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 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
334+ 15.03% |
$122K - $135K
|
2.56K
$1.28M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
326New |
$119K - $132K
|
326
$164K
|
|
|
May 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
318+ 1.38% |
$117K - $129K
|
23.3K
$11.7M
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
295+ 7.58% |
$108K - $120K
|
4.19K
$2.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
292+ 37.01% |
$107K - $118K
|
1.08K
$543K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
285+ 50.26% |
$104K - $115K
|
852
$428K
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
BUY
|
- |
284+ 13.32% |
$104K - $115K
|
2.42K
$1.21M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
282+ 40.75% |
$103K - $114K
|
974
$489K
|
|
|
Apr 23, 2024
Q1 2024
|
Carderock Capital Management Inc
|
BUY
|
- |
282+ 1.46% |
$103K - $114K
|
19.6K
$9.86M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
278+ 29.99% |
$102K - $113K
|
1.21K
$605K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
276+ 10.37% |
$101K - $112K
|
2.94K
$1.48M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
269+ 9.2% |
$98.6K - $109K
|
3.19K
$1.6M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
265New |
$97.1K - $107K
|
265
$133K
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
264+ 29.37% |
$96.8K - $107K
|
1.16K
$584K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
262+ 12.32% |
$96K - $106K
|
2.39K
$1.2M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
251+ 44.58% |
$92K - $102K
|
814
$409K
|
|
|
May 01, 2024
Q1 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
249+ 11.09% |
$91.3K - $101K
|
2.5K
$1.25M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
225+ 69.02% |
$82.5K - $91.2K
|
551
$277K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
221+ 16.43% |
$81K - $89.5K
|
1.57K
$787K
|
|
|
Apr 29, 2024
Q1 2024
|
Ghe, LLC
|
BUY
|
- |
219+ 1.35% |
$80.3K - $88.7K
|
16.4K
$8.25M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
218+ 3.95% |
$79.9K - $88.3K
|
5.74K
$2.88M
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
213+ 33.97% |
$78.1K - $86.3K
|
840
$422K
|
|
|
May 14, 2024
Q1 2024
|
Makena Capital Management LLC
Menlo Park, CA |
BUY
|
- |
211+ 1.19% |
$77.3K - $85.5K
|
17.9K
$8.98M
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
211+ 6.93% |
$77.3K - $85.5K
|
3.25K
$1.63M
|
|
|
May 14, 2024
Q1 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
202+ 35.07% |
$74K - $81.8K
|
778
$391K
|
|
|
May 13, 2024
Q1 2024
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
202+ 1.37% |
$74K - $81.8K
|
14.9K
$7.51M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
201+ 9.17% |
$73.7K - $81.4K
|
2.39K
$1.2M
|
|
|
May 06, 2024
Q1 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
199+ 0.16% |
$72.9K - $80.6K
|
126K
$63.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
190+ 5.43% |
$69.6K - $77K
|
3.69K
$1.85M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
173+ 2.3% |
$63.4K - $70.1K
|
7.68K
$3.86M
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
BUY
|
- |
171+ 8.27% |
$62.7K - $69.3K
|
2.24K
$1.12M
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
171+ 4.27% |
$62.7K - $69.3K
|
4.18K
$2.1M
|
|
|
May 15, 2024
Q1 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
166+ 26.65% |
$60.8K - $67.3K
|
789
$396K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
165+ 3.06% |
$60.5K - $66.9K
|
5.56K
$2.79M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
164+ 19.59% |
$60.1K - $66.4K
|
1K
$503K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
162+ 6.68% |
$59.4K - $65.6K
|
2.59K
$1.3M
|
|
|
May 15, 2024
Q1 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
162+ 0.54% |
$59.4K - $65.6K
|
30.2K
$15.2M
|
|
|
May 14, 2024
Q1 2024
|
Close Asset Management LTD
|
BUY
|
- |
160+ 91.43% |
$58.6K - $64.8K
|
335
$168K
|
|
|
May 14, 2024
Q1 2024
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
159+ 1.61% |
$58.3K - $64.4K
|
10K
$5.03M
|
|
|
May 13, 2024
Q1 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
154+ 0.48% |
$56.4K - $62.4K
|
32.4K
$16.3M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
153+ 14.77% |
$56.1K - $62K
|
1.19K
$597K
|
|
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
152+ 0.06% |
$55.7K - $61.6K
|
261K
$131M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
152+ 10.34% |
$55.7K - $61.6K
|
1.62K
$815K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
152+ 5.9% |
$55.7K - $61.6K
|
2.73K
$1.37M
|
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
148+ 0.74% |
$54.2K - $60K
|
20.2K
$10.2M
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
148+ 14.81% |
$54.2K - $60K
|
1.15K
$576K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
142+ 13.15% |
$52K - $57.5K
|
1.22K
$614K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
141+ 39.72% |
$51.7K - $57.1K
|
496
$249K
|
|
|
Apr 22, 2024
Q1 2024
|
Sterling Investment Management, LLC
|
BUY
|
- |
141+ 3.16% |
$51.7K - $57.1K
|
4.61K
$2.31M
|
|
|
May 15, 2024
Q1 2024
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
139+ 0.15% |
$50.9K - $56.3K
|
90.1K
$45.3M
|