Purchases and Sales Made in Q2 2023 in Moodys Corp (MCO)
This table provides information about the institutional ownership of Moodys Corp (MCO) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Lincoln Capital LLC
|
BUY
|
- |
7+ 0.06% |
$2.07K - $2.44K
|
12.4K
$6.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
6+ 0.34% |
$1.77K - $2.09K
|
1.76K
$884K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6+ 8.7% |
$1.77K - $2.09K
|
75
$37.7K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
6+ 1.94% |
$1.77K - $2.09K
|
315
$158K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
6+ 1.94% |
$1.77K - $2.09K
|
315
$158K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
6+ 10.17% |
$1.77K - $2.09K
|
65
$32.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
6+ 0.7% |
$1.77K - $2.09K
|
867
$436K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
5+ 0.09% |
$1.48K - $1.74K
|
5.87K
$2.95M
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
5+ 6.17% |
$1.48K - $1.74K
|
86
$43.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
5+ 0.66% |
$1.48K - $1.74K
|
765
$384K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
4New |
$1.18K - $1.39K
|
4
$2.01K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
4New |
$1.18K - $1.39K
|
4
$2.01K
|
|
|
Aug 07, 2023
Q2 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
4+ 2.0% |
$1.18K - $1.39K
|
204
$102K
|
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
4+ 0.57% |
$1.18K - $1.39K
|
705
$354K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
4+ 0.38% |
$1.18K - $1.39K
|
1.06K
$531K
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
4+ 0.24% |
$1.18K - $1.39K
|
1.68K
$844K
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3+ 0.13% |
$887 - $1.04K
|
2.27K
$1.14M
|
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
3+ 0.04% |
$887 - $1.04K
|
6.81K
$3.42M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3+ 9.68% |
$887 - $1.04K
|
34
$17.1K
|
|
|
Aug 11, 2023
Q2 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
2+ 0.11% |
$591 - $697
|
1.9K
$952K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2New |
$591 - $697
|
2
$1K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 2.0% |
$591 - $697
|
102
$51.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2+ 3.51% |
$591 - $697
|
59
$29.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2+ 0.47% |
$591 - $697
|
424
$213K
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
2+ 0.13% |
$591 - $697
|
1.55K
$777K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
1+ 0.43% |
$296 - $348
|
232
$117K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1+ 0.14% |
$296 - $348
|
707
$355K
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.43% |
$296 - $348
|
232
$117K
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-1- 0.14% |
$296 - $348
|
714
$359K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1- 0.1% |
$296 - $348
|
1.04K
$522K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1- 0.01% |
$296 - $348
|
6.89K
$3.46M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2- 0.03% |
$591 - $697
|
6.52K
$3.28M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-2- 0.56% |
$591 - $697
|
354
$178K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2- 3.08% |
$591 - $697
|
63
$31.6K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 16.67% |
$591 - $697
|
10
$5.02K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2- -0.0% |
$591 - $697
|
41.4K
$20.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-3- 0.1% |
$887 - $1.04K
|
2.88K
$1.45M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3- 0.35% |
$887 - $1.04K
|
850
$427K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-3- 50.0% |
$887 - $1.04K
|
3
$1.51K
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-4- 0.24% |
$1.18K - $1.39K
|
1.69K
$850K
|
|
|
Aug 10, 2023
Q2 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-4- 0.06% |
$1.18K - $1.39K
|
6.26K
$3.15M
|
|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-5- 0.48% |
$1.48K - $1.74K
|
1.04K
$524K
|
|
|
Aug 11, 2023
Q2 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-5- 0.19% |
$1.48K - $1.74K
|
2.67K
$1.34M
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-5- 1.17% |
$1.48K - $1.74K
|
423
$213K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5- 2.55% |
$1.48K - $1.74K
|
191
$96K
|
|
|
Jul 21, 2023
Q2 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-5- 0.39% |
$1.48K - $1.74K
|
1.29K
$646K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-6- 1.24% |
$1.77K - $2.09K
|
478
$240K
|
|
|
Aug 14, 2023
Q2 2023
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-6- 0.61% |
$1.77K - $2.09K
|
984
$494K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7- 0.24% |
$2.07K - $2.44K
|
2.86K
$1.44M
|