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 |
|---|---|---|---|---|---|---|---|
|
Jun 05, 2023
Q1 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-40- 3.51% |
$11.1K - $13.2K
|
1.1K
$543K
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-41- 20.6% |
$11.3K - $13.5K
|
158
$78K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-41- 18.98% |
$11.3K - $13.5K
|
175
$86.4K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-42- 2.43% |
$11.6K - $13.8K
|
1.68K
$831K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-42- 3.66% |
$11.6K - $13.8K
|
1.11K
$546K
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-42- 16.87% |
$11.6K - $13.8K
|
207
$102K
|
|
|
May 15, 2023
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-45- 0.03% |
$12.4K - $14.8K
|
143K
$70.7M
|
|
|
May 15, 2023
Q1 2023
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-45- 1.27% |
$12.4K - $14.8K
|
3.51K
$1.73M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-45- 3.88% |
$12.4K - $14.8K
|
1.12K
$550K
|
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-45- 0.03% |
$12.4K - $14.8K
|
143K
$70.7M
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-49- 0.87% |
$13.5K - $16.1K
|
5.61K
$2.77M
|
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
SELL
|
- |
-50- 4.76% |
$13.8K - $16.5K
|
1K
$494K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-53- 1.79% |
$14.7K - $17.5K
|
2.91K
$1.44M
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-53- 5.77% |
$14.7K - $17.5K
|
866
$428K
|
|
|
May 11, 2023
Q1 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-56- 0.19% |
$15.5K - $18.5K
|
29.1K
$14.3M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-56- 1.11% |
$15.5K - $18.5K
|
5.01K
$2.47M
|
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-59- 7.21% |
$16.3K - $19.4K
|
759
$375K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-59- 2.16% |
$16.3K - $19.4K
|
2.68K
$1.32M
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-59- 47.58% |
$16.3K - $19.4K
|
65
$32.1K
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-63- 0.94% |
$17.4K - $20.8K
|
6.63K
$3.27M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-67- 7.77% |
$18.5K - $22.1K
|
795
$392K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-69- 2.56% |
$19.1K - $22.7K
|
2.63K
$1.3M
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-70- 2.56% |
$19.4K - $23.1K
|
2.66K
$1.31M
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-72- 9.51% |
$19.9K - $23.7K
|
685
$338K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-72- 2.38% |
$19.9K - $23.7K
|
2.96K
$1.46M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-73- 8.18% |
$20.2K - $24.1K
|
819
$404K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-73- 0.23% |
$20.2K - $24.1K
|
31.8K
$15.7M
|
|
|
May 15, 2023
Q1 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-78- 1.12% |
$21.6K - $25.7K
|
6.86K
$3.39M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-79- 20.0% |
$21.8K - $26K
|
316
$156K
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-88- 11.35% |
$24.3K - $29K
|
687
$339K
|
|
|
May 12, 2023
Q1 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-88- 0.05% |
$24.3K - $29K
|
169K
$83.3M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-91- 3.55% |
$25.2K - $30K
|
2.47K
$1.22M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-92- 0.26% |
$25.4K - $30.3K
|
35.1K
$17.3M
|
|
|
May 08, 2023
Q1 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-92- 6.78% |
$25.4K - $30.3K
|
1.27K
$625K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-93- 2.56% |
$25.7K - $30.6K
|
3.54K
$1.75M
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-95- 13.03% |
$26.3K - $31.3K
|
634
$313K
|
|
|
May 12, 2023
Q1 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-100- 12.32% |
$27.6K - $32.9K
|
712
$352K
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-100- 4.13% |
$27.6K - $32.9K
|
2.32K
$1.15M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-100- 50.0% |
$27.6K - $32.9K
|
100
$49.4K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-106- 4.8% |
$29.3K - $34.9K
|
2.1K
$1.04M
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-106- 5.7% |
$29.3K - $34.9K
|
1.75K
$866K
|
|
|
May 15, 2023
Q1 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-110- 0.57% |
$30.4K - $36.2K
|
19.3K
$9.55M
|
|
|
May 15, 2023
Q1 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-111- 1.38% |
$30.7K - $36.6K
|
7.92K
$3.91M
|
|
|
May 12, 2023
Q1 2023
|
Bell Asset Management LTD
Melbourne, C3 |
SELL
|
- |
-111- 0.61% |
$30.7K - $36.6K
|
18K
$8.91M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-114- 3.28% |
$31.5K - $37.6K
|
3.36K
$1.66M
|
|
|
May 12, 2023
Q1 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-118- 0.64% |
$32.6K - $38.9K
|
18.3K
$9.05M
|
|
|
May 12, 2023
Q1 2023
|
Ycg, LLC
|
SELL
|
- |
-121- 0.06% |
$33.5K - $39.9K
|
188K
$92.6M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-123- 4.65% |
$34K - $40.5K
|
2.52K
$1.25M
|
|
|
May 15, 2023
Q1 2023
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-125- 4.37% |
$34.6K - $41.2K
|
2.74K
$1.35M
|
|
|
May 08, 2023
Q1 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-129- 0.04% |
$35.7K - $42.5K
|
360K
$178M
|