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 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
24+ 2.34% |
$7.55K - $8.68K
|
1.05K
$526K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
23+ 23.0% |
$7.23K - $8.32K
|
123
$61.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Ghe, LLC
|
BUY
|
- |
22+ 0.14% |
$6.92K - $7.96K
|
16.2K
$8.14M
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
22+ 2.02% |
$6.92K - $7.96K
|
1.11K
$557K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
22+ 0.75% |
$6.92K - $7.96K
|
2.97K
$1.49M
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
21+ 0.56% |
$6.6K - $7.6K
|
3.75K
$1.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
21+ 0.35% |
$6.6K - $7.6K
|
6.03K
$3.03M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
21+ 0.3% |
$6.6K - $7.6K
|
6.91K
$3.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
21+ 0.23% |
$6.6K - $7.6K
|
9.27K
$4.65M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
20+ 0.7% |
$6.29K - $7.23K
|
2.87K
$1.44M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
20+ 2.39% |
$6.29K - $7.23K
|
857
$431K
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
19+ 2.5% |
$5.98K - $6.87K
|
778
$391K
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
18+ 2.25% |
$5.66K - $6.51K
|
819
$411K
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
18+ 1.7% |
$5.66K - $6.51K
|
1.07K
$540K
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
18+ 1.59% |
$5.66K - $6.51K
|
1.15K
$577K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
17+ 2.48% |
$5.35K - $6.15K
|
703
$353K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
17+ 36.96% |
$5.35K - $6.15K
|
63
$31.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
17+ 1.02% |
$5.35K - $6.15K
|
1.68K
$842K
|
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
16+ 2.09% |
$5.03K - $5.79K
|
781
$392K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
16+ 2.13% |
$5.03K - $5.79K
|
767
$385K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
15New |
$4.72K - $5.43K
|
15
$7.54K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
15+ 38.46% |
$4.72K - $5.43K
|
54
$27.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
14+ 1.3% |
$4.4K - $5.06K
|
1.09K
$547K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
13+ 4.38% |
$4.09K - $4.7K
|
310
$156K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
12+ 80.0% |
$3.77K - $4.34K
|
27
$13.6K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
12+ 0.21% |
$3.77K - $4.34K
|
5.84K
$2.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
12+ 0.59% |
$3.77K - $4.34K
|
2.04K
$1.03M
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
11+ 0.46% |
$3.46K - $3.98K
|
2.4K
$1.2M
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
10+ 3.17% |
$3.15K - $3.62K
|
325
$163K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
10+ 2.09% |
$3.15K - $3.62K
|
488
$245K
|
|
|
Oct 31, 2023
Q3 2023
|
Tobam
|
BUY
|
- |
10New |
$3.15K - $3.62K
|
10
$5.02K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
10+ 3.17% |
$3.15K - $3.62K
|
325
$163K
|
|
|
Oct 24, 2023
Q3 2023
|
Monte Financial Group, LLC
|
BUY
|
- |
9+ 0.31% |
$2.83K - $3.26K
|
2.94K
$1.48M
|
|
|
Oct 24, 2023
Q3 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
9+ 1.07% |
$2.83K - $3.26K
|
854
$429K
|
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
7+ 0.27% |
$2.2K - $2.53K
|
2.56K
$1.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7+ 0.07% |
$2.2K - $2.53K
|
9.45K
$4.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
7+ 0.5% |
$2.2K - $2.53K
|
1.4K
$701K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7+ 0.4% |
$2.2K - $2.53K
|
1.78K
$894K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
7New |
$2.2K - $2.53K
|
7
$3.52K
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
BUY
|
- |
6+ 0.15% |
$1.89K - $2.17K
|
4.14K
$2.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
6+ 4.69% |
$1.89K - $2.17K
|
134
$67.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
6+ 0.76% |
$1.89K - $2.17K
|
794
$399K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
6+ 24.0% |
$1.89K - $2.17K
|
31
$15.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
6+ 0.37% |
$1.89K - $2.17K
|
1.61K
$807K
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
6+ 0.39% |
$1.89K - $2.17K
|
1.55K
$780K
|
|
|
Oct 13, 2023
Q3 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
6+ 0.7% |
$1.89K - $2.17K
|
862
$433K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
5+ 0.1% |
$1.57K - $1.81K
|
4.98K
$2.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
5+ 1.18% |
$1.57K - $1.81K
|
429
$216K
|
|
|
Oct 10, 2023
Q3 2023
|
Ims Capital Management
|
BUY
|
- |
5+ 0.12% |
$1.57K - $1.81K
|
4.32K
$2.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
4+ 0.09% |
$1.26K - $1.45K
|
4.23K
$2.12M
|