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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
129+ 9.85% |
$45.8K - $49.9K
|
1.44K
$710K
|
|
|
Oct 15, 2021
Q3 2021
|
Fortem Financial Group, LLC
|
BUY
|
- |
128+ 2.02% |
$45.5K - $49.5K
|
6.48K
$3.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
127New |
$45.1K - $49.1K
|
127
$62.7K
|
|
|
Nov 15, 2021
Q3 2021
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
125+ 0.72% |
$44.4K - $48.4K
|
17.6K
$8.67M
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Insight Partners, LLC
|
BUY
|
- |
119+ 1.21% |
$42.3K - $46K
|
9.98K
$4.93M
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
117+ 11.82% |
$41.5K - $45.3K
|
1.11K
$547K
|
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
115+ 3.34% |
$40.8K - $44.5K
|
3.56K
$1.76M
|
|
|
Nov 12, 2021
Q3 2021
|
Empirical Finance, LLC
|
BUY
|
- |
115+ 5.99% |
$40.8K - $44.5K
|
2.04K
$1M
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
112+ 147.37% |
$39.8K - $43.3K
|
188
$92.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
111+ 0.62% |
$39.4K - $42.9K
|
18.1K
$8.96M
|
|
|
Nov 10, 2021
Q3 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
111+ 2.75% |
$39.4K - $42.9K
|
4.14K
$2.05M
|
|
|
Oct 12, 2021
Q3 2021
|
Cypress Capital Group
|
BUY
|
- |
109+ 2.16% |
$38.7K - $42.2K
|
5.16K
$2.55M
|
|
|
Nov 15, 2021
Q3 2021
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
108+ 8.5% |
$38.4K - $41.8K
|
1.38K
$681K
|
|
|
Oct 29, 2021
Q3 2021
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
105+ 7.2% |
$37.3K - $40.6K
|
1.56K
$772K
|
|
|
Oct 07, 2021
Q3 2021
|
Ims Capital Management
|
BUY
|
- |
105+ 5.65% |
$37.3K - $40.6K
|
1.97K
$970K
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
101+ 0.83% |
$35.9K - $39.1K
|
12.3K
$6.05M
|
|
|
Nov 04, 2021
Q3 2021
|
Freemont Management S.A.
|
BUY
|
- |
100+ 0.27% |
$35.5K - $38.7K
|
37.8K
$18.7M
|
|
|
Oct 12, 2021
Q3 2021
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 1.0% |
$35.5K - $38.7K
|
10.1K
$4.99M
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
99+ 6.78% |
$35.2K - $38.3K
|
1.56K
$770K
|
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
98+ 4.41% |
$34.8K - $37.9K
|
2.32K
$1.14M
|
|
|
Nov 09, 2021
Q3 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
98+ 2.11% |
$34.8K - $37.9K
|
4.73K
$2.34M
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
97New |
$34.4K - $37.5K
|
97
$47.9K
|
|
|
Nov 09, 2021
Q3 2021
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
97New |
$34.4K - $37.5K
|
97
$47.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
89+ 1.9% |
$31.6K - $34.4K
|
4.78K
$2.36M
|
|
|
Nov 12, 2021
Q3 2021
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
88New |
$31.2K - $34K
|
88
$43.4K
|
|
|
Oct 15, 2021
Q3 2021
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
87+ 0.18% |
$30.9K - $33.7K
|
49.4K
$24.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
86+ 3.7% |
$30.5K - $33.3K
|
2.41K
$1.19M
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
85+ 0.65% |
$30.2K - $32.9K
|
13.2K
$6.52M
|
|
|
Oct 27, 2021
Q3 2021
|
Ogorek Anthony Joseph
|
BUY
|
- |
84New |
$29.8K - $32.5K
|
84
$41.5K
|
|
|
Nov 03, 2021
Q3 2021
|
Sepio Capital, LP
|
BUY
|
- |
84+ 0.83% |
$29.8K - $32.5K
|
10.2K
$5.02M
|
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
BUY
|
- |
84+ 11.51% |
$29.8K - $32.5K
|
814
$402K
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
77+ 8.93% |
$27.3K - $29.8K
|
939
$464K
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
77+ 8.93% |
$27.3K - $29.8K
|
939
$464K
|
|
|
Nov 12, 2021
Q3 2021
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
75+ 2.05% |
$26.6K - $29K
|
3.73K
$1.84M
|
|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
74New |
$26.3K - $28.6K
|
74
$36.5K
|
|
|
Oct 29, 2021
Q3 2021
|
Value Partners Investments Inc.
|
BUY
|
- |
72+ 5.55% |
$25.6K - $27.9K
|
1.37K
$676K
|
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
70+ 11.69% |
$24.9K - $27.1K
|
669
$330K
|
|
|
Nov 15, 2021
Q3 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
69+ 11.24% |
$24.5K - $26.7K
|
683
$337K
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
67+ 32.68% |
$23.8K - $25.9K
|
272
$134K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
65+ 8.22% |
$23.1K - $25.1K
|
856
$423K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
62+ 0.74% |
$22K - $24K
|
8.4K
$4.15M
|
|
|
Nov 12, 2021
Q3 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
60+ 3.5% |
$21.3K - $23.2K
|
1.77K
$875K
|
|
|
Nov 17, 2021
Q3 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
59+ 1.41% |
$21K - $22.8K
|
4.25K
$2.1M
|
|
|
Oct 18, 2021
Q3 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
59+ 2.76% |
$21K - $22.8K
|
2.2K
$1.08M
|
|
|
Nov 15, 2021
Q3 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
56+ 1.38% |
$19.9K - $21.7K
|
4.13K
$2.04M
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
51New |
$18.1K - $19.7K
|
51
$25.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
48+ 0.65% |
$17K - $18.6K
|
7.43K
$3.67M
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
47+ 0.77% |
$16.7K - $18.2K
|
6.15K
$3.04M
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
46New |
$16.3K - $17.8K
|
46
$22.7K
|
|
|
Nov 09, 2021
Q3 2021
|
Gamble Jones Investment Counsel
|
BUY
|
- |
44+ 0.19% |
$15.6K - $17K
|
23.4K
$11.5M
|