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 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-35- 3.34% |
$12.8K - $14.2K
|
1.01K
$443K
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-35- 2.84% |
$12.8K - $14.2K
|
1.2K
$524K
|
|
May 13, 2024
Q1 2024
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-36- 5.07% |
$13.2K - $14.6K
|
674
$295K
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-36- 5.69% |
$13.2K - $14.6K
|
597
$261K
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-37- 5.67% |
$13.6K - $15K
|
615
$269K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-39- 1.31% |
$14.3K - $15.8K
|
2.93K
$1.28M
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-40- 0.5% |
$14.7K - $16.2K
|
7.9K
$3.46M
|
|
Apr 15, 2024
Q1 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-40- 6.67% |
$14.7K - $16.2K
|
560
$245K
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-40- 3.8% |
$14.7K - $16.2K
|
1.01K
$443K
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-41- 2.2% |
$15K - $16.6K
|
1.83K
$799K
|
|
May 07, 2024
Q1 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-42- 3.01% |
$15.4K - $17K
|
1.35K
$593K
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-43- 91.49% |
$15.8K - $17.4K
|
4
$1.75K
|
|
May 14, 2024
Q1 2024
|
Bell Asset Management LTD
Melbourne, C3 |
SELL
|
- |
-45- 0.3% |
$16.5K - $18.2K
|
14.9K
$6.54M
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-45- 0.15% |
$16.5K - $18.2K
|
29.3K
$12.8M
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-45- 0.63% |
$16.5K - $18.2K
|
7.06K
$3.09M
|
|
May 15, 2024
Q1 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-46- 0.69% |
$16.9K - $18.6K
|
6.62K
$2.9M
|
|
May 14, 2024
Q1 2024
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-47- 1.11% |
$17.2K - $19K
|
4.18K
$1.83M
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-47- 2.69% |
$17.2K - $19K
|
1.7K
$745K
|
|
May 13, 2024
Q1 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-47- 4.97% |
$17.2K - $19K
|
899
$393K
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-48- 0.17% |
$17.6K - $19.4K
|
27.5K
$12M
|
|
Apr 23, 2024
Q1 2024
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-51- 5.5% |
$18.7K - $20.7K
|
877
$384K
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-52- 22.32% |
$19.1K - $21.1K
|
181
$79.2K
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-56- 4.21% |
$20.5K - $22.7K
|
1.27K
$558K
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-57- 4.12% |
$20.9K - $23.1K
|
1.33K
$580K
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-59- 0.92% |
$21.6K - $23.9K
|
6.35K
$2.78M
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-60- 0.95% |
$22K - $24.3K
|
6.23K
$2.72M
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-64- 2.45% |
$23.5K - $25.9K
|
2.55K
$1.12M
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-68- 87.18% |
$24.9K - $27.6K
|
10
$4.38K
|
|
May 08, 2024
Q1 2024
|
Alapocas Investment Partners, Inc.
Beverly, MA |
SELL
|
- |
-68- 0.3% |
$24.9K - $27.6K
|
22.7K
$9.95M
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-69- 2.81% |
$25.3K - $28K
|
2.39K
$1.04M
|
|
May 13, 2024
Q1 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-70- 9.09% |
$25.7K - $28.4K
|
700
$306K
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-71- 62.83% |
$26K - $28.8K
|
42
$18.4K
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-74- 2.5% |
$27.1K - $30K
|
2.89K
$1.26M
|
|
May 14, 2024
Q1 2024
|
Lgt Group Foundation
|
SELL
|
- |
-75- 0.44% |
$27.5K - $30.4K
|
17.2K
$7.51M
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-76- 1.21% |
$27.9K - $30.8K
|
6.23K
$2.73M
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-76- 0.62% |
$27.9K - $30.8K
|
12.2K
$5.35M
|
|
Apr 19, 2024
Q1 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-76- 3.94% |
$27.9K - $30.8K
|
1.85K
$811K
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-79- 2.21% |
$29K - $32K
|
3.49K
$1.53M
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-79- 9.48% |
$29K - $32K
|
754
$330K
|
|
May 15, 2024
Q1 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-80- 1.07% |
$29.3K - $32.4K
|
7.43K
$3.25M
|
|
May 16, 2024
Q1 2024
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-80- 1.46% |
$29.3K - $32.4K
|
5.41K
$2.37M
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-84- 5.78% |
$30.8K - $34K
|
1.37K
$599K
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-84- 2.55% |
$30.8K - $34K
|
3.21K
$1.4M
|
|
May 02, 2024
Q1 2024
|
Tobam
|
SELL
|
- |
-86- 40.76% |
$31.5K - $34.8K
|
125
$54.7K
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-87- 10.96% |
$31.9K - $35.2K
|
707
$309K
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-89- 8.54% |
$32.6K - $36.1K
|
953
$417K
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-89- 1.58% |
$32.6K - $36.1K
|
5.54K
$2.43M
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-90- 3.98% |
$33K - $36.5K
|
2.17K
$951K
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-94- 3.63% |
$34.4K - $38.1K
|
2.5K
$1.09M
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-100- 1.93% |
$36.6K - $40.5K
|
5.09K
$2.23M
|