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 12, 2021
Q3 2021
|
Ns Partners LTD
|
BUY
|
- |
315+ 0.44% |
$112K - $122K
|
71.7K
$36.2M
|
|
Nov 15, 2021
Q3 2021
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
311+ 11.96% |
$110K - $120K
|
2.91K
$1.47M
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
302New |
$107K - $117K
|
302
$152K
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
290+ 4.89% |
$103K - $112K
|
6.22K
$3.13M
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
280+ 9.21% |
$99.4K - $108K
|
3.32K
$1.67M
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
266+ 1330.0% |
$94.5K - $103K
|
286
$144K
|
|
Nov 12, 2021
Q3 2021
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
264+ 0.09% |
$93.7K - $102K
|
285K
$144M
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
264New |
$93.7K - $102K
|
264
$133K
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
262+ 2.44% |
$93K - $101K
|
11K
$5.54M
|
|
Nov 12, 2021
Q3 2021
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
262+ 7.67% |
$93K - $101K
|
3.68K
$1.85M
|
|
Nov 09, 2021
Q3 2021
|
Avestar Capital, LLC
|
BUY
|
- |
261+ 5.17% |
$92.7K - $101K
|
5.31K
$2.68M
|
|
Oct 29, 2021
Q3 2021
|
Carderock Capital Management Inc
|
BUY
|
- |
261+ 1.99% |
$92.7K - $101K
|
13.4K
$6.74M
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
259+ 41.05% |
$92K - $100K
|
890
$449K
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
254+ 7.45% |
$90.2K - $98.3K
|
3.66K
$1.85M
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
253+ 14.19% |
$89.8K - $97.9K
|
2.04K
$1.03M
|
|
Nov 03, 2021
Q3 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
250+ 8.59% |
$88.8K - $96.7K
|
3.16K
$1.59M
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
245+ 24.57% |
$87K - $94.8K
|
1.24K
$626K
|
|
Nov 02, 2021
Q3 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
244+ 12.04% |
$86.6K - $94.4K
|
2.27K
$1.14M
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
240+ 12.03% |
$85.2K - $92.8K
|
2.24K
$1.13M
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
235+ 13.1% |
$83.5K - $90.9K
|
2.03K
$1.02M
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
233New |
$82.7K - $90.1K
|
233
$117K
|
|
Nov 09, 2021
Q3 2021
|
Progressive Investment Management Corp
|
BUY
|
- |
231+ 0.62% |
$82K - $89.4K
|
37.7K
$19M
|
|
Nov 10, 2021
Q3 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
229+ 1.09% |
$81.3K - $88.6K
|
21.3K
$10.7M
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
229+ 16.18% |
$81.3K - $88.6K
|
1.64K
$828K
|
|
Nov 12, 2021
Q3 2021
|
Achmea Investment Management B.V.
|
BUY
|
- |
223+ 5.39% |
$79.2K - $86.3K
|
4.36K
$2.2M
|
|
Nov 15, 2021
Q3 2021
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
222New |
$78.8K - $85.9K
|
222
$112K
|
|
Jul 11, 2022
Q3 2021
|
Range Financial Group LLC
|
BUY
|
- |
220+ 10.24% |
$78.1K - $85.1K
|
2.37K
$1.19M
|
|
Nov 12, 2021
Q3 2021
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
215+ 2.37% |
$76.3K - $83.2K
|
9.3K
$4.69M
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
214New |
$76K - $82.8K
|
214
$108K
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
203+ 14.26% |
$72.1K - $78.5K
|
1.63K
$820K
|
|
Nov 10, 2021
Q3 2021
|
Banque Pictet & Cie Sa
|
BUY
|
- |
202+ 0.27% |
$71.7K - $78.1K
|
75K
$37.8M
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
202+ 0.5% |
$71.7K - $78.1K
|
41K
$20.7M
|
|
Nov 03, 2021
Q3 2021
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
200+ 0.29% |
$71K - $77.4K
|
68.5K
$34.5M
|
|
Nov 09, 2021
Q3 2021
|
Tpi Fund Managers LTD
|
BUY
|
- |
198+ 0.61% |
$70.3K - $76.6K
|
32.6K
$16.4M
|
|
Oct 08, 2021
Q3 2021
|
Addenda Capital Inc.
|
BUY
|
- |
191+ 1.73% |
$67.8K - $73.9K
|
11.2K
$5.65M
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
189+ 5.71% |
$67.1K - $73.1K
|
3.5K
$1.76M
|
|
Nov 12, 2021
Q3 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
181+ 0.47% |
$64.3K - $70K
|
38.9K
$19.6M
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
178New |
$63.2K - $68.9K
|
178
$89.7K
|
|
Nov 10, 2021
Q3 2021
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
BUY
|
- |
174+ 2.73% |
$61.8K - $67.3K
|
6.56K
$3.31M
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
174+ 22.77% |
$61.8K - $67.3K
|
938
$473K
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
173+ 65.28% |
$61.4K - $66.9K
|
438
$221K
|
|
Oct 07, 2021
Q3 2021
|
Caprock Group, Inc.
|
BUY
|
- |
159+ 12.39% |
$56.5K - $61.5K
|
1.44K
$727K
|
|
Nov 15, 2021
Q3 2021
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
151+ 0.14% |
$53.6K - $58.4K
|
106K
$53.2M
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
149+ 3.52% |
$52.9K - $57.6K
|
4.38K
$2.21M
|
|
Nov 15, 2021
Q3 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
148+ 52.67% |
$52.6K - $57.3K
|
429
$216K
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
BUY
|
- |
146+ 41.71% |
$51.8K - $56.5K
|
496
$250K
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
145+ 5.0% |
$51.5K - $56.1K
|
3.05K
$1.53M
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
139+ 163.53% |
$49.4K - $53.8K
|
224
$113K
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
136+ 0.47% |
$48.3K - $52.6K
|
29.3K
$14.8M
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
134New |
$47.6K - $51.8K
|
134
$67.5K
|