Purchases and Sales Made in Q4 2023 in Moodys Corp (MCO)
This table provides information about the institutional ownership of Moodys Corp (MCO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
Monte Financial Group, LLC
|
SELL
|
- |
-50- 1.7% |
$15.1K - $19.6K
|
2.89K
$1.45M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-52- 1.34% |
$15.7K - $20.4K
|
3.82K
$1.91M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-56- 1.02% |
$16.9K - $21.9K
|
5.44K
$2.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-57- 2.79% |
$17.2K - $22.3K
|
1.99K
$994K
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-60- 1.18% |
$18.1K - $23.5K
|
5.03K
$2.52M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-60- 2.32% |
$18.1K - $23.5K
|
2.53K
$1.27M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-60- 19.67% |
$18.1K - $23.5K
|
245
$123K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-61- 31.61% |
$18.4K - $23.9K
|
132
$66K
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-62- 5.49% |
$18.7K - $24.3K
|
1.07K
$534K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-62- 43.66% |
$18.7K - $24.3K
|
80
$40K
|
|
|
Jan 17, 2024
Q4 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-62- 3.14% |
$18.7K - $24.3K
|
1.91K
$957K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-64- 7.1% |
$19.3K - $25.1K
|
837
$419K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-65- 1.88% |
$19.6K - $25.5K
|
3.4K
$1.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-71- 0.13% |
$21.4K - $27.8K
|
56K
$28M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-72- 3.95% |
$21.7K - $28.2K
|
1.75K
$875K
|
|
|
Feb 08, 2024
Q4 2023
|
Close Asset Management LTD
|
SELL
|
- |
-75- 30.0% |
$22.6K - $29.4K
|
175
$87.5K
|
|
|
Apr 01, 2024
Q4 2023
|
Ims Capital Management
|
SELL
|
- |
-75- 1.74% |
$22.6K - $29.4K
|
4.24K
$2.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-78- 5.16% |
$23.6K - $30.5K
|
1.43K
$717K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-79- 3.37% |
$23.9K - $30.9K
|
2.26K
$1.13M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-79- 1.44% |
$23.9K - $30.9K
|
5.4K
$2.7M
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-80- 34.63% |
$24.2K - $31.3K
|
151
$75.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
SELL
|
- |
-81- 2.3% |
$24.5K - $31.7K
|
3.44K
$1.72M
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-81- 31.4% |
$24.5K - $31.7K
|
177
$88.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-82- 0.85% |
$24.8K - $32.1K
|
9.59K
$4.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-82- 8.09% |
$24.8K - $32.1K
|
931
$466K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-82- 7.3% |
$24.8K - $32.1K
|
1.04K
$521K
|
|
|
Feb 14, 2024
Q4 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-85- 6.61% |
$25.7K - $33.3K
|
1.2K
$600K
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-86- 1.25% |
$26K - $33.7K
|
6.77K
$3.39M
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-89- 9.74% |
$26.9K - $34.9K
|
825
$413K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-90- 1.3% |
$27.2K - $35.2K
|
6.85K
$3.43M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-91- 2.75% |
$27.5K - $35.6K
|
3.22K
$1.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-93- 5.43% |
$28.1K - $36.4K
|
1.62K
$810K
|
|
|
Jan 30, 2024
Q4 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-94- 1.23% |
$28.4K - $36.8K
|
7.55K
$3.77M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-95- 35.45% |
$28.7K - $37.2K
|
173
$86.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-95- 7.39% |
$28.7K - $37.2K
|
1.19K
$595K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-97- 0.2% |
$29.3K - $38K
|
49.2K
$24.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-105- 7.06% |
$31.7K - $41.1K
|
1.38K
$692K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-106- 3.57% |
$32K - $41.5K
|
2.86K
$1.43M
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-106- 13.82% |
$32K - $41.5K
|
661
$331K
|
|
|
Feb 14, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-110- 0.04% |
$33.2K - $43.1K
|
294K
$147M
|
|
|
Jan 26, 2024
Q4 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-113- 3.15% |
$34.1K - $44.3K
|
3.48K
$1.74M
|
|
|
Jan 18, 2024
Q4 2023
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-115- 13.42% |
$34.7K - $45K
|
742
$371K
|
|
|
Jan 24, 2024
Q4 2023
|
Progressive Investment Management Corp
|
SELL
|
- |
-116- 0.31% |
$35K - $45.4K
|
37.2K
$18.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-117- 13.43% |
$35.3K - $45.8K
|
754
$377K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-119- 0.41% |
$35.9K - $46.6K
|
29K
$14.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-120- 2.36% |
$36.2K - $47K
|
4.97K
$2.49M
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-122- 6.9% |
$36.8K - $47.8K
|
1.65K
$823K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-123- 1.88% |
$37.1K - $48.2K
|
6.41K
$3.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-125- 31.97% |
$37.7K - $49K
|
266
$133K
|
|
|
Jan 17, 2024
Q4 2023
|
Ddd Partners, LLC
|
SELL
|
- |
-126- 8.89% |
$38K - $49.3K
|
1.29K
$646K
|