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 09, 2023
Q3 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
416New |
$131K - $150K
|
416
$207K
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
407+ 2142.11% |
$128K - $147K
|
426
$212K
|
|
Nov 14, 2023
Q3 2023
|
Bowie Capital Management, LLC
Richardson, TX |
BUY
|
- |
391+ 0.39% |
$123K - $141K
|
99.6K
$49.6M
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
384+ 12.33% |
$121K - $139K
|
3.5K
$1.74M
|
|
Nov 03, 2023
Q3 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
383+ 12.09% |
$120K - $139K
|
3.55K
$1.77M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
376+ 2.11% |
$118K - $136K
|
18.2K
$9.04M
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
373+ 19.22% |
$117K - $135K
|
2.31K
$1.15M
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
BUY
|
- |
370+ 5.52% |
$116K - $134K
|
7.08K
$3.52M
|
|
Nov 06, 2023
Q3 2023
|
Alapocas Investment Partners, Inc.
Beverly, MA |
BUY
|
- |
370+ 1.66% |
$116K - $134K
|
22.7K
$11.3M
|
|
Oct 19, 2023
Q3 2023
|
Slow Capital, Inc.
|
BUY
|
- |
367+ 5.05% |
$115K - $133K
|
7.64K
$3.8M
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
356+ 6.72% |
$112K - $129K
|
5.66K
$2.81M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
350+ 6.23% |
$110K - $127K
|
5.97K
$2.97M
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
350+ 3.46% |
$110K - $127K
|
10.5K
$5.21M
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
350+ 0.5% |
$110K - $127K
|
69.8K
$34.7M
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
341+ 5.79% |
$107K - $123K
|
6.23K
$3.1M
|
|
Nov 14, 2023
Q3 2023
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
328+ 0.34% |
$103K - $119K
|
98K
$48.8M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
322+ 8.08% |
$101K - $116K
|
4.31K
$2.14M
|
|
Nov 14, 2023
Q3 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
321+ 45.99% |
$101K - $116K
|
1.02K
$507K
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
314+ 24.98% |
$98.8K - $114K
|
1.57K
$782K
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
312+ 1.19% |
$98.1K - $113K
|
26.4K
$13.2M
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
310+ 38.75% |
$97.5K - $112K
|
1.11K
$552K
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
308+ 5.6% |
$96.9K - $111K
|
5.81K
$2.89M
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
307+ 4.65% |
$96.6K - $111K
|
6.92K
$3.44M
|
|
Oct 31, 2023
Q3 2023
|
Unigestion Holding Sa
|
BUY
|
- |
301+ 15.45% |
$94.7K - $109K
|
2.25K
$1.12M
|
|
Nov 08, 2023
Q3 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
300+ 20.69% |
$94.4K - $109K
|
1.75K
$871K
|
|
Oct 19, 2023
Q3 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
287+ 0.64% |
$90.3K - $104K
|
44.8K
$22.3M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
271+ 0.65% |
$85.2K - $98K
|
41.6K
$20.7M
|
|
Oct 23, 2023
Q3 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
269+ 2.68% |
$84.6K - $97.3K
|
10.3K
$5.13M
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
264+ 4.69% |
$83K - $95.5K
|
5.89K
$2.93M
|
|
Oct 26, 2023
Q3 2023
|
Value Partners Investments Inc.
|
BUY
|
- |
261+ 7.87% |
$82.1K - $94.4K
|
3.58K
$1.78M
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
260+ 13.12% |
$81.8K - $94K
|
2.24K
$1.11M
|
|
Nov 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
259+ 2.74% |
$81.5K - $93.7K
|
9.72K
$4.84M
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
258New |
$81.1K - $93.3K
|
258
$128K
|
|
Nov 09, 2023
Q3 2023
|
Tredje Ap Fonden
|
BUY
|
- |
250+ 2.09% |
$78.6K - $90.4K
|
12.2K
$6.06M
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
249+ 1.83% |
$78.3K - $90.1K
|
13.8K
$6.88M
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
243+ 7.77% |
$76.4K - $87.9K
|
3.37K
$1.68M
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
239+ 1.0% |
$75.2K - $86.4K
|
24.1K
$12M
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
237+ 1.79% |
$74.5K - $85.7K
|
13.5K
$6.72M
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
230+ 23000.0% |
$72.3K - $83.2K
|
231
$115K
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
230+ 14.26% |
$72.3K - $83.2K
|
1.84K
$917K
|
|
Nov 06, 2023
Q3 2023
|
Versor Investments LP
|
BUY
|
- |
226+ 19.1% |
$71.1K - $81.7K
|
1.41K
$701K
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
225+ 8.22% |
$70.8K - $81.4K
|
2.96K
$1.47M
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
217New |
$68.2K - $78.5K
|
217
$108K
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
210+ 12.82% |
$66K - $76K
|
1.85K
$919K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
209+ 2.69% |
$65.7K - $75.6K
|
7.98K
$3.97M
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
204+ 9.93% |
$64.2K - $73.8K
|
2.26K
$1.12M
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
200New |
$62.9K - $72.3K
|
200
$99.5K
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
BUY
|
- |
200+ 12.62% |
$62.9K - $72.3K
|
1.79K
$888K
|
|
Nov 14, 2023
Q3 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
199+ 22.11% |
$62.6K - $72K
|
1.1K
$547K
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
196+ 10.3% |
$61.6K - $70.9K
|
2.1K
$1.04M
|