Purchases and Sales Made in Q2 2024 in Moodys Corp (MCO)
This table provides information about the institutional ownership of Moodys Corp (MCO) during Q2 2024. The information is specifically focused on institutions that hold shares of MOODYS CORP .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-108- 4.34% |
$40K - $46.2K
|
2.38K
$1.19M
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-109- 4.26% |
$40.4K - $46.6K
|
2.45K
$1.22M
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-110- 5.06% |
$40.7K - $47K
|
2.06K
$1.03M
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-111- 3.85% |
$41.1K - $47.5K
|
2.78K
$1.39M
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-118- 0.99% |
$43.7K - $50.4K
|
11.8K
$5.92M
|
|
Aug 13, 2024
Q2 2024
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-119- 0.9% |
$44.1K - $50.9K
|
13.2K
$6.58M
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
SELL
|
- |
-122- 4.06% |
$45.2K - $52.2K
|
2.88K
$1.44M
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-123- 0.13% |
$45.6K - $52.6K
|
96.8K
$48.4M
|
|
Aug 13, 2024
Q2 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-125- 0.23% |
$46.3K - $53.4K
|
55.2K
$27.6M
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-125- 17.12% |
$46.3K - $53.4K
|
605
$303K
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-126- 6.41% |
$46.7K - $53.9K
|
1.84K
$921K
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-129- 2.48% |
$47.8K - $55.2K
|
5.07K
$2.53M
|
|
Jul 15, 2024
Q2 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-130- 1.4% |
$48.1K - $55.6K
|
9.17K
$4.59M
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-134- 17.77% |
$49.6K - $57.3K
|
620
$310K
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
SELL
|
- |
-135- 27.0% |
$50K - $57.7K
|
365
$183K
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-135- 3.24% |
$50K - $57.7K
|
4.03K
$2.02M
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-137- 62.84% |
$50.7K - $58.6K
|
81
$40.5K
|
|
Aug 13, 2024
Q2 2024
|
Winslow Capital Management, LLC
Minneapolis, MN |
SELL
|
- |
-139- 15.44% |
$51.5K - $59.4K
|
761
$381K
|
|
Aug 07, 2024
Q2 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-140- 16.97% |
$51.8K - $59.9K
|
685
$343K
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-151- 4.84% |
$55.9K - $64.6K
|
2.97K
$1.48M
|
|
Aug 09, 2024
Q2 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-155- 9.34% |
$57.4K - $66.3K
|
1.51K
$753K
|
|
Jul 12, 2024
Q2 2024
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-159- 1.24% |
$58.9K - $68K
|
12.7K
$6.33M
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-163- 2.96% |
$60.4K - $69.7K
|
5.34K
$2.67M
|
|
Aug 09, 2024
Q2 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-165- 5.49% |
$61.1K - $70.5K
|
2.84K
$1.42M
|
|
Aug 07, 2024
Q2 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-166- 1.1% |
$61.5K - $71K
|
15K
$7.48M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-171- 0.4% |
$63.3K - $73.1K
|
42.4K
$21.2M
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-179- 18.25% |
$66.3K - $76.5K
|
802
$401K
|
|
Jul 24, 2024
Q2 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-179- 0.34% |
$66.3K - $76.5K
|
53K
$26.5M
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-181- 5.11% |
$67K - $77.4K
|
3.36K
$1.68M
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-186- 19.42% |
$68.9K - $79.5K
|
772
$386K
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-197- 6.91% |
$73K - $84.2K
|
2.66K
$1.33M
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-200- 20.24% |
$74.1K - $85.5K
|
788
$394K
|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-209- 31.96% |
$77.4K - $89.4K
|
445
$223K
|
|
Aug 13, 2024
Q2 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-211- 6.48% |
$78.1K - $90.2K
|
3.04K
$1.52M
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-212- 2.3% |
$78.5K - $90.6K
|
9.02K
$4.51M
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-213- 25.36% |
$78.9K - $91.1K
|
627
$314K
|
|
Aug 14, 2024
Q2 2024
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-221- 1.31% |
$81.8K - $94.5K
|
16.6K
$8.31M
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-226- 3.54% |
$83.7K - $96.6K
|
6.15K
$3.08M
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-250- 14.78% |
$92.6K - $107K
|
1.44K
$721K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-252- 2.44% |
$93.3K - $108K
|
10.1K
$5.04M
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-253- 9.91% |
$93.7K - $108K
|
2.3K
$1.15M
|
|
Aug 13, 2024
Q2 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-255- 3.83% |
$94.4K - $109K
|
6.4K
$3.2M
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-268- 9.54% |
$99.2K - $115K
|
2.54K
$1.27M
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-282- 22.14% |
$104K - $121K
|
992
$496K
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-288- 6.9% |
$107K - $123K
|
3.88K
$1.94M
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-292- 3.87% |
$108K - $125K
|
7.26K
$3.63M
|
|
Jul 24, 2024
Q2 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 3.26% |
$111K - $128K
|
8.9K
$4.45M
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-301- 18.56% |
$111K - $129K
|
1.32K
$661K
|
|
Aug 07, 2024
Q2 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-310- 9.06% |
$115K - $133K
|
3.11K
$1.56M
|
|
Aug 13, 2024
Q2 2024
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-320- 0.25% |
$119K - $137K
|
127K
$63.4M
|