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 18, 2024
Q1 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-110- 23.66% |
$40.3K - $44.6K
|
355
$174K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-114- 8.26% |
$41.8K - $46.2K
|
1.27K
$620K
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
SELL
|
- |
-115- 12.3% |
$42.1K - $46.6K
|
820
$402K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-115- 2.58% |
$42.1K - $46.6K
|
4.34K
$2.12M
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-116- 17.55% |
$42.5K - $47K
|
545
$267K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-117- 4.59% |
$42.9K - $47.4K
|
2.43K
$1.19M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-119- 7.87% |
$43.6K - $48.2K
|
1.39K
$682K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-120- 45.28% |
$44K - $48.6K
|
145
$71K
|
|
|
May 10, 2024
Q1 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-121- 14.76% |
$44.3K - $49K
|
699
$342K
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-122- 1.84% |
$44.7K - $49.4K
|
6.5K
$3.18M
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-122- 6.28% |
$44.7K - $49.4K
|
1.82K
$892K
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-123- 15.39% |
$45.1K - $49.8K
|
676
$331K
|
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-123- 10.9% |
$45.1K - $49.8K
|
1.01K
$492K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-123- 2.86% |
$45.1K - $49.8K
|
4.17K
$2.04M
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-125- 5.46% |
$45.8K - $50.6K
|
2.16K
$1.06M
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-125- 6.7% |
$45.8K - $50.6K
|
1.74K
$853K
|
|
|
May 14, 2024
Q1 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-126- 0.22% |
$46.2K - $51.1K
|
57.2K
$28M
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-128- 10.88% |
$46.9K - $51.9K
|
1.05K
$513K
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-128- 19.22% |
$46.9K - $51.9K
|
538
$263K
|
|
|
May 09, 2024
Q1 2024
|
Ns Partners LTD
|
SELL
|
- |
-130- 0.17% |
$47.6K - $52.7K
|
76.3K
$37.4M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-134- 5.16% |
$49.1K - $54.3K
|
2.46K
$1.21M
|
|
|
May 14, 2024
Q1 2024
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-136- 7.99% |
$49.8K - $55.1K
|
1.57K
$767K
|
|
|
Apr 22, 2024
Q1 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-138- 1.78% |
$50.6K - $55.9K
|
7.63K
$3.74M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-141- 2.92% |
$51.7K - $57.1K
|
4.68K
$2.29M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-145- 2.1% |
$53.1K - $58.7K
|
6.75K
$3.31M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-145- 1.1% |
$53.1K - $58.7K
|
13.1K
$6.39M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-145- 1.53% |
$53.1K - $58.7K
|
9.3K
$4.55M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-145- 21.8% |
$53.1K - $58.7K
|
520
$255K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-148- 14.26% |
$54.2K - $60K
|
890
$436K
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-148- 2.62% |
$54.2K - $60K
|
5.51K
$2.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Connable Office Inc
|
SELL
|
- |
-149- 1.76% |
$54.6K - $60.4K
|
8.3K
$4.06M
|
|
|
May 13, 2024
Q1 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-150- 30.0% |
$55K - $60.8K
|
350
$171K
|
|
|
Apr 16, 2024
Q1 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-154- 2.03% |
$56.4K - $62.4K
|
7.44K
$3.64M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-155- 1.95% |
$56.8K - $62.8K
|
7.8K
$3.82M
|
|
|
May 15, 2024
Q1 2024
|
Roberts Capital Advisors, LLC
Denver, CO |
SELL
|
- |
-158- 6.75% |
$57.9K - $64K
|
2.18K
$1.07M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-163- 2.92% |
$59.7K - $66K
|
5.42K
$2.65M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-165- 13.73% |
$60.5K - $66.9K
|
1.04K
$508K
|
|
|
May 13, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-168- 4.91% |
$61.6K - $68.1K
|
3.25K
$1.59M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-168- 2.54% |
$61.6K - $68.1K
|
6.44K
$3.15M
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-172- 5.76% |
$63K - $69.7K
|
2.81K
$1.38M
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-180- 18.97% |
$66K - $72.9K
|
769
$377K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-189- 4.95% |
$69.3K - $76.6K
|
3.63K
$1.78M
|
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-190- 98.96% |
$69.6K - $77K
|
2
$979
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-196- 1.86% |
$71.8K - $79.4K
|
10.3K
$5.05M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-200- 16.84% |
$73.3K - $81K
|
988
$484K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-201- 10.63% |
$73.7K - $81.4K
|
1.69K
$827K
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
SELL
|
- |
-204- 5.92% |
$74.8K - $82.7K
|
3.24K
$1.59M
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-210- 4.75% |
$77K - $85.1K
|
4.21K
$2.06M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-211- 62.24% |
$77.3K - $85.5K
|
128
$62.7K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-226- 21.71% |
$82.8K - $91.6K
|
815
$399K
|