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 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
27+ 39.13% |
$6.56K - $8.72K
|
96
$47.2K
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
27+ 58.7% |
$6.56K - $8.72K
|
73
$35.9K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
27New |
$6.56K - $8.72K
|
27
$13.3K
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
26+ 0.32% |
$6.32K - $8.4K
|
8.2K
$4.03M
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
26+ 13.07% |
$6.32K - $8.4K
|
225
$111K
|
|
Nov 14, 2022
Q3 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
26+ 30.95% |
$6.32K - $8.4K
|
110
$54.1K
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
BUY
|
- |
25+ 12.2% |
$6.08K - $8.07K
|
230
$113K
|
|
Oct 17, 2022
Q3 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
25+ 0.6% |
$6.08K - $8.07K
|
4.16K
$2.04M
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
25+ 2.14% |
$6.08K - $8.07K
|
1.19K
$586K
|
|
Nov 04, 2022
Q3 2022
|
Profund Advisors LLC
|
BUY
|
- |
23+ 1.32% |
$5.59K - $7.43K
|
1.76K
$867K
|
|
Oct 12, 2022
Q3 2022
|
Armstrong Henry H Associates Inc
|
BUY
|
- |
22+ 0.01% |
$5.35K - $7.11K
|
174K
$85.6M
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
22+ 2.54% |
$5.35K - $7.11K
|
889
$437K
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
21+ 0.79% |
$5.11K - $6.78K
|
2.7K
$1.32M
|
|
Nov 10, 2022
Q3 2022
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
20+ 15.87% |
$4.86K - $6.46K
|
146
$71.8K
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
19+ 17.27% |
$4.62K - $6.14K
|
129
$63.4K
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
18+ 2.12% |
$4.38K - $5.81K
|
868
$427K
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
18+ 3.96% |
$4.38K - $5.81K
|
473
$232K
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
17+ 6.44% |
$4.13K - $5.49K
|
281
$138K
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
17+ 0.11% |
$4.13K - $5.49K
|
15.6K
$7.68M
|
|
Oct 11, 2022
Q3 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
15+ 1.2% |
$3.65K - $4.84K
|
1.26K
$620K
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
15+ 1.58% |
$3.65K - $4.84K
|
965
$474K
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
15+ 3.07% |
$3.65K - $4.84K
|
504
$248K
|
|
Nov 14, 2022
Q3 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
14+ 1.28% |
$3.4K - $4.52K
|
1.11K
$543K
|
|
Nov 03, 2022
Q3 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
13+ 0.35% |
$3.16K - $4.2K
|
3.69K
$1.81M
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
12+ 0.21% |
$2.92K - $3.88K
|
5.78K
$2.84M
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
12New |
$2.92K - $3.88K
|
12
$5.9K
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
12+ 0.91% |
$2.92K - $3.88K
|
1.33K
$651K
|
|
Oct 20, 2022
Q3 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
11+ 0.23% |
$2.67K - $3.55K
|
4.72K
$2.32M
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
11+ 4.98% |
$2.67K - $3.55K
|
232
$114K
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
11New |
$2.67K - $3.55K
|
11
$5.41K
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
11+ 100.0% |
$2.67K - $3.55K
|
22
$10.8K
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
10+ 66.67% |
$2.43K - $3.23K
|
25
$12.3K
|
|
Nov 29, 2022
Q3 2022
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
10+ 0.02% |
$2.43K - $3.23K
|
64K
$31.5M
|
|
Nov 02, 2022
Q3 2022
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
10+ 1.14% |
$2.43K - $3.23K
|
890
$437K
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
BUY
|
- |
9New |
$2.19K - $2.91K
|
9
$4.42K
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
9+ 0.82% |
$2.19K - $2.91K
|
1.1K
$543K
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
9+ 0.17% |
$2.19K - $2.91K
|
5.19K
$2.55M
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 7.02% |
$1.94K - $2.58K
|
122
$60K
|
|
Nov 14, 2022
Q3 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
8+ 0.34% |
$1.94K - $2.58K
|
2.35K
$1.16M
|
|
Oct 19, 2022
Q3 2022
|
Essex Savings Bank
|
BUY
|
- |
8+ 0.2% |
$1.94K - $2.58K
|
4.03K
$1.98M
|
|
Oct 18, 2022
Q3 2022
|
Core Alternative Capital
|
BUY
|
- |
6+ 8.33% |
$1.46K - $1.94K
|
78
$38.3K
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
6+ 0.39% |
$1.46K - $1.94K
|
1.53K
$753K
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
6+ 0.25% |
$1.46K - $1.94K
|
2.45K
$1.21M
|
|
Nov 10, 2022
Q3 2022
|
Cavalier Investments, LLC
|
BUY
|
- |
6+ 0.24% |
$1.46K - $1.94K
|
2.55K
$1.25M
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
6+ 0.25% |
$1.46K - $1.94K
|
2.41K
$1.18M
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5+ 71.43% |
$1.22K - $1.61K
|
12
$5.9K
|
|
Oct 21, 2022
Q3 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
5+ 0.3% |
$1.22K - $1.61K
|
1.68K
$826K
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
5+ 29.41% |
$1.22K - $1.61K
|
22
$10.8K
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
5New |
$1.22K - $1.61K
|
5
$2.46K
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
3New |
$729 - $969
|
3
$1.47K
|