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
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
279+ 5.36% |
$84.2K - $109K
|
5.49K
$2.75M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
275+ 2.66% |
$83K - $108K
|
10.6K
$5.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
275+ 1.51% |
$83K - $108K
|
18.5K
$9.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
274+ 23.24% |
$82.7K - $107K
|
1.45K
$727K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
268+ 175.16% |
$80.9K - $105K
|
421
$211K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
264+ 19.58% |
$79.7K - $103K
|
1.61K
$806K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
258New |
$77.9K - $101K
|
258
$129K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
253+ 0.93% |
$76.4K - $99.1K
|
27.6K
$13.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
250+ 12.87% |
$75.5K - $97.9K
|
2.19K
$1.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
243+ 34.57% |
$73.4K - $95.2K
|
946
$473K
|
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
240+ 31.33% |
$72.5K - $94K
|
1.01K
$503K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
239+ 26.73% |
$72.2K - $93.6K
|
1.13K
$567K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
238+ 10.18% |
$71.9K - $93.2K
|
2.58K
$1.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
238+ 4.39% |
$71.9K - $93.2K
|
5.66K
$2.83M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
234+ 0.43% |
$70.7K - $91.6K
|
55K
$27.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
231+ 2.23% |
$69.8K - $90.5K
|
10.6K
$5.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
231+ 1.91% |
$69.8K - $90.5K
|
12.4K
$6.18M
|
|
|
Dec 09, 2024
Q4 2023
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
231+ 0.34% |
$69.8K - $90.5K
|
69K
$34.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
219+ 5.83% |
$66.1K - $85.8K
|
3.98K
$1.99M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
216+ 13.75% |
$65.2K - $84.6K
|
1.79K
$894K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
215+ 14.89% |
$64.9K - $84.2K
|
1.66K
$830K
|
|
|
Feb 08, 2024
Q4 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
215+ 2.32% |
$64.9K - $84.2K
|
9.48K
$4.74M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
210+ 5.73% |
$63.4K - $82.2K
|
3.87K
$1.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
209+ 1.91% |
$63.1K - $81.8K
|
11.2K
$5.59M
|
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
BUY
|
- |
201+ 2010.0% |
$60.7K - $78.7K
|
211
$106K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
199+ 3.33% |
$60.1K - $77.9K
|
6.17K
$3.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
196+ 27.88% |
$59.2K - $76.8K
|
899
$450K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
195+ 2.82% |
$58.9K - $76.4K
|
7.11K
$3.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
195+ 8.02% |
$58.9K - $76.4K
|
2.63K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
179+ 0.86% |
$54.1K - $70.1K
|
21K
$10.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
177+ 0.46% |
$53.4K - $69.3K
|
38.6K
$19.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
173+ 1.12% |
$52.2K - $67.8K
|
15.6K
$7.81M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
167+ 6.97% |
$50.4K - $65.4K
|
2.56K
$1.28M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
163New |
$49.2K - $63.8K
|
163
$81.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
163+ 0.62% |
$49.2K - $63.8K
|
26.6K
$13.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
160+ 13.89% |
$48.3K - $62.7K
|
1.31K
$656K
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
157+ 0.8% |
$47.4K - $61.5K
|
19.7K
$9.87M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
156+ 5.88% |
$47.1K - $61.1K
|
2.81K
$1.41M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
152+ 9.83% |
$45.9K - $59.5K
|
1.7K
$850K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
152+ 21.56% |
$45.9K - $59.5K
|
857
$429K
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
148+ 20.7% |
$44.7K - $58K
|
863
$432K
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
148+ 20.7% |
$44.7K - $58K
|
863
$432K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
143+ 29.3% |
$43.2K - $56K
|
631
$316K
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
142+ 10.17% |
$42.9K - $55.6K
|
1.54K
$769K
|
|
|
Jan 16, 2024
Q4 2023
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
140+ 0.83% |
$42.3K - $54.8K
|
17.1K
$8.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
135+ 2.24% |
$40.8K - $52.9K
|
6.17K
$3.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
134New |
$40.5K - $52.5K
|
134
$67K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
133New |
$40.2K - $52.1K
|
133
$66.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
131+ 1.05% |
$39.6K - $51.3K
|
12.6K
$6.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
130+ 10.4% |
$39.3K - $50.9K
|
1.38K
$690K
|