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
|
Truist Financial Corp
|
BUY
|
- |
590+ 2.12% |
$216K - $239K
|
28.4K
$14M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
588+ 20.93% |
$215K - $238K
|
3.4K
$1.68M
|
|
|
May 13, 2024
Q1 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
566+ 9.92% |
$207K - $229K
|
6.27K
$3.09M
|
|
|
Apr 17, 2024
Q1 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
561+ 4.58% |
$206K - $227K
|
12.8K
$6.32M
|
|
|
May 14, 2024
Q1 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
556+ 5054.55% |
$204K - $225K
|
567
$280K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
554New |
$203K - $224K
|
554
$274K
|
|
|
Apr 22, 2024
Q1 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
549New |
$201K - $222K
|
549
$271K
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
541+ 3.57% |
$198K - $219K
|
15.7K
$7.75M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
538+ 16.17% |
$197K - $218K
|
3.87K
$1.91M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
534New |
$196K - $216K
|
534
$264K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
528New |
$194K - $214K
|
528
$261K
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
525New |
$192K - $213K
|
525
$259K
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
BUY
|
- |
516+ 6.98% |
$189K - $209K
|
7.91K
$3.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
511New |
$187K - $207K
|
511
$252K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
489+ 1.68% |
$179K - $198K
|
29.5K
$14.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
488+ 4.55% |
$179K - $198K
|
11.2K
$5.54M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
482+ 6.3% |
$177K - $195K
|
8.14K
$4.02M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
474+ 23.69% |
$174K - $192K
|
2.48K
$1.22M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
471+ 6.09% |
$173K - $191K
|
8.2K
$4.05M
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
470+ 16.82% |
$172K - $190K
|
3.26K
$1.61M
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
460+ 20.92% |
$169K - $186K
|
2.66K
$1.31M
|
|
|
May 02, 2024
Q1 2024
|
Smart Money Group LLC
|
BUY
|
- |
451+ 58.8% |
$165K - $183K
|
1.22K
$601K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
451+ 7.87% |
$165K - $183K
|
6.18K
$3.05M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
450+ 149.5% |
$165K - $182K
|
751
$371K
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
449+ 4.15% |
$165K - $182K
|
11.3K
$5.56M
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
443+ 70.32% |
$162K - $179K
|
1.07K
$530K
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
440+ 23.87% |
$161K - $178K
|
2.28K
$1.13M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
428+ 12.32% |
$157K - $173K
|
3.9K
$1.93M
|
|
|
May 13, 2024
Q1 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
425+ 10.61% |
$156K - $172K
|
4.43K
$2.19M
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
419+ 3.96% |
$154K - $170K
|
11K
$5.44M
|
|
|
May 15, 2024
Q1 2024
|
Uss Investment Management LTD
|
BUY
|
- |
415+ 1.29% |
$152K - $168K
|
32.5K
$16M
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
BUY
|
- |
415+ 50.36% |
$152K - $168K
|
1.24K
$612K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
411+ 24.67% |
$151K - $167K
|
2.08K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
400+ 8.19% |
$147K - $162K
|
5.29K
$2.61M
|
|
|
May 03, 2024
Q1 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
397+ 30.47% |
$145K - $161K
|
1.7K
$839K
|
|
|
Apr 16, 2024
Q1 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
396+ 0.75% |
$145K - $160K
|
53.2K
$26.3M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
391+ 18.27% |
$143K - $158K
|
2.53K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
380+ 1.04% |
$139K - $154K
|
37.1K
$18.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
376+ 3.55% |
$138K - $152K
|
11K
$5.42M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
366+ 0.87% |
$134K - $148K
|
42.6K
$21M
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
344+ 74.95% |
$126K - $139K
|
803
$396K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
344+ 5.58% |
$126K - $139K
|
6.51K
$3.21M
|
|
|
May 02, 2024
Q1 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
344+ 8.94% |
$126K - $139K
|
4.19K
$2.07M
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
341+ 4.47% |
$125K - $138K
|
7.98K
$3.94M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
334+ 15.03% |
$122K - $135K
|
2.56K
$1.26M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
326New |
$119K - $132K
|
326
$161K
|
|
|
May 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
318+ 1.38% |
$117K - $129K
|
23.3K
$11.5M
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
295+ 7.58% |
$108K - $120K
|
4.19K
$2.07M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
292+ 37.01% |
$107K - $118K
|
1.08K
$534K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
285+ 50.26% |
$104K - $115K
|
852
$421K
|