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 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
30+ 3.77% |
$8.87K - $10.4K
|
825
$414K
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
BUY
|
- |
30+ 0.28% |
$8.87K - $10.4K
|
10.8K
$5.44M
|
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
30+ 1.19% |
$8.87K - $10.4K
|
2.56K
$1.28M
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
29+ 0.78% |
$8.57K - $10.1K
|
3.73K
$1.87M
|
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
29+ 1.4% |
$8.57K - $10.1K
|
2.1K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
28+ 0.43% |
$8.28K - $9.75K
|
6.61K
$3.32M
|
|
|
Aug 09, 2023
Q2 2023
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
28+ 1.54% |
$8.28K - $9.75K
|
1.85K
$929K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
26+ 1.49% |
$7.69K - $9.06K
|
1.77K
$890K
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
26+ 0.45% |
$7.69K - $9.06K
|
5.83K
$2.93M
|
|
|
Apr 01, 2024
Q2 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
25+ 1.15% |
$7.39K - $8.71K
|
2.2K
$1.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
25+ 0.97% |
$7.39K - $8.71K
|
2.59K
$1.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Versor Investments LP
|
BUY
|
- |
24+ 2.07% |
$7.1K - $8.36K
|
1.18K
$594K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
24+ 0.48% |
$7.1K - $8.36K
|
4.98K
$2.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
23+ 0.71% |
$6.8K - $8.01K
|
3.27K
$1.64M
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
22+ 1.51% |
$6.5K - $7.66K
|
1.48K
$743K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
22+ 0.64% |
$6.5K - $7.66K
|
3.49K
$1.75M
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
21+ 0.97% |
$6.21K - $7.31K
|
2.18K
$1.09M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
20+ 3.35% |
$5.91K - $6.97K
|
617
$310K
|
|
|
Jul 31, 2023
Q2 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
19+ 0.41% |
$5.62K - $6.62K
|
4.67K
$2.35M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
19+ 0.8% |
$5.62K - $6.62K
|
2.4K
$1.21M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
19+ 2.77% |
$5.62K - $6.62K
|
705
$354K
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
19New |
$5.62K - $6.62K
|
19
$9.55K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
19+ 1.48% |
$5.62K - $6.62K
|
1.31K
$656K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
17+ 6.07% |
$5.03K - $5.92K
|
297
$149K
|
|
|
Apr 09, 2024
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
17+ 1.83% |
$5.03K - $5.92K
|
947
$476K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
17New |
$5.03K - $5.92K
|
17
$8.54K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
17+ 2.33% |
$5.03K - $5.92K
|
747
$375K
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
16+ 0.46% |
$4.73K - $5.57K
|
3.48K
$1.75M
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
16+ 0.46% |
$4.73K - $5.57K
|
3.48K
$1.75M
|
|
|
Jul 13, 2023
Q2 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
16+ 1.9% |
$4.73K - $5.57K
|
856
$430K
|
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
BUY
|
- |
15+ 1.5% |
$4.43K - $5.22K
|
1.02K
$510K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
15New |
$4.43K - $5.22K
|
15
$7.54K
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
15New |
$4.43K - $5.22K
|
15
$7.54K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
15New |
$4.43K - $5.22K
|
15
$7.54K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
14+ 0.47% |
$4.14K - $4.88K
|
2.98K
$1.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
13+ 0.53% |
$3.84K - $4.53K
|
2.46K
$1.24M
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
13+ 54.17% |
$3.84K - $4.53K
|
37
$18.6K
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
13New |
$3.84K - $4.53K
|
13
$6.53K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
13+ 0.7% |
$3.84K - $4.53K
|
1.88K
$944K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
12New |
$3.55K - $4.18K
|
12
$6.03K
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
12+ 0.62% |
$3.55K - $4.18K
|
1.96K
$984K
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
11+ 1.47% |
$3.25K - $3.83K
|
758
$381K
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
10+ 0.61% |
$2.96K - $3.48K
|
1.64K
$823K
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
BUY
|
- |
10+ 11.76% |
$2.96K - $3.48K
|
95
$47.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
10+ 0.39% |
$2.96K - $3.48K
|
2.58K
$1.3M
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
8+ 32.0% |
$2.37K - $2.79K
|
33
$16.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
8+ 0.69% |
$2.37K - $2.79K
|
1.16K
$584K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
8New |
$2.37K - $2.79K
|
8
$4.02K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
8+ 1.18% |
$2.37K - $2.79K
|
686
$345K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
7+ 77.78% |
$2.07K - $2.44K
|
16
$8.04K
|