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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
291+ 43.83% |
$108K - $124K
|
955
$478K
|
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
289+ 1.74% |
$107K - $124K
|
16.9K
$8.43M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
284+ 13.39% |
$105K - $121K
|
2.41K
$1.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
278+ 11.73% |
$103K - $119K
|
2.65K
$1.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
274+ 16.51% |
$101K - $117K
|
1.93K
$968K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
273+ 55.04% |
$101K - $117K
|
769
$385K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
270+ 6.92% |
$100K - $115K
|
4.17K
$2.09M
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
269+ 1120.83% |
$99.6K - $115K
|
293
$147K
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
264+ 28.73% |
$97.8K - $113K
|
1.18K
$592K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
251New |
$93K - $107K
|
251
$126K
|
|
|
Aug 14, 2024
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
245+ 0.09% |
$90.7K - $105K
|
262K
$131M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
243+ 3.77% |
$90K - $104K
|
6.69K
$3.34M
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
240+ 1.88% |
$88.9K - $103K
|
13K
$6.49M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
231+ 107.94% |
$85.5K - $98.8K
|
445
$223K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
229+ 3.29% |
$84.8K - $97.9K
|
7.2K
$3.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
228+ 14.14% |
$84.4K - $97.5K
|
1.84K
$921K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
225+ 13.97% |
$83.3K - $96.2K
|
1.84K
$919K
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
224+ 19.77% |
$83K - $95.8K
|
1.36K
$679K
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
219+ 6.03% |
$81.1K - $93.6K
|
3.85K
$1.93M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
218+ 15.36% |
$80.7K - $93.2K
|
1.64K
$819K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
216+ 168.75% |
$80K - $92.3K
|
344
$172K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
210+ 15.34% |
$77.8K - $89.8K
|
1.58K
$790K
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
209+ 4.38% |
$77.4K - $89.4K
|
4.98K
$2.49M
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
208+ 7.83% |
$77K - $88.9K
|
2.87K
$1.43M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
205+ 6.03% |
$75.9K - $87.6K
|
3.6K
$1.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
202+ 7.94% |
$74.8K - $86.4K
|
2.75K
$1.37M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
196+ 15.48% |
$72.6K - $83.8K
|
1.46K
$731K
|
|
|
Jul 30, 2024
Q2 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
185+ 10.0% |
$68.5K - $79.1K
|
2.04K
$1.02M
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
185+ 0.77% |
$68.5K - $79.1K
|
24.2K
$12.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
180+ 9.59% |
$66.7K - $77K
|
2.06K
$1.03M
|
|
|
Aug 07, 2024
Q2 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
175+ 1.57% |
$64.8K - $74.8K
|
11.3K
$5.67M
|
|
|
Aug 12, 2024
Q2 2024
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
174+ 25.82% |
$64.4K - $74.4K
|
848
$424K
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
168+ 20.14% |
$62.2K - $71.8K
|
1K
$501K
|
|
|
Aug 12, 2024
Q2 2024
|
Smart Money Group LLC
|
BUY
|
- |
165+ 13.55% |
$61.1K - $70.5K
|
1.38K
$692K
|
|
|
Aug 09, 2024
Q2 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
163+ 1.7% |
$60.4K - $69.7K
|
9.76K
$4.88M
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
BUY
|
- |
162+ 7.24% |
$60K - $69.3K
|
2.4K
$1.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
160+ 24.21% |
$59.3K - $68.4K
|
821
$411K
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
155+ 13.33% |
$57.4K - $66.3K
|
1.32K
$659K
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
154+ 23.95% |
$57K - $65.8K
|
797
$399K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
154+ 18.92% |
$57K - $65.8K
|
968
$484K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
154+ 21.81% |
$57K - $65.8K
|
860
$430K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
152+ 3.85% |
$56.3K - $65K
|
4.1K
$2.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
147+ 1.91% |
$54.4K - $62.8K
|
7.85K
$3.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
147+ 19.22% |
$54.4K - $62.8K
|
912
$456K
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
141+ 2.08% |
$52.2K - $60.3K
|
6.91K
$3.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
140New |
$51.8K - $59.9K
|
140
$70K
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
140+ 2.91% |
$51.8K - $59.9K
|
4.95K
$2.48M
|
|
|
Jul 22, 2024
Q2 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
140+ 14.64% |
$51.8K - $59.9K
|
1.1K
$548K
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
BUY
|
- |
138+ 5.81% |
$51.1K - $59K
|
2.51K
$1.26M
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
129+ 1.17% |
$47.8K - $55.2K
|
11.1K
$5.57M
|