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
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
792+ 12.09% |
$239K - $310K
|
7.34K
$3.65M
|
|
|
Feb 14, 2024
Q4 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
768+ 11.32% |
$232K - $301K
|
7.55K
$3.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
767+ 852.22% |
$232K - $300K
|
857
$426K
|
|
|
Feb 06, 2024
Q4 2023
|
Smart Money Group LLC
|
BUY
|
- |
767New |
$232K - $300K
|
767
$382K
|
|
|
Feb 12, 2024
Q4 2023
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
763New |
$230K - $299K
|
763
$380K
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
BUY
|
- |
763New |
$230K - $299K
|
763
$380K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
746New |
$225K - $292K
|
746
$371K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
744+ 29.82% |
$225K - $291K
|
3.24K
$1.61M
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
BUY
|
- |
727+ 54.25% |
$220K - $285K
|
2.07K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
726+ 0.33% |
$219K - $284K
|
223K
$111M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
721+ 7.63% |
$218K - $282K
|
10.2K
$5.06M
|
|
|
Feb 21, 2024
Q4 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
720+ 35.17% |
$217K - $282K
|
2.77K
$1.38M
|
|
|
Jan 24, 2024
Q4 2023
|
Lannebo Fonder Ab
|
BUY
|
- |
708New |
$214K - $277K
|
708
$352K
|
|
|
May 02, 2024
Q4 2023
|
Value Partners Investments Inc.
|
BUY
|
- |
698+ 22.17% |
$211K - $273K
|
3.85K
$1.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
692New |
$209K - $271K
|
692
$344K
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
668New |
$202K - $262K
|
668
$332K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
660+ 96.35% |
$199K - $258K
|
1.35K
$669K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
655New |
$198K - $257K
|
655
$326K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
633New |
$191K - $248K
|
633
$315K
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
630New |
$190K - $247K
|
630
$313K
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
629+ 25.61% |
$190K - $246K
|
3.09K
$1.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
627New |
$189K - $246K
|
627
$312K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
627New |
$189K - $246K
|
627
$312K
|
|
|
Feb 07, 2024
Q4 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
623New |
$188K - $244K
|
623
$310K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
621New |
$188K - $243K
|
621
$309K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
618New |
$187K - $242K
|
618
$307K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
614New |
$185K - $240K
|
614
$305K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
611+ 17.46% |
$185K - $239K
|
4.11K
$2.04M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
608New |
$184K - $238K
|
608
$302K
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
606New |
$183K - $237K
|
606
$302K
|
|
|
Feb 02, 2024
Q4 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
604New |
$182K - $237K
|
604
$301K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
602+ 1.45% |
$182K - $236K
|
42.3K
$21M
|
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
600New |
$181K - $235K
|
600
$299K
|
|
|
Jan 17, 2024
Q4 2023
|
Monarch Capital Management Inc
|
BUY
|
- |
600New |
$181K - $235K
|
600
$299K
|
|
|
Feb 14, 2024
Q4 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
600New |
$181K - $235K
|
600
$299K
|
|
|
Feb 06, 2024
Q4 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
600New |
$181K - $235K
|
600
$299K
|
|
|
Jan 10, 2024
Q4 2023
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
600New |
$181K - $235K
|
600
$299K
|
|
|
Jan 24, 2024
Q4 2023
|
Cullinan Associates Inc
|
BUY
|
- |
600New |
$181K - $235K
|
600
$299K
|
|
|
Jan 31, 2024
Q4 2023
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
600New |
$181K - $235K
|
600
$299K
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
600New |
$181K - $235K
|
600
$299K
|
|
|
Feb 13, 2024
Q4 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
599New |
$181K - $235K
|
599
$298K
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
597+ 4.32% |
$180K - $234K
|
14.4K
$7.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
594+ 6.3% |
$179K - $233K
|
10K
$4.99M
|
|
|
Feb 15, 2024
Q4 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
584+ 4.2% |
$176K - $229K
|
14.5K
$7.21M
|
|
|
Feb 02, 2024
Q4 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
584New |
$176K - $229K
|
584
$291K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
582+ 20.26% |
$176K - $228K
|
3.46K
$1.72M
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
582New |
$176K - $228K
|
582
$290K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
581New |
$175K - $228K
|
581
$289K
|
|
|
Feb 09, 2024
Q4 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
576New |
$174K - $226K
|
576
$287K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
576New |
$174K - $226K
|
576
$287K
|