Purchases and Sales Made in Q4 2023 in Moodys Corp (MCO)
This table provides information about the institutional ownership of Moodys Corp (MCO) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1+ 0.15% |
$302 - $392
|
686
$343K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 3.03% |
$302 - $392
|
34
$17K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1+ 0.04% |
$302 - $392
|
2.74K
$1.37M
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.43% |
$302 - $392
|
233
$117K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 12.5% |
$302 - $392
|
9
$4.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 1.23% |
$302 - $392
|
82
$41K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.98% |
$302 - $392
|
103
$51.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1+ 0.15% |
$302 - $392
|
651
$326K
|
|
|
Feb 15, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1- 0.01% |
$302 - $392
|
11.5K
$5.77M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1- 12.5% |
$302 - $392
|
7
$3.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-1- 0.43% |
$302 - $392
|
230
$115K
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1- 25.0% |
$302 - $392
|
3
$1.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1- 0.07% |
$302 - $392
|
1.51K
$754K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1- 0.06% |
$302 - $392
|
1.79K
$897K
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-2- 0.28% |
$604 - $783
|
710
$355K
|
|
|
Jan 19, 2024
Q4 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-2- 0.02% |
$604 - $783
|
9.45K
$4.73M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2- 0.13% |
$604 - $783
|
1.53K
$765K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2- 0.7% |
$604 - $783
|
285
$143K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3- 25.0% |
$906 - $1.17K
|
9
$4.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3- 1.54% |
$906 - $1.17K
|
192
$96K
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-3- 42.86% |
$906 - $1.17K
|
4
$2K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-3Closed |
$906 - $1.17K
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4- 0.3% |
$1.21K - $1.57K
|
1.34K
$672K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-5- 14.71% |
$1.51K - $1.96K
|
29
$14.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-5- 0.04% |
$1.51K - $1.96K
|
12.3K
$6.16M
|
|
|
Jan 30, 2024
Q4 2023
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-5- 0.56% |
$1.51K - $1.96K
|
893
$447K
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-5- 0.15% |
$1.51K - $1.96K
|
3.42K
$1.71M
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-5- 0.54% |
$1.51K - $1.96K
|
918
$459K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-5- 16.13% |
$1.51K - $1.96K
|
26
$13K
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-6- 0.68% |
$1.81K - $2.35K
|
870
$435K
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-6- 0.35% |
$1.81K - $2.35K
|
1.72K
$859K
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-6- 1.34% |
$1.81K - $2.35K
|
443
$222K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-7- 0.15% |
$2.11K - $2.74K
|
4.76K
$2.38M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-8- 0.02% |
$2.42K - $3.13K
|
36.3K
$18.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-8- 1.03% |
$2.42K - $3.13K
|
770
$385K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-9- 0.65% |
$2.72K - $3.52K
|
1.38K
$690K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
SELL
|
- |
-9- 0.22% |
$2.72K - $3.52K
|
4.13K
$2.07M
|
|
|
Jan 11, 2024
Q4 2023
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-10- 1.11% |
$3.02K - $3.92K
|
894
$447K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-10Closed |
$3.02K - $3.92K
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-10- 1.2% |
$3.02K - $3.92K
|
824
$412K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-10- 0.83% |
$3.02K - $3.92K
|
1.2K
$600K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-10- 0.18% |
$3.02K - $3.92K
|
5.58K
$2.79M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-10- 0.37% |
$3.02K - $3.92K
|
2.66K
$1.33M
|
|
|
Feb 02, 2024
Q4 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-10- 0.39% |
$3.02K - $3.92K
|
2.53K
$1.26M
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-10- 37.04% |
$3.02K - $3.92K
|
17
$8.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-11- 0.03% |
$3.32K - $4.31K
|
36.1K
$18M
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-11- 1.15% |
$3.32K - $4.31K
|
949
$475K
|