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 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
195+ 8.94% |
$61.3K - $70.5K
|
2.38K
$1.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
189+ 21.8% |
$59.4K - $68.4K
|
1.06K
$525K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
188+ 4.28% |
$59.1K - $68K
|
4.58K
$2.28M
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
187+ 8.81% |
$58.8K - $67.6K
|
2.31K
$1.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
183+ 2.79% |
$57.6K - $66.2K
|
6.75K
$3.36M
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
179+ 1.2% |
$56.3K - $64.7K
|
15.2K
$7.54M
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
178+ 24.86% |
$56K - $64.4K
|
894
$445K
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
170+ 13.74% |
$53.5K - $61.5K
|
1.41K
$700K
|
|
|
Oct 20, 2023
Q3 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
164+ 6.93% |
$51.6K - $59.3K
|
2.53K
$1.26M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
163New |
$51.3K - $59K
|
163
$81.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
161+ 15.82% |
$50.6K - $58.2K
|
1.18K
$587K
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
156+ 6.97% |
$49.1K - $56.4K
|
2.39K
$1.19M
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
154+ 0.69% |
$48.4K - $55.7K
|
22.4K
$11.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
153+ 6.11% |
$48.1K - $55.3K
|
2.66K
$1.32M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
153New |
$48.1K - $55.3K
|
153
$76.1K
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
144+ 5.92% |
$45.3K - $52.1K
|
2.58K
$1.28M
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
144+ 1.15% |
$45.3K - $52.1K
|
12.7K
$6.3M
|
|
|
Nov 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
143+ 0.96% |
$45K - $51.7K
|
15K
$7.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
142+ 6.27% |
$44.7K - $51.4K
|
2.41K
$1.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
137+ 3.45% |
$43.1K - $49.6K
|
4.11K
$2.04M
|
|
|
Oct 19, 2023
Q3 2023
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
133+ 0.25% |
$41.8K - $48.1K
|
52.8K
$26.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
BUY
|
- |
132+ 8.92% |
$41.5K - $47.7K
|
1.61K
$802K
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
126+ 15.11% |
$39.6K - $45.6K
|
960
$478K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
122+ 10.82% |
$38.4K - $44.1K
|
1.25K
$622K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
114+ 5.43% |
$35.9K - $41.2K
|
2.21K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
113+ 4.88% |
$35.5K - $40.9K
|
2.43K
$1.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
113+ 1.68% |
$35.5K - $40.9K
|
6.86K
$3.41M
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
110New |
$34.6K - $39.8K
|
110
$54.7K
|
|
|
Oct 19, 2023
Q3 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
109+ 14.57% |
$34.3K - $39.4K
|
857
$426K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
108+ 3.51% |
$34K - $39.1K
|
3.18K
$1.58M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
107+ 3.87% |
$33.7K - $38.7K
|
2.87K
$1.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
103+ 8.01% |
$32.4K - $37.3K
|
1.39K
$691K
|
|
|
Apr 01, 2024
Q3 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
100+ 4.55% |
$31.5K - $36.2K
|
2.3K
$1.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
98+ 3.13% |
$30.8K - $35.4K
|
3.23K
$1.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
97+ 2.72% |
$30.5K - $35.1K
|
3.66K
$1.82M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
96+ 0.97% |
$30.2K - $34.7K
|
10K
$4.98M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
96+ 6.8% |
$30.2K - $34.7K
|
1.51K
$750K
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
95+ 12.53% |
$29.9K - $34.4K
|
853
$424K
|
|
|
Oct 19, 2023
Q3 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
94+ 2.01% |
$29.6K - $34K
|
4.76K
$2.37M
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
94+ 8.88% |
$29.6K - $34K
|
1.15K
$573K
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
90New |
$28.3K - $32.6K
|
90
$44.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
88+ 14.26% |
$27.7K - $31.8K
|
705
$351K
|
|
|
Oct 12, 2023
Q3 2023
|
Legato Capital Management LLC
|
BUY
|
- |
85+ 1.69% |
$26.7K - $30.7K
|
5.13K
$2.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
85+ 1.45% |
$26.7K - $30.7K
|
5.97K
$2.97M
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
80+ 1.56% |
$25.2K - $28.9K
|
5.21K
$2.59M
|
|
|
Nov 02, 2023
Q3 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
79New |
$24.8K - $28.6K
|
79
$39.3K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
78+ 2.73% |
$24.5K - $28.2K
|
2.94K
$1.46M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
73+ 5.73% |
$23K - $26.4K
|
1.35K
$670K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
72+ 3.25% |
$22.6K - $26K
|
2.29K
$1.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
71+ 1.79% |
$22.3K - $25.7K
|
4.04K
$2.01M
|