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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-12- 0.93% |
$3.62K - $4.7K
|
1.28K
$641K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-12- 0.5% |
$3.62K - $4.7K
|
2.38K
$1.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-12- 0.33% |
$3.62K - $4.7K
|
3.57K
$1.79M
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-13- 0.39% |
$3.93K - $5.09K
|
3.29K
$1.65M
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-13- 0.49% |
$3.93K - $5.09K
|
2.64K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-15- 1.52% |
$4.53K - $5.87K
|
969
$487K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-16- 0.06% |
$4.83K - $6.27K
|
27.6K
$13.8M
|
|
|
Feb 27, 2024
Q4 2023
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
SELL
|
- |
-16- 9.25% |
$4.83K - $6.27K
|
157
$78.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-16- 0.26% |
$4.83K - $6.27K
|
6.04K
$3.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-17- 17.89% |
$5.13K - $6.66K
|
78
$39.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-17- 1.8% |
$5.13K - $6.66K
|
930
$467K
|
|
|
Feb 12, 2024
Q4 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-18- 1.87% |
$5.44K - $7.05K
|
946
$475K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-18- 3.14% |
$5.44K - $7.05K
|
556
$279K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-19- 0.8% |
$5.74K - $7.44K
|
2.35K
$1.18M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-19- 15.45% |
$5.74K - $7.44K
|
104
$52.2K
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-19- 0.28% |
$5.74K - $7.44K
|
6.81K
$3.42M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-19- 0.53% |
$5.74K - $7.44K
|
3.56K
$1.79M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-20- 1.89% |
$6.04K - $7.83K
|
1.04K
$521K
|
|
|
Feb 08, 2024
Q4 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-20- 1.51% |
$6.04K - $7.83K
|
1.3K
$655K
|
|
|
Jan 22, 2024
Q4 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-20- 0.04% |
$6.04K - $7.83K
|
52.8K
$26.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-20- 1.02% |
$6.04K - $7.83K
|
1.94K
$977K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-20- 50.0% |
$6.04K - $7.83K
|
20
$10K
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-22- 2.74% |
$6.64K - $8.62K
|
782
$393K
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-23Closed |
$6.95K - $9.01K
|
0
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-24- 0.84% |
$7.25K - $9.4K
|
2.85K
$1.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-25- 2.25% |
$7.55K - $9.79K
|
1.08K
$545K
|
|
|
Jan 16, 2024
Q4 2023
|
Tributary Capital Management, LLC
|
SELL
|
- |
-25- 2.24% |
$7.55K - $9.79K
|
1.09K
$548K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-25- 0.48% |
$7.55K - $9.79K
|
5.19K
$2.61M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-25- 2.06% |
$7.55K - $9.79K
|
1.19K
$597K
|
|
|
Feb 07, 2024
Q4 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-28- 1.51% |
$8.46K - $11K
|
1.82K
$915K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-28- 2.67% |
$8.46K - $11K
|
1.02K
$512K
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
SELL
|
- |
-29- 0.8% |
$8.76K - $11.4K
|
3.6K
$1.81M
|
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-30- 3.63% |
$9.06K - $11.7K
|
797
$400K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-30- 19.61% |
$9.06K - $11.7K
|
123
$61.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-30- 2.63% |
$9.06K - $11.7K
|
1.11K
$558K
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-34- 0.44% |
$10.3K - $13.3K
|
7.77K
$3.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-34- 0.45% |
$10.3K - $13.3K
|
7.6K
$3.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-35- 0.97% |
$10.6K - $13.7K
|
3.57K
$1.79M
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
SELL
|
- |
-36- 3.55% |
$10.9K - $14.1K
|
979
$492K
|
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-37- 3.99% |
$11.2K - $14.5K
|
890
$447K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-37- 0.62% |
$11.2K - $14.5K
|
5.93K
$2.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-37- 1.65% |
$11.2K - $14.5K
|
2.2K
$1.1M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-37- 1.45% |
$11.2K - $14.5K
|
2.52K
$1.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Maple Capital Management, Inc.
|
SELL
|
- |
-38- 1.69% |
$11.5K - $14.9K
|
2.21K
$1.11M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
SELL
|
- |
-39- 4.5% |
$11.8K - $15.3K
|
827
$415K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-39- 1.21% |
$11.8K - $15.3K
|
3.19K
$1.6M
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
SELL
|
- |
-40- 4.1% |
$12.1K - $15.7K
|
935
$470K
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-43- 0.49% |
$13K - $16.8K
|
8.8K
$4.42M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-45- 0.73% |
$13.6K - $17.6K
|
6.09K
$3.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-45- 6.81% |
$13.6K - $17.6K
|
616
$309K
|