Purchases and Sales Made in Q3 2023 in Moodys Corp (MCO)
This table provides information about the institutional ownership of Moodys Corp (MCO) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
4+ 0.09% |
$1.26K - $1.45K
|
4.23K
$1.82M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 2.09% |
$1.26K - $1.45K
|
195
$83.8K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3+ 1.03% |
$944 - $1.09K
|
295
$127K
|
|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3+ 0.29% |
$944 - $1.09K
|
1.04K
$447K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
3+ 3.49% |
$944 - $1.09K
|
89
$38.3K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
3+ 0.94% |
$944 - $1.09K
|
323
$139K
|
|
|
Nov 14, 2023
Q3 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
2New |
$629 - $723
|
2
$860
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
2New |
$629 - $723
|
2
$860
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
2+ 1.12% |
$629 - $723
|
181
$77.8K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
2New |
$629 - $723
|
2
$860
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
2+ 4.76% |
$629 - $723
|
44
$18.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2+ 0.3% |
$629 - $723
|
658
$283K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
2New |
$629 - $723
|
2
$860
|
|
|
Nov 09, 2023
Q3 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
1+ 0.09% |
$315 - $362
|
1.08K
$464K
|
|
|
Nov 09, 2023
Q3 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
1New |
$315 - $362
|
1
$430
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q3 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1- 20.0% |
$315 - $362
|
4
$1.72K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1- 0.14% |
$315 - $362
|
719
$309K
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1- 0.07% |
$315 - $362
|
1.53K
$658K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1- 2.94% |
$315 - $362
|
33
$14.2K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-1- 16.67% |
$315 - $362
|
5
$2.15K
|
|
|
Oct 04, 2023
Q3 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-1- 0.1% |
$315 - $362
|
964
$414K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 1.22% |
$315 - $362
|
81
$34.8K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
SELL
|
- |
-1- 0.43% |
$315 - $362
|
231
$99.3K
|
|
|
Oct 18, 2023
Q3 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-1- 0.01% |
$315 - $362
|
7.8K
$3.35M
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-2- 0.12% |
$629 - $723
|
1.69K
$726K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2- 0.63% |
$629 - $723
|
314
$135K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2- 0.28% |
$629 - $723
|
705
$303K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2- 0.19% |
$629 - $723
|
1.04K
$446K
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-2- 0.28% |
$629 - $723
|
712
$306K
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-3- 0.18% |
$944 - $1.09K
|
1.62K
$698K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-3- 0.13% |
$944 - $1.09K
|
2.4K
$1.03M
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 27.27% |
$944 - $1.09K
|
8
$3.44K
|
|
|
Nov 14, 2023
Q3 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-5- 0.07% |
$1.57K - $1.81K
|
6.67K
$2.87M
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-5- 0.19% |
$1.57K - $1.81K
|
2.67K
$1.15M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-5- 0.14% |
$1.57K - $1.81K
|
3.47K
$1.49M
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-5- 0.14% |
$1.57K - $1.81K
|
3.47K
$1.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-5- 0.43% |
$1.57K - $1.81K
|
1.16K
$497K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
SELL
|
- |
-5- 1.46% |
$1.57K - $1.81K
|
338
$145K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-6- 50.0% |
$1.89K - $2.17K
|
6
$2.58K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-6- 16.22% |
$1.89K - $2.17K
|
31
$13.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-6- 0.71% |
$1.89K - $2.17K
|
836
$359K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.59% |
$1.89K - $2.17K
|
1.01K
$435K
|
|
|
Oct 25, 2023
Q3 2023
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-6- 0.66% |
$1.89K - $2.17K
|
898
$386K
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-7- 0.85% |
$2.2K - $2.53K
|
818
$352K
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-7- 0.99% |
$2.2K - $2.53K
|
698
$300K
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-8- 0.7% |
$2.52K - $2.89K
|
1.14K
$490K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-8- 0.08% |
$2.52K - $2.89K
|
10.3K
$4.44M
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-9- 0.74% |
$2.83K - $3.26K
|
1.21K
$520K
|