Latest Institutional Purchases of Moodys Corp (MCO)
This list provides information on the latest institutional transactions involving Moodys Corp (MCO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
8New |
$3.37K - $3.96K
|
8
$4K
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
8+ 0.11% |
$3.37K - $3.96K
|
7.36K
$3.68M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
8+ 0.1% |
$3.37K - $3.96K
|
8.31K
$4.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
8+ 1.07% |
$3.37K - $3.96K
|
755
$377K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
BUY
|
- |
8+ 0.24% |
$3.37K - $3.96K
|
3.33K
$1.66M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
8New |
$3.37K - $3.96K
|
8
$4K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7+ 0.2% |
$2.95K - $3.46K
|
3.55K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
7+ 1.43% |
$2.95K - $3.46K
|
496
$248K
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
7New |
$2.95K - $3.46K
|
7
$3.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.23% |
$2.95K - $3.46K
|
3.01K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
6+ 0.18% |
$2.53K - $2.97K
|
3.34K
$1.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
6New |
$2.53K - $2.97K
|
6
$3K
|
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
6+ 0.89% |
$2.53K - $2.97K
|
681
$340K
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
5+ 0.47% |
$2.11K - $2.47K
|
1.07K
$536K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5+ 9.62% |
$2.11K - $2.47K
|
57
$28.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5+ 0.74% |
$2.11K - $2.47K
|
681
$340K
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
4+ 0.36% |
$1.69K - $1.98K
|
1.12K
$558K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4+ 0.17% |
$1.69K - $1.98K
|
2.39K
$1.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
4New |
$1.69K - $1.98K
|
4
$2K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
3New |
$1.26K - $1.48K
|
3
$1.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
3+ 0.01% |
$1.26K - $1.48K
|
22.8K
$11.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
3+ 0.07% |
$1.26K - $1.48K
|
4.19K
$2.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
3+ 42.86% |
$1.26K - $1.48K
|
10
$4.99K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
3New |
$1.26K - $1.48K
|
3
$1.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 13.64% |
$1.26K - $1.48K
|
25
$12.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
3+ 0.44% |
$1.26K - $1.48K
|
681
$340K
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
3+ 1.18% |
$1.26K - $1.48K
|
257
$128K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
3New |
$1.26K - $1.48K
|
3
$1.5K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 100.0% |
$843 - $989
|
4
$2K
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
BUY
|
- |
2+ 0.07% |
$843 - $989
|
2.88K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Claret Asset Management Corp
|
BUY
|
- |
2+ 0.33% |
$843 - $989
|
603
$301K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2+ 50.0% |
$843 - $989
|
6
$3K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2+ 0.33% |
$843 - $989
|
617
$308K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
2+ 4.44% |
$843 - $989
|
47
$23.5K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2+ 0.13% |
$843 - $989
|
1.55K
$773K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.98% |
$421 - $495
|
103
$51.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 0.76% |
$421 - $495
|
132
$65.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1+ 14.29% |
$421 - $495
|
8
$4K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
1+ 2.08% |
$421 - $495
|
49
$24.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1+ 2.63% |
$421 - $495
|
39
$19.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1+ 0.03% |
$421 - $495
|
3.18K
$1.59M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1+ 0.1% |
$421 - $495
|
1.02K
$511K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
1New |
$421 - $495
|
1
$499
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
1New |
$421 - $495
|
1
$499
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1New |
$421 - $495
|
1
$499
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$421 - $495
|
5.47K
$2.73M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Chris Hohn
Tci Fund Management LTD | London, X0
|
BUY
|
- |
1.05M+ 8.59% |
$388M - $448M
|
13.2M
$6.62B
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Quality Fund Gp, Ltd.
Grand Cayman, E9 |
BUY
|
- |
164KNew |
$60.8M - $70.1M
|
164K
$81.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Oribel Capital Management, LP
New York, NY |
BUY
|
CALL |
36.3KNew |
$13.4M - $15.5M
|
36.3K
$18.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
35KNew |
$13M - $15M
|
35K
$17.5M
|
|