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
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
125+ 46.99% |
$37.7K - $49K
|
391
$195K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
124+ 2.88% |
$37.4K - $48.6K
|
4.43K
$2.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
124+ 68.51% |
$37.4K - $48.6K
|
305
$152K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
122+ 0.04% |
$36.8K - $47.8K
|
330K
$164M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
112+ 0.93% |
$33.8K - $43.9K
|
12.2K
$6.06M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
109+ 15.06% |
$32.9K - $42.7K
|
833
$414K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
105+ 0.29% |
$31.7K - $41.1K
|
36.2K
$18M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
103+ 3.05% |
$31.1K - $40.3K
|
3.48K
$1.73M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
99+ 3.34% |
$29.9K - $38.8K
|
3.06K
$1.52M
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
97+ 3.78% |
$29.3K - $38K
|
2.66K
$1.32M
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
94+ 6.2% |
$28.4K - $36.8K
|
1.61K
$802K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
90+ 5.7% |
$27.2K - $35.2K
|
1.67K
$831K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
88+ 2.72% |
$26.6K - $34.5K
|
3.33K
$1.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
88+ 2.35% |
$26.6K - $34.5K
|
3.84K
$1.91M
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
87+ 3.93% |
$26.3K - $34.1K
|
2.3K
$1.14M
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
87+ 3.38% |
$26.3K - $34.1K
|
2.66K
$1.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Alapocas Investment Partners, Inc.
Beverly, MA |
BUY
|
- |
87+ 0.38% |
$26.3K - $34.1K
|
22.8K
$11.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
85+ 7.88% |
$25.7K - $33.3K
|
1.16K
$579K
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
83+ 0.83% |
$25.1K - $32.5K
|
10.1K
$5.02M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
83+ 26.43% |
$25.1K - $32.5K
|
397
$198K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
82+ 3.79% |
$24.8K - $32.1K
|
2.24K
$1.12M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
80+ 0.32% |
$24.2K - $31.3K
|
24.9K
$12.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
80+ 5.94% |
$24.2K - $31.3K
|
1.43K
$710K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
77+ 2.67% |
$23.3K - $30.2K
|
2.96K
$1.47M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
76+ 2.19% |
$22.9K - $29.8K
|
3.55K
$1.77M
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
76+ 2.19% |
$22.9K - $29.8K
|
3.55K
$1.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
75+ 3.0% |
$22.6K - $29.4K
|
2.58K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
74+ 8.68% |
$22.3K - $29K
|
927
$461K
|
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
73+ 0.22% |
$22K - $28.6K
|
33.2K
$16.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
69+ 3.8% |
$20.8K - $27K
|
1.89K
$938K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
64+ 8.09% |
$19.3K - $25.1K
|
855
$425K
|
|
|
Feb 02, 2024
Q4 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
62+ 5.64% |
$18.7K - $24.3K
|
1.16K
$578K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
60+ 3.55% |
$18.1K - $23.5K
|
1.75K
$870K
|
|
|
Jan 31, 2024
Q4 2023
|
Dock Street Asset Management Inc
|
BUY
|
- |
60+ 0.23% |
$18.1K - $23.5K
|
25.8K
$12.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
59+ 2.45% |
$17.8K - $23.1K
|
2.47K
$1.23M
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
58+ 18.01% |
$17.5K - $22.7K
|
380
$189K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
56New |
$16.9K - $21.9K
|
56
$27.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
56+ 5.53% |
$16.9K - $21.9K
|
1.07K
$532K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
54+ 6.46% |
$16.3K - $21.1K
|
890
$443K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
50+ 5.81% |
$15.1K - $19.6K
|
911
$453K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
50+ 5.27% |
$15.1K - $19.6K
|
999
$497K
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
48+ 0.77% |
$14.5K - $18.8K
|
6.27K
$3.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
BUY
|
- |
48New |
$14.5K - $18.8K
|
48
$23.9K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
47+ 16.91% |
$14.2K - $18.4K
|
325
$162K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
46+ 1.31% |
$13.9K - $18K
|
3.57K
$1.78M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
44+ 13.62% |
$13.3K - $17.2K
|
367
$183K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
43+ 0.77% |
$13K - $16.8K
|
5.61K
$2.79M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
42+ 4.05% |
$12.7K - $16.4K
|
1.08K
$537K
|
|
|
Jan 26, 2024
Q4 2023
|
Windmill Hill Asset Management LTD
|
BUY
|
- |
42+ 0.56% |
$12.7K - $16.4K
|
7.56K
$3.76M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
42+ 350.0% |
$12.7K - $16.4K
|
54
$26.9K
|