Purchases and Sales Made in Q1 2022 in Moodys Corp (MCO)
This table provides information about the institutional ownership of Moodys Corp (MCO) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
4+ 3.33% |
$1.21K - $1.55K
|
124
$61.3K
|
|
|
May 06, 2022
Q1 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
3+ 0.19% |
$904 - $1.16K
|
1.55K
$769K
|
|
|
May 10, 2022
Q1 2022
|
Smith, Salley & Associates
|
BUY
|
- |
3+ 0.04% |
$904 - $1.16K
|
6.93K
$3.43M
|
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3+ 0.09% |
$904 - $1.16K
|
3.21K
$1.59M
|
|
|
May 11, 2022
Q1 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3+ 0.21% |
$904 - $1.16K
|
1.45K
$717K
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
BUY
|
- |
2+ 0.31% |
$603 - $773
|
652
$323K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
2+ 1.2% |
$603 - $773
|
169
$83.6K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2+ 5.56% |
$603 - $773
|
38
$18.8K
|
|
|
May 11, 2022
Q1 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2+ 0.14% |
$603 - $773
|
1.48K
$731K
|
|
|
Apr 26, 2022
Q1 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
2New |
$603 - $773
|
2
$989
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
BUY
|
- |
1+ 2.94% |
$301 - $386
|
35
$17.3K
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1+ 0.15% |
$301 - $386
|
649
$321K
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
1+ 10.0% |
$301 - $386
|
11
$5.44K
|
|
|
Apr 27, 2022
Q1 2022
|
Shearwater Capital LLC
|
BUY
|
- |
1+ 0.1% |
$301 - $386
|
955
$472K
|
|
|
Nov 22, 2024
Q1 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1- 0.07% |
$301 - $386
|
1.4K
$695K
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-1- 3.85% |
$301 - $386
|
25
$12.4K
|
|
|
May 05, 2022
Q1 2022
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-2- 8.0% |
$603 - $773
|
23
$11.4K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-2Closed |
$603 - $773
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2- 0.04% |
$603 - $773
|
5.35K
$2.65M
|
|
|
Apr 20, 2022
Q1 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-3Closed |
$904 - $1.16K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Simmons Bank
|
SELL
|
- |
-3- 0.39% |
$904 - $1.16K
|
761
$376K
|
|
|
Apr 20, 2022
Q1 2022
|
Retirement Systems Of Alabama
|
SELL
|
- |
-4- 0.01% |
$1.21K - $1.55K
|
53.6K
$26.5M
|
|
|
Apr 26, 2022
Q1 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-4- 0.4% |
$1.21K - $1.55K
|
1K
$495K
|
|
|
May 03, 2022
Q1 2022
|
Sierra Capital LLC
|
SELL
|
- |
-5- 25.0% |
$1.51K - $1.93K
|
15
$7.42K
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-5Closed |
$1.51K - $1.93K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
SELL
|
- |
-6- 1.93% |
$1.81K - $2.32K
|
305
$151K
|
|
|
May 02, 2022
Q1 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-6Closed |
$1.81K - $2.32K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-6- 1.4% |
$1.81K - $2.32K
|
422
$209K
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7- 0.84% |
$2.11K - $2.7K
|
831
$411K
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7- 0.84% |
$2.11K - $2.7K
|
831
$411K
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
SELL
|
- |
-8- 0.5% |
$2.41K - $3.09K
|
1.58K
$782K
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-9- 4.52% |
$2.71K - $3.48K
|
190
$94K
|
|
|
Sep 13, 2022
Q1 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-9- 0.52% |
$2.71K - $3.48K
|
1.72K
$849K
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-11Closed |
$3.31K - $4.25K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-11- 20.37% |
$3.31K - $4.25K
|
43
$21.3K
|
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-11- 0.85% |
$3.31K - $4.25K
|
1.28K
$634K
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-12- 1.08% |
$3.62K - $4.64K
|
1.1K
$544K
|
|
|
May 13, 2022
Q1 2022
|
Hershey Trust CO
Hershey, PA |
SELL
|
- |
-13Closed |
$3.92K - $5.02K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-15- 1.46% |
$4.52K - $5.79K
|
1.02K
$502K
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-16- 2.06% |
$4.82K - $6.18K
|
760
$376K
|
|
|
May 13, 2022
Q1 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-19- 1.39% |
$5.72K - $7.34K
|
1.35K
$669K
|
|
|
May 16, 2022
Q1 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-19Closed |
$5.72K - $7.34K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-19Closed |
$5.72K - $7.34K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-19Closed |
$5.72K - $7.34K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-20- 2.94% |
$6.03K - $7.73K
|
661
$327K
|
|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-22- 0.75% |
$6.63K - $8.5K
|
2.9K
$1.44M
|
|
|
May 13, 2022
Q1 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-22- 28.21% |
$6.63K - $8.5K
|
56
$27.7K
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-22- 9.21% |
$6.63K - $8.5K
|
217
$107K
|
|
|
May 12, 2022
Q1 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-23- 2.69% |
$6.93K - $8.88K
|
831
$411K
|