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
$965K
|
|
|
Apr 22, 2024
Q1 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-3- 0.35% |
$1.1K - $1.22K
|
851
$372K
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-3- 0.18% |
$1.1K - $1.22K
|
1.69K
$740K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-4- 8.7% |
$1.47K - $1.62K
|
42
$18.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-4- 17.39% |
$1.47K - $1.62K
|
19
$8.32K
|
|
|
Apr 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-4- 1.55% |
$1.47K - $1.62K
|
254
$111K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-4- 9.09% |
$1.47K - $1.62K
|
40
$17.5K
|
|
|
May 15, 2024
Q1 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-5- 0.1% |
$1.83K - $2.03K
|
4.78K
$2.09M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-5- 0.15% |
$1.83K - $2.03K
|
3.31K
$1.45M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-5- 0.62% |
$1.83K - $2.03K
|
800
$350K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-5- 0.65% |
$1.83K - $2.03K
|
765
$335K
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-5- 0.5% |
$1.83K - $2.03K
|
1K
$438K
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-6- 20.69% |
$2.2K - $2.43K
|
23
$10.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-6- 1.43% |
$2.2K - $2.43K
|
415
$182K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-7- 53.85% |
$2.57K - $2.84K
|
6
$2.63K
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-8- 1.27% |
$2.93K - $3.24K
|
622
$272K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-8- 40.0% |
$2.93K - $3.24K
|
12
$5.25K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-10- 16.95% |
$3.66K - $4.05K
|
49
$21.4K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-10- 0.74% |
$3.66K - $4.05K
|
1.33K
$583K
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-12- 1.52% |
$4.4K - $4.86K
|
775
$339K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-12- 1.38% |
$4.4K - $4.86K
|
858
$376K
|
|
|
May 13, 2024
Q1 2024
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
SELL
|
- |
-13- 8.28% |
$4.76K - $5.27K
|
144
$63K
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-15- 8.47% |
$5.5K - $6.08K
|
162
$70.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-16- 1.44% |
$5.86K - $6.48K
|
1.1K
$479K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-16- 0.88% |
$5.86K - $6.48K
|
1.81K
$790K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-16- 0.94% |
$5.86K - $6.48K
|
1.68K
$737K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-17- 1.04% |
$6.23K - $6.89K
|
1.61K
$705K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-17- 1.88% |
$6.23K - $6.89K
|
886
$388K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-18- 0.7% |
$6.6K - $7.29K
|
2.55K
$1.11M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-20- 58.82% |
$7.33K - $8.1K
|
14
$6.13K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-21- 1.0% |
$7.7K - $8.51K
|
2.09K
$913K
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-21- 2.41% |
$7.7K - $8.51K
|
849
$372K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-21- 28.0% |
$7.7K - $8.51K
|
54
$23.6K
|
|
|
May 14, 2024
Q1 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-22- 4.97% |
$8.06K - $8.91K
|
421
$184K
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-23- 0.34% |
$8.43K - $9.32K
|
6.79K
$2.97M
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-24- 24.24% |
$8.8K - $9.72K
|
75
$32.8K
|
|
|
May 14, 2024
Q1 2024
|
Ako Capital
Ako Capital LLP | London, X0
|
SELL
|
- |
-24- -0.0% |
$8.8K - $9.72K
|
713K
$312M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-25- 7.89% |
$9.16K - $10.1K
|
292
$128K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-25- 0.42% |
$9.16K - $10.1K
|
5.9K
$2.58M
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-26- 3.89% |
$9.53K - $10.5K
|
642
$281K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-26- 0.47% |
$9.53K - $10.5K
|
5.48K
$2.4M
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-28- 1.51% |
$10.3K - $11.3K
|
1.83K
$800K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
SELL
|
- |
-29- 0.6% |
$10.6K - $11.7K
|
4.77K
$2.09M
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-30- 1.75% |
$11K - $12.2K
|
1.69K
$738K
|
|
|
Apr 18, 2024
Q1 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-30- 2.75% |
$11K - $12.2K
|
1.06K
$464K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-31- 4.19% |
$11.4K - $12.6K
|
709
$310K
|
|
|
Apr 29, 2024
Q1 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-32- 5.78% |
$11.7K - $13K
|
522
$228K
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-32- 0.21% |
$11.7K - $13K
|
15.5K
$6.79M
|
|
|
May 06, 2024
Q1 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-33- 1.25% |
$12.1K - $13.4K
|
2.6K
$1.14M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-34- 1.9% |
$12.5K - $13.8K
|
1.76K
$770K
|