Purchases and Sales Made in Q2 2022 in Moodys Corp (MCO)
This table provides information about the institutional ownership of Moodys Corp (MCO) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
800+ 62.45% |
$203K - $275K
|
2.08K
$1.04M
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
799New |
$203K - $274K
|
799
$398K
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
795+ 17.28% |
$202K - $273K
|
5.4K
$2.68M
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
795+ 51.29% |
$202K - $273K
|
2.35K
$1.17M
|
|
Aug 08, 2022
Q2 2022
|
Alapocas Investment Partners, Inc.
Beverly, MA |
BUY
|
- |
785+ 3.61% |
$199K - $270K
|
22.6K
$11.2M
|
|
Aug 11, 2022
Q2 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
769+ 18.72% |
$195K - $264K
|
4.88K
$2.43M
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
760+ 16.34% |
$193K - $261K
|
5.41K
$2.69M
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
759+ 0.27% |
$193K - $261K
|
278K
$138M
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
757+ 1.44% |
$192K - $260K
|
53.3K
$26.5M
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
755+ 2.58% |
$191K - $259K
|
30K
$14.9M
|
|
Aug 08, 2022
Q2 2022
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
710+ 14.87% |
$180K - $244K
|
5.48K
$2.73M
|
|
Jul 25, 2022
Q2 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
708+ 60.98% |
$180K - $243K
|
1.87K
$930K
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
708+ 20.52% |
$180K - $243K
|
4.16K
$2.07M
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
701+ 21.54% |
$178K - $241K
|
3.96K
$1.97M
|
|
Jul 13, 2022
Q2 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
700+ 6.15% |
$178K - $240K
|
12.1K
$6.01M
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
BUY
|
- |
678+ 97.98% |
$172K - $233K
|
1.37K
$682K
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
668+ 42.01% |
$169K - $229K
|
2.26K
$1.12M
|
|
Aug 12, 2022
Q2 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
665+ 14.64% |
$169K - $228K
|
5.21K
$2.59M
|
|
Aug 10, 2022
Q2 2022
|
Ethic Inc.
New York, NY |
BUY
|
- |
652+ 6.4% |
$165K - $224K
|
10.8K
$5.39M
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
652+ 11.2% |
$165K - $224K
|
6.47K
$3.22M
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
625+ 12.8% |
$159K - $215K
|
5.51K
$2.74M
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
617+ 8.49% |
$156K - $212K
|
7.89K
$3.92M
|
|
Aug 05, 2022
Q2 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
616New |
$156K - $212K
|
616
$306K
|
|
Aug 09, 2022
Q2 2022
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
608+ 1.15% |
$154K - $209K
|
53.5K
$26.6M
|
|
Jul 27, 2022
Q2 2022
|
Progressive Investment Management Corp
|
BUY
|
- |
599+ 1.63% |
$152K - $206K
|
37.3K
$18.6M
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
591+ 79.54% |
$150K - $203K
|
1.33K
$664K
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
569+ 28.74% |
$144K - $195K
|
2.55K
$1.27M
|
|
Aug 11, 2022
Q2 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
547+ 1.08% |
$139K - $188K
|
51K
$25.4M
|
|
Aug 15, 2022
Q2 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
531+ 2.72% |
$135K - $182K
|
20.1K
$9.98M
|
|
Aug 12, 2022
Q2 2022
|
Bell Asset Management LTD
Melbourne, C3 |
BUY
|
- |
525+ 2.29% |
$133K - $180K
|
23.4K
$11.6M
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
523+ 4.58% |
$133K - $180K
|
11.9K
$5.94M
|
|
Jul 25, 2022
Q2 2022
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
495+ 1.62% |
$126K - $170K
|
31K
$15.4M
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
495+ 20.42% |
$126K - $170K
|
2.92K
$1.45M
|
|
Aug 15, 2022
Q2 2022
|
Caxton Associates LP
New York, NY |
BUY
|
- |
490+ 48.9% |
$124K - $168K
|
1.49K
$742K
|
|
Aug 01, 2022
Q2 2022
|
Empowered Funds, LLC
|
BUY
|
- |
487+ 15.52% |
$124K - $167K
|
3.63K
$1.8M
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
479+ 137.25% |
$121K - $164K
|
828
$412K
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
451+ 14.29% |
$114K - $155K
|
3.61K
$1.79M
|
|
Aug 15, 2022
Q2 2022
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
450+ 3.7% |
$114K - $155K
|
12.6K
$6.28M
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
448+ 1.14% |
$114K - $154K
|
39.6K
$19.7M
|
|
Aug 09, 2022
Q2 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
442+ 4.32% |
$112K - $152K
|
10.7K
$5.31M
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
BUY
|
- |
437+ 4.41% |
$111K - $150K
|
10.3K
$5.14M
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
423+ 35.37% |
$107K - $145K
|
1.62K
$806K
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
420New |
$107K - $144K
|
420
$209K
|
|
Aug 12, 2022
Q2 2022
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
404+ 62.93% |
$102K - $139K
|
1.05K
$520K
|
|
Aug 11, 2022
Q2 2022
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
400New |
$101K - $137K
|
400
$199K
|
|
Aug 12, 2022
Q2 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
386+ 1.22% |
$97.9K - $133K
|
31.9K
$15.9M
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
385+ 15.33% |
$97.7K - $132K
|
2.9K
$1.44M
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
371+ 1.43% |
$94.1K - $127K
|
26.3K
$13.1M
|
|
Jul 20, 2022
Q2 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
352+ 3.06% |
$89.3K - $121K
|
11.9K
$5.9M
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
346+ 59.66% |
$87.8K - $119K
|
926
$461K
|