Purchases and Sales Made in Q2 2023 in Moodys Corp (MCO)
This table provides information about the institutional ownership of Moodys Corp (MCO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7- 0.24% |
$2.07K - $2.44K
|
2.86K
$1.43M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-8- 0.57% |
$2.37K - $2.79K
|
1.4K
$699K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-8- 47.06% |
$2.37K - $2.79K
|
9
$4.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-8- 47.06% |
$2.37K - $2.79K
|
9
$4.5K
|
|
|
Jul 13, 2023
Q2 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-9- 1.24% |
$2.66K - $3.13K
|
715
$358K
|
|
|
Aug 07, 2023
Q2 2023
|
Connable Office Inc
|
SELL
|
- |
-9- 0.11% |
$2.66K - $3.13K
|
8.51K
$4.26M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-9- 0.58% |
$2.66K - $3.13K
|
1.53K
$766K
|
|
|
Aug 15, 2023
Q2 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-10- 0.26% |
$2.96K - $3.48K
|
3.89K
$1.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-10- 0.4% |
$2.96K - $3.48K
|
2.46K
$1.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-11- 0.66% |
$3.25K - $3.83K
|
1.66K
$830K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-11- 4.12% |
$3.25K - $3.83K
|
256
$128K
|
|
|
Aug 04, 2023
Q2 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-11- 0.37% |
$3.25K - $3.83K
|
2.95K
$1.48M
|
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-12- 0.29% |
$3.55K - $4.18K
|
4.16K
$2.08M
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-13- 3.65% |
$3.84K - $4.53K
|
343
$172K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-13- 1.13% |
$3.84K - $4.53K
|
1.14K
$571K
|
|
|
Jul 13, 2023
Q2 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-15- 0.6% |
$4.43K - $5.22K
|
2.48K
$1.24M
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-15- 0.96% |
$4.43K - $5.22K
|
1.55K
$775K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-16- 50.0% |
$4.73K - $5.57K
|
16
$8K
|
|
|
Aug 04, 2023
Q2 2023
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-16- 0.28% |
$4.73K - $5.57K
|
5.69K
$2.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-17- 1.56% |
$5.03K - $5.92K
|
1.07K
$537K
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-18- 0.47% |
$5.32K - $6.27K
|
3.85K
$1.92M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-18- 2.2% |
$5.32K - $6.27K
|
801
$401K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-19- 0.65% |
$5.62K - $6.62K
|
2.91K
$1.45M
|
|
|
Jul 17, 2023
Q2 2023
|
Tributary Capital Management, LLC
|
SELL
|
- |
-20- 1.72% |
$5.91K - $6.97K
|
1.14K
$570K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-20- 71.43% |
$5.91K - $6.97K
|
8
$4K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-20- 13.51% |
$5.91K - $6.97K
|
128
$64K
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-20- 1.22% |
$5.91K - $6.97K
|
1.61K
$807K
|
|
|
Jul 14, 2023
Q2 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-21- 2.42% |
$6.21K - $7.31K
|
845
$423K
|
|
|
Jul 31, 2023
Q2 2023
|
Ghe, LLC
|
SELL
|
- |
-22- 0.14% |
$6.5K - $7.66K
|
16.2K
$8.09M
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
SELL
|
- |
-25- 5.32% |
$7.39K - $8.71K
|
445
$223K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-26- 1.98% |
$7.69K - $9.06K
|
1.29K
$643K
|
|
|
Aug 14, 2023
Q2 2023
|
Ycg, LLC
|
SELL
|
- |
-26- 0.01% |
$7.69K - $9.06K
|
188K
$93.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
SELL
|
- |
-29- 1.52% |
$8.57K - $10.1K
|
1.88K
$940K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-30- 0.1% |
$8.87K - $10.4K
|
29.3K
$14.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-31- 1.45% |
$9.17K - $10.8K
|
2.11K
$1.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-33- 19.08% |
$9.76K - $11.5K
|
140
$70K
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-34- 3.96% |
$10.1K - $11.8K
|
825
$413K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-35- 20.11% |
$10.3K - $12.2K
|
139
$69.5K
|
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-35- 0.57% |
$10.3K - $12.2K
|
6.08K
$3.04M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-41- 2.38% |
$12.1K - $14.3K
|
1.69K
$843K
|
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-43- 2.93% |
$12.7K - $15K
|
1.43K
$713K
|
|
|
Jul 24, 2023
Q2 2023
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-43- 4.43% |
$12.7K - $15K
|
928
$464K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-44- 0.4% |
$13K - $15.3K
|
11K
$5.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-45- 0.64% |
$13.3K - $15.7K
|
7.02K
$3.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-46- 3.91% |
$13.6K - $16K
|
1.13K
$565K
|
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-49- 3.38% |
$14.5K - $17.1K
|
1.4K
$700K
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-50- 6.24% |
$14.8K - $17.4K
|
751
$376K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-50- 15.87% |
$14.8K - $17.4K
|
265
$133K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-50- 8.33% |
$14.8K - $17.4K
|
550
$275K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-54- 85.71% |
$16K - $18.8K
|
9
$4.5K
|