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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
41+ 0.86% |
$12.4K - $15.8K
|
4.83K
$2.4M
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
36+ 1.0% |
$10.8K - $13.9K
|
3.63K
$1.81M
|
|
|
May 17, 2022
Q1 2022
|
Maple Capital Management, Inc.
|
BUY
|
- |
36+ 2.75% |
$10.8K - $13.9K
|
1.35K
$669K
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
34+ 2.96% |
$10.2K - $13.1K
|
1.18K
$588K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
31+ 0.65% |
$9.34K - $12K
|
4.79K
$2.38M
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
30New |
$9.04K - $11.6K
|
30
$14.9K
|
|
|
May 05, 2022
Q1 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
30+ 4.78% |
$9.04K - $11.6K
|
658
$327K
|
|
|
May 17, 2022
Q1 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
30+ 13.82% |
$9.04K - $11.6K
|
247
$123K
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
30+ 53.57% |
$9.04K - $11.6K
|
86
$42.8K
|
|
|
May 02, 2022
Q1 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
28+ 1.79% |
$8.44K - $10.8K
|
1.59K
$791K
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
28+ 0.45% |
$8.44K - $10.8K
|
6.22K
$3.09M
|
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
26+ 3.27% |
$7.83K - $10K
|
822
$409K
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
26+ 520.0% |
$7.83K - $10K
|
31
$15.4K
|
|
|
Apr 19, 2022
Q1 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
25+ 0.22% |
$7.53K - $9.66K
|
11.4K
$5.66M
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
24New |
$7.23K - $9.27K
|
24
$11.9K
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
21New |
$6.33K - $8.11K
|
21
$10.4K
|
|
|
Apr 22, 2022
Q1 2022
|
Monte Financial Group, LLC
|
BUY
|
- |
21+ 1.06% |
$6.33K - $8.11K
|
2K
$997K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
20+ 2.63% |
$6.03K - $7.73K
|
780
$388K
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
20+ 10.53% |
$6.03K - $7.73K
|
210
$104K
|
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
20+ 1.73% |
$6.03K - $7.73K
|
1.18K
$586K
|
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
19+ 2.13% |
$5.72K - $7.34K
|
913
$454K
|
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
18+ 7.14% |
$5.42K - $6.95K
|
270
$134K
|
|
|
May 06, 2022
Q1 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
17+ 0.86% |
$5.12K - $6.57K
|
2K
$997K
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
17New |
$5.12K - $6.57K
|
17
$8.46K
|
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
16+ 0.3% |
$4.82K - $6.18K
|
5.42K
$2.7M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
15+ 1.04% |
$4.52K - $5.79K
|
1.45K
$723K
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
15+ 0.5% |
$4.52K - $5.79K
|
3.01K
$1.5M
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
15New |
$4.52K - $5.79K
|
15
$7.46K
|
|
|
May 12, 2022
Q1 2022
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
14+ 0.21% |
$4.22K - $5.41K
|
6.53K
$3.25M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
14+ 37.84% |
$4.22K - $5.41K
|
51
$25.4K
|
|
|
May 04, 2022
Q1 2022
|
Arizona State Retirement System
|
BUY
|
- |
13+ 0.03% |
$3.92K - $5.02K
|
45.9K
$22.8M
|
|
|
Apr 08, 2022
Q1 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
12+ 1.65% |
$3.62K - $4.64K
|
738
$367K
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
12+ 29.27% |
$3.62K - $4.64K
|
53
$26.4K
|
|
|
May 09, 2022
Q1 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
11New |
$3.31K - $4.25K
|
11
$5.47K
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
11+ 5.42% |
$3.31K - $4.25K
|
214
$106K
|
|
|
May 13, 2022
Q1 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
11+ 1100.0% |
$3.31K - $4.25K
|
12
$5.97K
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
11+ 0.21% |
$3.31K - $4.25K
|
5.17K
$2.57M
|
|
|
May 16, 2022
Q1 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
11+ 47.83% |
$3.31K - $4.25K
|
34
$16.9K
|
|
|
Apr 22, 2022
Q1 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
10+ 1.43% |
$3.01K - $3.86K
|
710
$353K
|
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
10New |
$3.01K - $3.86K
|
10
$4.98K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
10New |
$3.01K - $3.86K
|
10
$4.98K
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
BUY
|
- |
8+ 0.33% |
$2.41K - $3.09K
|
2.42K
$1.2M
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
8+ 5.41% |
$2.41K - $3.09K
|
156
$77.6K
|
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
8+ 100.0% |
$2.41K - $3.09K
|
16
$7.96K
|
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
7New |
$2.11K - $2.7K
|
7
$3.48K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
7New |
$2.11K - $2.7K
|
7
$3.48K
|
|
|
May 16, 2022
Q1 2022
|
Impax Asset Management Group PLC
|
BUY
|
- |
6+ 0.1% |
$1.81K - $2.32K
|
5.88K
$2.93M
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
6+ 0.25% |
$1.81K - $2.32K
|
2.43K
$1.21M
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5New |
$1.51K - $1.93K
|
5
$2.49K
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5+ 0.19% |
$1.51K - $1.93K
|
2.65K
$1.32M
|