HOWE & RUSLING INC

Position in MCO — Moodys Corp /De/

CIK 769963 ROCHESTER, NY

Position in MCO

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$245,935

+$5,125 QoQ

Shares Held

543

-1.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,089

of 1,401 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 76% Shared 0% None 24%

Financial Services · as of Jun 30, 2026

HOWE & RUSLING INC holds $31,084,807 across 4 Financial Data & Stock Exchanges names. MCO ranks #4 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ICE	Intercontinental Exchange, Inc.	136,080	$16,752,808
2	CME	Cme Group Inc.	35,408	$7,819,148
3	SPGI	S&P Global Inc.	16,265	$6,266,916
4	MCO	Moodys Corp /De/ This page	543	$245,935

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$245,935	543	-1.6%	Shares	Sole	2026-08-10
2026-03-31	$240,810	552	-0.5%	Shares	Sole	2026-04-28
2025-12-31	$283,521	555	0.0%	Shares	Sole	2026-02-17
2025-09-30	$264,446	555	-13.1%	Shares	Sole	2025-11-05
2025-06-30	$320,516	639	+1.6%	Shares	Sole	2025-08-12
2025-03-31	$292,919	629	+0.6%	Shares	Sole	2025-06-17
2024-12-31	$295,856	625	0.0%	Shares	Sole	2025-02-12
2024-09-30	$296,618	625	-0.5%	Shares	Sole	2024-11-08
2024-06-30	$264,344	628	-11.4%	Shares	Sole	2024-08-14
2024-03-31	$278,658	709	+14.2%	Shares	Sole	2024-05-15
2023-12-31	$242,537	621	0.0%	Shares	Sole	2024-02-06
2023-06-30	$215,934	621	-3.1%	Shares	Sole	2023-08-14
2022-09-30	$155,833	641	0.0%	Shares	Sole	2022-11-14
2022-06-30	$174,332	641	+21.9%	Shares	Sole	2022-08-15
2022-03-31	$177,477	526	0.0%	Shares	Sole	2022-05-10
2021-12-31	$205,445	526	-25.5%	Shares	Sole	2022-02-14
2021-09-30	$250,707	706	0.0%	Shares	Sole	2021-11-15
2021-06-30	$255,833	706	0.0%	Shares	Sole	2021-08-13
2021-03-31	$210,818	706	0.0%	Shares	Sole	2021-05-13
2020-12-31	$204,909	706	-52.8%	Shares	Sole	2021-02-08
2020-09-30	$433,615	1,496	-8.3%	Shares	Sole	2020-11-06
2020-06-30	$448,084	1,631	-25.3%	Shares	Sole	2020-07-15
2020-03-31	$461,704	2,183	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.