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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.01K+ 10.95% |
$278K - $332K
|
10.2K
$5.08M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
1K+ 50.76% |
$276K - $329K
|
2.97K
$1.48M
|
|
|
Apr 04, 2023
Q1 2023
|
Everence Capital Management Inc
|
BUY
|
- |
1K+ 28.94% |
$276K - $329K
|
4.46K
$2.22M
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
989+ 206.04% |
$273K - $326K
|
1.47K
$731K
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
962+ 8.69% |
$266K - $317K
|
12K
$5.99M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
957+ 12.29% |
$265K - $315K
|
8.74K
$4.35M
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
942New |
$260K - $310K
|
942
$469K
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
911+ 13.92% |
$252K - $300K
|
7.45K
$3.71M
|
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
909+ 6.97% |
$251K - $300K
|
13.9K
$6.94M
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
872+ 18.37% |
$241K - $287K
|
5.62K
$2.8M
|
|
|
May 11, 2023
Q1 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
871+ 2.78% |
$241K - $287K
|
32.2K
$16M
|
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
871+ 7.52% |
$241K - $287K
|
12.5K
$6.2M
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
868+ 10.15% |
$240K - $286K
|
9.42K
$4.69M
|
|
|
May 09, 2023
Q1 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
867+ 55.61% |
$240K - $286K
|
2.43K
$1.21M
|
|
|
May 12, 2023
Q1 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
816+ 3.39% |
$226K - $269K
|
24.9K
$12.4M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
801New |
$221K - $264K
|
801
$399K
|
|
|
May 10, 2023
Q1 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
800New |
$221K - $264K
|
800
$398K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
779New |
$215K - $257K
|
779
$388K
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
778+ 28.98% |
$215K - $256K
|
3.46K
$1.72M
|
|
|
Apr 24, 2023
Q1 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
769+ 64.14% |
$213K - $253K
|
1.97K
$979K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
765+ 119.34% |
$211K - $252K
|
1.41K
$700K
|
|
|
May 09, 2023
Q1 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
754New |
$208K - $248K
|
754
$375K
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
751New |
$208K - $247K
|
751
$374K
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
747New |
$207K - $246K
|
747
$372K
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
745New |
$206K - $245K
|
745
$371K
|
|
|
Apr 27, 2023
Q1 2023
|
Oak Thistle LLC
|
BUY
|
- |
744New |
$206K - $245K
|
744
$370K
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
743+ 28.01% |
$205K - $245K
|
3.4K
$1.69M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
729New |
$202K - $240K
|
729
$363K
|
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
BUY
|
- |
727+ 11.19% |
$201K - $240K
|
7.23K
$3.59M
|
|
|
May 08, 2023
Q1 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
724New |
$200K - $239K
|
724
$360K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
723+ 2.06% |
$200K - $238K
|
35.9K
$17.8M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
704+ 5.37% |
$195K - $232K
|
13.8K
$6.87M
|
|
|
Apr 28, 2023
Q1 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
686New |
$190K - $226K
|
686
$341K
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
686New |
$190K - $226K
|
686
$341K
|
|
|
May 12, 2023
Q1 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
672New |
$186K - $221K
|
672
$334K
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
668+ 32.52% |
$185K - $220K
|
2.72K
$1.35M
|
|
|
Apr 20, 2023
Q1 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
662+ 1.28% |
$183K - $218K
|
52.2K
$26M
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
661New |
$183K - $218K
|
661
$329K
|
|
|
May 04, 2023
Q1 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
661New |
$183K - $218K
|
661
$329K
|
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
658+ 0.45% |
$182K - $217K
|
146K
$72.7M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
656New |
$181K - $216K
|
656
$326K
|
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
650+ 32.8% |
$180K - $214K
|
2.63K
$1.31M
|
|
|
May 15, 2023
Q1 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
643+ 6.32% |
$178K - $212K
|
10.8K
$5.38M
|
|
|
Apr 14, 2023
Q1 2023
|
Bristol John W & CO Inc
|
BUY
|
- |
633+ 0.32% |
$175K - $209K
|
200K
$99.3M
|
|
|
May 02, 2023
Q1 2023
|
Progressive Investment Management Corp
|
BUY
|
- |
623+ 1.65% |
$172K - $205K
|
38.5K
$19.1M
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
620+ 9.18% |
$171K - $204K
|
7.38K
$3.67M
|
|
|
Apr 05, 2024
Q1 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
600+ 8.45% |
$166K - $198K
|
7.7K
$3.83M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
597+ 20.83% |
$165K - $197K
|
3.46K
$1.72M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
595+ 49.62% |
$164K - $196K
|
1.79K
$893K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
576+ 21.51% |
$159K - $190K
|
3.25K
$1.62M
|