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
|
Comerica Bank
|
SELL
|
- |
-353- 0.95% |
$107K - $138K
|
36.7K
$18.4M
|
|
Jan 10, 2024
Q4 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-361- 2.72% |
$109K - $141K
|
12.9K
$6.47M
|
|
Apr 01, 2024
Q4 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-367- 15.98% |
$111K - $144K
|
1.93K
$966K
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-388- 1.47% |
$117K - $152K
|
26K
$13M
|
|
Feb 14, 2024
Q4 2023
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-394- 37.45% |
$119K - $154K
|
658
$329K
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-396- 16.52% |
$120K - $155K
|
2K
$1M
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-398- 0.68% |
$120K - $156K
|
58.6K
$29.3M
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-400- 21.28% |
$121K - $157K
|
1.48K
$740K
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-415- 17.47% |
$125K - $163K
|
1.96K
$981K
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-417- 0.6% |
$126K - $163K
|
68.7K
$34.4M
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-429- 0.86% |
$130K - $168K
|
49.3K
$24.6M
|
|
Jan 26, 2024
Q4 2023
|
Value Partners Investments Inc.
|
SELL
|
- |
-429- 11.99% |
$130K - $168K
|
3.15K
$1.58M
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-447- 15.46% |
$135K - $175K
|
2.45K
$1.22M
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-451- 32.63% |
$136K - $177K
|
931
$466K
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-465- 22.16% |
$140K - $182K
|
1.63K
$817K
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-501- 61.25% |
$151K - $196K
|
317
$159K
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-521- 0.54% |
$157K - $204K
|
95.3K
$47.7M
|
|
Jan 24, 2024
Q4 2023
|
Xxec, Inc.
|
SELL
|
- |
-525- 2.31% |
$159K - $206K
|
22.2K
$11.1M
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-545- 31.27% |
$165K - $213K
|
1.2K
$599K
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-566- 41.62% |
$171K - $222K
|
794
$397K
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-569- 3.47% |
$172K - $223K
|
15.8K
$7.93M
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-575- 26.15% |
$174K - $225K
|
1.62K
$812K
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-575- 26.15% |
$174K - $225K
|
1.62K
$812K
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-586- 8.14% |
$177K - $229K
|
6.61K
$3.31M
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-595- 24.17% |
$180K - $233K
|
1.87K
$934K
|
|
Feb 26, 2024
Q4 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-607- 4.26% |
$183K - $238K
|
13.6K
$6.82M
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-616- 2.44% |
$186K - $241K
|
24.7K
$12.3M
|
|
Feb 13, 2024
Q4 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-699- 11.04% |
$211K - $274K
|
5.63K
$2.82M
|
|
Feb 06, 2024
Q4 2023
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-700- 2.19% |
$211K - $274K
|
31.3K
$15.7M
|
|
Feb 12, 2024
Q4 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-715- 3.44% |
$216K - $280K
|
20.1K
$10M
|
|
Feb 14, 2024
Q4 2023
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-720- 2.55% |
$217K - $282K
|
27.5K
$13.8M
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-729- 39.26% |
$220K - $285K
|
1.13K
$564K
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-754- 45.23% |
$228K - $295K
|
913
$457K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-759- 60.05% |
$229K - $297K
|
505
$253K
|
|
Jan 24, 2024
Q4 2023
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-761- 1.44% |
$230K - $298K
|
52K
$26M
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-826- 97.75% |
$249K - $323K
|
19
$9.51K
|
|
Feb 14, 2024
Q4 2023
|
Unigestion Holding Sa
|
SELL
|
- |
-884- 39.31% |
$267K - $346K
|
1.37K
$683K
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-887- 1.97% |
$268K - $347K
|
44.2K
$22.1M
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-902- 7.79% |
$272K - $353K
|
10.7K
$5.34M
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-930- 58.75% |
$281K - $364K
|
653
$327K
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-934- 4.34% |
$282K - $366K
|
20.6K
$10.3M
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-961- 3.76% |
$290K - $376K
|
24.6K
$12.3M
|
|
Feb 14, 2024
Q4 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-961- 8.3% |
$290K - $376K
|
10.6K
$5.31M
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-971- 86.93% |
$293K - $380K
|
146
$73K
|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-996- 2.79% |
$301K - $390K
|
34.7K
$17.4M
|
|
Jan 30, 2024
Q4 2023
|
Everence Capital Management Inc
|
SELL
|
- |
-1.01K- 18.41% |
$305K - $396K
|
4.48K
$2.24M
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.02K- 4.64% |
$309K - $401K
|
21.1K
$10.5M
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-1.04K- 2.64% |
$313K - $406K
|
38.1K
$19.1M
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-1.05K- 4.48% |
$318K - $412K
|
22.4K
$11.2M
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.08K- 2.16% |
$327K - $425K
|
49.2K
$24.6M
|