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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
57+ 15.53% |
$20.9K - $23.1K
|
424
$213K
|
|
|
Apr 08, 2025
Q1 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
56+ 0.74% |
$20.5K - $22.7K
|
7.63K
$3.83M
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
56+ 4.39% |
$20.5K - $22.7K
|
1.33K
$669K
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
55+ 3.08% |
$20.2K - $22.3K
|
1.84K
$924K
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
54+ 8.91% |
$19.8K - $21.9K
|
660
$332K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
54+ 5.0% |
$19.8K - $21.9K
|
1.13K
$569K
|
|
|
May 10, 2024
Q1 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
54+ 6.1% |
$19.8K - $21.9K
|
939
$472K
|
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
52+ 1.95% |
$19.1K - $21.1K
|
2.71K
$1.36M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
52+ 6.07% |
$19.1K - $21.1K
|
909
$457K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
52+ 5.31% |
$19.1K - $21.1K
|
1.03K
$518K
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
52+ 6.65% |
$19.1K - $21.1K
|
834
$419K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
50+ 0.14% |
$18.3K - $20.3K
|
34.7K
$17.5M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
48+ 2.98% |
$17.6K - $19.4K
|
1.66K
$833K
|
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
47+ 0.35% |
$17.2K - $19K
|
13.6K
$6.85M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
46+ 7.04% |
$16.9K - $18.6K
|
699
$351K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
46New |
$16.9K - $18.6K
|
46
$23.1K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
45+ 4.89% |
$16.5K - $18.2K
|
965
$485K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
45New |
$16.5K - $18.2K
|
45
$22.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
45+ 4.94% |
$16.5K - $18.2K
|
956
$480K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
44+ 0.08% |
$16.1K - $17.8K
|
56K
$28.1M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
42+ 0.94% |
$15.4K - $17K
|
4.5K
$2.26M
|
|
|
May 13, 2024
Q1 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
42+ 4.7% |
$15.4K - $17K
|
935
$470K
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
42New |
$15.4K - $17K
|
42
$21.1K
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
40+ 5.31% |
$14.7K - $16.2K
|
794
$399K
|
|
|
May 14, 2024
Q1 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
40+ 0.36% |
$14.7K - $16.2K
|
11.2K
$5.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
38+ 1.62% |
$13.9K - $15.4K
|
2.38K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
37+ 0.33% |
$13.6K - $15K
|
11.2K
$5.63M
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
37+ 3700.0% |
$13.6K - $15K
|
38
$19.1K
|
|
|
May 14, 2024
Q1 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
37+ 6.18% |
$13.6K - $15K
|
636
$320K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
36+ 2.06% |
$13.2K - $14.6K
|
1.79K
$897K
|
|
|
Apr 29, 2024
Q1 2024
|
Monte Financial Group, LLC
|
BUY
|
- |
36+ 1.24% |
$13.2K - $14.6K
|
2.93K
$1.47M
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
34+ 2.96% |
$12.5K - $13.8K
|
1.18K
$594K
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
33+ 0.49% |
$12.1K - $13.4K
|
6.81K
$3.42M
|
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
33+ 1.91% |
$12.1K - $13.4K
|
1.76K
$883K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
32+ 2.05% |
$11.7K - $13K
|
1.59K
$801K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
31+ 4.01% |
$11.4K - $12.6K
|
804
$404K
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
BUY
|
- |
30+ 1.28% |
$11K - $12.2K
|
2.38K
$1.19M
|
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
BUY
|
- |
30+ 0.71% |
$11K - $12.2K
|
4.27K
$2.15M
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
30+ 10.91% |
$11K - $12.2K
|
305
$153K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
28+ 0.87% |
$10.3K - $11.3K
|
3.25K
$1.63M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
28+ 9.18% |
$10.3K - $11.3K
|
333
$167K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
26+ 1.46% |
$9.53K - $10.5K
|
1.81K
$909K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
25+ 2.74% |
$9.16K - $10.1K
|
936
$470K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
25New |
$9.16K - $10.1K
|
25
$12.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
24New |
$8.8K - $9.72K
|
24
$12.1K
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
24+ 0.63% |
$8.8K - $9.72K
|
3.82K
$1.92M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
22+ 4.01% |
$8.06K - $8.91K
|
571
$287K
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
22+ 4.13% |
$8.06K - $8.91K
|
555
$279K
|
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
22+ 0.46% |
$8.06K - $8.91K
|
4.78K
$2.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
22+ 1.15% |
$8.06K - $8.91K
|
1.93K
$972K
|