Purchases and Sales Made in Q4 2023 in Moodys Corp (MCO)
This table provides information about the institutional ownership of Moodys Corp (MCO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
13+ 1.52% |
$3.93K - $5.09K
|
870
$437K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12+ 1.84% |
$3.62K - $4.7K
|
665
$334K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
12+ 1.55% |
$3.62K - $4.7K
|
787
$395K
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
11+ 0.87% |
$3.32K - $4.31K
|
1.27K
$638K
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
11New |
$3.32K - $4.31K
|
11
$5.53K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
10New |
$3.02K - $3.92K
|
10
$5.02K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
10+ 0.86% |
$3.02K - $3.92K
|
1.17K
$586K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
10New |
$3.02K - $3.92K
|
10
$5.02K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
10New |
$3.02K - $3.92K
|
10
$5.02K
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
BUY
|
- |
10+ 0.96% |
$3.02K - $3.92K
|
1.05K
$529K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
10+ 1.4% |
$3.02K - $3.92K
|
722
$363K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
10+ 29.41% |
$3.02K - $3.92K
|
44
$22.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
10+ 0.16% |
$3.02K - $3.92K
|
6.29K
$3.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
9New |
$2.72K - $3.52K
|
9
$4.52K
|
|
|
Feb 09, 2024
Q4 2023
|
Ns Partners LTD
|
BUY
|
- |
9+ 0.01% |
$2.72K - $3.52K
|
76.5K
$38.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
8+ 1.02% |
$2.42K - $3.13K
|
789
$396K
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
8+ 0.43% |
$2.42K - $3.13K
|
1.86K
$932K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
8+ 0.82% |
$2.42K - $3.13K
|
981
$493K
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
7+ 0.05% |
$2.11K - $2.74K
|
15.2K
$7.62M
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
7+ 7.87% |
$2.11K - $2.74K
|
96
$48.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
7+ 6.6% |
$2.11K - $2.74K
|
113
$56.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
6+ 0.67% |
$1.81K - $2.35K
|
903
$454K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
6+ 0.78% |
$1.81K - $2.35K
|
773
$388K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 9.52% |
$1.81K - $2.35K
|
69
$34.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
6+ 0.39% |
$1.81K - $2.35K
|
1.56K
$783K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6+ 0.25% |
$1.81K - $2.35K
|
2.43K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6+ 4.8% |
$1.81K - $2.35K
|
131
$65.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
5+ 0.63% |
$1.51K - $1.96K
|
805
$404K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
5New |
$1.51K - $1.96K
|
5
$2.51K
|
|
|
Jan 18, 2024
Q4 2023
|
Brave Asset Management Inc
|
BUY
|
- |
5+ 0.34% |
$1.51K - $1.96K
|
1.46K
$735K
|
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
5+ 0.5% |
$1.51K - $1.96K
|
1.01K
$505K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
4+ 1.23% |
$1.21K - $1.57K
|
329
$165K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
4+ 0.25% |
$1.21K - $1.57K
|
1.63K
$818K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
4+ 9.09% |
$1.21K - $1.57K
|
48
$24.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4+ 0.44% |
$1.21K - $1.57K
|
920
$462K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4+ 0.22% |
$1.21K - $1.57K
|
1.78K
$896K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
4+ 1.23% |
$1.21K - $1.57K
|
329
$165K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
3New |
$906 - $1.17K
|
3
$1.51K
|
|
|
Feb 02, 2024
Q4 2023
|
Ghe, LLC
|
BUY
|
- |
3+ 0.02% |
$906 - $1.17K
|
16.2K
$8.14M
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3+ 0.07% |
$906 - $1.17K
|
4.17K
$2.09M
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3+ 9.68% |
$906 - $1.17K
|
34
$17.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
3+ 3.8% |
$906 - $1.17K
|
82
$41.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
3+ 0.07% |
$906 - $1.17K
|
4.23K
$2.12M
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
3New |
$906 - $1.17K
|
3
$1.51K
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
2+ 0.31% |
$604 - $783
|
652
$328K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2+ 0.26% |
$604 - $783
|
782
$393K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2+ 0.29% |
$604 - $783
|
700
$352K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 6.06% |
$604 - $783
|
35
$17.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Ycg, LLC
|
BUY
|
- |
2+ 0.0% |
$604 - $783
|
188K
$94.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
2New |
$604 - $783
|
2
$1K
|