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 07, 2023
Q2 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.07K+ 0.88% |
$317K - $373K
|
123K
$61.4M
|
|
Jul 20, 2023
Q2 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
1.06K+ 15.83% |
$313K - $369K
|
7.76K
$3.86M
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.03K+ 2.33% |
$306K - $360K
|
45.5K
$22.6M
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.03K+ 2.62% |
$303K - $357K
|
40.1K
$20M
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.02KNew |
$303K - $357K
|
1.02K
$509K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.01K+ 34.15% |
$298K - $351K
|
3.96K
$1.97M
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.01KNew |
$298K - $351K
|
1.01K
$502K
|
|
Aug 23, 2023
Q2 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
1KNew |
$296K - $348K
|
1K
$498K
|
|
Aug 03, 2023
Q2 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
999+ 0.68% |
$295K - $348K
|
147K
$73.2M
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
981+ 117.91% |
$290K - $342K
|
1.81K
$902K
|
|
Aug 14, 2023
Q2 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
977New |
$289K - $340K
|
977
$486K
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
976+ 1.34% |
$289K - $340K
|
73.8K
$36.7M
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
BUY
|
- |
954New |
$282K - $332K
|
954
$475K
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
947New |
$280K - $330K
|
947
$471K
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
944+ 16.8% |
$279K - $329K
|
6.56K
$3.27M
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
944+ 3.75% |
$279K - $329K
|
26.1K
$13M
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
938+ 20.0% |
$277K - $327K
|
5.63K
$2.8M
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
927+ 307.97% |
$274K - $323K
|
1.23K
$611K
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
910+ 0.56% |
$269K - $317K
|
163K
$81.3M
|
|
Aug 15, 2023
Q2 2023
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
904New |
$267K - $315K
|
904
$450K
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
892+ 5.72% |
$264K - $311K
|
16.5K
$8.2M
|
|
Aug 07, 2023
Q2 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
889+ 7.29% |
$263K - $310K
|
13.1K
$6.51M
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
876+ 79.28% |
$259K - $305K
|
1.98K
$986K
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
842New |
$249K - $293K
|
842
$419K
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
839New |
$248K - $292K
|
839
$417K
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
837New |
$247K - $292K
|
837
$416K
|
|
Aug 09, 2023
Q2 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
814+ 3.05% |
$241K - $284K
|
27.5K
$13.7M
|
|
Aug 08, 2023
Q2 2023
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
796New |
$235K - $277K
|
796
$396K
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
784+ 16.9% |
$232K - $273K
|
5.42K
$2.7M
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
775New |
$229K - $270K
|
775
$386K
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
763New |
$226K - $266K
|
763
$380K
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
763+ 4.44% |
$226K - $266K
|
17.9K
$8.92M
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
761New |
$225K - $265K
|
761
$379K
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
759New |
$224K - $264K
|
759
$378K
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
758New |
$224K - $264K
|
758
$377K
|
|
Aug 14, 2023
Q2 2023
|
Long Path Partners LP
Stamford, CT |
BUY
|
- |
757New |
$224K - $264K
|
757
$377K
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
754+ 2.17% |
$223K - $263K
|
35.6K
$17.7M
|
|
Jul 24, 2023
Q2 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
748New |
$221K - $261K
|
748
$372K
|
|
Jul 19, 2023
Q2 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
744+ 4.06% |
$220K - $259K
|
19.1K
$9.49M
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
741New |
$219K - $258K
|
741
$369K
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
734+ 14.02% |
$217K - $256K
|
5.97K
$2.97M
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
724+ 3.14% |
$214K - $252K
|
23.8K
$11.8M
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
716+ 8.15% |
$212K - $249K
|
9.5K
$4.73M
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
716New |
$212K - $249K
|
716
$356K
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
712+ 6.45% |
$211K - $248K
|
11.7K
$5.84M
|
|
Aug 14, 2023
Q2 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
698New |
$206K - $243K
|
698
$347K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
692New |
$205K - $241K
|
692
$344K
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
691+ 7.33% |
$204K - $241K
|
10.1K
$5.03M
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
685New |
$203K - $239K
|
685
$341K
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
656New |
$194K - $228K
|
656
$326K
|