314K
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
7New |
$1.65K - $2.17K
|
7
$2.97K
|
|
|
Jan 17, 2023
Q4 2022
|
Caledonia Investments PLC
|
BUY
|
- |
4.75K+ 4.69% |
$1.12M - $1.47M
|
106K
$45.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
325New |
$76.5K - $101K
|
325
$138K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
6New |
$1.41K - $1.86K
|
6
$2.55K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
201+ 8.72% |
$47.3K - $62.4K
|
2.51K
$1.06M
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1New |
$235 - $310
|
1
$425
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
5New |
$1.18K - $1.55K
|
5
$2.12K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4+ 1.67% |
$941 - $1.24K
|
244
$104K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
250New |
$58.8K - $77.6K
|
250
$106K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
216New |
$50.8K - $67K
|
216
$91.8K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-10Closed |
$2.43K - $3.23K
|
0
$0
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
16.2K+ 202.45% |
$3.94M - $5.23M
|
24.2K
$10.3M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1- 8.33% |
$243 - $323
|
11
$4.67K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-3- 0.39% |
$729 - $969
|
757
$322K
|
|
|
Nov 16, 2022
Q3 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
56+ 4.42% |
$13.6K - $18.1K
|
1.32K
$562K
|
|
|
Nov 14, 2022
Q3 2022
|
Tsai Capital Corp
New York, NY |
BUY
|
- |
714+ 15.6% |
$174K - $231K
|
5.29K
$2.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Atalan Capital Partners, LP
New York, NY |
SELL
|
- |
-127K- 36.62% |
$30.8M - $40.9M
|
219K
$93.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
191+ 2.49% |
$46.4K - $61.7K
|
7.87K
$3.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-272- 9.39% |
$66.1K - $87.8K
|
2.63K
$1.12M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
859New |
$209K - $277K
|
859
$365K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
5New |
$1.22K - $1.61K
|
5
$2.12K
|
|
|
Nov 14, 2022
Q3 2022
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
854New |
$208K - $276K
|
854
$363K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.51K- 49.14% |
$367K - $488K
|
1.56K
$664K
|
|