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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-130- 1.93% |
$39.3K - $50.9K
|
6.62K
$3.31M
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-130- 0.4% |
$39.3K - $50.9K
|
32.1K
$16M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-137- 8.53% |
$41.4K - $53.7K
|
1.47K
$735K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-141- 20.86% |
$42.6K - $55.2K
|
535
$268K
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-141- 13.84% |
$42.6K - $55.2K
|
878
$439K
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-143- 1.09% |
$43.2K - $56K
|
13K
$6.52M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-147- 75.77% |
$44.4K - $57.6K
|
47
$23.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-147- 10.01% |
$44.4K - $57.6K
|
1.32K
$661K
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-148- 1.38% |
$44.7K - $58K
|
10.6K
$5.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-150- 6.89% |
$45.3K - $58.7K
|
2.03K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-152- 18.34% |
$45.9K - $59.5K
|
677
$339K
|
|
|
Feb 09, 2024
Q4 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-159- 1.33% |
$48K - $62.3K
|
11.8K
$5.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-173- 2.22% |
$52.2K - $67.8K
|
7.64K
$3.82M
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-173- 12.82% |
$52.2K - $67.8K
|
1.18K
$588K
|
|
|
Feb 14, 2024
Q4 2023
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-174- 1.02% |
$52.5K - $68.1K
|
16.8K
$8.41M
|
|
|
Feb 15, 2024
Q4 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-182- 3.64% |
$55K - $71.3K
|
4.81K
$2.41M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-183- 5.11% |
$55.3K - $71.7K
|
3.4K
$1.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-184- 4.52% |
$55.6K - $72.1K
|
3.89K
$1.95M
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-190- 22.65% |
$57.4K - $74.4K
|
649
$325K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-200Closed |
$60.4K - $78.3K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-200- 4.45% |
$60.4K - $78.3K
|
4.29K
$2.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-201- 0.46% |
$60.7K - $78.7K
|
43.8K
$21.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-212- 29.49% |
$64K - $83K
|
507
$254K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-214- 7.61% |
$64.6K - $83.8K
|
2.6K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
SELL
|
- |
-218- 19.84% |
$65.8K - $85.4K
|
881
$441K
|
|
|
Feb 12, 2024
Q4 2023
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-219- 6.16% |
$66.1K - $85.8K
|
3.34K
$1.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-220- 2.95% |
$66.4K - $86.2K
|
7.24K
$3.62M
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-226- 93.78% |
$68.2K - $88.5K
|
15
$7.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-229- 2.96% |
$69.2K - $89.7K
|
7.51K
$3.76M
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-230- 18.18% |
$69.5K - $90.1K
|
1.04K
$518K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-249- 1.19% |
$75.2K - $97.5K
|
20.6K
$10.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-256- 8.05% |
$77.3K - $100K
|
2.93K
$1.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-259- 12.19% |
$78.2K - $101K
|
1.87K
$934K
|
|
|
Jan 26, 2024
Q4 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-261- 4.25% |
$78.8K - $102K
|
5.89K
$2.95M
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-269- 13.7% |
$81.2K - $105K
|
1.69K
$847K
|
|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-272- 13.15% |
$82.1K - $107K
|
1.8K
$899K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-276- 5.83% |
$83.3K - $108K
|
4.46K
$2.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-277- 7.49% |
$83.6K - $108K
|
3.42K
$1.71M
|
|
|
Feb 08, 2024
Q4 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-281- 1.3% |
$84.9K - $110K
|
21.3K
$10.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-283- 0.61% |
$85.5K - $111K
|
46.5K
$23.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-287- 6.21% |
$86.7K - $112K
|
4.33K
$2.17M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-288- 12.03% |
$87K - $113K
|
2.11K
$1.05M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-291- 25.15% |
$87.9K - $114K
|
866
$433K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
SELL
|
- |
-293- 0.62% |
$88.5K - $115K
|
47K
$23.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-298- 2.21% |
$90K - $117K
|
13.2K
$6.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 3.06% |
$90.6K - $117K
|
9.5K
$4.75M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-308- 3.94% |
$93K - $121K
|
7.51K
$3.76M
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-326- 5.45% |
$98.4K - $128K
|
5.66K
$2.83M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-336- 5.75% |
$101K - $132K
|
5.51K
$2.76M
|
|
|
Jan 17, 2024
Q4 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-350- 8.21% |
$106K - $137K
|
3.91K
$1.96M
|