HighPoint Advisor Group LLC

Position in MCO — Moodys Corp /De/

CIK 1616034 DOWNERS GROVE, IL

Position in MCO

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$423,933

+$19,966 QoQ

Shares Held

936

+1.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#931

of 1,401 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

HighPoint Advisor Group LLC holds $1,141,922 across 3 Financial Data & Stock Exchanges names. MCO ranks #2 (37.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc.	1,257	$484,232
2	MCO	Moodys Corp /De/ This page	936	$423,933
3	COIN	Coinbase Global, Inc.	1,599	$233,757

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$423,933	936	+1.1%	Shares	Sole	2026-08-05
2026-03-31	$403,967	926	0.0%	Shares	Sole	2026-05-14
2025-12-31	$473,047	926	-78.0%	Shares	Sole	2026-05-14
2025-09-30	$2,007,886	4,214	+6.9%	Shares	Sole	2025-11-05
2025-06-30	$1,977,267	3,942	-1.5%	Shares	Sole	2025-08-07
2025-03-31	$1,863,225	4,001	+3.1%	Shares	Sole	2025-05-05
2024-12-31	$1,837,622	3,882	+1.0%	Shares	Sole	2025-02-12
2024-09-30	$1,824,798	3,845	+0.4%	Shares	Sole	2024-11-04
2024-06-30	$1,611,320	3,828	+0.2%	Shares	Sole	2024-08-08
2024-03-31	$1,500,981	3,819	+0.6%	Shares	Sole	2024-05-14
2023-12-31	$1,482,175	3,795	+64.1%	Shares	Sole	2024-03-26
2022-06-30	$628,794	2,312	+9.9%	Shares	Sole	2022-08-15
2021-09-30	$746,796	2,103	-11.2%	Shares	Sole	2021-11-15
2021-06-30	$858,454	2,369	+22.0%	Shares	Sole	2021-07-29
2021-03-31	$579,900	1,942	+5.5%	Shares	Sole	2021-04-12
2020-12-31	$534,331	1,841	+7.9%	Shares	Sole	2021-02-10
2020-09-30	$494,773	1,707	-0.9%	Shares	Sole	2020-11-06
2020-06-30	$473,359	1,723	+3.2%	Shares	Sole	2020-08-13
2020-03-31	$352,993	1,669	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.