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 28, 2021
Q3 2021
|
Kanawha Capital Management LLC
|
BUY
|
- |
4+ 0.4% |
$1.42K - $1.55K
|
1K
$496K
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4+ 0.31% |
$1.42K - $1.55K
|
1.29K
$638K
|
|
Oct 26, 2021
Q3 2021
|
Country Trust Bank
|
BUY
|
- |
3New |
$1.07K - $1.16K
|
3
$1.48K
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3+ 0.06% |
$1.07K - $1.16K
|
5.4K
$2.66M
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 1.67% |
$1.07K - $1.16K
|
183
$90.3K
|
|
Nov 12, 2021
Q3 2021
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3+ 0.26% |
$1.07K - $1.16K
|
1.16K
$574K
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
3+ 0.71% |
$1.07K - $1.16K
|
428
$211K
|
|
Nov 04, 2021
Q3 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3+ 0.09% |
$1.07K - $1.16K
|
3.2K
$1.58M
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
3New |
$1.07K - $1.16K
|
3
$1.48K
|
|
Nov 12, 2021
Q3 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2+ 0.24% |
$710 - $774
|
820
$405K
|
|
Nov 01, 2021
Q3 2021
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
2+ 0.21% |
$710 - $774
|
949
$469K
|
|
Nov 05, 2021
Q3 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2New |
$710 - $774
|
2
$987
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
2+ 5.13% |
$710 - $774
|
41
$20.2K
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1New |
$355 - $387
|
1
$494
|
|
Nov 12, 2021
Q3 2021
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
1+ 4.76% |
$355 - $387
|
22
$10.9K
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
1+ 0.06% |
$355 - $387
|
1.66K
$820K
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1New |
$355 - $387
|
1
$494
|
|
Nov 03, 2021
Q3 2021
|
Tap Consulting, LLC
|
BUY
|
- |
1+ 0.15% |
$355 - $387
|
650
$321K
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.99% |
$355 - $387
|
102
$50.4K
|
|
Nov 22, 2024
Q3 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
SELL
|
- |
-1- 0.04% |
$355 - $387
|
2.57K
$1.27M
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1- 3.03% |
$355 - $387
|
32
$15.8K
|
|
Nov 05, 2021
Q3 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1- 25.0% |
$355 - $387
|
3
$1.48K
|
|
Nov 12, 2021
Q3 2021
|
Impax Asset Management Group PLC
|
SELL
|
- |
-2- 0.04% |
$710 - $774
|
5.42K
$2.68M
|
|
Nov 15, 2021
Q3 2021
|
Caxton Corp
Princeton, NJ |
SELL
|
- |
-2- 0.08% |
$710 - $774
|
2.38K
$1.17M
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-3- 0.95% |
$1.07K - $1.16K
|
313
$155K
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-3- 0.7% |
$1.07K - $1.16K
|
428
$211K
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-3- 1.05% |
$1.07K - $1.16K
|
282
$139K
|
|
Nov 12, 2021
Q3 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3- 0.18% |
$1.07K - $1.16K
|
1.71K
$844K
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-3Closed |
$1.07K - $1.16K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-4- 0.58% |
$1.42K - $1.55K
|
681
$336K
|
|
Nov 15, 2021
Q3 2021
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-4Closed |
$1.42K - $1.55K
|
0
$0
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-4Closed |
$1.42K - $1.55K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4Closed |
$1.42K - $1.55K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-5- 1.33% |
$1.78K - $1.93K
|
372
$184K
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-6- 0.51% |
$2.13K - $2.32K
|
1.17K
$577K
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-6- 0.62% |
$2.13K - $2.32K
|
966
$477K
|
|
Oct 25, 2021
Q3 2021
|
Old National Bancorp
|
SELL
|
- |
-6- 0.28% |
$2.13K - $2.32K
|
2.1K
$1.04M
|
|
Oct 20, 2021
Q3 2021
|
Essex Savings Bank
|
SELL
|
- |
-8- 0.2% |
$2.84K - $3.09K
|
4.02K
$1.99M
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-9- 0.35% |
$3.2K - $3.48K
|
2.55K
$1.26M
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-9- 0.35% |
$3.2K - $3.48K
|
2.55K
$1.26M
|
|
Nov 10, 2021
Q3 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-9- 1.0% |
$3.2K - $3.48K
|
891
$440K
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
SELL
|
- |
-9Closed |
$3.2K - $3.48K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-10- 0.93% |
$3.55K - $3.87K
|
1.06K
$523K
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-12Closed |
$4.26K - $4.64K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-13- 14.44% |
$4.62K - $5.03K
|
77
$38K
|
|
Oct 13, 2021
Q3 2021
|
Corbenic Partners LLC
|
SELL
|
- |
-13- 26.0% |
$4.62K - $5.03K
|
37
$18.3K
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-13- 1.3% |
$4.62K - $5.03K
|
985
$486K
|
|
Nov 09, 2021
Q3 2021
|
Bank Of The West
|
SELL
|
- |
-15- 0.91% |
$5.33K - $5.8K
|
1.64K
$810K
|
|
Oct 12, 2021
Q3 2021
|
Legacy Private Trust Co.
|
SELL
|
- |
-15- 0.81% |
$5.33K - $5.8K
|
1.83K
$904K
|