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
|
Banco Santander, S.A.
|
BUY
|
- |
126+ 0.29% |
$46.2K - $51.1K
|
44K
$21.7M
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
125+ 0.35% |
$45.8K - $50.6K
|
36.2K
$17.9M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
125New |
$45.8K - $50.6K
|
125
$61.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
123+ 11.35% |
$45.1K - $49.8K
|
1.21K
$596K
|
|
|
May 09, 2024
Q1 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
117+ 1.23% |
$42.9K - $47.4K
|
9.6K
$4.74M
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
117+ 7.61% |
$42.9K - $47.4K
|
1.66K
$817K
|
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
BUY
|
- |
116+ 0.18% |
$42.5K - $47K
|
63.1K
$31.2M
|
|
|
May 14, 2024
Q1 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
114+ 0.46% |
$41.8K - $46.2K
|
24.9K
$12.3M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
113+ 13.45% |
$41.4K - $45.8K
|
953
$470K
|
|
|
May 01, 2024
Q1 2024
|
Bristol John W & CO Inc
|
BUY
|
- |
111+ 0.06% |
$40.7K - $45K
|
187K
$92.4M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
109+ 10.03% |
$39.9K - $44.2K
|
1.2K
$590K
|
|
|
Jun 14, 2024
Q1 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
108+ 4.89% |
$39.6K - $43.8K
|
2.32K
$1.14M
|
|
|
May 08, 2024
Q1 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
100+ 5.71% |
$36.6K - $40.5K
|
1.85K
$913K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
100+ 200.0% |
$36.6K - $40.5K
|
150
$74.1K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
99+ 1.69% |
$36.3K - $40.1K
|
5.97K
$2.95M
|
|
|
Apr 18, 2024
Q1 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
97+ 1.65% |
$35.5K - $39.3K
|
5.98K
$2.95M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
97New |
$35.5K - $39.3K
|
97
$47.9K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
96New |
$35.2K - $38.9K
|
96
$47.4K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
90New |
$33K - $36.5K
|
90
$44.4K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
89+ 4.98% |
$32.6K - $36.1K
|
1.88K
$926K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
88+ 14.17% |
$32.3K - $35.7K
|
709
$350K
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
88+ 15.12% |
$32.3K - $35.7K
|
670
$331K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
86+ 2.81% |
$31.5K - $34.8K
|
3.15K
$1.55M
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
86+ 0.25% |
$31.5K - $34.8K
|
34.6K
$17.1M
|
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
85+ 10.71% |
$31.2K - $34.4K
|
879
$434K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
85+ 1.92% |
$31.2K - $34.4K
|
4.51K
$2.23M
|
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
84+ 63.64% |
$30.8K - $34K
|
216
$107K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
79+ 2.74% |
$29K - $32K
|
2.96K
$1.46M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
79+ 2.04% |
$29K - $32K
|
3.95K
$1.95M
|
|
|
May 15, 2024
Q1 2024
|
Marshfield Associates
Washington, DC |
BUY
|
- |
76+ 0.01% |
$27.9K - $30.8K
|
515K
$254M
|
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
75+ 0.44% |
$27.5K - $30.4K
|
17.1K
$8.43M
|
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
73+ 1.01% |
$26.8K - $29.6K
|
7.31K
$3.61M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
73+ 66.36% |
$26.8K - $29.6K
|
183
$90.3K
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
71+ 3.09% |
$26K - $28.8K
|
2.37K
$1.17M
|
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
71+ 6.1% |
$26K - $28.8K
|
1.24K
$610K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
70+ 3.71% |
$25.7K - $28.4K
|
1.96K
$966K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
68New |
$24.9K - $27.6K
|
68
$33.6K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
65+ 1.91% |
$23.8K - $26.3K
|
3.46K
$1.71M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
63New |
$23.1K - $25.5K
|
63
$31.1K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
62+ 4.11% |
$22.7K - $25.1K
|
1.57K
$775K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
62+ 4.57% |
$22.7K - $25.1K
|
1.42K
$701K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
59+ 0.92% |
$21.6K - $23.9K
|
6.44K
$3.18M
|
|
|
May 15, 2024
Q1 2024
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
58+ 2.21% |
$21.3K - $23.5K
|
2.68K
$1.32M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
57+ 15.53% |
$20.9K - $23.1K
|
424
$209K
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
56+ 4.39% |
$20.5K - $22.7K
|
1.33K
$657K
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
55+ 3.08% |
$20.2K - $22.3K
|
1.84K
$908K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
54+ 5.0% |
$19.8K - $21.9K
|
1.13K
$559K
|
|
|
May 10, 2024
Q1 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
54+ 6.1% |
$19.8K - $21.9K
|
939
$464K
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
54+ 8.91% |
$19.8K - $21.9K
|
660
$326K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
52+ 6.07% |
$19.1K - $21.1K
|
909
$449K
|