Purchases and Sales Made in Q1 2023 in Moodys Corp (MCO)
This table provides information about the institutional ownership of Moodys Corp (MCO) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
15+ 1.22% |
$4.15K - $4.94K
|
1.24K
$621K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
13+ 0.49% |
$3.59K - $4.28K
|
2.65K
$1.33M
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
13+ 7.69% |
$3.59K - $4.28K
|
182
$91.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
12New |
$3.32K - $3.95K
|
12
$6K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
12+ 19.05% |
$3.32K - $3.95K
|
75
$37.5K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
12+ 0.25% |
$3.32K - $3.95K
|
4.79K
$2.39M
|
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
10+ 0.24% |
$2.76K - $3.29K
|
4.17K
$2.09M
|
|
|
May 15, 2023
Q1 2023
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
10+ 0.18% |
$2.76K - $3.29K
|
5.71K
$2.85M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
9+ 1.1% |
$2.49K - $2.97K
|
828
$414K
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
BUY
|
- |
9+ 0.22% |
$2.49K - $2.97K
|
4.04K
$2.02M
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
8+ 3.45% |
$2.21K - $2.64K
|
240
$120K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
8+ 88.89% |
$2.21K - $2.64K
|
17
$8.5K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
8+ 0.86% |
$2.21K - $2.64K
|
936
$468K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
7New |
$1.94K - $2.31K
|
7
$3.5K
|
|
|
May 11, 2023
Q1 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
7+ 0.69% |
$1.94K - $2.31K
|
1.02K
$510K
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
6New |
$1.66K - $1.98K
|
6
$3K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
6+ 7.59% |
$1.66K - $1.98K
|
85
$42.5K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6+ 100.0% |
$1.66K - $1.98K
|
12
$6K
|
|
|
Oct 19, 2023
Q1 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
5+ 0.33% |
$1.38K - $1.65K
|
1.51K
$753K
|
|
|
Sep 13, 2023
Q1 2023
|
Ims Capital Management
|
BUY
|
- |
5+ 0.12% |
$1.38K - $1.65K
|
4.28K
$2.14M
|
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
BUY
|
- |
5+ 0.48% |
$1.38K - $1.65K
|
1.05K
$524K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
5+ 0.64% |
$1.38K - $1.65K
|
784
$392K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
4+ 1.91% |
$1.11K - $1.32K
|
213
$107K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
4New |
$1.11K - $1.32K
|
4
$2K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
4+ 13.33% |
$1.11K - $1.32K
|
34
$17K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
4+ 18.18% |
$1.11K - $1.32K
|
26
$13K
|
|
|
Apr 17, 2023
Q1 2023
|
Connable Office Inc
|
BUY
|
- |
3+ 0.04% |
$829 - $988
|
8.52K
$4.26M
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
3+ 0.17% |
$829 - $988
|
1.82K
$911K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3+ 0.07% |
$829 - $988
|
4.16K
$2.08M
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.26% |
$829 - $988
|
1.15K
$577K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
3New |
$829 - $988
|
3
$1.5K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3+ 1.14% |
$829 - $988
|
267
$134K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3+ 0.29% |
$829 - $988
|
1.05K
$526K
|
|
|
Apr 03, 2023
Q1 2023
|
Shearwater Capital LLC
|
BUY
|
- |
2+ 0.21% |
$553 - $659
|
964
$482K
|
|
|
Apr 21, 2023
Q1 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
2+ 0.23% |
$553 - $659
|
866
$433K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 9.09% |
$276 - $329
|
12
$6K
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1New |
$276 - $329
|
1
$500
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1+ 1.79% |
$276 - $329
|
57
$28.5K
|
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$276 - $329
|
3.7K
$1.85M
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1- 0.1% |
$276 - $329
|
1.02K
$510K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1- 0.36% |
$276 - $329
|
280
$140K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1- 0.02% |
$276 - $329
|
5.45K
$2.73M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1- 11.11% |
$276 - $329
|
8
$4K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2- 0.22% |
$553 - $659
|
923
$462K
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-2- 0.03% |
$553 - $659
|
6.83K
$3.42M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3- 0.05% |
$829 - $988
|
5.81K
$2.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-3- 0.18% |
$829 - $988
|
1.67K
$836K
|
|
|
May 12, 2023
Q1 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-3- 0.11% |
$829 - $988
|
2.68K
$1.34M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4- 0.27% |
$1.11K - $1.32K
|
1.46K
$730K
|