Purchases and Sales Made in Q4 2022 in Moodys Corp (MCO)
This table provides information about the institutional ownership of Moodys Corp (MCO) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2023
Q4 2022
|
Howland Capital Management LLC
|
BUY
|
- |
5+ 0.48% |
$1.18K - $1.55K
|
1.04K
$522K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
5New |
$1.18K - $1.55K
|
5
$2.5K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4+ 1.67% |
$941 - $1.24K
|
244
$122K
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3+ 0.11% |
$706 - $931
|
2.7K
$1.35M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
3+ 0.13% |
$706 - $931
|
2.38K
$1.19M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3+ 0.35% |
$706 - $931
|
864
$432K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
3New |
$706 - $931
|
3
$1.5K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
3+ 15.79% |
$706 - $931
|
22
$11K
|
|
|
Jan 20, 2023
Q4 2022
|
Shearwater Capital LLC
|
BUY
|
- |
2+ 0.21% |
$471 - $621
|
962
$481K
|
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
2+ 0.19% |
$471 - $621
|
1.04K
$518K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2New |
$471 - $621
|
2
$1K
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2+ 66.67% |
$471 - $621
|
5
$2.5K
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1+ 0.1% |
$235 - $310
|
1.04K
$522K
|
|
|
Jan 31, 2023
Q4 2022
|
Core Alternative Capital
|
BUY
|
- |
1+ 1.28% |
$235 - $310
|
79
$39.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1New |
$235 - $310
|
1
$500
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1+ 0.07% |
$235 - $310
|
1.46K
$732K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
1New |
$235 - $310
|
1
$500
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1New |
$235 - $310
|
1
$500
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.43% |
$235 - $310
|
231
$116K
|
|
|
Feb 13, 2023
Q4 2022
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
1+ 0.05% |
$235 - $310
|
1.98K
$991K
|
|
|
Nov 26, 2024
Q4 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1- 5.56% |
$235 - $310
|
17
$8.5K
|
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
SELL
|
- |
-1- 0.02% |
$235 - $310
|
4.03K
$2.02M
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-1- 14.29% |
$235 - $310
|
6
$3K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1- 0.65% |
$235 - $310
|
154
$77K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 8.33% |
$235 - $310
|
11
$5.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-1- 0.03% |
$235 - $310
|
3.32K
$1.66M
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2- 11.11% |
$471 - $621
|
16
$8K
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2- 0.47% |
$471 - $621
|
422
$211K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-2- 0.13% |
$471 - $621
|
1.53K
$765K
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2- 0.16% |
$471 - $621
|
1.24K
$620K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3- 3.09% |
$706 - $931
|
94
$47K
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-3- 0.26% |
$706 - $931
|
1.15K
$576K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-3- 60.0% |
$706 - $931
|
2
$1K
|
|
|
Jan 17, 2023
Q4 2022
|
4 J Wealth Management LLC
|
SELL
|
- |
-5- 0.58% |
$1.18K - $1.55K
|
864
$432K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-6- 9.68% |
$1.41K - $1.86K
|
56
$28K
|
|
|
Feb 14, 2023
Q4 2022
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
SELL
|
- |
-6- 1.86% |
$1.41K - $1.86K
|
317
$159K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-6Closed |
$1.41K - $1.86K
|
0
$0
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-6- 0.24% |
$1.41K - $1.86K
|
2.45K
$1.22M
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-7- 53.85% |
$1.65K - $2.17K
|
6
$3K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-7- 0.81% |
$1.65K - $2.17K
|
861
$431K
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-8- 7.27% |
$1.88K - $2.48K
|
102
$51K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-10- 20.41% |
$2.35K - $3.1K
|
39
$19.5K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10- 13.7% |
$2.35K - $3.1K
|
63
$31.5K
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-10- 50.0% |
$2.35K - $3.1K
|
10
$5K
|
|
|
Feb 07, 2023
Q4 2022
|
Conning Inc.
|
SELL
|
- |
-13- 1.3% |
$3.06K - $4.03K
|
990
$495K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-14- 0.32% |
$3.29K - $4.35K
|
4.41K
$2.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-15- 1.49% |
$3.53K - $4.66K
|
990
$495K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-15- 0.36% |
$3.53K - $4.66K
|
4.15K
$2.08M
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-15- 0.28% |
$3.53K - $4.66K
|
5.29K
$2.65M
|