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 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
67+ 10.86% |
$21.1K - $24.2K
|
684
$321K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
66+ 11.24% |
$20.8K - $23.9K
|
653
$306K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
63+ 48.09% |
$19.8K - $22.8K
|
194
$91K
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
62+ 0.75% |
$19.5K - $22.4K
|
8.33K
$3.91M
|
|
|
Oct 19, 2023
Q3 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
62+ 3.24% |
$19.5K - $22.4K
|
1.97K
$926K
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
61+ 75.31% |
$19.2K - $22.1K
|
142
$66.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
61New |
$19.2K - $22.1K
|
61
$28.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
60+ 0.22% |
$18.9K - $21.7K
|
27.3K
$12.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
60+ 0.5% |
$18.9K - $21.7K
|
12.1K
$5.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
60+ 1.89% |
$18.9K - $21.7K
|
3.24K
$1.52M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
59+ 0.36% |
$18.6K - $21.3K
|
16.5K
$7.76M
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
59+ 0.15% |
$18.6K - $21.3K
|
40.2K
$18.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
59+ 85.51% |
$18.6K - $21.3K
|
128
$60.1K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
57+ 87.69% |
$17.9K - $20.6K
|
122
$57.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
57+ 18.94% |
$17.9K - $20.6K
|
358
$168K
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
57+ 3.24% |
$17.9K - $20.6K
|
1.82K
$852K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
55New |
$17.3K - $19.9K
|
55
$25.8K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
55+ 23.21% |
$17.3K - $19.9K
|
292
$137K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
54+ 0.07% |
$17K - $19.5K
|
80K
$37.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
51+ 5.85% |
$16K - $18.4K
|
923
$433K
|
|
|
Nov 13, 2023
Q3 2023
|
1623 Capital LLC
Alexandria, VA |
BUY
|
- |
50+ 0.26% |
$15.7K - $18.1K
|
19.2K
$9.01M
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
BUY
|
- |
50New |
$15.7K - $18.1K
|
50
$23.5K
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
49+ 1.88% |
$15.4K - $17.7K
|
2.65K
$1.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
48+ 0.73% |
$15.1K - $17.4K
|
6.58K
$3.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
47+ 0.63% |
$14.8K - $17K
|
7.46K
$3.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
47+ 5.41% |
$14.8K - $17K
|
916
$430K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
44+ 5.89% |
$13.8K - $15.9K
|
791
$371K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
43+ 3.98% |
$13.5K - $15.6K
|
1.12K
$527K
|
|
|
Nov 13, 2023
Q3 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
42+ 1.42% |
$13.2K - $15.2K
|
2.99K
$1.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
42+ 0.56% |
$13.2K - $15.2K
|
7.61K
$3.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
40+ 5.28% |
$12.6K - $14.5K
|
798
$374K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
40New |
$12.6K - $14.5K
|
40
$18.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
39+ 2.22% |
$12.3K - $14.1K
|
1.8K
$842K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
38+ 3.93% |
$12K - $13.7K
|
1.01K
$471K
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
37+ 1.31% |
$11.6K - $13.4K
|
2.86K
$1.34M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
36+ 2.93% |
$11.3K - $13K
|
1.26K
$593K
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
35+ 4.06% |
$11K - $12.7K
|
897
$421K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
35+ 1.24% |
$11K - $12.7K
|
2.86K
$1.34M
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
33+ 3.96% |
$10.4K - $11.9K
|
866
$406K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
33+ 3.36% |
$10.4K - $11.9K
|
1.02K
$476K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
32+ 0.86% |
$10.1K - $11.6K
|
3.76K
$1.76M
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
31+ 2.0% |
$9.75K - $11.2K
|
1.58K
$741K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
30+ 0.86% |
$9.44K - $10.9K
|
3.52K
$1.65M
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
30+ 3.61% |
$9.44K - $10.9K
|
861
$404K
|
|
|
Nov 06, 2023
Q3 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
30+ 1.15% |
$9.44K - $10.9K
|
2.65K
$1.24M
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
29+ 3.93% |
$9.12K - $10.5K
|
766
$359K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
28+ 0.73% |
$8.81K - $10.1K
|
3.89K
$1.82M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
24+ 2.34% |
$7.55K - $8.68K
|
1.05K
$492K
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
24+ 3.15% |
$7.55K - $8.68K
|
787
$369K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
23+ 23.0% |
$7.23K - $8.32K
|
123
$57.7K
|