Purchases and Sales Made in Q3 2022 in Moodys Corp (MCO)
This table provides information about the institutional ownership of Moodys Corp (MCO) during Q3 2022. 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 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
133+ 1.41% |
$32.3K - $43K
|
9.54K
$4.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
132+ 2.13% |
$32.1K - $42.6K
|
6.32K
$3.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
130+ 14.1% |
$31.6K - $42K
|
1.05K
$520K
|
|
|
Oct 27, 2022
Q3 2022
|
Handelsbanken Fonder Ab
|
BUY
|
- |
130+ 0.31% |
$31.6K - $42K
|
41.8K
$20.7M
|
|
|
Oct 13, 2022
Q3 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
119+ 0.78% |
$28.9K - $38.4K
|
15.4K
$7.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
118+ 6.95% |
$28.7K - $38.1K
|
1.82K
$899K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
114+ 16.69% |
$27.7K - $36.8K
|
797
$394K
|
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
114+ 7.08% |
$27.7K - $36.8K
|
1.72K
$853K
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
106+ 2.0% |
$25.8K - $34.2K
|
5.41K
$2.68M
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
106+ 1.85% |
$25.8K - $34.2K
|
5.84K
$2.89M
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
105+ 15.7% |
$25.5K - $33.9K
|
774
$383K
|
|
|
Nov 03, 2022
Q3 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
100+ 12.82% |
$24.3K - $32.3K
|
880
$435K
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
98+ 8.9% |
$23.8K - $31.7K
|
1.2K
$593K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
97+ 11.8% |
$23.6K - $31.3K
|
919
$455K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
93+ 2.57% |
$22.6K - $30K
|
3.71K
$1.84M
|
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
BUY
|
- |
90New |
$21.9K - $29.1K
|
90
$44.5K
|
|
|
Nov 14, 2022
Q3 2022
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
89+ 0.52% |
$21.6K - $28.7K
|
17.4K
$8.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
88New |
$21.4K - $28.4K
|
88
$43.5K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
87+ 0.26% |
$21.2K - $28.1K
|
33.2K
$16.4M
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
82+ 7.78% |
$19.9K - $26.5K
|
1.14K
$562K
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
80+ 2.63% |
$19.4K - $25.8K
|
3.12K
$1.54M
|
|
|
Oct 27, 2022
Q3 2022
|
Strs Ohio
|
BUY
|
- |
79+ 0.12% |
$19.2K - $25.5K
|
65K
$32.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
78+ 0.86% |
$19K - $25.2K
|
9.11K
$4.51M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
76+ 5.82% |
$18.5K - $24.5K
|
1.38K
$684K
|
|
|
Nov 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
72+ 8.74% |
$17.5K - $23.3K
|
896
$443K
|
|
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
71+ 3.14% |
$17.3K - $22.9K
|
2.33K
$1.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
67+ 7.3% |
$16.3K - $21.6K
|
985
$487K
|
|
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
67+ 2.74% |
$16.3K - $21.6K
|
2.51K
$1.24M
|
|
|
Oct 18, 2022
Q3 2022
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
66+ 25.78% |
$16K - $21.3K
|
322
$159K
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
66+ 110.0% |
$16K - $21.3K
|
126
$62.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
63+ 7.64% |
$15.3K - $20.3K
|
888
$439K
|
|
|
Oct 24, 2022
Q3 2022
|
Monte Financial Group, LLC
|
BUY
|
- |
59+ 2.55% |
$14.3K - $19.1K
|
2.37K
$1.17M
|
|
|
Apr 01, 2024
Q3 2022
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
57+ 1.19% |
$13.9K - $18.4K
|
4.86K
$2.4M
|
|
|
Nov 16, 2022
Q3 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
56+ 4.42% |
$13.6K - $18.1K
|
1.32K
$654K
|
|
|
Oct 19, 2022
Q3 2022
|
Triangle Securities Wealth Management
|
BUY
|
- |
50+ 1.72% |
$12.2K - $16.1K
|
2.97K
$1.47M
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
47New |
$11.4K - $15.2K
|
47
$23.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
45+ 14.52% |
$10.9K - $14.5K
|
355
$176K
|
|
|
Nov 14, 2022
Q3 2022
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
41+ 0.39% |
$9.97K - $13.2K
|
10.7K
$5.27M
|
|
|
Nov 04, 2022
Q3 2022
|
Blue Fin Capital, Inc.
|
BUY
|
- |
41+ 0.87% |
$9.97K - $13.2K
|
4.75K
$2.35M
|
|
|
Nov 10, 2022
Q3 2022
|
Geo Capital Gestora De Recursos LTD
S?O Paulo, D5 |
BUY
|
- |
38+ 13.33% |
$9.24K - $12.3K
|
323
$160K
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
38+ 69.09% |
$9.24K - $12.3K
|
93
$46K
|
|
|
Oct 28, 2022
Q3 2022
|
Sepio Capital, LP
|
BUY
|
- |
36+ 0.33% |
$8.75K - $11.6K
|
10.8K
$5.34M
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
35+ 11.08% |
$8.51K - $11.3K
|
351
$174K
|
|
|
Nov 14, 2022
Q3 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
33+ 0.85% |
$8.02K - $10.7K
|
3.91K
$1.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
32New |
$7.78K - $10.3K
|
32
$15.8K
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
BUY
|
- |
32+ 0.47% |
$7.78K - $10.3K
|
6.85K
$3.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
31+ 0.06% |
$7.54K - $10K
|
54.4K
$26.9M
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
29+ 10.28% |
$7.05K - $9.37K
|
311
$154K
|
|
|
Nov 09, 2022
Q3 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
28+ 1.9% |
$6.81K - $9.04K
|
1.5K
$743K
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
28New |
$6.81K - $9.04K
|
28
$13.9K
|