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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3+ 2.44% |
$729 - $969
|
126
$61.9K
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2+ 200.0% |
$486 - $646
|
3
$1.47K
|
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2+ 0.47% |
$486 - $646
|
424
$208K
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2+ 0.09% |
$486 - $646
|
2.35K
$1.15M
|
|
|
Oct 25, 2022
Q3 2022
|
Shearwater Capital LLC
|
BUY
|
- |
2+ 0.21% |
$486 - $646
|
960
$472K
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2New |
$486 - $646
|
2
$983
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
BUY
|
- |
1+ 2.86% |
$243 - $323
|
36
$17.7K
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1New |
$243 - $323
|
1
$491
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
1+ 5.56% |
$243 - $323
|
19
$9.34K
|
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1+ 0.08% |
$243 - $323
|
1.24K
$610K
|
|
|
Nov 26, 2024
Q3 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1- 8.33% |
$243 - $323
|
11
$5.41K
|
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1- 0.03% |
$243 - $323
|
3.01K
$1.48M
|
|
|
Oct 26, 2022
Q3 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1- 0.05% |
$243 - $323
|
2K
$981K
|
|
|
Nov 03, 2022
Q3 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-1- -0.0% |
$243 - $323
|
22.9K
$11.3M
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1- 5.26% |
$243 - $323
|
18
$8.85K
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1- 5.26% |
$243 - $323
|
18
$8.85K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 20.0% |
$243 - $323
|
4
$1.97K
|
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-2- 0.17% |
$486 - $646
|
1.15K
$567K
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2- 0.24% |
$486 - $646
|
828
$407K
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2- 2.35% |
$486 - $646
|
83
$40.8K
|
|
|
Oct 12, 2022
Q3 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-2- 0.05% |
$486 - $646
|
3.97K
$1.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-3- 0.61% |
$729 - $969
|
487
$239K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-3- 0.39% |
$729 - $969
|
757
$372K
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3- 0.17% |
$729 - $969
|
1.75K
$860K
|
|
|
Nov 14, 2022
Q3 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-3- 0.08% |
$729 - $969
|
3.67K
$1.8M
|
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-4- 12.12% |
$972 - $1.29K
|
29
$14.3K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4- 2.8% |
$972 - $1.29K
|
139
$68.3K
|
|
|
Nov 03, 2022
Q3 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-4- 0.12% |
$972 - $1.29K
|
3.32K
$1.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5- 14.29% |
$1.22K - $1.61K
|
30
$14.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-5- 0.24% |
$1.22K - $1.61K
|
2.08K
$1.02M
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-5- 9.26% |
$1.22K - $1.61K
|
49
$24.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-6- 0.39% |
$1.46K - $1.94K
|
1.54K
$759K
|
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-7- 53.85% |
$1.7K - $2.26K
|
6
$2.95K
|
|
|
Nov 14, 2022
Q3 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-7- 31.82% |
$1.7K - $2.26K
|
15
$7.37K
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-8- 0.25% |
$1.94K - $2.58K
|
3.22K
$1.58M
|
|
|
Nov 10, 2022
Q3 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-9- 0.62% |
$2.19K - $2.91K
|
1.44K
$706K
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-10- 0.38% |
$2.43K - $3.23K
|
2.6K
$1.28M
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-10- 0.38% |
$2.43K - $3.23K
|
2.6K
$1.28M
|
|
|
Oct 11, 2022
Q3 2022
|
Tributary Capital Management, LLC
|
SELL
|
- |
-10- 0.82% |
$2.43K - $3.23K
|
1.22K
$597K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-10Closed |
$2.43K - $3.23K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-10- 0.99% |
$2.43K - $3.23K
|
1.01K
$494K
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-11- 0.26% |
$2.67K - $3.55K
|
4.17K
$2.05M
|
|
|
Nov 16, 2022
Q3 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-11- 4.74% |
$2.67K - $3.55K
|
221
$109K
|
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-13- 0.48% |
$3.16K - $4.2K
|
2.69K
$1.32M
|
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-13- 52.0% |
$3.16K - $4.2K
|
12
$5.9K
|
|
|
Nov 01, 2022
Q3 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-15- 0.61% |
$3.65K - $4.84K
|
2.45K
$1.21M
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-15- 62.5% |
$3.65K - $4.84K
|
9
$4.42K
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-16- 0.99% |
$3.89K - $5.17K
|
1.6K
$788K
|
|
|
Nov 08, 2022
Q3 2022
|
Impax Asset Management Group PLC
|
SELL
|
- |
-18- 0.31% |
$4.38K - $5.81K
|
5.7K
$2.8M
|