Purchases and Sales Made in Q1 2024 in Moodys Corp (MCO)
This table provides information about the institutional ownership of Moodys Corp (MCO) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
22+ 5.54% |
$8.06K - $8.91K
|
419
$210K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
22+ 11.46% |
$8.06K - $8.91K
|
214
$108K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
21+ 14.0% |
$7.7K - $8.51K
|
171
$85.9K
|
|
|
May 15, 2024
Q1 2024
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
20+ 0.12% |
$7.33K - $8.1K
|
16.8K
$8.46M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
19+ 5.85% |
$6.96K - $7.7K
|
344
$173K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
19+ 73.08% |
$6.96K - $7.7K
|
45
$22.6K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
18+ 2.62% |
$6.6K - $7.29K
|
706
$355K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
18+ 1.08% |
$6.6K - $7.29K
|
1.69K
$848K
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
18+ 2.62% |
$6.6K - $7.29K
|
704
$354K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
17+ 5.18% |
$6.23K - $6.89K
|
345
$173K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
16+ 1.05% |
$5.86K - $6.48K
|
1.55K
$776K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
16+ 2.55% |
$5.86K - $6.48K
|
643
$323K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
15+ 6.12% |
$5.5K - $6.08K
|
260
$131K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
15New |
$5.5K - $6.08K
|
15
$7.54K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
15+ 0.52% |
$5.5K - $6.08K
|
2.9K
$1.46M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
15New |
$5.5K - $6.08K
|
15
$7.54K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
14New |
$5.13K - $5.67K
|
14
$7.03K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
14+ 1.79% |
$5.13K - $5.67K
|
795
$399K
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
13+ 0.33% |
$4.76K - $5.27K
|
3.94K
$1.98M
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
12+ 1.27% |
$4.4K - $4.86K
|
958
$481K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
12+ 0.24% |
$4.4K - $4.86K
|
4.99K
$2.51M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
12+ 0.2% |
$4.4K - $4.86K
|
6.1K
$3.07M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
12+ 0.39% |
$4.4K - $4.86K
|
3.05K
$1.53M
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
11+ 1.0% |
$4.03K - $4.46K
|
1.11K
$558K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11+ 1.78% |
$4.03K - $4.46K
|
629
$316K
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.22% |
$3.66K - $4.05K
|
4.65K
$2.33M
|
|
|
May 07, 2024
Q1 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
10+ 0.55% |
$3.66K - $4.05K
|
1.83K
$920K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
10New |
$3.66K - $4.05K
|
10
$5.02K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10+ 1.87% |
$3.66K - $4.05K
|
545
$274K
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
10+ 0.26% |
$3.66K - $4.05K
|
3.85K
$1.93M
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
9New |
$3.3K - $3.65K
|
9
$4.52K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
9New |
$3.3K - $3.65K
|
9
$4.52K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
9+ 2.97% |
$3.3K - $3.65K
|
312
$157K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
9+ 1.37% |
$3.3K - $3.65K
|
664
$334K
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
9+ 1.08% |
$3.3K - $3.65K
|
843
$423K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
8New |
$2.93K - $3.24K
|
8
$4.02K
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
8+ 0.5% |
$2.93K - $3.24K
|
1.62K
$815K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
8New |
$2.93K - $3.24K
|
8
$4.02K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
7New |
$2.57K - $2.84K
|
7
$3.52K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
7+ 1.0% |
$2.57K - $2.84K
|
707
$355K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
7+ 0.11% |
$2.57K - $2.84K
|
6.17K
$3.1M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
7+ 1.15% |
$2.57K - $2.84K
|
615
$309K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
6+ 18.75% |
$2.2K - $2.43K
|
38
$19.1K
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
6+ 0.31% |
$2.2K - $2.43K
|
1.97K
$988K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
6New |
$2.2K - $2.43K
|
6
$3.01K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
6+ 200.0% |
$2.2K - $2.43K
|
9
$4.52K
|
|
|
May 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
6+ 0.9% |
$2.2K - $2.43K
|
675
$339K
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
5+ 0.95% |
$1.83K - $2.03K
|
532
$267K
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
5+ 0.32% |
$1.83K - $2.03K
|
1.56K
$785K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
5New |
$1.83K - $2.03K
|
5
$2.51K
|