Purchases and Sales Made in Q3 2023 in Moodys Corp (MCO)
This table provides information about the institutional ownership of Moodys Corp (MCO) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-10- 7.19% |
$3.15K - $3.62K
|
129
$63.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-11- 9.4% |
$3.46K - $3.98K
|
106
$52.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-11- 5.39% |
$3.46K - $3.98K
|
193
$95.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-11- 8.09% |
$3.46K - $3.98K
|
125
$61.8K
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-12- 0.7% |
$3.77K - $4.34K
|
1.69K
$837K
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-12- 0.36% |
$3.77K - $4.34K
|
3.31K
$1.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-12- 1.47% |
$3.77K - $4.34K
|
805
$398K
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-13- 1.64% |
$4.09K - $4.7K
|
780
$386K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-14- 0.12% |
$4.4K - $5.06K
|
11.5K
$5.71M
|
|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-14- 0.25% |
$4.4K - $5.06K
|
5.5K
$2.72M
|
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
SELL
|
- |
-15- 1.95% |
$4.72K - $5.43K
|
755
$374K
|
|
|
Oct 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-15- 1.16% |
$4.72K - $5.43K
|
1.28K
$633K
|
|
|
Nov 08, 2023
Q3 2023
|
Connable Office Inc
|
SELL
|
- |
-17- 0.2% |
$5.35K - $6.15K
|
8.49K
$4.2M
|
|
|
Nov 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-18- 0.91% |
$5.66K - $6.51K
|
1.96K
$971K
|
|
|
Oct 18, 2023
Q3 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-19- 0.04% |
$5.98K - $6.87K
|
52.8K
$26.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-20- 0.81% |
$6.29K - $7.23K
|
2.46K
$1.22M
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-20- 0.5% |
$6.29K - $7.23K
|
3.98K
$1.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-21- 2.55% |
$6.6K - $7.6K
|
804
$398K
|
|
|
Oct 11, 2023
Q3 2023
|
Tributary Capital Management, LLC
|
SELL
|
- |
-25- 2.19% |
$7.86K - $9.04K
|
1.12K
$552K
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-26- 3.51% |
$8.18K - $9.4K
|
715
$354K
|
|
|
Nov 09, 2023
Q3 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-26- 0.7% |
$8.18K - $9.4K
|
3.7K
$1.83M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-30- 2.0% |
$9.44K - $10.9K
|
1.47K
$726K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-32- 1.24% |
$10.1K - $11.6K
|
2.55K
$1.26M
|
|
|
Nov 03, 2023
Q3 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-33- 1.28% |
$10.4K - $11.9K
|
2.54K
$1.26M
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-33- 75.0% |
$10.4K - $11.9K
|
11
$5.44K
|
|
|
Oct 31, 2023
Q3 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-35- 0.41% |
$11K - $12.7K
|
8.47K
$4.19M
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-35- 2.78% |
$11K - $12.7K
|
1.23K
$607K
|
|
|
Nov 14, 2023
Q3 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-37- 0.48% |
$11.6K - $13.4K
|
7.74K
$3.83M
|
|
|
Nov 14, 2023
Q3 2023
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-39- 0.23% |
$12.3K - $14.1K
|
17K
$8.41M
|
|
|
Oct 13, 2023
Q3 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-39- 0.14% |
$12.3K - $14.1K
|
28.4K
$14M
|
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
SELL
|
- |
-40- 3.94% |
$12.6K - $14.5K
|
975
$482K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-42- 1.71% |
$13.2K - $15.2K
|
2.42K
$1.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-44- 4.66% |
$13.8K - $15.9K
|
901
$446K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-48- 0.51% |
$15.1K - $17.4K
|
9.45K
$4.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-49- 4.28% |
$15.4K - $17.7K
|
1.1K
$542K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-51- 3.65% |
$16K - $18.4K
|
1.35K
$666K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-51- 2.72% |
$16K - $18.4K
|
1.82K
$901K
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-51- 6.58% |
$16K - $18.4K
|
724
$358K
|
|
|
Nov 14, 2023
Q3 2023
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
SELL
|
- |
-52- 23.11% |
$16.4K - $18.8K
|
173
$85.6K
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-52- 3.97% |
$16.4K - $18.8K
|
1.26K
$623K
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-52- 1.55% |
$16.4K - $18.8K
|
3.31K
$1.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-53- 2.43% |
$16.7K - $19.2K
|
2.13K
$1.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-59- 5.85% |
$18.6K - $21.3K
|
949
$470K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-60- 2.5% |
$18.9K - $21.7K
|
2.34K
$1.16M
|
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-65- 0.95% |
$20.4K - $23.5K
|
6.75K
$3.34M
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
SELL
|
- |
-65- 1.86% |
$20.4K - $23.5K
|
3.43K
$1.69M
|
|
|
Oct 10, 2023
Q3 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-66- 0.53% |
$20.8K - $23.9K
|
12.3K
$6.09M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-69- 3.28% |
$21.7K - $25K
|
2.04K
$1.01M
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-70- 0.97% |
$22K - $25.3K
|
7.18K
$3.55M
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-71- 0.1% |
$22.3K - $25.7K
|
70.7K
$35M
|