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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-4- 17.39% |
$1.47K - $1.62K
|
19
$9.3K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-4- 8.7% |
$1.47K - $1.62K
|
42
$20.6K
|
|
|
May 15, 2024
Q1 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-5- 0.1% |
$1.83K - $2.03K
|
4.78K
$2.34M
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-5- 0.5% |
$1.83K - $2.03K
|
1K
$490K
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-5- 0.15% |
$1.83K - $2.03K
|
3.31K
$1.62M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-5- 0.65% |
$1.83K - $2.03K
|
765
$375K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-5- 0.62% |
$1.83K - $2.03K
|
800
$392K
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-6- 20.69% |
$2.2K - $2.43K
|
23
$11.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-6- 1.43% |
$2.2K - $2.43K
|
415
$203K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-7- 53.85% |
$2.57K - $2.84K
|
6
$2.94K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-8- 40.0% |
$2.93K - $3.24K
|
12
$5.88K
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-8- 1.27% |
$2.93K - $3.24K
|
622
$305K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-10- 16.95% |
$3.66K - $4.05K
|
49
$24K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-10- 0.74% |
$3.66K - $4.05K
|
1.33K
$653K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-12- 1.38% |
$4.4K - $4.86K
|
858
$420K
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-12- 1.52% |
$4.4K - $4.86K
|
775
$379K
|
|
|
May 13, 2024
Q1 2024
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
SELL
|
- |
-13- 8.28% |
$4.76K - $5.27K
|
144
$70.5K
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-15- 8.47% |
$5.5K - $6.08K
|
162
$79.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-16- 1.44% |
$5.86K - $6.48K
|
1.1K
$536K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-16- 0.88% |
$5.86K - $6.48K
|
1.81K
$884K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-16- 0.94% |
$5.86K - $6.48K
|
1.68K
$824K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-17- 1.04% |
$6.23K - $6.89K
|
1.61K
$789K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-17- 1.88% |
$6.23K - $6.89K
|
886
$434K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-18- 0.7% |
$6.6K - $7.29K
|
2.55K
$1.25M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-20- 58.82% |
$7.33K - $8.1K
|
14
$6.86K
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-21- 2.41% |
$7.7K - $8.51K
|
849
$416K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-21- 28.0% |
$7.7K - $8.51K
|
54
$26.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-21- 1.0% |
$7.7K - $8.51K
|
2.09K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-22- 4.97% |
$8.06K - $8.91K
|
421
$206K
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-23- 0.34% |
$8.43K - $9.32K
|
6.79K
$3.32M
|
|
|
May 14, 2024
Q1 2024
|
Ako Capital
Ako Capital LLP | London, X0
|
SELL
|
- |
-24- -0.0% |
$8.8K - $9.72K
|
713K
$349M
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-24- 24.24% |
$8.8K - $9.72K
|
75
$36.7K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-25- 0.42% |
$9.16K - $10.1K
|
5.9K
$2.89M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-25- 7.89% |
$9.16K - $10.1K
|
292
$143K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-26- 0.47% |
$9.53K - $10.5K
|
5.48K
$2.68M
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-26- 3.89% |
$9.53K - $10.5K
|
642
$314K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-28- 1.51% |
$10.3K - $11.3K
|
1.83K
$895K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
SELL
|
- |
-29- 0.6% |
$10.6K - $11.7K
|
4.77K
$2.34M
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-30- 1.75% |
$11K - $12.2K
|
1.69K
$826K
|
|
|
Apr 18, 2024
Q1 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-30- 2.75% |
$11K - $12.2K
|
1.06K
$519K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-31- 4.19% |
$11.4K - $12.6K
|
709
$347K
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-32- 0.21% |
$11.7K - $13K
|
15.5K
$7.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-32- 5.78% |
$11.7K - $13K
|
522
$256K
|
|
|
May 06, 2024
Q1 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-33- 1.25% |
$12.1K - $13.4K
|
2.6K
$1.28M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-34- 1.9% |
$12.5K - $13.8K
|
1.76K
$862K
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-35- 3.34% |
$12.8K - $14.2K
|
1.01K
$496K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-35- 2.84% |
$12.8K - $14.2K
|
1.2K
$586K
|
|
|
May 13, 2024
Q1 2024
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-36- 5.07% |
$13.2K - $14.6K
|
674
$330K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-36- 5.69% |
$13.2K - $14.6K
|
597
$292K
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-37- 5.67% |
$13.6K - $15K
|
615
$301K
|