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 02, 2023
Q2 2023
|
Saybrook Capital
|
BUY
|
- |
643New |
$190K - $224K
|
643
$317K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
627+ 14.18% |
$185K - $218K
|
5.05K
$2.49M
|
|
|
Jul 19, 2023
Q2 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
626+ 1.2% |
$185K - $218K
|
52.8K
$26.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
625New |
$185K - $218K
|
625
$309K
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
625New |
$185K - $218K
|
625
$309K
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
621New |
$184K - $216K
|
621
$307K
|
|
|
Jul 12, 2023
Q2 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
619New |
$183K - $216K
|
619
$306K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
617New |
$182K - $215K
|
617
$305K
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
617New |
$182K - $215K
|
617
$305K
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
610New |
$180K - $212K
|
610
$301K
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
606New |
$179K - $211K
|
606
$299K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
601New |
$178K - $209K
|
601
$297K
|
|
|
Aug 08, 2023
Q2 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
600New |
$177K - $209K
|
600
$296K
|
|
|
Jul 18, 2023
Q2 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
600New |
$177K - $209K
|
600
$296K
|
|
|
Jul 14, 2023
Q2 2023
|
Cullinan Associates Inc
|
BUY
|
- |
600New |
$177K - $209K
|
600
$296K
|
|
|
Jul 12, 2023
Q2 2023
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
600New |
$177K - $209K
|
600
$296K
|
|
|
Aug 01, 2023
Q2 2023
|
Monarch Capital Management Inc
|
BUY
|
- |
600New |
$177K - $209K
|
600
$296K
|
|
|
Aug 09, 2023
Q2 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
600New |
$177K - $209K
|
600
$296K
|
|
|
Jul 31, 2023
Q2 2023
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
600New |
$177K - $209K
|
600
$296K
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
BUY
|
- |
597New |
$177K - $208K
|
597
$295K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
596New |
$176K - $208K
|
596
$294K
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
595+ 1.45% |
$176K - $207K
|
41.6K
$20.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
592+ 17.51% |
$175K - $206K
|
3.97K
$1.96M
|
|
|
Jul 13, 2023
Q2 2023
|
Gateway Investment Advisers LLC
|
BUY
|
- |
588New |
$174K - $205K
|
588
$290K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
587New |
$174K - $204K
|
587
$290K
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
581+ 56.96% |
$172K - $202K
|
1.6K
$790K
|
|
|
Jul 27, 2023
Q2 2023
|
Empirical Finance, LLC
|
BUY
|
- |
577+ 13.0% |
$171K - $201K
|
5.01K
$2.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
560+ 10.5% |
$166K - $195K
|
5.89K
$2.91M
|
|
|
Aug 04, 2023
Q2 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
550+ 3.94% |
$163K - $192K
|
14.5K
$7.16M
|
|
|
Jul 10, 2023
Q2 2023
|
Sarasin & Partners LLP
|
BUY
|
- |
490+ 0.14% |
$145K - $171K
|
360K
$177M
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
483+ 18.35% |
$143K - $168K
|
3.12K
$1.54M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
478+ 197.52% |
$141K - $166K
|
720
$355K
|
|
|
Jul 19, 2023
Q2 2023
|
Quilter PLC
|
BUY
|
- |
460New |
$136K - $160K
|
460
$227K
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
458+ 7.42% |
$135K - $160K
|
6.63K
$3.27M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
442+ 7.4% |
$131K - $154K
|
6.41K
$3.17M
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
433+ 34.7% |
$128K - $151K
|
1.68K
$830K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
418+ 0.53% |
$124K - $146K
|
80K
$39.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
408+ 3.1% |
$121K - $142K
|
13.6K
$6.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
408+ 0.78% |
$121K - $142K
|
52.7K
$26M
|
|
|
Aug 03, 2023
Q2 2023
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
400+ 1.3% |
$118K - $139K
|
31.1K
$15.4M
|
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
400+ 5.49% |
$118K - $139K
|
7.69K
$3.8M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
399+ 54.73% |
$118K - $139K
|
1.13K
$557K
|
|
|
Jul 27, 2023
Q2 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
398+ 20.22% |
$118K - $139K
|
2.37K
$1.17M
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
377+ 3.03% |
$111K - $131K
|
12.8K
$6.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
375+ 4.23% |
$111K - $131K
|
9.25K
$4.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
365+ 7.81% |
$108K - $127K
|
5.04K
$2.49M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
359+ 4.87% |
$106K - $125K
|
7.74K
$3.82M
|
|
|
Jul 24, 2023
Q2 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
350+ 50.0% |
$103K - $122K
|
1.05K
$518K
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
350+ 6.52% |
$103K - $122K
|
5.71K
$2.82M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
348New |
$103K - $121K
|
348
$172K
|