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MOODYS CORP
MOODYS CORP. Institutional holdings reported to the SEC.

Institutional Holders (2017Q1)
Portfolio Summary: 587 Institutional holders with a total value of $19,361,880,413.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Tarbox Family Office, Inc. 15 2,000 0.00%
2 Financial Architects, Inc 15 2,000 0.00%
3 Evercore Wealth Management, LLC 17 2,000 0.00%
4 Mitsubishi UFJ Securities Holdings Co., Ltd. 20 2,000 0.00%
5 SUTTON WEALTH ADVISORS INC. 23 2,577 0.00%
6 OMNIA FAMILY WEALTH, LLC 24 3,000 0.00%
7 CITY HOLDING CO 74 3,000 0.00%
8 FARMERS & MERCHANTS INVESTMENTS INC 40 4,000 0.00%
9 VERSANT CAPITAL MANAGEMENT, INC 50 5,000 0.00%
10 Parkside Financial Bank & Trust 59 6,000 0.00%
11 CENTRAL TRUST Co 60 7,000 0.00%
12 Tradewinds Capital Management, LLC 75 8,000 0.00%
13 BROWN BROTHERS HARRIMAN & CO 84 9,000 0.00%
14 Plante Moran Financial Advisors, LLC 92 10,000 0.00%
15 ENTERPRISE FINANCIAL SERVICES CORP 85 10,000 0.00%
16 BENJAMIN F. EDWARDS & COMPANY, INC. 100 11,000 0.00%
17 Alexandria Capital, LLC 101 11,000 0.00%
18 Cornerstone Advisors, Inc. 105 12,000 0.00%
19 BB&T INVESTMENT SERVICES, INC. 162 13,000 0.00%
20 MassMutual Private Wealth & Trust, FSB 123 13,781 0.00%
21 Carroll Financial Associates, Inc. 131 14,000 0.00%
22 Crestwood Advisors Group, LLC 125 15,000 0.00%
23 SCHRODER INVESTMENT MANAGEMENT GROUP 138 15,000 0.00%
24 AMERICAN NATIONAL BANK & TRUST 165 18,000 0.00%
25 COCONUT GROVE BANK 174 19,000 0.00%
26 QUADRANT CAPITAL GROUP LLC 209 20,000 0.00%
27 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 200 22,000 0.00%
28 Gemmer Asset Management LLC 199 22,000 0.00%
29 M&R CAPITAL MANAGEMENT INC 200 22,000 0.00%
30 MINICHMACGREGOR WEALTH MANAGEMENT, LLC 216 24,000 0.00%
31 PROFICIO CAPITAL PARTNERS LLC 215 25,000 0.00%
32 Tower Research Capital LLC (TRC) 264 30,000 0.00%
33 Cranbrook Wealth Management, LLC 292 33,000 0.00%
34 Sandy Spring Bank 291 33,000 0.00%
35 PATHSTONE FAMILY OFFICE, LLC 295 33,000 0.00%
36 TCI Wealth Advisors, Inc. 304 34,000 0.00%
37 JNBA Financial Advisors 310 35,000 0.00%
38 PARALLEL ADVISORS, LLC 293 35,000 0.00%
39 GENEOS WEALTH MANAGEMENT INC. 324 36,000 0.00%
40 THOMPSON DAVIS & CO., INC. 400 45,000 0.00%
41 Manchester Capital Management LLC 413 46,000 0.00%
42 CUTLER GROUP LLC / CA 4,500 48,000 0.00% Call
43 WEST PACES ADVISORS INC. 434 48,625 0.00%
44 Rampart Investment Management Company, LLC 457 51,000 0.00%
45 SRS CAPITAL ADVISORS, INC. 471 52,000 0.00% SH
46 First Horizon Advisors, Inc. 500 56,000 0.00%
47 FIELDPOINT PRIVATE SECURITIES, LLC 500 56,000 0.00%
48 DEUTSCHE BANK AG\ 502 56,000 0.00% Call
49 CASCADE INVESTMENT ADVISORS, INC. 500 56,020 0.00%
50 ASSETMARK, INC 542 61,000 0.00%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.