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, 2022
Q4 2021
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-3.05KClosed |
$1.07M - $1.24M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-64.3KClosed |
$22.5M - $26.1M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-355Closed |
$124K - $144K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-118Closed |
$41.3K - $48K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
615New |
$215K - $250K
|
615
$278K
|
|
|
Feb 11, 2022
Q4 2021
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-50- 5.51% |
$17.5K - $20.3K
|
858
$389K
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-46Closed |
$16.1K - $18.7K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1Closed |
$350 - $407
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
5New |
$1.75K - $2.03K
|
5
$2.26K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-134Closed |
$46.9K - $54.5K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
166New |
$58.1K - $67.5K
|
166
$75.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Davis Capital Partners, LLC
Sausalito, CA |
SELL
|
- |
-50KClosed |
$17.5M - $20.3M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Bellevue Group Ag
Kuesnacht, V8 |
SELL
|
- |
-1.25KClosed |
$437K - $508K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-1.75KClosed |
$613K - $713K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Enhancing Capital LLC
|
BUY
|
- |
2KNew |
$699K - $813K
|
2K
$906K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
3New |
$1.05K - $1.22K
|
3
$1.36K
|
|
|
Feb 08, 2022
Q4 2021
|
Hemenway Trust CO LLC
|
SELL
|
- |
-1.3KClosed |
$455K - $529K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-610Closed |
$213K - $248K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-5- 0.16% |
$1.75K - $2.03K
|
3.1K
$1.41M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-90Closed |
$31.5K - $36.6K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Btr Capital Management Inc
|
SELL
|
- |
-9- 0.68% |
$3.15K - $3.66K
|
1.31K
$595K
|
|
|
Feb 02, 2022
Q4 2021
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-1.57KClosed |
$550K - $640K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-8Closed |
$2.8K - $3.25K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-47Closed |
$16.4K - $19.1K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Toews Corp
|
SELL
|
- |
-1.2KClosed |
$420K - $488K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2Closed |
$699 - $813
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Corbenic Partners LLC
|
BUY
|
- |
1+ 2.7% |
$350 - $407
|
38
$17.2K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
21New |
$7.34K - $8.54K
|
21
$9.51K
|
|
|
Jan 18, 2022
Q4 2021
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-196KClosed |
$68.5M - $79.7M
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-699- 18.38% |
$248K - $270K
|
3.1K
$1.41M
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-113Closed |
$40.1K - $43.7K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-450- 16.67% |
$160K - $174K
|
2.25K
$1.02M
|
|
|
Nov 15, 2021
Q3 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-329KClosed |
$117M - $127M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-2.1KClosed |
$746K - $813K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-76Closed |
$27K - $29.4K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
75+ 2.05% |
$26.6K - $29K
|
3.73K
$1.69M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
200New |
$71K - $77.4K
|
200
$90.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4Closed |
$1.42K - $1.55K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-525- 72.41% |
$186K - $203K
|
200
$90.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
20New |
$7.1K - $7.74K
|
20
$9.06K
|
|
|
Nov 10, 2021
Q3 2021
|
Bp PLC
|
SELL
|
- |
-3.94KClosed |
$1.4M - $1.52M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
PUT |
38.5KNew |
$13.7M - $14.9M
|
38.5K
$17.4M
|
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-190Closed |
$67.5K - $73.5K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Distillate Capital Partners LLC
|
SELL
|
- |
-9.56KClosed |
$3.39M - $3.7M
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-28Closed |
$9.94K - $10.8K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Total Wealth Planning, LLC
|
SELL
|
- |
-693Closed |
$246K - $268K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Center Star Asset Management, LLC
|
SELL
|
- |
-2.18K- 85.67% |
$775K - $844K
|
365
$165K
|
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-12Closed |
$4.26K - $4.64K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Ogorek Anthony Joseph
|
BUY
|
- |
84New |
$29.8K - $32.5K
|
84
$38K
|
|
|
Oct 25, 2021
Q3 2021
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.48KClosed |
$524K - $571K
|
0
$0
|
|