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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-3- 0.14% |
$1.1K - $1.22K
|
2.21K
$1.11M
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-3- 0.07% |
$1.1K - $1.22K
|
4.16K
$2.09M
|
|
|
Apr 22, 2024
Q1 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-3- 0.35% |
$1.1K - $1.22K
|
851
$428K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3- 0.35% |
$1.1K - $1.22K
|
852
$428K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-3- 0.24% |
$1.1K - $1.22K
|
1.26K
$631K
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-3- 0.18% |
$1.1K - $1.22K
|
1.69K
$850K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3- 0.03% |
$1.1K - $1.22K
|
12K
$6.02M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-4- 8.7% |
$1.47K - $1.62K
|
42
$21.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-4- 1.55% |
$1.47K - $1.62K
|
254
$128K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-4- 17.39% |
$1.47K - $1.62K
|
19
$9.55K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-4- 9.09% |
$1.47K - $1.62K
|
40
$20.1K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-5- 0.65% |
$1.83K - $2.03K
|
765
$384K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-5- 0.62% |
$1.83K - $2.03K
|
800
$402K
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-5- 0.5% |
$1.83K - $2.03K
|
1K
$502K
|
|
|
May 15, 2024
Q1 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-5- 0.1% |
$1.83K - $2.03K
|
4.78K
$2.4M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-5- 0.15% |
$1.83K - $2.03K
|
3.31K
$1.66M
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-6- 20.69% |
$2.2K - $2.43K
|
23
$11.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-6- 1.43% |
$2.2K - $2.43K
|
415
$208K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-7- 53.85% |
$2.57K - $2.84K
|
6
$3.01K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-8- 40.0% |
$2.93K - $3.24K
|
12
$6.03K
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-8- 1.27% |
$2.93K - $3.24K
|
622
$312K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-10- 16.95% |
$3.66K - $4.05K
|
49
$24.6K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-10- 0.74% |
$3.66K - $4.05K
|
1.33K
$670K
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-12- 1.52% |
$4.4K - $4.86K
|
775
$389K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-12- 1.38% |
$4.4K - $4.86K
|
858
$431K
|
|
|
May 13, 2024
Q1 2024
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
SELL
|
- |
-13- 8.28% |
$4.76K - $5.27K
|
144
$72.3K
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-15- 8.47% |
$5.5K - $6.08K
|
162
$81.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-16- 1.44% |
$5.86K - $6.48K
|
1.1K
$550K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-16- 0.94% |
$5.86K - $6.48K
|
1.68K
$845K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-16- 0.88% |
$5.86K - $6.48K
|
1.81K
$907K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-17- 1.88% |
$6.23K - $6.89K
|
886
$445K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-17- 1.04% |
$6.23K - $6.89K
|
1.61K
$809K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-18- 0.7% |
$6.6K - $7.29K
|
2.55K
$1.28M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-20- 58.82% |
$7.33K - $8.1K
|
14
$7.03K
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-21- 2.41% |
$7.7K - $8.51K
|
849
$427K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-21- 1.0% |
$7.7K - $8.51K
|
2.09K
$1.05M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-21- 28.0% |
$7.7K - $8.51K
|
54
$27.1K
|
|
|
May 14, 2024
Q1 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-22- 4.97% |
$8.06K - $8.91K
|
421
$211K
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-23- 0.34% |
$8.43K - $9.32K
|
6.79K
$3.41M
|
|
|
May 14, 2024
Q1 2024
|
Ako Capital
Ako Capital LLP | London, X0
|
SELL
|
- |
-24- -0.0% |
$8.8K - $9.72K
|
713K
$358M
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-24- 24.24% |
$8.8K - $9.72K
|
75
$37.7K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-25- 7.89% |
$9.16K - $10.1K
|
292
$147K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-25- 0.42% |
$9.16K - $10.1K
|
5.9K
$2.97M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-26- 0.47% |
$9.53K - $10.5K
|
5.48K
$2.75M
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-26- 3.89% |
$9.53K - $10.5K
|
642
$323K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-28- 1.51% |
$10.3K - $11.3K
|
1.83K
$918K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
SELL
|
- |
-29- 0.6% |
$10.6K - $11.7K
|
4.77K
$2.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-30- 2.75% |
$11K - $12.2K
|
1.06K
$533K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-30- 1.75% |
$11K - $12.2K
|
1.69K
$847K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-31- 4.19% |
$11.4K - $12.6K
|
709
$356K
|