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
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
238+ 3.78% |
$65.8K - $78.4K
|
6.53K
$3.22M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
238+ 0.3% |
$65.8K - $78.4K
|
79.6K
$39.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
236+ 2.4% |
$65.2K - $77.8K
|
10.1K
$4.98M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
227+ 50.33% |
$62.8K - $74.8K
|
678
$335K
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
207+ 7.72% |
$57.2K - $68.2K
|
2.89K
$1.43M
|
|
|
May 12, 2023
Q1 2023
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
204+ 2.26% |
$56.4K - $67.2K
|
9.22K
$4.55M
|
|
|
May 12, 2023
Q1 2023
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
200+ 3.92% |
$55.3K - $65.9K
|
5.3K
$2.62M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
199+ 3.35% |
$55K - $65.6K
|
6.13K
$3.03M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
191+ 8.01% |
$52.8K - $62.9K
|
2.58K
$1.27M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
191+ 1.24% |
$52.8K - $62.9K
|
15.6K
$7.7M
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
187+ 77.59% |
$51.7K - $61.6K
|
428
$211K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
184+ 14.81% |
$50.9K - $60.6K
|
1.43K
$704K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
180+ 0.33% |
$49.8K - $59.3K
|
54.6K
$27M
|
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
179+ 4.2% |
$49.5K - $59K
|
4.44K
$2.19M
|
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
177+ 10.21% |
$48.9K - $58.3K
|
1.91K
$943K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
174+ 7.89% |
$48.1K - $57.3K
|
2.38K
$1.17M
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
174+ 9.44% |
$48.1K - $57.3K
|
2.02K
$996K
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
173+ 18.76% |
$47.8K - $57K
|
1.1K
$541K
|
|
|
Apr 26, 2023
Q1 2023
|
Monte Financial Group, LLC
|
BUY
|
- |
172+ 6.38% |
$47.6K - $56.7K
|
2.87K
$1.42M
|
|
|
May 11, 2023
Q1 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
171+ 1.97% |
$47.3K - $56.3K
|
8.87K
$4.38M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
165+ 22.6% |
$45.6K - $54.4K
|
895
$442K
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
163New |
$45.1K - $53.7K
|
163
$80.5K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
161+ 16.2% |
$44.5K - $53K
|
1.16K
$570K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
156+ 15.0% |
$43.1K - $51.4K
|
1.2K
$590K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
155+ 5.95% |
$42.9K - $51.1K
|
2.76K
$1.36M
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
146+ 0.0% |
$40.4K - $48.1K
|
13.9M
$6.84B
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
145+ 8.83% |
$40.1K - $47.8K
|
1.79K
$882K
|
|
|
Apr 06, 2023
Q1 2023
|
Crestmont Private Wealth LLC
|
BUY
|
- |
144+ 16.53% |
$39.8K - $47.4K
|
1.02K
$501K
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
139+ 5.62% |
$38.4K - $45.8K
|
2.61K
$1.29M
|
|
|
May 09, 2023
Q1 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
133+ 6.87% |
$36.8K - $43.8K
|
2.07K
$1.02M
|
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
132+ 0.9% |
$36.5K - $43.5K
|
14.7K
$7.28M
|
|
|
May 15, 2023
Q1 2023
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
130+ 0.76% |
$35.9K - $42.8K
|
17.3K
$8.52M
|
|
|
Apr 27, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
130+ 0.21% |
$35.9K - $42.8K
|
63.3K
$31.3M
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
129+ 11.57% |
$35.7K - $42.5K
|
1.24K
$614K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
123+ 5.03% |
$34K - $40.5K
|
2.57K
$1.27M
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
121+ 1.59% |
$33.5K - $39.9K
|
7.75K
$3.83M
|
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
118+ 0.64% |
$32.6K - $38.9K
|
18.6K
$9.16M
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
110New |
$30.4K - $36.2K
|
110
$54.3K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
107New |
$29.6K - $35.3K
|
107
$52.8K
|
|
|
May 04, 2023
Q1 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
107+ 14.62% |
$29.6K - $35.3K
|
839
$414K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
101+ 10.76% |
$27.9K - $33.3K
|
1.04K
$513K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
100New |
$27.6K - $32.9K
|
100
$49.4K
|
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.35% |
$27.6K - $32.9K
|
28.5K
$14M
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
100+ 9.71% |
$27.6K - $32.9K
|
1.13K
$558K
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
100+ 0.76% |
$27.6K - $32.9K
|
13.3K
$6.55M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
98+ 4900.0% |
$27.1K - $32.3K
|
100
$49.4K
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
96+ 2.52% |
$26.5K - $31.6K
|
3.9K
$1.93M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
95+ 50.53% |
$26.3K - $31.3K
|
283
$140K
|
|
|
May 11, 2023
Q1 2023
|
Profund Advisors LLC
|
BUY
|
- |
91+ 5.01% |
$25.2K - $30K
|
1.91K
$941K
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
89+ 6.03% |
$24.6K - $29.3K
|
1.56K
$772K
|