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 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
42+ 4.05% |
$12.7K - $16.4K
|
1.08K
$542K
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
42+ 5.26% |
$12.7K - $16.4K
|
840
$422K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
39+ 0.1% |
$11.8K - $15.3K
|
40.2K
$20.2M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
38New |
$11.5K - $14.9K
|
38
$19.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
38+ 475.0% |
$11.5K - $14.9K
|
46
$23.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
38+ 0.36% |
$11.5K - $14.9K
|
10.5K
$5.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
35+ 4.96% |
$10.6K - $13.7K
|
740
$372K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
35+ 4.35% |
$10.6K - $13.7K
|
840
$422K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
34+ 2.77% |
$10.3K - $13.3K
|
1.26K
$633K
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
33+ 3.18% |
$9.97K - $12.9K
|
1.07K
$539K
|
|
|
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
32New |
$9.66K - $12.5K
|
32
$16.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
32New |
$9.66K - $12.5K
|
32
$16.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
31+ 3.08% |
$9.36K - $12.1K
|
1.04K
$520K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
31+ 10.51% |
$9.36K - $12.1K
|
326
$164K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
31+ 3.21% |
$9.36K - $12.1K
|
997
$501K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
31New |
$9.36K - $12.1K
|
31
$15.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
30+ 1.61% |
$9.06K - $11.7K
|
1.89K
$949K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
30+ 6.99% |
$9.06K - $11.7K
|
459
$231K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
28+ 22.95% |
$8.46K - $11K
|
150
$75.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
28New |
$8.46K - $11K
|
28
$14.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
28New |
$8.46K - $11K
|
28
$14.1K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
27New |
$8.15K - $10.6K
|
27
$13.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
27+ 100.0% |
$8.15K - $10.6K
|
54
$27.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
27+ 0.94% |
$8.15K - $10.6K
|
2.89K
$1.45M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
26+ 1.12% |
$7.85K - $10.2K
|
2.34K
$1.18M
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
25+ 55.56% |
$7.55K - $9.79K
|
70
$35.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
25+ 2.33% |
$7.55K - $9.79K
|
1.1K
$552K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
25+ 0.87% |
$7.55K - $9.79K
|
2.89K
$1.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
24+ 0.5% |
$7.25K - $9.4K
|
4.83K
$2.42M
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
24+ 32.0% |
$7.25K - $9.4K
|
99
$49.7K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
23New |
$6.95K - $9.01K
|
23
$11.6K
|
|
|
Feb 02, 2024
Q4 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
22+ 2.85% |
$6.64K - $8.62K
|
794
$399K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
22+ 3.3% |
$6.64K - $8.62K
|
688
$346K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21+ 0.34% |
$6.34K - $8.22K
|
6.17K
$3.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
20+ 0.5% |
$6.04K - $7.83K
|
4K
$2.01M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
20New |
$6.04K - $7.83K
|
20
$10K
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
20+ 0.3% |
$6.04K - $7.83K
|
6.77K
$3.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
19+ 7.42% |
$5.74K - $7.44K
|
275
$138K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
18+ 0.06% |
$5.44K - $7.05K
|
29.3K
$14.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
18+ 5.81% |
$5.44K - $7.05K
|
328
$165K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
18New |
$5.44K - $7.05K
|
18
$9.04K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
18+ 1.34% |
$5.44K - $7.05K
|
1.36K
$682K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
17New |
$5.13K - $6.66K
|
17
$8.54K
|
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
16+ 2.45% |
$4.83K - $6.27K
|
669
$336K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
16New |
$4.83K - $6.27K
|
16
$8.04K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
15+ 1.96% |
$4.53K - $5.87K
|
781
$392K
|
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
14+ 1.62% |
$4.23K - $5.48K
|
876
$440K
|
|
|
Feb 13, 2024
Q4 2023
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
14+ 2.01% |
$4.23K - $5.48K
|
710
$357K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
13+ 0.51% |
$3.93K - $5.09K
|
2.56K
$1.29M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
13+ 1.98% |
$3.93K - $5.09K
|
671
$337K
|