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
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
44+ 23.16% |
$15.6K - $17K
|
234
$116K
|
|
|
Oct 25, 2021
Q3 2021
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
43+ 6.52% |
$15.3K - $16.6K
|
703
$347K
|
|
|
Nov 12, 2021
Q3 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
42+ 2.09% |
$14.9K - $16.2K
|
2.06K
$1.02M
|
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
40+ 4.9% |
$14.2K - $15.5K
|
857
$423K
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
40+ 5.88% |
$14.2K - $15.5K
|
720
$355K
|
|
|
Nov 08, 2021
Q3 2021
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
40+ 0.16% |
$14.2K - $15.5K
|
24.7K
$12.2M
|
|
|
Nov 15, 2021
Q3 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
38+ 6.59% |
$13.5K - $14.7K
|
615
$304K
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
37+ 0.49% |
$13.1K - $14.3K
|
7.66K
$3.78M
|
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
35+ 4.74% |
$12.4K - $13.5K
|
774
$382K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
35+ 3.19% |
$12.4K - $13.5K
|
1.13K
$559K
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
35+ 1.41% |
$12.4K - $13.5K
|
2.52K
$1.24M
|
|
|
Nov 15, 2021
Q3 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
33+ 1.23% |
$11.7K - $12.8K
|
2.72K
$1.34M
|
|
|
Oct 26, 2021
Q3 2021
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
31+ 2.71% |
$11K - $12K
|
1.17K
$580K
|
|
|
Oct 18, 2021
Q3 2021
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
29+ 1.76% |
$10.3K - $11.2K
|
1.68K
$827K
|
|
|
Nov 12, 2021
Q3 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
29+ 1.98% |
$10.3K - $11.2K
|
1.5K
$738K
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
28New |
$9.94K - $10.8K
|
28
$13.8K
|
|
|
Oct 18, 2021
Q3 2021
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
28+ 6.83% |
$9.94K - $10.8K
|
438
$216K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
27+ 4.18% |
$9.59K - $10.4K
|
673
$332K
|
|
|
Nov 12, 2021
Q3 2021
|
Atlanta Capital Management CO L L C
Atlanta, GA |
BUY
|
- |
26+ 0.02% |
$9.23K - $10.1K
|
113K
$55.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Loomis Sayles & CO L P
|
BUY
|
- |
26+ 29.21% |
$9.23K - $10.1K
|
115
$56.8K
|
|
|
Oct 22, 2021
Q3 2021
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
25+ 0.62% |
$8.88K - $9.67K
|
4.08K
$2.01M
|
|
|
Nov 12, 2021
Q3 2021
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
23New |
$8.17K - $8.9K
|
23
$11.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
23+ 1.69% |
$8.17K - $8.9K
|
1.39K
$684K
|
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
22+ 1.41% |
$7.81K - $8.51K
|
1.58K
$780K
|
|
|
Oct 27, 2021
Q3 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
22+ 0.56% |
$7.81K - $8.51K
|
3.95K
$1.95M
|
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
22+ 4.36% |
$7.81K - $8.51K
|
527
$260K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
21New |
$7.46K - $8.12K
|
21
$10.4K
|
|
|
Nov 09, 2021
Q3 2021
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
20+ 4.44% |
$7.1K - $7.74K
|
470
$232K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
20New |
$7.1K - $7.74K
|
20
$9.87K
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
17+ 11.97% |
$6.04K - $6.58K
|
159
$78.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
17+ 47.22% |
$6.04K - $6.58K
|
53
$26.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
16+ 53.33% |
$5.68K - $6.19K
|
46
$22.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
16+ 2.57% |
$5.68K - $6.19K
|
638
$315K
|
|
|
Nov 12, 2021
Q3 2021
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
14+ 0.04% |
$4.97K - $5.42K
|
31.2K
$15.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
13+ 1.06% |
$4.62K - $5.03K
|
1.24K
$614K
|
|
|
Nov 15, 2021
Q3 2021
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
12+ 11.32% |
$4.26K - $4.64K
|
118
$58.3K
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
10+ 0.42% |
$3.55K - $3.87K
|
2.41K
$1.19M
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
10+ 3.4% |
$3.55K - $3.87K
|
304
$150K
|
|
|
Nov 15, 2021
Q3 2021
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
9+ 1.33% |
$3.2K - $3.48K
|
687
$339K
|
|
|
Oct 05, 2021
Q3 2021
|
Ibm Retirement Fund
|
BUY
|
- |
9+ 0.2% |
$3.2K - $3.48K
|
4.58K
$2.26M
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
9+ 2.92% |
$3.2K - $3.48K
|
317
$156K
|
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
7+ 0.17% |
$2.49K - $2.71K
|
4.02K
$1.99M
|
|
|
Nov 09, 2021
Q3 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
6+ 0.63% |
$2.13K - $2.32K
|
958
$473K
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
6+ 0.97% |
$2.13K - $2.32K
|
623
$308K
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
6New |
$2.13K - $2.32K
|
6
$2.96K
|
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
6+ 0.85% |
$2.13K - $2.32K
|
709
$350K
|
|
|
Oct 20, 2021
Q3 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
5+ 0.32% |
$1.78K - $1.93K
|
1.56K
$768K
|
|
|
Nov 12, 2021
Q3 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
4New |
$1.42K - $1.55K
|
4
$1.97K
|
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4+ 0.47% |
$1.42K - $1.55K
|
854
$422K
|
|
|
Nov 15, 2021
Q3 2021
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
4+ 0.22% |
$1.42K - $1.55K
|
1.83K
$901K
|