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 03, 2023
Q2 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
345+ 47.07% |
$102K - $120K
|
1.08K
$532K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
342+ 2.0% |
$101K - $119K
|
17.4K
$8.6M
|
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
332+ 55.8% |
$98.2K - $116K
|
927
$458K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
327+ 436.0% |
$96.7K - $114K
|
402
$198K
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
321+ 48.56% |
$94.9K - $112K
|
982
$485K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
311+ 25.66% |
$92K - $108K
|
1.52K
$752K
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
300+ 2.87% |
$88.7K - $104K
|
10.8K
$5.31M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
289+ 44.05% |
$85.4K - $101K
|
945
$467K
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
280+ 11.39% |
$82.8K - $97.5K
|
2.74K
$1.35M
|
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
277+ 36.5% |
$81.9K - $96.5K
|
1.04K
$511K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
268+ 28.63% |
$79.2K - $93.3K
|
1.2K
$594K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
262+ 7.93% |
$77.5K - $91.3K
|
3.57K
$1.76M
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
257+ 2.55% |
$76K - $89.5K
|
10.3K
$5.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
254+ 28.38% |
$75.1K - $88.5K
|
1.15K
$567K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
253+ 6.93% |
$74.8K - $88.1K
|
3.9K
$1.93M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
251+ 6.88% |
$74.2K - $87.4K
|
3.9K
$1.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
243+ 11.72% |
$71.8K - $84.6K
|
2.32K
$1.14M
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
237New |
$70.1K - $82.5K
|
237
$117K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
231+ 1.85% |
$68.3K - $80.5K
|
12.7K
$6.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
228+ 27.47% |
$67.4K - $79.4K
|
1.06K
$522K
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
226+ 7.82% |
$66.8K - $78.7K
|
3.12K
$1.54M
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
223+ 21.57% |
$65.9K - $77.7K
|
1.26K
$621K
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
199+ 0.91% |
$58.8K - $69.3K
|
22.2K
$10.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
197+ 7.5% |
$58.2K - $68.6K
|
2.82K
$1.39M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
187+ 6.77% |
$55.3K - $65.1K
|
2.95K
$1.46M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
183+ 0.12% |
$54.1K - $63.7K
|
156K
$77.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
175+ 13.08% |
$51.7K - $61K
|
1.51K
$747K
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
BUY
|
- |
162+ 0.42% |
$47.9K - $56.4K
|
38.5K
$19M
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
155New |
$45.8K - $54K
|
155
$76.5K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
154+ 8.62% |
$45.5K - $53.6K
|
1.94K
$958K
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
153+ 0.68% |
$45.2K - $53.3K
|
22.7K
$11.2M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
152New |
$44.9K - $52.9K
|
152
$75K
|
|
|
Aug 11, 2023
Q2 2023
|
1623 Capital LLC
Alexandria, VA |
BUY
|
- |
150+ 0.79% |
$44.3K - $52.2K
|
19.2K
$9.46M
|
|
|
Aug 07, 2023
Q2 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
150+ 11.54% |
$44.3K - $52.2K
|
1.45K
$716K
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
147+ 5.52% |
$43.5K - $51.2K
|
2.81K
$1.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
143+ 7.48% |
$42.3K - $49.8K
|
2.05K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
137+ 0.71% |
$40.5K - $47.7K
|
19.5K
$9.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
135+ 13.38% |
$39.9K - $47K
|
1.14K
$565K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
134+ 4.15% |
$39.6K - $46.7K
|
3.36K
$1.66M
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
131New |
$38.7K - $45.6K
|
131
$64.7K
|
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
125+ 0.85% |
$37K - $43.5K
|
14.9K
$7.34M
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
124+ 11.32% |
$36.7K - $43.2K
|
1.22K
$602K
|
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
121+ 0.65% |
$35.8K - $42.1K
|
18.7K
$9.22M
|
|
|
Jul 20, 2023
Q2 2023
|
Value Partners Investments Inc.
|
BUY
|
- |
118+ 3.69% |
$34.9K - $41.1K
|
3.32K
$1.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
118+ 6.17% |
$34.9K - $41.1K
|
2.03K
$1M
|
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
118+ 15.65% |
$34.9K - $41.1K
|
872
$430K
|
|
|
Jul 12, 2023
Q2 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
115+ 0.98% |
$34K - $40.1K
|
11.9K
$5.87M
|
|
|
Aug 07, 2023
Q2 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
114+ 4.55% |
$33.7K - $39.7K
|
2.62K
$1.29M
|
|
|
Jul 07, 2023
Q2 2023
|
Crestmont Private Wealth LLC
|
BUY
|
- |
111+ 10.94% |
$32.8K - $38.7K
|
1.13K
$556K
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
108+ 6.02% |
$31.9K - $37.6K
|
1.9K
$939K
|