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 |
---|---|---|---|---|---|---|---|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-265- 27.04% |
$83.3K - $95.9K
|
715
$356K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-270- 4.21% |
$84.9K - $97.7K
|
6.14K
$3.06M
|
|
Nov 06, 2023
Q3 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-275- 6.06% |
$86.5K - $99.5K
|
4.26K
$2.12M
|
|
Nov 14, 2023
Q3 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-284- 7.3% |
$89.3K - $103K
|
3.61K
$1.79M
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
SELL
|
- |
-292- 65.62% |
$91.8K - $106K
|
153
$76.1K
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-294- 7.83% |
$92.5K - $106K
|
3.46K
$1.72M
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-300- 10.71% |
$94.4K - $109K
|
2.5K
$1.24M
|
|
Oct 10, 2023
Q3 2023
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-300- 5.18% |
$94.4K - $109K
|
5.49K
$2.73M
|
|
Nov 08, 2023
Q3 2023
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-300- 54.55% |
$94.4K - $109K
|
250
$124K
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-311- 0.09% |
$97.8K - $112K
|
329K
$164M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-312- 2.84% |
$98.1K - $113K
|
10.7K
$5.31M
|
|
Oct 16, 2023
Q3 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-313- 2.83% |
$98.4K - $113K
|
10.7K
$5.35M
|
|
Nov 13, 2023
Q3 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-313- 0.79% |
$98.4K - $113K
|
39.2K
$19.5M
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-318- 8.15% |
$100K - $115K
|
3.58K
$1.78M
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-319- 8.18% |
$100K - $115K
|
3.58K
$1.78M
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-320- 14.55% |
$101K - $116K
|
1.88K
$935K
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-322- 1.35% |
$101K - $116K
|
23.5K
$11.7M
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-323- 6.39% |
$102K - $117K
|
4.73K
$2.35M
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-333- 28.66% |
$105K - $120K
|
829
$412K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-333- 17.71% |
$105K - $120K
|
1.55K
$770K
|
|
Oct 23, 2023
Q3 2023
|
Carderock Capital Management Inc
|
SELL
|
- |
-348- 2.37% |
$109K - $126K
|
14.4K
$7.15M
|
|
Nov 14, 2023
Q3 2023
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-348- 0.19% |
$109K - $126K
|
182K
$90.7M
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-348- 5.06% |
$109K - $126K
|
6.53K
$3.25M
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-348Closed |
$109K - $126K
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-368- 0.73% |
$116K - $133K
|
50.2K
$25M
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-375- 93.28% |
$118K - $136K
|
27
$13.4K
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-376- 0.11% |
$118K - $136K
|
327K
$163M
|
|
Oct 19, 2023
Q3 2023
|
Progressive Investment Management Corp
|
SELL
|
- |
-385- 1.02% |
$121K - $139K
|
37.4K
$18.6M
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-394- 0.71% |
$124K - $143K
|
55.3K
$27.5M
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
SELL
|
- |
-402- 0.85% |
$126K - $145K
|
46.7K
$23.3M
|
|
Oct 10, 2023
Q3 2023
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-403- 3.99% |
$127K - $146K
|
9.7K
$4.83M
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-440- 10.2% |
$138K - $159K
|
3.87K
$1.93M
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-456- 0.77% |
$143K - $165K
|
59K
$29.3M
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-472- 14.03% |
$148K - $171K
|
2.89K
$1.44M
|
|
Oct 30, 2023
Q3 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-474- 1.76% |
$149K - $171K
|
26.4K
$13.1M
|
|
Nov 02, 2023
Q3 2023
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-485- 0.79% |
$153K - $175K
|
60.9K
$30.3M
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-489- 8.92% |
$154K - $177K
|
5K
$2.49M
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-489- 14.21% |
$154K - $177K
|
2.95K
$1.47M
|
|
Oct 17, 2023
Q3 2023
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-500- 0.39% |
$157K - $181K
|
129K
$64.3M
|
|
Nov 08, 2023
Q3 2023
|
Xxec, Inc.
|
SELL
|
- |
-500- 2.15% |
$157K - $181K
|
22.7K
$11.3M
|
|
Nov 13, 2023
Q3 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-510- 0.14% |
$160K - $184K
|
354K
$176M
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-514- 43.05% |
$162K - $186K
|
680
$338K
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-520- 0.92% |
$164K - $188K
|
55.8K
$27.7M
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-538- 19.82% |
$169K - $195K
|
2.18K
$1.08M
|
|
Nov 07, 2023
Q3 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-540- 31.41% |
$170K - $195K
|
1.18K
$587K
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-540- 6.47% |
$170K - $195K
|
7.81K
$3.88M
|
|
Nov 14, 2023
Q3 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-546- 9.26% |
$172K - $197K
|
5.35K
$2.66M
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-552- 9.24% |
$174K - $200K
|
5.42K
$2.7M
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-574- 8.66% |
$181K - $208K
|
6.05K
$3.01M
|
|
Nov 09, 2023
Q3 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-614- 2.7% |
$193K - $222K
|
22.1K
$11M
|