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
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
108+ 58.7% |
$31.9K - $37.6K
|
292
$144K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
107+ 50.23% |
$31.6K - $37.3K
|
320
$158K
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
BUY
|
- |
105+ 5.2% |
$31K - $36.6K
|
2.12K
$1.05M
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
103+ 5.48% |
$30.5K - $35.9K
|
1.98K
$978K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
100+ 11.55% |
$29.6K - $34.8K
|
966
$477K
|
|
|
Aug 01, 2023
Q2 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
100+ 10.0% |
$29.6K - $34.8K
|
1.1K
$543K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
99+ 2.73% |
$29.3K - $34.5K
|
3.73K
$1.84M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
98+ 120.99% |
$29K - $34.1K
|
179
$88.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
97+ 14.43% |
$28.7K - $33.8K
|
769
$380K
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
BUY
|
- |
95+ 2.35% |
$28.1K - $33.1K
|
4.14K
$2.04M
|
|
|
Aug 04, 2023
Q2 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
88+ 2.86% |
$26K - $30.7K
|
3.17K
$1.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
86+ 1.56% |
$25.4K - $30K
|
5.59K
$2.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
85+ 10.84% |
$25.1K - $29.6K
|
869
$429K
|
|
|
Aug 11, 2023
Q2 2023
|
Alapocas Investment Partners, Inc.
Beverly, MA |
BUY
|
- |
81+ 0.36% |
$23.9K - $28.2K
|
22.3K
$11M
|
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
81New |
$23.9K - $28.2K
|
81
$40K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
80+ 2.38% |
$23.7K - $27.9K
|
3.44K
$1.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
78New |
$23.1K - $27.2K
|
78
$38.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
73+ 17.46% |
$21.6K - $25.4K
|
491
$242K
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis
Paris, I0 |
BUY
|
- |
73New |
$21.6K - $25.4K
|
73
$36K
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
BUY
|
- |
73+ 1.1% |
$21.6K - $25.4K
|
6.71K
$3.31M
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
71+ 0.12% |
$21K - $24.7K
|
59.4K
$29.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
BUY
|
- |
69+ 143.75% |
$20.4K - $24K
|
117
$57.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
67+ 5.39% |
$19.8K - $23.3K
|
1.31K
$647K
|
|
|
Jul 25, 2023
Q2 2023
|
Monte Financial Group, LLC
|
BUY
|
- |
65+ 2.27% |
$19.2K - $22.6K
|
2.93K
$1.45M
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
59+ 1.05% |
$17.4K - $20.6K
|
5.67K
$2.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
59+ 4.36% |
$17.4K - $20.6K
|
1.41K
$697K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
58+ 1.07% |
$17.1K - $20.2K
|
5.48K
$2.7M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
58+ 1.57% |
$17.1K - $20.2K
|
3.76K
$1.85M
|
|
|
Aug 10, 2023
Q2 2023
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
57+ 8.92% |
$16.9K - $19.9K
|
696
$344K
|
|
|
Jul 25, 2023
Q2 2023
|
Dock Street Asset Management Inc
|
BUY
|
- |
54+ 0.24% |
$16K - $18.8K
|
23K
$11.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
53+ 6.55% |
$15.7K - $18.5K
|
862
$426K
|
|
|
Aug 11, 2023
Q2 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
50+ 3.32% |
$14.8K - $17.4K
|
1.56K
$768K
|
|
|
Aug 09, 2023
Q2 2023
|
Slow Capital, Inc.
|
BUY
|
- |
47+ 0.65% |
$13.9K - $16.4K
|
7.27K
$3.59M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
46+ 3.79% |
$13.6K - $16K
|
1.26K
$623K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
46New |
$13.6K - $16K
|
46
$22.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
44New |
$13K - $15.3K
|
44
$21.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
41+ 4100.0% |
$12.1K - $14.3K
|
42
$20.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
40+ 5.74% |
$11.8K - $13.9K
|
737
$364K
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
40+ 4.45% |
$11.8K - $13.9K
|
939
$464K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
39+ 2.67% |
$11.5K - $13.6K
|
1.5K
$740K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
37+ 1.58% |
$10.9K - $12.9K
|
2.39K
$1.18M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
37+ 3.55% |
$10.9K - $12.9K
|
1.08K
$533K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
35+ 4.4% |
$10.3K - $12.2K
|
831
$410K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
33+ 2.66% |
$9.76K - $11.5K
|
1.27K
$629K
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
30+ 1.12% |
$8.87K - $10.4K
|
2.71K
$1.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
30New |
$8.87K - $10.4K
|
30
$14.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
BUY
|
- |
30+ 0.28% |
$8.87K - $10.4K
|
10.8K
$5.35M
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
30+ 3.77% |
$8.87K - $10.4K
|
825
$407K
|
|
|
Sep 13, 2023
Q2 2023
|
Ims Capital Management
|
BUY
|
- |
30+ 0.7% |
$8.87K - $10.4K
|
4.31K
$2.13M
|
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
30+ 1.19% |
$8.87K - $10.4K
|
2.56K
$1.26M
|