Purchases and Sales Made in Q3 2021 in Moodys Corp (MCO)
This table provides information about the institutional ownership of Moodys Corp (MCO) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 09, 2021
Q3 2021
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
670+ 0.51% |
$238K - $259K
|
133K
$65.7M
|
|
Nov 15, 2021
Q3 2021
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
664New |
$236K - $257K
|
664
$328K
|
|
Nov 16, 2021
Q3 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
656New |
$233K - $254K
|
656
$324K
|
|
Nov 08, 2021
Q3 2021
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
650+ 45.14% |
$231K - $251K
|
2.09K
$1.03M
|
|
Nov 09, 2021
Q3 2021
|
Regency Capital Management Inc.\De
|
BUY
|
- |
645+ 10.94% |
$229K - $250K
|
6.54K
$3.23M
|
|
Nov 09, 2021
Q3 2021
|
Ieq Capital, LLC
|
BUY
|
- |
641+ 24.11% |
$228K - $248K
|
3.3K
$1.63M
|
|
Nov 15, 2021
Q3 2021
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
633New |
$225K - $245K
|
633
$313K
|
|
Nov 15, 2021
Q3 2021
|
Altshuler Shaham LTD
|
BUY
|
- |
623New |
$221K - $241K
|
623
$308K
|
|
Oct 19, 2021
Q3 2021
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
612+ 1.91% |
$217K - $237K
|
32.7K
$16.1M
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
611New |
$217K - $236K
|
611
$302K
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
606+ 6.0% |
$215K - $234K
|
10.7K
$5.28M
|
|
Nov 15, 2021
Q3 2021
|
Lion Street Advisors, LLC
|
BUY
|
- |
606New |
$215K - $234K
|
606
$299K
|
|
Nov 15, 2021
Q3 2021
|
Castellan Group
Louisville, KY |
BUY
|
- |
602+ 14.98% |
$214K - $233K
|
4.62K
$2.28M
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
590New |
$210K - $228K
|
590
$291K
|
|
Nov 12, 2021
Q3 2021
|
Wms Partners, LLC
|
BUY
|
- |
583+ 30.85% |
$207K - $226K
|
2.47K
$1.22M
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
576+ 51.38% |
$205K - $223K
|
1.7K
$838K
|
|
Nov 02, 2021
Q3 2021
|
Lvw Advisors, LLC
|
BUY
|
- |
572New |
$203K - $221K
|
572
$282K
|
|
Nov 15, 2021
Q3 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
567New |
$201K - $219K
|
567
$280K
|
|
Nov 05, 2021
Q3 2021
|
Bowie Capital Management, LLC
Richardson, TX |
BUY
|
- |
542+ 0.4% |
$192K - $210K
|
136K
$67.3M
|
|
Nov 09, 2021
Q3 2021
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
519+ 10.58% |
$184K - $201K
|
5.42K
$2.68M
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
501+ 132.54% |
$178K - $194K
|
879
$434K
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
497+ 6.2% |
$176K - $192K
|
8.52K
$4.21M
|
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
484+ 0.19% |
$172K - $187K
|
250K
$123M
|
|
Nov 15, 2021
Q3 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
481+ 51.94% |
$171K - $186K
|
1.41K
$695K
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
476+ 6.78% |
$169K - $184K
|
7.49K
$3.7M
|
|
Nov 16, 2021
Q3 2021
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
468New |
$166K - $181K
|
468
$231K
|
|
Nov 15, 2021
Q3 2021
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
453+ 46.37% |
$161K - $175K
|
1.43K
$706K
|
|
Nov 10, 2021
Q3 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
448+ 2.17% |
$159K - $173K
|
21.1K
$10.4M
|
|
Nov 05, 2021
Q3 2021
|
Smith, Salley & Associates
|
BUY
|
- |
420+ 7.56% |
$149K - $162K
|
5.98K
$2.95M
|
|
Nov 15, 2021
Q3 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
417+ 17.43% |
$148K - $161K
|
2.81K
$1.39M
|
|
Nov 10, 2021
Q3 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
416New |
$148K - $161K
|
416
$205K
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
415+ 19.25% |
$147K - $161K
|
2.57K
$1.27M
|
|
Oct 27, 2021
Q3 2021
|
Telemus Capital, LLC
|
BUY
|
- |
414+ 12.67% |
$147K - $160K
|
3.68K
$1.82M
|
|
Oct 28, 2021
Q3 2021
|
Marshall Financial Group LLC
|
BUY
|
- |
390+ 9.86% |
$138K - $151K
|
4.35K
$2.15M
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
389+ 4.06% |
$138K - $150K
|
9.98K
$4.93M
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
386+ 4.23% |
$137K - $149K
|
9.5K
$4.69M
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
384+ 66.78% |
$136K - $149K
|
959
$473K
|
|
Nov 02, 2021
Q3 2021
|
Ing Groep Nv
|
BUY
|
- |
378+ 2.86% |
$134K - $146K
|
13.6K
$6.71M
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
344+ 15.7% |
$122K - $133K
|
2.54K
$1.25M
|
|
Dec 01, 2022
Q3 2021
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
339+ 0.5% |
$120K - $131K
|
67.6K
$33.4M
|
|
Oct 20, 2021
Q3 2021
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
339+ 0.5% |
$120K - $131K
|
67.6K
$33.4M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
335+ 2.08% |
$119K - $130K
|
16.4K
$8.1M
|
|
Nov 15, 2021
Q3 2021
|
2 Xideas Ag
Pfaffikon, V8 |
BUY
|
- |
333+ 1.08% |
$118K - $129K
|
31.1K
$15.4M
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
330+ 4.61% |
$117K - $128K
|
7.49K
$3.7M
|
|
Nov 05, 2021
Q3 2021
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
329+ 3.94% |
$117K - $127K
|
8.69K
$4.29M
|
|
Nov 15, 2021
Q3 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
329+ 12.71% |
$117K - $127K
|
2.92K
$1.44M
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
328+ 13.05% |
$116K - $127K
|
2.84K
$1.4M
|
|
Oct 29, 2021
Q3 2021
|
Live Oak Private Wealth LLC
|
BUY
|
- |
318+ 9.76% |
$113K - $123K
|
3.58K
$1.76M
|
|
Nov 12, 2021
Q3 2021
|
Ns Partners LTD
|
BUY
|
- |
315+ 0.44% |
$112K - $122K
|
71.7K
$35.4M
|
|
Nov 15, 2021
Q3 2021
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
311+ 11.96% |
$110K - $120K
|
2.91K
$1.44M
|