Purchases and Sales Made in Q1 2024 in Moodys Corp (MCO)
This table provides information about the institutional ownership of Moodys Corp (MCO) during Q1 2024. 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 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
18+ 2.62% |
$6.6K - $7.29K
|
704
$345K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
18+ 1.08% |
$6.6K - $7.29K
|
1.69K
$827K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
17+ 5.18% |
$6.23K - $6.89K
|
345
$169K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
16+ 2.55% |
$5.86K - $6.48K
|
643
$315K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
16+ 1.05% |
$5.86K - $6.48K
|
1.55K
$757K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
15New |
$5.5K - $6.08K
|
15
$7.34K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
15New |
$5.5K - $6.08K
|
15
$7.34K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
15+ 0.52% |
$5.5K - $6.08K
|
2.9K
$1.42M
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
15+ 6.12% |
$5.5K - $6.08K
|
260
$127K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
14New |
$5.13K - $5.67K
|
14
$6.86K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
14+ 1.79% |
$5.13K - $5.67K
|
795
$389K
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
13+ 0.33% |
$4.76K - $5.27K
|
3.94K
$1.93M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
12+ 0.2% |
$4.4K - $4.86K
|
6.1K
$2.99M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
12+ 0.24% |
$4.4K - $4.86K
|
4.99K
$2.45M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
12+ 0.39% |
$4.4K - $4.86K
|
3.05K
$1.49M
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
12+ 1.27% |
$4.4K - $4.86K
|
958
$469K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11+ 1.78% |
$4.03K - $4.46K
|
629
$308K
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
11+ 1.0% |
$4.03K - $4.46K
|
1.11K
$544K
|
|
|
May 07, 2024
Q1 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
10+ 0.55% |
$3.66K - $4.05K
|
1.83K
$897K
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.22% |
$3.66K - $4.05K
|
4.65K
$2.28M
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
10+ 0.26% |
$3.66K - $4.05K
|
3.85K
$1.88M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10+ 1.87% |
$3.66K - $4.05K
|
545
$267K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
10New |
$3.66K - $4.05K
|
10
$4.9K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
9+ 2.97% |
$3.3K - $3.65K
|
312
$153K
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
9+ 1.08% |
$3.3K - $3.65K
|
843
$413K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
9New |
$3.3K - $3.65K
|
9
$4.41K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
9+ 1.37% |
$3.3K - $3.65K
|
664
$325K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
9New |
$3.3K - $3.65K
|
9
$4.41K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
8New |
$2.93K - $3.24K
|
8
$3.92K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
8New |
$2.93K - $3.24K
|
8
$3.92K
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
8+ 0.5% |
$2.93K - $3.24K
|
1.62K
$795K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
7New |
$2.57K - $2.84K
|
7
$3.43K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
7+ 0.11% |
$2.57K - $2.84K
|
6.17K
$3.02M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
7+ 1.15% |
$2.57K - $2.84K
|
615
$301K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
7+ 1.0% |
$2.57K - $2.84K
|
707
$346K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
6New |
$2.2K - $2.43K
|
6
$2.94K
|
|
|
May 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
6+ 0.9% |
$2.2K - $2.43K
|
675
$331K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
6+ 200.0% |
$2.2K - $2.43K
|
9
$4.41K
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
6+ 0.31% |
$2.2K - $2.43K
|
1.97K
$963K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
6+ 18.75% |
$2.2K - $2.43K
|
38
$18.6K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5+ 0.16% |
$1.83K - $2.03K
|
3.12K
$1.53M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
5+ 0.32% |
$1.83K - $2.03K
|
1.56K
$765K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
5New |
$1.83K - $2.03K
|
5
$2.45K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
5+ 0.61% |
$1.83K - $2.03K
|
824
$403K
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
5+ 0.95% |
$1.83K - $2.03K
|
532
$260K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
5+ 0.79% |
$1.83K - $2.03K
|
636
$311K
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
5+ 0.58% |
$1.83K - $2.03K
|
868
$425K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
5+ 0.77% |
$1.83K - $2.03K
|
656
$321K
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
5+ 0.58% |
$1.83K - $2.03K
|
868
$425K
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
5+ 0.48% |
$1.83K - $2.03K
|
1.06K
$517K
|