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 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
84+ 8.84% |
$23.2K - $27.7K
|
1.03K
$514K
|
|
|
May 10, 2023
Q1 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
79New |
$21.8K - $26K
|
79
$39.3K
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
77+ 0.29% |
$21.3K - $25.4K
|
26.7K
$13.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
74+ 2.29% |
$20.5K - $24.4K
|
3.3K
$1.64M
|
|
|
May 10, 2023
Q1 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
73+ 4.01% |
$20.2K - $24.1K
|
1.89K
$942K
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
71+ 69.61% |
$19.6K - $23.4K
|
173
$86.1K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
69New |
$19.1K - $22.7K
|
69
$34.3K
|
|
|
May 04, 2023
Q1 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
64+ 2.62% |
$17.7K - $21.1K
|
2.51K
$1.25M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
63New |
$17.4K - $20.8K
|
63
$31.3K
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
63+ 3.03% |
$17.4K - $20.8K
|
2.14K
$1.06M
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
62+ 72.09% |
$17.1K - $20.4K
|
148
$73.6K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
62+ 46.27% |
$17.1K - $20.4K
|
196
$97.5K
|
|
|
Apr 26, 2023
Q1 2023
|
Lincoln Capital LLC
|
BUY
|
- |
60+ 0.49% |
$16.6K - $19.8K
|
12.4K
$6.16M
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
58+ 9.08% |
$16K - $19.1K
|
697
$347K
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
55+ 0.84% |
$15.2K - $18.1K
|
6.58K
$3.27M
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
50+ 4.76% |
$13.8K - $16.5K
|
1.1K
$547K
|
|
|
Apr 19, 2023
Q1 2023
|
Close Asset Management LTD
|
BUY
|
- |
50+ 10.0% |
$13.8K - $16.5K
|
550
$274K
|
|
|
May 01, 2023
Q1 2023
|
Value Partners Investments Inc.
|
BUY
|
- |
50+ 1.59% |
$13.8K - $16.5K
|
3.2K
$1.59M
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
50+ 0.4% |
$13.8K - $16.5K
|
12.5K
$6.2M
|
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
49+ 5.76% |
$13.5K - $16.1K
|
899
$447K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
47+ 24.1% |
$13K - $15.5K
|
242
$120K
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
47+ 3.35% |
$13K - $15.5K
|
1.45K
$721K
|
|
|
Apr 26, 2023
Q1 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
44+ 2.62% |
$12.2K - $14.5K
|
1.72K
$858K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
42+ 0.65% |
$11.6K - $13.8K
|
6.47K
$3.22M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
40New |
$11.1K - $13.2K
|
40
$19.9K
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
38+ 0.17% |
$10.5K - $12.5K
|
22.5K
$11.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
37+ 8.28% |
$10.2K - $12.2K
|
484
$241K
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
35+ 0.18% |
$9.68K - $11.5K
|
19.2K
$9.56M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
34+ 2.71% |
$9.4K - $11.2K
|
1.29K
$640K
|
|
|
May 10, 2023
Q1 2023
|
Ns Partners LTD
|
BUY
|
- |
34+ 0.04% |
$9.4K - $11.2K
|
77.7K
$38.7M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
31New |
$8.57K - $10.2K
|
31
$15.4K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
30+ 9.09% |
$8.29K - $9.88K
|
360
$179K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
28New |
$7.74K - $9.23K
|
28
$13.9K
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
26+ 118.18% |
$7.19K - $8.57K
|
48
$23.9K
|
|
|
May 10, 2023
Q1 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
25+ 0.85% |
$6.91K - $8.24K
|
2.96K
$1.47M
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
24New |
$6.64K - $7.91K
|
24
$11.9K
|
|
|
May 11, 2023
Q1 2023
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
24+ 0.01% |
$6.64K - $7.91K
|
263K
$131M
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
23New |
$6.36K - $7.58K
|
23
$11.4K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
23+ 63.89% |
$6.36K - $7.58K
|
59
$29.4K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
22+ 6.59% |
$6.08K - $7.25K
|
356
$177K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
21+ 35.0% |
$5.81K - $6.92K
|
81
$40.3K
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
20+ 0.04% |
$5.53K - $6.59K
|
45K
$22.4M
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
19+ 0.8% |
$5.25K - $6.26K
|
2.41K
$1.2M
|
|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
17+ 0.23% |
$4.7K - $5.6K
|
7.48K
$3.72M
|
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
17+ 1.64% |
$4.7K - $5.6K
|
1.05K
$523K
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
16+ 0.61% |
$4.42K - $5.27K
|
2.66K
$1.32M
|
|
|
May 12, 2023
Q1 2023
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
BUY
|
- |
15+ 0.0% |
$4.15K - $4.94K
|
521K
$259M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
15+ 1.22% |
$4.15K - $4.94K
|
1.24K
$617K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
15+ 0.3% |
$4.15K - $4.94K
|
4.95K
$2.46M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
13+ 0.49% |
$3.59K - $4.28K
|
2.65K
$1.32M
|