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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-57- 3.38% |
$16.9K - $19.9K
|
1.63K
$814K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-58- 1.99% |
$17.1K - $20.2K
|
2.85K
$1.43M
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-59- 7.07% |
$17.4K - $20.6K
|
775
$388K
|
|
|
Jul 14, 2023
Q2 2023
|
626 Financial, LLC
|
SELL
|
- |
-60- 7.5% |
$17.7K - $20.9K
|
740
$370K
|
|
|
Aug 11, 2023
Q2 2023
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
SELL
|
- |
-64- 22.15% |
$18.9K - $22.3K
|
225
$113K
|
|
|
Aug 11, 2023
Q2 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-68- 0.57% |
$20.1K - $23.7K
|
12K
$5.99M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-69- 1.14% |
$20.4K - $24K
|
6K
$3M
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-70- 3.6% |
$20.7K - $24.4K
|
1.87K
$937K
|
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-70- 42.68% |
$20.7K - $24.4K
|
94
$47K
|
|
|
Aug 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-72- 0.96% |
$21.3K - $25.1K
|
7.41K
$3.71M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-72- 2.8% |
$21.3K - $25.1K
|
2.5K
$1.25M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-73- 0.99% |
$21.6K - $25.4K
|
7.31K
$3.66M
|
|
|
Aug 09, 2023
Q2 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-75- 1.63% |
$22.2K - $26.1K
|
4.54K
$2.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-75- 4.98% |
$22.2K - $26.1K
|
1.43K
$716K
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-80- 7.36% |
$23.7K - $27.9K
|
1.01K
$504K
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-82- 6.24% |
$24.2K - $28.6K
|
1.23K
$616K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-84- 7.99% |
$24.8K - $29.3K
|
967
$484K
|
|
|
Aug 09, 2023
Q2 2023
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-85- 2.24% |
$25.1K - $29.6K
|
3.71K
$1.85M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-87- 3.23% |
$25.7K - $30.3K
|
2.61K
$1.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Asset Management Inc
|
SELL
|
- |
-93- 0.16% |
$27.5K - $32.4K
|
58.4K
$29.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-94- 6.59% |
$27.8K - $32.7K
|
1.33K
$666K
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
SELL
|
- |
-96- 2.29% |
$28.4K - $33.4K
|
4.11K
$2.05M
|
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-100- 14.04% |
$29.6K - $34.8K
|
612
$306K
|
|
|
Aug 09, 2023
Q2 2023
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-100- 1.89% |
$29.6K - $34.8K
|
5.2K
$2.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-106- 11.48% |
$31.3K - $36.9K
|
817
$409K
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-111- 0.84% |
$32.8K - $38.7K
|
13.2K
$6.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-113- 35.31% |
$33.4K - $39.4K
|
207
$104K
|
|
|
Aug 04, 2023
Q2 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-115- 1.68% |
$34K - $40.1K
|
6.75K
$3.37M
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-120- 5.17% |
$35.5K - $41.8K
|
2.2K
$1.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-122- 1.99% |
$36.1K - $42.5K
|
6.01K
$3.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
SELL
|
- |
-124- 2.22% |
$36.7K - $43.2K
|
5.46K
$2.73M
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-125- 13.62% |
$37K - $43.5K
|
793
$397K
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-128- 0.51% |
$37.8K - $44.6K
|
24.9K
$12.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-129- 13.4% |
$38.1K - $44.9K
|
834
$417K
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-133- 5.75% |
$39.3K - $46.3K
|
2.18K
$1.09M
|
|
|
Aug 24, 2023
Q2 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-135- 12.27% |
$39.9K - $47K
|
965
$483K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-138- 3.35% |
$40.8K - $48.1K
|
3.98K
$1.99M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-140- 22.08% |
$41.4K - $48.8K
|
494
$247K
|
|
|
Aug 14, 2023
Q2 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-143- 1.81% |
$42.3K - $49.8K
|
7.78K
$3.89M
|
|
|
Aug 07, 2023
Q2 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-151- 3.86% |
$44.6K - $52.6K
|
3.76K
$1.88M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-152- 5.21% |
$44.9K - $52.9K
|
2.77K
$1.38M
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-159- 3.0% |
$47K - $55.4K
|
5.13K
$2.57M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-160- 34.71% |
$47.3K - $55.7K
|
301
$151K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-160- 34.71% |
$47.3K - $55.7K
|
301
$151K
|
|
|
Jul 17, 2023
Q2 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-166- 11.36% |
$49.1K - $57.8K
|
1.3K
$648K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-169- 92.86% |
$50K - $58.9K
|
13
$6.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-169- 2.4% |
$50K - $58.9K
|
6.88K
$3.44M
|
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-176- 0.65% |
$52K - $61.3K
|
26.9K
$13.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-177- 4.54% |
$52.3K - $61.7K
|
3.73K
$1.86M
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-179- 22.83% |
$52.9K - $62.3K
|
605
$303K
|