Purchases and Sales Made in Q1 2023 in Moodys Corp (MCO)
This table provides information about the institutional ownership of Moodys Corp (MCO) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-6- 0.44% |
$1.66K - $1.98K
|
1.35K
$668K
|
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-6- 0.32% |
$1.66K - $1.98K
|
1.88K
$927K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-6Closed |
$1.66K - $1.98K
|
0
$0
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6- 0.02% |
$1.66K - $1.98K
|
27.2K
$13.4M
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-7- 53.85% |
$1.94K - $2.31K
|
6
$2.96K
|
|
|
May 02, 2023
Q1 2023
|
Maple Capital Management, Inc.
|
SELL
|
- |
-7- 0.56% |
$1.94K - $2.31K
|
1.25K
$615K
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
SELL
|
- |
-8- 0.07% |
$2.21K - $2.64K
|
10.8K
$5.33M
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-8- 22.22% |
$2.21K - $2.64K
|
28
$13.8K
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
SELL
|
- |
-10- 1.01% |
$2.76K - $3.29K
|
980
$484K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-11- 1.27% |
$3.04K - $3.62K
|
853
$421K
|
|
|
May 03, 2023
Q1 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-12- 0.04% |
$3.32K - $3.95K
|
27.1K
$13.4M
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-12- 3.74% |
$3.32K - $3.95K
|
309
$153K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-12- 4.49% |
$3.32K - $3.95K
|
255
$126K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-12- 12.77% |
$3.32K - $3.95K
|
82
$40.5K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-12- 0.37% |
$3.32K - $3.95K
|
3.23K
$1.6M
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-12- 1.49% |
$3.32K - $3.95K
|
796
$393K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-13- 1.81% |
$3.59K - $4.28K
|
706
$349K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-13- 34.21% |
$3.59K - $4.28K
|
25
$12.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-14- 0.24% |
$3.87K - $4.61K
|
5.87K
$2.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-16- 5.05% |
$4.42K - $5.27K
|
301
$149K
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-17- 17.35% |
$4.7K - $5.6K
|
81
$40K
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-18- 0.46% |
$4.98K - $5.93K
|
3.9K
$1.93M
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-19- 0.88% |
$5.25K - $6.26K
|
2.13K
$1.05M
|
|
|
May 09, 2023
Q1 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-20- 1.21% |
$5.53K - $6.59K
|
1.63K
$806K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-20- 6.08% |
$5.53K - $6.59K
|
309
$153K
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-22- 2.58% |
$6.08K - $7.25K
|
830
$410K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-22- 11.46% |
$6.08K - $7.25K
|
170
$83.9K
|
|
|
May 03, 2023
Q1 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-22- 0.79% |
$6.08K - $7.25K
|
2.76K
$1.36M
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-24- 12.12% |
$6.64K - $7.91K
|
174
$85.9K
|
|
|
Apr 26, 2023
Q1 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-24- 2.78% |
$6.64K - $7.91K
|
840
$415K
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-24- 1.76% |
$6.64K - $7.91K
|
1.34K
$661K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-25- 0.97% |
$6.91K - $8.24K
|
2.57K
$1.27M
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-25- 7.69% |
$6.91K - $8.24K
|
300
$148K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-25- 2.02% |
$6.91K - $8.24K
|
1.22K
$600K
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-26- 3.31% |
$7.19K - $8.57K
|
760
$375K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-26- 0.32% |
$7.19K - $8.57K
|
8.18K
$4.04M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-27- 6.07% |
$7.46K - $8.9K
|
418
$206K
|
|
|
May 18, 2023
Q1 2023
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
SELL
|
- |
-28- 8.83% |
$7.74K - $9.23K
|
289
$143K
|
|
|
Apr 26, 2023
Q1 2023
|
Tributary Capital Management, LLC
|
SELL
|
- |
-30- 2.52% |
$8.29K - $9.88K
|
1.16K
$573K
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-30- 3.69% |
$8.29K - $9.88K
|
784
$387K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-30- 1.1% |
$8.29K - $9.88K
|
2.69K
$1.33M
|
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-31- 0.66% |
$8.57K - $10.2K
|
4.65K
$2.3M
|
|
|
May 11, 2023
Q1 2023
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-31- 4.63% |
$8.57K - $10.2K
|
639
$315K
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-35- 1.77% |
$9.68K - $11.5K
|
1.95K
$961K
|
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-35- 2.1% |
$9.68K - $11.5K
|
1.63K
$804K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-36- 0.62% |
$9.95K - $11.9K
|
5.75K
$2.84M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-36- 2.04% |
$9.95K - $11.9K
|
1.73K
$852K
|
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-36- 1.42% |
$9.95K - $11.9K
|
2.49K
$1.23M
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-39- 1.78% |
$10.8K - $12.9K
|
2.16K
$1.06M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-39- 4.49% |
$10.8K - $12.9K
|
829
$409K
|